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Gain Flexibility with the Attachment upload feature for standard/custom objects of Salesforce. Enable Unlimited File Storage within SFDC by AWS integration. Edit supported Microsoft Office File Formats (Word, PowerPoint, and Excel).
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.
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.
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’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.
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.
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
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.
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!