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S-Drive 3.5 Documentation

3.5 Release Notes

3.5 S-Drive Admin Guide

Getting Started - Account Setup and S-Drive Installation

Quick Start Guide

Set up your bucket and S-Drive Portal accounts

Create S-Drive Portal Account

Set up cloud storage service platform account

AWS account setup
Google Cloud account and bucket setup

Installing and Activating S-Drive

Configuring S-Drive

S-Drive Configuration: Org-Wide Configuration

S-Drive Authentication and Bucket Settings
S-Drive Tab Settings
General Settings
Customization Settings

Micro Services

Records Management (PAID)
Content Authoring - Desktop Experience (PAID)
Amazon S3 Transfer Acceleration (Free on S-Drive)
E-Signature Integration
DocuFetch Configuration
File/Attachment Sync (Free)
S-URL(Free)
S-Action(Free)
Preview and Thumbnail (Paid)

Managing your Buckets
Configuring S-Drive on Standard Objects

Configuring S-Drive on Custom Objects

Create S-Drive File Objects
(Optional) Create a Before Delete Trigger for Custom Object
Add your Custom File Object to the S-Drive File Object List
Configuring Custom S-Drive file object on Lightning Page
Classic Override Page for S-Drive

Features

Bucket Features (AWS S3 related)

Bucket Folders
FIPS Support (Federal Information Processing Standards)
Multi-Bucket Support
User-defined Metadata

UI Customizations and Lightning Components

Creating Custom HTML Upload Page (Classic)
Column Settings: wrapping headings, column widths, clickable columns
Chatter for S-Drive Files
Displayed Columns and Upload Fields--S-Drive Configuration and View Settings
Email "S-Drive Tab" Files from an Object using a Custom Button (Classic)
S-Actions (Custom Actions)
S-Drive Email Lightning Component
S-Drive for File Objects Component
S-Drive Upload Standalone Component
Translation

Popular Features

File Activities and S-Drive Reports
File Sync/Attachment Sync
Lead Conversion with S-Drive Files
Preview and Thumbnail
Public Share using S-URL (short URL)
Shortcuts
Zip and Download (downloading multiple files/folders) and Download Jobs

Add-On Features

Content Authoring - Microsoft Office Integration(Paid feature)
Desktop Experience (Paid Feature)
DocuFetch
E-Signature
Records Management--Retention Policy, Check-out/in, Legal Hold (PAID)

Profile Permissions, OWD, and Sharing Rules

Profile permission settings for S-Drive Objects
Apex Classes, Visualforce Pages, Custom Setting Definitions, Custom Metadata Settings
Organization-Wide Default Settings
Sharing Rules
Manual Sharing

Flows with S-Drive

Create Folders in Flow
Create Shortcuts in Flow

Using S-Drive in Digital Experiences (Communities)
S-Drive on Salesforce Mobile App
S-Drive Support
S-Drive Portal Account

3.5 User Guide

S-Drive User Guide
DocuFetch User Guide
S-Drive Desktop Experience User Guide

3.5 S-Drive Developer Guide

SDriveTools API

Uploading Files to S-Drive (Amazon S3)
getAttachmentURL
getAttachmentURLs
id15to18
getAccessKey
getBucketName
getS3Endpoint
deleteFiles
deleteS3Files
initializeUpload
getAmazonHeaders
initializeMultiPartUpload
copyPartMultiPartUpload
completeUpload()
completeMultiPartUpload
cancelUpload ()
deleteMultiParts
abortMultiPartUpload
inheritSharings
getPreviewURL
getPreviewURLs
getThumbnailURL
getThumbnailURLs
createFileActivity
createShortcuts
createPublicDownloadLink
createPublicAccessLink
createPublicLink

S-Drive REST API

Service Endpoint
Authentication
Files Resource
File Objects Resource

Automatic Folder Creation
Showing Related Files on a File Object
Branding a Public Share Site

DocuFetchTools API

DocuFetch Request API Methods

getAllRequests
getRequestsById
getAllRequestsByParentId
getRequest
createRequest
createRequests
updateRequest
updateRequests
deleteRequest
deleteRequests

