Meet Salesforce Desktop App synchronization with S-Drive
Read more about S-Drive Desktop App.
Elevate Your Document Management Experience on Salesforce with S-Drive
Store, organize, edit, and share documents within Salesforce, seamlessly.
Enable Records Management on Salesforce to comply with regulations and save on file storage costs.
Why S-Drive?
Flexibility
At S-Drive, you are not required contractually to continue. You can cancel at any time if the service model does not match up with you.
Affordability
With S-Drive, users of Salesforce.com avoid paying excessive storage fees. There are no setup fees and no cost for data transfer into S-Drive.
Ease of Use
S-Drive has a user-friendly interface, as you can see in our demo or try it out for yourself. Users cut, copy, paste, and rename within S-Drive easily.
Faster Uploads
With Transfer Acceleration feature, S-Drive can upload files 300% faster, officially the fastest way to make files visible on Salesforce.
Added Security
Users can easily set expiration dates for access permission. Sharing rules and role-based security keep unauthorized third parties from accessing the file. Folder-based security setting is available as well.
Unlimited Storage Space
Exceeding the file storage limit (10 GB per org and 2GB per user) on Salesforce leads to a tremendous amount of unexpected variable monthly costs. S-Drive allows you to store and secure your files and folders in the Amazon S3 cloud storage system.
S-Drive users can seamlessly upload files and attachments to S-Drive using their Salesforce accounts and all files are magically getting transferred over to Amazon S3.
Native to Salesforce
There is not a straightforward way to organize files and folders for standard objects (such as Accounts, Opportunities, Contacts, and Cases) or custom objects in Salesforce.com.
S-Drive provides an attachment upload feature for both standard and custom objects of Salesforce. You can either use the S-Drive vided file objects for the Case, Contact, Account, and Opportunity objects or you can create your own.
Furthermore, with S-Drive’s API, you can integrate files on S-Drive with your current workflows. Attachment Sync allows you to sync your SFDC attachments with S-Drive after a simple configuration.
Edit Documents within Salesforce
To edit a document, you have in Salesforce, first, you need to download it, then edit and then upload it again. S-Drive allows you to work on any supported Microsoft Office File Format in the fastest and safest way, within Salesforce. All the data and edited files will be stored in Amazon S3 to be reached and edited anytime.
Take control of your files with S-Drive Microsoft Office Integration without leaving Salesforce, select users, give differentiated authorization, check who is editing the document right at that time, and see the version history.
S-Drive Desktop App Add-On
S-Drive Desktop App is a local synchronization solution between Salesforce and local storage. This feature allows Salesforce users to manage documents and digital assets using their local file system. Users can browse, update, delete, and upload new documents without opening the Salesforce app. All changes made in Salesforce or using the Desktop App will be synchronized.
Integration to
DocuSign eSignature and Microsoft 365
S-Drive’s eSignature feature allows you to send a document directly to DocuSign and have the signed document returned directly to S-Drive. Integrated DocuSign eSignature and Microsoft 365 with S-Drive help to deliver faster and more scalable solutions for you. Integrating eSignature helps provide an extra layer of security and offers rich document management solutions. Also, you can save time and resources by not having to download and run a separate process for eSignatures. S-Drive uses DocuSign’s Envelope Template structure and enables seamless end-to-end integration with DocuSign all within AppExchange.
Flexibility Through Salesforce
The configuration of S-Drive is easy and well documented. Our support team is always ready to help!
S-Drive offers Salesforce Digital Experience (Salesforce Communities) support for you to collaborate with external users with ease. All Salesforce files can be sent to S-Drive automatically. S-Drive supports all document generation processes that push final documents to Salesforce files.
How to Leverage S-Drive in Salesforce?
Document Management
An organized file management system in Salesforce is not a dream anymore. S-Drive allows you to store your documents in a folder structure so you can easily find and categorize them. You provide access to users for files and folders using fine controls enabling collaboration.
S-URL allows you to share any size files using a secure link for collaboration with non-Salesforce users and speed up file sharing to and from your customers and partners
Content / Digital Asset Management
With S-Drive, you manage all images and videos inside Salesforce. S-Drive allows you to build taxonomy and set metadata for your digital assets through its Tagging feature.
Store any digital assets (image, audio, mp4 video, etc.) preview, organize in a folder structure, and share large files securely with S-Drive whether in your Salesforce org or Digital Experience (old Communities). Bulk file upload is also supported together with your custom workflows.
Records Management
S-Drive provides a cloud-based Records Management service on Salesforce.com by building retention policies to your files, having file check-in & check-out functionality, and putting your files under legal hold.
Record Retention is crucial especially for Education, Healthcare and Financial institutions. S-Drive is HIPAA compliant secures patient and institutional data. It also allows users to have different levels of authorization, so access to different files. Always stay compliant with regulations with S-Drive!
Testimonials about
S-Drive
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Are you ready to take S-Drive for a spin?
+1 (833) – 326-9778
CyanGate LLC
8593 Concord Hills Cir
Cincinnati OH 45243
United States
S-Drive is a CyanGate product helping to provide customers unlimited and secure file storage and distribution.
CyanGate is a Certified Salesforce.com Development Partner providing development and customizations for Saleforce.com customers such as Salesforce.com MAM Bridges for Open Text Media Manager and WoodWing Elvis DAM.
CyanGate has designed, delivered, and supported award-winning solutions for Digital Asset Management (DAM) and Saleforce.com.
CyanGate specializes in DAM system architecture design and enterprise DAM implementations and integrations.
Customers include global Fortune 500 companies in diverse industries such as Retail, Publishing, Media and Broadcasting. Headquartered in Cincinnati, Ohio with an office in Ankara, Turkey, CyanGate provides cost-effective solutions without the loss of quality typical of other outsourcing companies and global support.
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