Storage profiles enable integration of external storage servers with Salesforce. Without a storage profile, connecting a desired storage server is not possible. Multiple storage profiles can be created for the same storage option, allowing flexible and granular storage management.
Purpose:
Storage profiles define the connection and configuration settings required to link Salesforce with external storage servers such as Amazon S3, Azure Blob, Google Drive, Salesforce Files & SharePoint
Requirement:
At least one storage profile must be configured to enable any connection between Salesforce and an external storage server.
Multiple Profiles:
More than one storage profile can be created for the same storage type. For example, separate profiles can be set up for different regions, departments, or use cases, even if all use Amazon S3 as the storage backend.
Configuration:
Each storage profile can contain unique credentials and storage paths, allowing precise control over where and how files are stored.
For example, A global organization needs to store documents in Amazon S3, but regulatory requirements mandate that data for customers in India and the United States be stored in separate S3 buckets. Two storage profiles are created:
When a document is uploaded, the appropriate storage profile is selected based on the customer’s billing country. This ensures compliance with data residency regulations and enables efficient, region-specific storage management—all using the same storage option (Amazon S3) but with distinct profiles. Storage profiles provide the flexibility to meet complex business requirements for data storage, security, and compliance within Salesforce-integrated environments. |