For example, you can have users upload an attachment to a Web2Case form or automatically create a Quote PDF and attach the file to the Quote record with a click of a button.Īdditionally, DocuVault has a utility tool to bulk upload and migrate files as a one-time option. Moreover, a Box or Dropbox user can easily change the folder of a file or grant access permission to other users without notifying the original user, thus giving room to information loss or security concerns.Ĥ) Easy to customize or integrate: Being a native Salesforce app, DocuVault can be easily customized to suit your business needs. Box and Dropbox have a separate security model and are not as powerful as Salesforce. A Salesforce admin can control each user’s file permissions by using roles, profiles, and sharing rules. Hence, buying a separate box or dropbox account is not practical for all your salesforce portal user logins.ģ) File access and permissions: DocuVault follows the Salesforce security model (CRUD-Create, Read, Update and Delete) for file access permissions. Any attachments or files become difficult to share, and problems with security can occur. This makes it very difficult to expose document management functionality in customer/partner portals. The same does not apply to Box, Dropbox, or Google Drive and make it difficult to sync and share files.Ģ) Customer portals and communities: Businesses need to buy separate Box, or Dropbox accounts for the integration to work. All the other components of DocuVault reside within Salesforce.īeing a native Salesforce app, all the standard functionalities like chatter, reporting, workflows and approvals, roles, and profiles for file access can be used for DocuVault. Except for its file storing feature, which is on Amazon S3. Here are 5 reasons why you should choose it to store your files:ġ) Made for Salesforce: DocuVault has been completely developed on the Salesforce platform. Whether it’s about network issues or storage limits, there are many issues one can face.ĭocuVault is the ultimate Document Management Solution for Salesforce. All these platforms integrate with Salesforce but come with their own drawbacks. Dropbox, Box, and Google Drive are the most popular file storage apps currently available on the cloud.
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