Request Item API Methods

getAllRequestItems
getAllRequestItemsByRequestId
getRequestItem
createRequestItem
createRequestItems
updateRequestItem
updateRequestItems
deleteRequestItem
deleteRequestItems

Request Template API Methods

getAllRequestTemplates
getAllRequestTemplatesByObject
getRequestTemplatesById
getRequestTemplate
createRequestTemplate
createRequestTemplates
updateRequestTemplate
updateRequestTemplates
deleteRequestTemplate
deleteRequestTemplates

Request Item Template API Methods

getAllRequestItemTemplates
getAllRequestItemTemplatesByRequestId
getRequestItemTemplate
createRequestItemTemplate
createRequestItemTemplates
updateRequestItemTemplate
updateRequestItemTemplates
deleteRequestItemTemplate
deleteRequestItemTemplates

S-Drive 2.27 Documentation Home

2.27 Release Notes

2.27 S-Drive Admin Guide

Quick Start Guide
Introduction
Getting Set Up - AWS and Portal Accounts
Installing and Activating S-Drive
Managing your Buckets
Configuring S-Drive on Standard Objects

Configuring S-Drive on Custom Objects

Create S-Drive File Objects
(Optional) Create a Before Delete Trigger for Custom Object
Add your Custom File Object to the S-Drive File Object List
Configuring Custom S-Drive file object on Lightning Page
Classic Override Page for S-Drive

S-Drive Configuration Tab: Org-Wide Configuration

S-Drive Authentication and Bucket Settings
S-Drive Tab Settings
General Settings
Customization Settings

Micro Services

Records Management (PAID)
Amazon S3 Transfer Acceleration (Free on S-Drive)
File/Attachment Sync (Free)
S-URL(Free)
S-Action(Free)
Preview and Thumbnail (Paid)
Content Authoring (PAID)
E-Signature Integration

Features

Bucket Folders
Chatter for S-Drive Files
Creating Custom HTML Upload Page
Column Settings: wrapping headings, column widths, clickable columns
Content Authoring - Microsoft Office Integration(Paid feature)
Custom Settings--S-Drive Config
Desktop Experience (Paid Feature)
DocuFetch
Email "S-Drive Tab" Files from an Object using a Custom Button (Classic)
E-Signature
File Activities and S-Drive Reports
File Sync/Attachment Sync
FIPS (Federal Information Processing Standard)
Lead Conversion with S-Drive Files
Multi-Bucket Support
Preview and Thumbnail
Public Share using S-URL (short URL)
Records Management--Retention Policy, Check-out/in, Legal Hold (PAID)
S-Actions (Custom Actions)
S-Drive Email Lightning Component
S-Drive for File Objects Component
S-Drive Upload Standalone Component
Shortcuts
Translation
User-defined Metadata
Zip and Download (downloading multiple files/folders)
FIPS Support (Federal Information Processing Standards)

Profile Permissions, OWD, and Sharing Rules

Profile permission settings for S-Drive Objects
Apex Classes, Visualforce Pages, Custom Setting Definitions
Organization-Wide Default Settings
Sharing Rules
Manual Sharing

Flows with S-Drive

Create Folders in Flow
Create Shortcuts in Flow

Using S-Drive in Digital Experiences (Communities)
S-Drive on Salesforce Mobile App
S-Drive Support
S-Drive Portal Account

2.27 User Guide

S-Drive User guide
DocuFetch User Guide

2.27 S-Drive Developer Guide

SDriveTools API

Uploading Files to S-Drive (Amazon S3)
getAttachmentURL
getAttachmentURLs
id15to18
getAccessKey
getBucketName
getS3Endpoint
deleteFiles
deleteS3Files
initializeUpload
getAmazonHeaders
initializeMultiPartUpload
copyPartMultiPartUpload
completeUpload()
completeMultiPartUpload
cancelUpload ()
deleteMultiParts
abortMultiPartUpload
inheritSharings
getPreviewURL
getPreviewURLs
getThumbnailURL
getThumbnailURLs
createFileActivity
createShortcuts
createPublicDownloadLink
createPublicAccessLink
createPublicLink

