GalaciaFiles in the context of the record
People choose Upload files in the Vault component on the record they’re working on. The finished upload appears against that record.
Solutions / Sales operations
Deal files on the record, in storage you own.
Galacia Vault lets a sales team keep the files behind an account or opportunity on the Salesforce record page, with the contents held in your organisation’s own Amazon S3 bucket.
The situation
The file is part of the deal, so it belongs with the record.
A sales record is rarely complete without its paperwork: the brief, the signed order, the notes from a site visit. When those sit in inboxes and shared drives, the record says less than the team knows.
Vault puts a file component on the record page. Whoever opens the account can upload a file or open one that’s already there, if they’ve been given access.
With Galacia Vault
What changes for your team.
Storage your organisation owns
File contents go to the S3 bucket and region you agreed. Salesforce keeps the file’s metadata and its link to the record.
Access you decide
Seeing an account doesn’t automatically grant access to its Vault files. File sharing and storage-connection access are set and tested separately.
In the demo
Ask to see these.
Bring a typical record, your user roles and a few non-sensitive files.
- An upload and a download on one of your own record types, with the download checked against the original file.
- A restricted user being denied a file they shouldn’t see.
- Your largest usual file. The standard upload path takes up to 1.5 MB per file.
- Which record pages will carry the component, and who needs access on each.
Plain facts
Limits worth knowing first
- Larger files need separate technical qualification. They’re outside the standard assisted scope.
- Moving existing files across is a migration. It’s only included when it has been scoped and agreed.
- Vault doesn’t generate documents. Galacia Docs is a planned concept with a working name, and it isn’t available.
- Future integrations and structured data storage aren’t available.
See Vault on a Salesforce record page.
Book a demo, bring a typical record and a few non-sensitive files, and decide from there.