GalaciaUpload from the case
Agents choose Upload files in the Vault component, then browse or use the drop zone. On mobile there’s a Tap to Upload control.
Solutions / Service teams
Case files where your agents already work.
Galacia Vault gives a service team a file component on the Salesforce case page. Agents upload and open what the case needs, and the contents stay in storage your organisation owns.
The situation
A case is quicker to pick up when its files are on it.
Screenshots, logs and customer documents tend to arrive in whatever channel the customer used. The next person to open the case shouldn’t have to go looking for them.
With Vault on the case page, the file list sits beside the case details. A colleague with access can find the file, download it and carry on.
With Galacia Vault
What changes for your team.
Find it again
Files are listed on the record. Where your setup offers them, folders and tags help keep a busy case tidy.
Download and preview
Download is in each file’s action menu. In the standard S3 setup, text files can be previewed inline and PDFs are downloaded to view.
In the demo
Ask to see these.
Bring a typical record, your user roles and a few non-sensitive files.
- An agent uploading a typical screenshot or log from a case, then a colleague downloading it.
- What the component shows when a file is over the upload limit.
- A user who can see the case but hasn’t been given file access.
- How your team should report a failed upload: the visible error, the time, the file type and its approximate size.
Plain facts
Limits worth knowing first
- The standard upload path takes files up to 1.5 MB each. Check that against your usual screenshots and logs.
- Preview depends on file type and configuration. A file with no preview can still be downloaded.
- Don’t assume a deleted file can be recovered. Agree retention and recovery with your administrator first.
- Vault isn’t a messaging tool. Galacia Connect is a planned concept with a working name, and it isn’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.