S-Drive REST API

Service Endpoint
Authentication
Files Resource
File Objects Resource

Automatic Folder Creation
Showing Related Files on a File Object
Branding a Public Share Site

S-Drive 3.0 Documentation Home

3.0 Release Notes

3.0.2 Release Notes

3.0 S-Drive Admin Guide

Getting Started - Account Setup and S-Drive Installation

Quick Start Guide
Getting Set Up - AWS and Portal Accounts
Installing and Activating S-Drive

Configuring S-Drive

S-Drive Configuration: Org-Wide Configuration

S-Drive Authentication and Bucket Settings
S-Drive Tab Settings
General Settings
Customization Settings

Micro Services

Records Management (PAID)
Content Authoring (PAID)
Amazon S3 Transfer Acceleration (Free on S-Drive)
E-Signature Integration
File/Attachment Sync (Free)
S-URL(Free)
S-Action(Free)
Preview and Thumbnail (Paid)

Managing your Buckets
Configuring S-Drive on Standard Objects

Configuring S-Drive on Custom Objects

Create S-Drive File Objects
(Optional) Create a Before Delete Trigger for Custom Object
Add your Custom File Object to the S-Drive File Object List
Configuring Custom S-Drive file object on Lightning Page
Classic Override Page for S-Drive

Features

Bucket Features (AWS S3 related)

Bucket Folders
FIPS Support (Federal Information Processing Standards)
Multi-Bucket Support
User-defined Metadata

UI Customizations and Lightning Components

Creating Custom HTML Upload Page (Classic)
Column Settings: wrapping headings, column widths, clickable columns
Chatter for S-Drive Files
Displayed Columns--S-Drive Configuration and View Settings
Email "S-Drive Tab" Files from an Object using a Custom Button (Classic)
S-Actions (Custom Actions)
S-Drive Email Lightning Component
S-Drive for File Objects Component
S-Drive Upload Standalone Component
Translation

Popular Features

File Activities and S-Drive Reports
File Sync/Attachment Sync
Lead Conversion with S-Drive Files
Preview and Thumbnail
Public Share using S-URL (short URL)
Shortcuts
Zip and Download (downloading multiple files/folders)

Add-On Features

Content Authoring - Microsoft Office Integration(Paid feature)
Desktop Experience (Paid Feature)
DocuFetch
E-Signature
Records Management--Retention Policy, Check-out/in, Legal Hold (PAID)

Profile Permissions, OWD, and Sharing Rules

Profile permission settings for S-Drive Objects
Apex Classes, Visualforce Pages, Custom Setting Definitions
Organization-Wide Default Settings
Sharing Rules
Manual Sharing

Flows with S-Drive

Create Folders in Flow
Create Shortcuts in Flow

Using S-Drive in Digital Experiences (Communities)
S-Drive on Salesforce Mobile App
S-Drive Support
S-Drive Portal Account

3.0 User Guide

S-Drive User Guide
DocuFetch User Guide

3.0 S-Drive Developer Guide

SDriveTools API

Uploading Files to S-Drive (Amazon S3)
getAttachmentURL
getAttachmentURLs
id15to18
getAccessKey
getBucketName
getS3Endpoint
deleteFiles
deleteS3Files
initializeUpload
getAmazonHeaders
initializeMultiPartUpload
copyPartMultiPartUpload
completeUpload()
completeMultiPartUpload
cancelUpload ()
deleteMultiParts
abortMultiPartUpload
inheritSharings
getPreviewURL
getPreviewURLs
getThumbnailURL
getThumbnailURLs
createFileActivity
createShortcuts
createPublicDownloadLink
createPublicAccessLink
createPublicLink

S-Drive REST API

Service Endpoint
Authentication
Files Resource
File Objects Resource

Automatic Folder Creation
Showing Related Files on a File Object
Branding a Public Share Site

