Before you can use SkyVault for Salesforce you need to set up Salesforce to use your
SkyVault account.
- Click the SkyVault tab on your Salesforce dashboard toolbar.
- Click Authenticate.
-
Enter your SkyVault login details; the email address and password you use for your SkyVault
account.
Tip: You're connecting to your SkyVault in the Cloud account, not an SkyVault on-premise account. You must have an SkyVault in the Cloud account to use SkyVault for Salesforce.
-
Click Allow.
The Admin Console shows the default document types that can be used in SkyVault for Salesforce. You can add to these as required.
-
From the Site menu select the SkyVault site where Salesforce attachments will be
stored.
You can select any SkyVault site that you're a member of.
Tip: By default when attachments are added to a record, a new folder will be created in SkyVault with the same name as the record, and the attachment will be stored there. You can use SkyVault rules to control how your content is managed in SkyVault. - Click Save.
This video shows you how to configure SkyVault for Salesforce.