S-Drive

S-Drive allows you a wide range of features to create the best Salesforce experience.

AWS Integration

Salesforce users cannot store files larger than 2GB. S-Drive allows users to upload and store files of any type and of any size by setting up AWS and portal accounts.

Microsoft Office Integration

Edit any supported Office File Formats without leaving Salesforce by S-Drive Content Authoring feature.

DocuSign eSignature Integration

Directly route any agreements from S-Drive and save time with integration to DocuSign eSignature. Eliminate repetitive, manual tasks that may result in errors and increased risk. Automate workflows to route documents for signatures without leaving Salesforce.

API Support

Through its APIs, files can be transferred over to Amazon Cloud from anywhere and then these files can be displayed on Salesforce.com under correct Salesforce records.

File Sync

Upload files to Salesforce and have them automatically sync to S-Drive. After syncing, the Salesforce file can be deleted automatically if desired.

S-Actions

Create custom actions for your S-Drive Files with S-Actions.

Lead Conversion

Copy files to Account, Contact, and/or Opportunity when a lead is converted.

Folder Structure

Without S-Drive, Salesforce.com users cannot organize their files. With S-Drive, you build a folder hierarchy as deep as you wish and simplify finding your files.

Secure File Sharing

Users share files with customers without worrying about email governing limits. S-Drive allows you to share content with a secure link with S-URL.

Preview and Thumbnail

Create previews of your files in order to view them without opening or downloading.

No Language Barriers

By enabling Translation Workbench use S-Drive in any language supported by Salesforce.

Shortcuts

Create shortcuts and do not pay extra storage to have a file in multiple places.

There's Even More

Lightning Ready

S-Drive is available in Salesforce Lightning Experience and offers a migration option from Classic to Lightning.

Portal & Digital Experience (old Communities) Support

Customers share large files with the company by uploading their files through the case file management features of the partner Digital Experience or customer portal.

Mobile App Support

Salesforce Mobile App is designed entirely to accelerate doing business in a mobile-first world. S-Drive functionality inside Salesforce Mobile app helps you view, upload and download files.

Chatter for Collaboration

With Chatter support, users collaborate around documents.

Customization

Admins add their own fields on Salesforce.com to S-Drive to meet their specific needs.

File Activities and S-Drive Reports

Track file activities such as download, open, and share, and create reports based on activities.