S-Drive 3.3 Documentation

3.3 Release Notes

3.3 S-Drive Admin Guide

Getting Started - Account Setup and S-Drive Installation

Quick Start Guide
Getting Set Up - AWS and Portal Accounts
Installing and Activating S-Drive

Configuring S-Drive

S-Drive Configuration: Org-Wide Configuration

S-Drive Authentication and Bucket Settings
S-Drive Tab Settings
General Settings
Customization Settings

Micro Services

Records Management (PAID)
Content Authoring - Desktop Experience (PAID)
Amazon S3 Transfer Acceleration (Free on S-Drive)
E-Signature Integration
DocuFetch Configuration
File/Attachment Sync (Free)
S-URL(Free)
S-Action(Free)
Preview and Thumbnail (Paid)

Managing your Buckets
Configuring S-Drive on Standard Objects

Configuring S-Drive on Custom Objects

Create S-Drive File Objects
(Optional) Create a Before Delete Trigger for Custom Object
Add your Custom File Object to the S-Drive File Object List
Configuring Custom S-Drive file object on Lightning Page
Classic Override Page for S-Drive

Features

Bucket Features (AWS S3 related)

Bucket Folders
FIPS Support (Federal Information Processing Standards)
Multi-Bucket Support
User-defined Metadata

UI Customizations and Lightning Components

Creating Custom HTML Upload Page (Classic)
Column Settings: wrapping headings, column widths, clickable columns
Chatter for S-Drive Files
Displayed Columns and Upload Fields--S-Drive Configuration and View Settings
Email "S-Drive Tab" Files from an Object using a Custom Button (Classic)
S-Actions (Custom Actions)
S-Drive Email Lightning Component
S-Drive for File Objects Component
S-Drive Upload Standalone Component
Translation

Popular Features

File Activities and S-Drive Reports
File Sync/Attachment Sync
Lead Conversion with S-Drive Files
Preview and Thumbnail
Public Share using S-URL (short URL)
Shortcuts
Zip and Download (downloading multiple files/folders) and Download Jobs

Add-On Features

Content Authoring - Microsoft Office Integration(Paid feature)
Desktop Experience (Paid Feature)
DocuFetch
E-Signature
Records Management--Retention Policy, Check-out/in, Legal Hold (PAID)

Profile Permissions, OWD, and Sharing Rules

Profile permission settings for S-Drive Objects
Apex Classes, Visualforce Pages, Custom Setting Definitions, Custom Metadata Settings
Organization-Wide Default Settings
Sharing Rules
Manual Sharing

Flows with S-Drive

Create Folders in Flow
Create Shortcuts in Flow

Using S-Drive in Digital Experiences (Communities)
S-Drive on Salesforce Mobile App
S-Drive Support
S-Drive Portal Account

3.3 User Guide

S-Drive User Guide
DocuFetch User Guide
S-Drive Desktop Experience User Guide

3.3 S-Drive Developer Guide

SDriveTools API

Uploading Files to S-Drive (Amazon S3)
getAttachmentURL
getAttachmentURLs
id15to18
getAccessKey
getBucketName
getS3Endpoint
deleteFiles
deleteS3Files
initializeUpload
getAmazonHeaders
initializeMultiPartUpload
copyPartMultiPartUpload
completeUpload()
completeMultiPartUpload
cancelUpload ()
deleteMultiParts
abortMultiPartUpload
inheritSharings
getPreviewURL
getPreviewURLs
getThumbnailURL
getThumbnailURLs
createFileActivity
createShortcuts
createPublicDownloadLink
createPublicAccessLink
createPublicLink

S-Drive REST API

Service Endpoint
Authentication
Files Resource
File Objects Resource

Automatic Folder Creation
Showing Related Files on a File Object
Branding a Public Share Site

S-Drive 2.22 Documentation Home

2.22 Release Notes

2.22 S-Drive Admin Guide

Quick Start Guide
Introduction
Getting Set Up - AWS and Portal Accounts
Installing and Activating S-Drive
Managing your Buckets
Configuring S-Drive on Standard Objects

