Highlights

  • ✔ Salesforce Native Document Management##Store and share files in folder structures with metadata & versioning. Search globally or at the record level.
  • ✔ Content Management##Preview images, documents, audio, and video files without downloading. Organize files in folders, native audit tracking, reporting, and secure file sharing. Supports bulk file upload, workflows, and large files in experience cloud.
  • ✔ Microsoft 365 ##Edit any supported Microsoft 365 file formats online without leaving Salesforce (Word, Excel, and PowerPoint) while keeping version history.

Social Impact

  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Description

✔ 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.

Also Compatible With

  • Supports orgs where Salesforce Shield services are enabled Salesforce Shield
  • Government Cloud

Features

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance EditionsProfessional & Up
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • View and edit this package’s code and metadataEditable Code
  • Supports orgs where Person Accounts is enabledPerson Accounts
  • Supports orgs where Multiple Currencies is enableMulti-Currency

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 59
  • Custom Applications: 1
  • Custom Tabs: 7

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 21
  • App Builder: 8
  • Community Builder: 9

Requirements

Other System Requirements
Requires API access

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

Additional Information

Package Name
SDrive
Version
3.4.0 / 3.4.0
Listed On
6/29/2009
Latest Release
5/28/2025
Languages
CyanGate
Cincinnati, Ohio, USA
Founded
2007
Phone
+1 (833) 326-9778

Since 2007, CyanGate has designed, delivered, and supported award-winning Digital Asset Management (DAM) Solutions. CyanGate specializes in DAM system architecture design and enterprise DAM implementations and integrations. Customers include global Fortune 500 companies in diverse industries such as Retail, Publishing, Media and Broadcasting. Headquartered in Cincinnati, OH with a remote office in Turkey, CyanGate provides cost-effective solutions without the loss of quality typical of other outsourcing companies.

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