Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

DocuVault Document Management | S3,Azure Blob,SharePoint,GoogleDrive Integration

Secure Salesforce Document Management with External Cloud Storage

Starting at $4.99   USD/user/month

Discounts available for nonprofits

Try It
Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Business Need
Collaboration
Document Management
Integration
Requires
Sales Cloud
Service Cloud
Platform Cloud
Compatible With
Experience Cloud
Financial Services Cloud
Nonprofit Solutions

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Experience Cloud
Financial Services Cloud
Nonprofit Solutions
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Requires Amazon S3 or a Microsoft Azure Blob Storage Account Browser Support: Chrome Firefox Safari Opera IE10 and above

App Details

Version
DocuVault/Docuvault 4.209.0
Listed On
05/14/2015
Latest Release
07/12/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Community Builder
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 10
Custom Tabs: 6
Custom Apps: 1
Lightning Components
Global: 44
App Builder: 5
Community Builder: 11
Languages
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
4.205.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/10/2015

Additional Details

Features: • Add files to standard and custom Salesforce records • Drag ‘n’ drop multiple files directly into Salesforce • Salesforce1 ready • Capture Geolocation of file uploaded using Salesforce1 • File preview* • Unlimited File Versions • Control file access using Salesforce security model • Share files and collaborate with team members using chatter • Amazon S3 server-side encryption (AES-256) • File Requests - Invite external users to upload files *** • Generate public and password-protected *** file links • Track file downloads • Upload attachments to Web2Lead/Case forms Storage Options • Amazon S3 (AWS S3) • Azure Blob Storage • Microsoft SharePoint • Microsoft OneDrive • Google Drive Benefits: • Unlimited Storage • Low Cost • Highly Customizable & Scalable • No File Size Limits • No Hardware (File Server,FTP) Use Cases • Document Management & Collaboration • Archive Salesforce Attachments to Amazon S3 • Electronic Software Delivery • Share large files securely • Document Management for Communities * Does not support all file types and sizes ** Requires Google URL Shortener Account *** Requires Salesforce Sites & 1 additional DocuVault License

Need help?

BIGWORKS