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mng0827 Storing client documents in Salesforce
Hi,
We currently store our client's documents on our database in the client vault. Each client has their own vault where they can upload docs in different folders. What is the best way to directly store these documents with the same structure in Salesforce? How do we implement this?
Thanks!
We currently store our client's documents on our database in the client vault. Each client has their own vault where they can upload docs in different folders. What is the best way to directly store these documents with the same structure in Salesforce? How do we implement this?
Thanks!
You can integrate your Salesforce org with Database like Box.com or any other and then either provide a Custom VF page from where a user can upload their document to Box.com directly or write a trigger on Notes And Attachments which will mange or Transfer the codument from Salesforce to Box.com and store the link to download the document from Box.com in your Salesforce org on a Object and remove the document from your Salesforce org to save the storage limit of your org.