MANAGE DOCUMENTS & DIGITAL ASSETS

on Salesforce

RETENTION POLICIES

build criteria to retain/ dispose of files

SALESFORCE FILES SYNC

store Salesforce files to maximize savings

CONTENT MANAGEMENT

share content in an organized fashion

APPROVALS

run approval processes based on type

Looking for a way to deliver software packages to your customers?

SOFTWARE PRODUCT DELIVERY

WITH CASE FILE MANAGEMENT

&

RECORDS MANAGEMENT

much more!

...to comply with

REGULATIONS

with no compromises!

&

GENERATE DOCUMENTS

store on S-Drive to lower storage costs

SYNC FILES AND

ATTACHMENTS AUTOMAGICALLY

CONTENT MANAGEMENT ON LIGHTNING

PREVIEW & STREAM DIGITAL ASSETS ON SALESFORCE

Looking for a way to better manage healthcare documents?

HEALTHCARE DOCUMENT MANAGEMENT

WITH PATIENT SUCCESS PORTAL

Enable Records Management on Salesforce

to comply with regulations and save on file storage costs.

Why S-Drive?

Storing documents on Salesforce.com is a costly proposition. Exceeding file storage limit (10 GB per org and 2GB per user) leads to tremendous amount of unexpected variable monthly cost. Additionally, Salesforce.com does not offer a simple way to organize files and folders for standard objects (such as Accounts, Opportunities, Contacts and Cases) or custom objects.

 

S-Drive enables true document management lifecycle on Salesforce.com with Amazon’s secure file storage services. S-Drive offers an easy-to-use interface to distribute documents and there are no limitations as to the size or number of files that can be uploaded into S-Drive. There is no need for costly professional services to set up and configure S-Drive on a Salesforce instance. Moreover, S-Drive is available on AppExchange, lightning-ready and fully compatible with Salesforce Mobile App.

Because digital content becomes available globally on cloud storage, users can share files by using email features of Salesforce.com with customers and contacts without file size limitations or paying excessive storage costs. All storage is completely handled by Amazon S3 cloud storage system, meaning files and folders can be stored and accessed securely.

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

File upload and folder creation processes can be fully automated to save time. Using our APIs, an organization can automate file transfer from non-Salesforce environments over to Amazon S3 and then display these files on Salesforce.

Furthermore, with S-Drive’s API, you can integrate files on S-Drive with your current workflows. AttachmentSync allows you to sync your SFDC attachments with S-Drive after a simple configuration.

INTERESTED BUT WANT TO LEARN MORE?

Schedule a Call

sdrive-for-case-management

Testimonials about S-Drive

  • We have chosen S-Drive based on overall usability of the tool.

    Bruce Blankenship, USA
  • One of the best apps I've come across on the AppExchange.

    Ashish Tyagi, USA
  • We have been using S-Drive for a year now without any major problems. When some files do cause problems, CyanGate support is very quick in solving the issue. The first response is usually well below half an hour.

    Georg Wenk, Austria
  • S-Drive support absolutely fantastic and very responsive.

    Nina Krauwangmon, USA
  • We were looking for an alternative to the native SalesForce file storage. We specifically wanted a tool that used the Amazon S3 cloud. S-Drive fits the bill well. Installation can be a bit of a challenge with all the customization that must be done to scripts.

    Jim Strickland, United States
  • Excellent product and a relief for those working with attachments between departments.

    Ryan McWhirter, USA
  • S-Drive is easy to install, I´m not an IT guy by the way, and even easier to use.

    Jose Ricardo Fuentes Zelaya, Guatemala
  • We all know Salesforce gives a relatively piddly amount of file storage space, and some of the solutions here in the AppExchange are far too expensive for me to refer to my clients. S-Drive is a miracle. The pricing is the best you're going to find on the AppExchange as of today.

    Marina Martin, United States

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