Configuring S-Drive on Custom Objects

Create S-Drive File Objects
(Optional) Create a Before Delete Trigger for Custom Object
Add your Custom File Object to the S-Drive File Object List
Configuring Custom S-Drive file object on Lightning Page
Classic Override Page for S-Drive

S-Drive Configuration Tab: Org-Wide Configuration

S-Drive Authentication and Bucket Settings
S-Drive Tab Settings
General Settings
Customization Settings

Micro Services

Records Management (PAID)
Amazon S3 Transfer Acceleration (Free on S-Drive)
File/Attachment Sync (Free)
S-URL(Free)
S-Action(Free)
Preview and Thumbnail (Paid)
Content Authoring (PAID)
E-Signature Integration

Advanced Features

S-Actions (Custom Actions)
Lead Conversion with S-Drive Files
Custom Settings--S-Drive Config
File Sync/Attachment Sync
File Activities and S-Drive Reports
Email "S-Drive Tab" Files from an Object using a Custom Button (Classic)
Public Share using S-URL (short URL)
Creating Custom HTML Upload Page
Preview and Thumbnail
Bucket Folders
User-defined Metadata
Content Authoring - Microsoft Office Integration(Paid feature)
Translation
Wrapping Headings and Setting Column Widths on S-Drive Lightning Component
Multi-Bucket Support
S-Drive Email Lightning Component
S-Drive Upload Standalone Component
S-Drive for File Objects Component
E-Signature

Profile Permissions, OWD, and Sharing Rules

Profile permission settings for S-Drive Objects
Apex Classes, Visualforce Pages, Custom Setting Definitions
Organization-Wide Default Settings
Sharing Rules
Manual Sharing

Using S-Drive in Digital Experiences (Communities)
S-Drive on Salesforce Mobile App
S-Drive Support
S-Drive Portal Account

2.22 S-Drive Developer Guide

SDriveTools API

Uploading Files to S-Drive (Amazon S3)
getAttachmentURL
getAttachmentURLs
id15to18
getAccessKey
getBucketName
getS3Endpoint
deleteFiles
deleteS3Files
initializeUpload
getAmazonHeaders
initializeMultiPartUpload
copyPartMultiPartUpload
completeUpload()
completeMultiPartUpload
cancelUpload ()
deleteMultiParts
abortMultiPartUpload
inheritSharings
getPreviewURL
getPreviewURLs
getThumbnailURL
getThumbnailURLs
createFileActivity
createShortcuts
createPublicDownloadLink
createPublicAccessLink
createPublicLink

S-Drive REST API

Service Endpoint
Authentication
Files Resource
File Objects Resource

Automatic Folder Creation
Showing Related Files on a File Object
Branding a Public Share Site

User guide for Salesforce Lightning

2.24 Documentation Home

2.24 Release Notes

2.24 S-Drive Admin Guide

Quick Start Guide
Introduction
Getting Set Up - AWS and Portal Accounts
Installing and Activating S-Drive
Managing your Buckets
Configuring S-Drive on Standard Objects

Configuring S-Drive on Custom Objects

Create S-Drive File Objects
(Optional) Create a Before Delete Trigger for Custom Object
Add your Custom File Object to the S-Drive File Object List
Configuring Custom S-Drive file object on Lightning Page
Classic Override Page for S-Drive

S-Drive Configuration Tab: Org-Wide Configuration

S-Drive Authentication and Bucket Settings
S-Drive Tab Settings
General Settings
Customization Settings

Micro Services

Records Management (PAID)
Amazon S3 Transfer Acceleration (Free on S-Drive)
File/Attachment Sync (Free)
S-URL(Free)
S-Action(Free)
Preview and Thumbnail (Paid)
Content Authoring (PAID)
E-Signature Integration

