AWS S3 document upload allows files to be stored in Amazon Web Services (AWS) S3 rather than Salesforce.
This component allow users to upload multiple artefacts to AWS S3 via public portal and/or an internal salesforce application. In addition, it enables both parties to view the uploaded artefacts, in situ, without having to download and open the artefact.
Business requirements related to attaching files:
- Attachments to a case must be easily attached when composing email
- Attachments on a Case should be able to be linked to a different case for the same customer (for example, POI, qualification, police check for the same customer on a Fireworks - single use licence application might be reused for Transport Explosives)
- The same document should be able to be linked to case, account and contact
- Users need to be able to preview the attachment without downloading it locally
- Users need to be able to rename the file name to identify type of documents easily
- Users need to be able to preview all associated files using a secondary screen while still working on the case in the primary screen.
To meet the above requirements, the approach creates a custom object called ‘documents’ which is a wrapper to files. This way, users create a new document to specify the type of the documents (for example, qualification, identification), the document name and the file attachment. Upon uploading the file, it is automatically added to the case (in the background). This allows the attachments to be used when composing an email from the case.
When viewing a case, there is a document related list (instead of the default attachments) to show all documents attached to the case. In this related list view, the following fields are displayed:
- Document name
- Document type
- Last modified date
- Link to preview the related file
- Link to download the related file
Using custom console components in the service console, a component is added as a footer section which can then be popped out and moved to a secondary monitor.
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