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S-Drive Document Management, Document Generation, OCR & Document AI

By CyanGate

AI-powered OCR and data extraction for Salesforce PDFs, scans, and forms

Starting at $1,500   USD/company/year

Discounts available for nonprofits

Try It
Industries
Education
Financial Services
High Tech
Business Need
Document Management
Document Generation
Agent Productivity
Requires
None
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

S-Drive turns PDFs into Salesforce data with OCR, Document AI, and data extraction. Capture fields from scans and forms, update Salesforce records, trigger workflows, and store files securely in AWS S3.

  • S-Drive Document Management

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Experience Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Requires API access

App Details

Version
SDrive/3.6.4 3.6.4
Listed On
06/29/2009
Latest Release
03/02/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 59
Custom Tabs: 7
Custom Apps: 1
Lightning Components
Global: 22
App Builder: 10
Community Builder: 9
Languages
English
French

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.24.7
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/16/2024

Additional Details

✔ Streamline Document Management in Salesforce with S-Drive: Securely organize, manage, and extract insights from your documents using advanced AI and intuitive file folder systems—all within Salesforce. ✔ Smart File Management: Stay organized with a file folder system tailored to your needs. Generate folders automatically. ✔ AI-Driven Data Extraction: Automate the extraction of key details from your documents to reduce manual effort and improve accuracy. ✔ Records Management: - Retention policies for files, images, and videos - Check-in/Check-out any content for versioning - Place Legal Hold to retain documents for litigation - Generate secure links to share files and folders - Advanced file security and reports ✔ Microsoft 365 Integration: Collaborate seamlessly on Word, Excel, and PowerPoint files directly in S-Drive, eliminating the need for multiple tools and reducing errors. ✔ Simplified Document Collection: Collect client documents faster with DocuFetch’s easy-to-use interface. ✔ E-Signature Support ✔ Desktop Experience: Work locally using different solutions, and browse, update, delete, and upload documents from Windows Explorer and your desktop applications.

Need help?

CyanGate

Cincinnati, Ohio, USA

Support is available for all customers. You can log a ticket at https://support.sdriveapp.com/

Support Phone833-326-9778
Other ResourcesEmailTerms & Conditions