GalaciaWhat Galacia does
Installs the agreed version, assigns administrator and user permissions, connects storage and adds Vault to the agreed record pages. Then tests the result.
Solutions / Salesforce admins
A file setup you can explain to your team.
Galacia installs Vault with you. You know what’s been configured, who can reach which files and what happens when something changes.
The situation
You’re the one who gets asked where the files are.
Admins carry the questions about access, storage and recovery. A new integration is only worth having if those answers are written down and you can check them yourself.
Vault is installed by Galacia in an assisted session. There’s no self-service package installer and no AppExchange listing, so the version and configuration in your org are the ones you agreed.
With Galacia Vault
What changes for your team.
What you prepare
The target organisation and a test environment, the record types in scope, the people who need access, and a named owner for the S3 bucket.
How access works
Record visibility and file access are separate. A user needs file sharing and access to the storage connection as well. The standard connection uses a Salesforce Named Credential.
What you keep
A handover that records the installed version, the configuration, the support contact and the agreed upgrade, recovery and data-exit steps.
In the demo
Ask to see these.
Bring a typical record, your user roles and a few non-sensitive files.
- Upload and download with non-sensitive files, with the downloaded copy compared against the original.
- A permitted user and a restricted user on the same record.
- Your Salesforce edition, API access and record-page setup confirmed as a fit.
- The steps for an upgrade, a configuration change and removing the integration.
Plain facts
Limits worth knowing first
- There’s no self-service installer. Installation is arranged with Galacia after the demo and written offer.
- Storage ownership isn’t a recovery plan. Agree who backs up file contents and Salesforce metadata, and who tests a restore.
- Before removing the integration, preserve the file-to-record mappings. Bucket access alone doesn’t rebuild those relationships.
- A storage provider other than Amazon S3 needs separate qualification.
See Vault on a Salesforce record page.
Book a demo, bring a typical record and a few non-sensitive files, and decide from there.