Features

Bucket Folders
Creating Custom HTML Upload Page
Content Authoring - Microsoft Office Integration(Paid feature)
Custom Settings--S-Drive Config
Email "S-Drive Tab" Files from an Object using a Custom Button (Classic)
E-Signature
File Activities and S-Drive Reports
File Sync/Attachment Sync
Lead Conversion with S-Drive Files
Multi-Bucket Support
Preview and Thumbnail
Public Share using S-URL (short URL)
Records Management--Retention Policy, Check-out/in, Legal Hold (PAID)
S-Actions (Custom Actions)
S-Drive Email Lightning Component
S-Drive for File Objects Component
S-Drive Upload Standalone Component
Shortcuts
Translation
User-defined Metadata
Wrapping Headings and Setting Column Widths on S-Drive Lightning Component
Zip and Download (downloading multiple files/folders)

Profile Permissions, OWD, and Sharing Rules

Profile permission settings for S-Drive Objects
Apex Classes, Visualforce Pages, Custom Setting Definitions
Organization-Wide Default Settings
Sharing Rules
Manual Sharing

Flows with S-Drive

Create Folders in Flow
Create Shortcuts in Flow

Using S-Drive in Digital Experiences (Communities)
S-Drive on Salesforce Mobile App
S-Drive Support
S-Drive Portal Account

2.24 User guide for Salesforce Lightning

2.24 S-Drive Developer Guide

SDriveTools API

Uploading Files to S-Drive (Amazon S3)
getAttachmentURL
getAttachmentURLs
id15to18
getAccessKey
getBucketName
getS3Endpoint
deleteFiles
deleteS3Files
initializeUpload
getAmazonHeaders
initializeMultiPartUpload
copyPartMultiPartUpload
completeUpload()
completeMultiPartUpload
cancelUpload ()
deleteMultiParts
abortMultiPartUpload
inheritSharings
getPreviewURL
getPreviewURLs
getThumbnailURL
getThumbnailURLs
createFileActivity
createShortcuts
createPublicDownloadLink
createPublicAccessLink
createPublicLink

S-Drive REST API

Service Endpoint
Authentication
Files Resource
File Objects Resource

Automatic Folder Creation
Showing Related Files on a File Object
Branding a Public Share Site

S-Drive 2.21 Documentation Home

2.21 Release Notes

2.21 S-Drive Admin Guide

Quick Start Guide
Introduction
Getting Set Up - AWS and Portal Accounts
Installing and Activating S-Drive
Managing your Buckets
Configuring S-Drive on Standard Objects

Configuring S-Drive on Custom Objects

Create S-Drive File Objects
(Optional) Create a Before Delete Trigger for Custom Object
Add your Custom File Object to the S-Drive File Object List
Configuring Custom S-Drive file object on Lightning Page
Classic Override Page for S-Drive

S-Drive Configuration Tab: Org-Wide Configuration

S-Drive Authentication and Bucket Settings
General Settings
Customization Settings

Micro Services

Records Management (PAID)
Amazon S3 Transfer Acceleration (Free on S-Drive)
File/Attachment Sync (Free)
S-URL(Free)
S-Action(Free)
Preview and Thumbnail (Paid)
Content Authoring (PAID)

Advanced Features

S-Actions (Custom Actions)
Lead Conversion with S-Drive Files
Custom Settings--S-Drive Config
File Sync/Attachment Sync
File Activities and S-Drive Reports
Email "S-Drive Tab" Files from an Object using a Custom Button (Classic)
Public Share using S-URL (short URL)
Accessing External Files
Creating Custom HTML Upload Page
Preview and Thumbnail
Bucket Folders
User-defined Metadata
Content Authoring - Microsoft Office Integration(Paid feature)
Translation
Wrapping Headings and Setting Column Widths on S-Drive Lightning Component
Multi-Bucket Support
S-Drive Email Lightning Component
S-Drive Upload Standalone Component
S-Drive for File Objects Component

Profile Permissions, OWD, and Sharing Rules

Profile permission settings for S-Drive Objects
Organization-Wide Default Settings
Sharing Rules
Manual Sharing

Using S-Drive in Digital Experiences (Communities)
S-Drive on Salesforce Mobile App
S-Drive Support
S-Drive Portal Account

