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Using SkyVault Content Connector for Salesforce

With SkyVault Content Connector for Salesforce you can upload, create, and delete files, and link SkyVault content with Salesforce records. You can also browse and search SkyVault directly from within Salesforce.
There are two methods you can use to work with your SkyVault content in Salesforce. If your Salesforce administrator has added the SkyVault app to your Salesforce settings, you can use SkyVault:
  1. Directly in a Salesforce record (if the SkyVault app has been added to the record layout)
  2. By using the SkyVault Repository tab on the Salesforce toolbar. Use this method if you need to associate or link files with Salesforce records.
Salesforce administrators can use this information to install and configure the SkyVault Content Connector for Salesforce: Installing and configuring SkyVault Content Connector for Salesforce.