S-Drive

Folder Management for Customer-facing Documents

WHY USE S-DRIVE TO STORE CUSTOMER-FACING DOCUMENTATION?

Whether you implemented Configure-Price-Quote (CPQ) system or leverage a Quote-to-Cash (QTC) solution, document management on Salesforce.com is usually not very straightforward. Most users are inclined towards using hierarchical folders as this is the most common way of organizing documents. However, Salesforce.com attachments only allow a single level of hierarchy. S-Drive allows users to place documents of any size in a hierarchical folder structure that can be as deep as needed.

S-Drive can also replace the typical company network share that is usually maintained on a file server inside the company network. Usually the sales department gets their own network share, and this share is mounted onto the sales staff’s computer as “S” drive. This leads to cost savings and is touted to be a more secure approach since if your internal network is breached, your users can still access documents securely since all documents will be safely stored in Amazon AWS.

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WHAT’S IN IT
FOR YOU

  • No need to login to VPN to access sales documents.
  • No file server to maintain and backup within your network.
  • Users can share content with outside users by simply emailing them a password-protected link.
  • Users can store very large files in S-Drive  and share these files with customers.
  • Documents related to contacts, accounts and opportunities can be attached to the appropriate record on Salesforce.com without consuming Salesforce.com storage.
  • Sharing rules can be applied to documents and folders to enforce access permissions on documents.