2.21 S-Drive Developer Guide

SDriveTools API

Uploading Files to S-Drive (Amazon S3)
getAttachmentURL
getAttachmentURLs
id15to18
getAccessKey
getBucketName
getS3Endpoint
deleteFiles
deleteS3Files
initializeUpload
getAmazonHeaders
initializeMultiPartUpload
copyPartMultiPartUpload
completeUpload()
completeMultiPartUpload
cancelUpload ()
deleteMultiParts
abortMultiPartUpload
inheritSharings
getPreviewURL
getPreviewURLs
getThumbnailURL
getThumbnailURLs
createFileActivity
createShortcuts
createPublicDownloadLink
createPublicAccessLink
createPublicLink

S-Drive REST API

Service Endpoint
Authentication
Files Resource
File Objects Resource

Automatic Folder Creation
Showing Related Files on a File Object
Branding a Public Share Site

User guide for Salesforce Lightning

S-Drive Overview Home

Overview

S-Drive Knowledge Articles Home

File Object Fields
S-Drive Portal Account
Custom File Object Creation (using Spreadsheet)
S-Drive Configuration Attribute API Names
S-URL and Public Share Setup
S-Url/Public Share after sandbox refresh
S-URL - How to update your self-signed certificate
Legacy S-URL: How to Activate Public Share Link & S-URL
AWS S3 Bucket Policies
Migrating files from an external source into S-Drive
Sample S-Drive Component CSS for Custom Lightning Component
Sample S-Drive Component CSS for Communities

S-Drive 2.23 Documentation Home

2.23 Release Notes

2.23 S-Drive Admin Guide

Quick Start Guide
Introduction
Getting Set Up - AWS and Portal Accounts
Installing and Activating S-Drive
Managing your Buckets
Configuring S-Drive on Standard Objects

Configuring S-Drive on Custom Objects

Create S-Drive File Objects
(Optional) Create a Before Delete Trigger for Custom Object
Add your Custom File Object to the S-Drive File Object List
Configuring Custom S-Drive file object on Lightning Page
Classic Override Page for S-Drive

S-Drive Configuration Tab: Org-Wide Configuration

S-Drive Authentication and Bucket Settings
S-Drive Tab Settings
General Settings
Customization Settings

Micro Services

Records Management (PAID)
Amazon S3 Transfer Acceleration (Free on S-Drive)
File/Attachment Sync (Free)
S-URL(Free)
S-Action(Free)
Preview and Thumbnail (Paid)
Content Authoring (PAID)
E-Signature Integration

Features

Bucket Folders
Creating Custom HTML Upload Page
Content Authoring - Microsoft Office Integration(Paid feature)
Custom Settings--S-Drive Config
Email "S-Drive Tab" Files from an Object using a Custom Button (Classic)
E-Signature
File Activities and S-Drive Reports
File Sync/Attachment Sync
Lead Conversion with S-Drive Files
Multi-Bucket Support
Preview and Thumbnail
Public Share using S-URL (short URL)
Records Management--Retention Policy, Check-out/in, Legal Hold (PAID)
S-Actions (Custom Actions)
S-Drive Email Lightning Component
S-Drive Upload Standalone Component
Shortcuts
Translation
User-defined Metadata
Wrapping Headings and Setting Column Widths on S-Drive Lightning Component
S-Drive for File Objects Component

Profile Permissions, OWD, and Sharing Rules

Profile permission settings for S-Drive Objects
Apex Classes, Visualforce Pages, Custom Setting Definitions
Organization-Wide Default Settings
Sharing Rules
Manual Sharing

Flows with S-Drive

Create Folders in Flow
Create Shortcuts in Flow

Using S-Drive in Digital Experiences (Communities)
S-Drive on Salesforce Mobile App
S-Drive Support
S-Drive Portal Account

