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

Secure Salesforce Document Management with External Cloud Storage

Overview

DocuVault is a secure file storage and document management App that lets users upload and access large files from within Salesforce. Files are stored in AWS S3, Sharepoint or Azure Blob Storage and can be accessed securely from anywhere and on any device.

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See How DocuVault Document Management | S3,Azure Blob,SharePoint,GoogleDrive Integration Works

  • Powerful Document Management for Sales Cloud, Service Cloud including Field Service Lightning (FSL), Custom Cloud, Financial Services Cloud, and Communities/Portals

  • File Storage Built for Salesforce - Leverage all the native Salesforce functionality (custom fields, chatter, reporting, workflows and approvals, apex, visualforce, roles and profiles) for document management.

  • Integrated Cloud Storage – Benefit from the simplicity of cloud storage seamlessly integrated with Salesforce. Users can upload as many, and as big documents as they need right from their Salesforce interface

  • Supported Storage Providers ✔ Amazon S3 ✔ Azure Blob Storage ✔ Microsoft SharePoint ✔ Microsoft OneDrive ✔ GoogleDrive Choose one or multiple storage providers based on your IT, security, or compliance needs

  • Enterprise-Grade Security & Compliance ✔ Secure authentication with cloud storage providers ✔ Salesforce-based access control using profiles, roles, and sharing rules ✔ Secure file transfer and sharing links ✔ Ideal for compliance-driven industries

  • AI-Powered Document Intelligence ✔ Textract/Azure Document Intelligence for document OCR & data extraction ✔ Bedrock/Azure OpenAI for LLM-powered chat, embeddings & insights ✔ OpenSearch Serverless/Azure AI Search for document indexing and retrieval

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

Categories

Business Needs
Collaboration
Document Management
Integration
Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Personas
Business Operations Manager
Business User
Sales Representative / Manager
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

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