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Using SkyVault for Salesforce

With SkyVault for Salesforce you can attach documents to Salesforce records (accounts, cases, contracts, and opportunities) and work with them in SkyVault.

Attach a file to a Salesforce record and it's automatically stored in SkyVault. You can then view and edit it in SkyVault as required. The record details are captured as metadata and can also be viewed in SkyVault.

You also have additional advanced search options so that you can search for attachments in SkyVault based on the record that they're attached to.