2.23 S-Drive Developer Guide

SDriveTools API

Uploading Files to S-Drive (Amazon S3)
getAttachmentURL
getAttachmentURLs
id15to18
getAccessKey
getBucketName
getS3Endpoint
deleteFiles
deleteS3Files
initializeUpload
getAmazonHeaders
initializeMultiPartUpload
copyPartMultiPartUpload
completeUpload()
completeMultiPartUpload
cancelUpload ()
deleteMultiParts
abortMultiPartUpload
inheritSharings
getPreviewURL
getPreviewURLs
getThumbnailURL
getThumbnailURLs
createFileActivity
createShortcuts
createPublicDownloadLink
createPublicAccessLink
createPublicLink

S-Drive REST API

Service Endpoint
Authentication
Files Resource
File Objects Resource

Automatic Folder Creation
Showing Related Files on a File Object
Branding a Public Share Site

2.23 User guide for Salesforce Lightning

3.4 Documentation

3.4 Release Notes

3.4 S-Drive Admin Guide

Getting Started - Account Setup and S-Drive Installation

Quick Start Guide
Getting Set Up - AWS and Portal Accounts
Installing and Activating S-Drive

Configuring S-Drive

S-Drive Configuration: Org-Wide Configuration

S-Drive Authentication and Bucket Settings
S-Drive Tab Settings
General Settings
Customization Settings

Micro Services

Records Management (PAID)
Content Authoring - Desktop Experience (PAID)
Amazon S3 Transfer Acceleration (Free on S-Drive)
E-Signature Integration
DocuFetch Configuration
File/Attachment Sync (Free)
S-URL(Free)
S-Action(Free)
Preview and Thumbnail (Paid)

Managing your Buckets
Configuring S-Drive on Standard Objects

Configuring S-Drive on Custom Objects

Create S-Drive File Objects
(Optional) Create a Before Delete Trigger for Custom Object
Add your Custom File Object to the S-Drive File Object List
Configuring Custom S-Drive file object on Lightning Page
Classic Override Page for S-Drive

Features

Bucket Features (AWS S3 related)

Bucket Folders
FIPS Support (Federal Information Processing Standards)
Multi-Bucket Support
User-defined Metadata

UI Customizations and Lightning Components

Creating Custom HTML Upload Page (Classic)
Column Settings: wrapping headings, column widths, clickable columns
Chatter for S-Drive Files
Displayed Columns and Upload Fields--S-Drive Configuration and View Settings
Email "S-Drive Tab" Files from an Object using a Custom Button (Classic)
S-Actions (Custom Actions)
S-Drive Email Lightning Component
S-Drive for File Objects Component
S-Drive Upload Standalone Component
Translation

Popular Features

File Activities and S-Drive Reports
File Sync/Attachment Sync
Lead Conversion with S-Drive Files
Preview and Thumbnail
Public Share using S-URL (short URL)
Shortcuts
Zip and Download (downloading multiple files/folders) and Download Jobs

Add-On Features

Content Authoring - Microsoft Office Integration(Paid feature)
Desktop Experience (Paid Feature)
DocuFetch
E-Signature
Records Management--Retention Policy, Check-out/in, Legal Hold (PAID)

Profile Permissions, OWD, and Sharing Rules

Profile permission settings for S-Drive Objects
Apex Classes, Visualforce Pages, Custom Setting Definitions, Custom Metadata Settings
Organization-Wide Default Settings
Sharing Rules
Manual Sharing

Flows with S-Drive

Create Folders in Flow
Create Shortcuts in Flow

Using S-Drive in Digital Experiences (Communities)
S-Drive on Salesforce Mobile App
S-Drive Support
S-Drive Portal Account

3.4 User Guide

S-Drive User Guide
DocuFetch User Guide
S-Drive Desktop Experience User Guide

3.4 S-Drive Developer Guide

SDriveTools API

Uploading Files to S-Drive (Amazon S3)
getAttachmentURL
getAttachmentURLs
id15to18
getAccessKey
getBucketName
getS3Endpoint
deleteFiles
deleteS3Files
initializeUpload
getAmazonHeaders
initializeMultiPartUpload
copyPartMultiPartUpload
completeUpload()
completeMultiPartUpload
cancelUpload ()
deleteMultiParts
abortMultiPartUpload
inheritSharings
getPreviewURL
getPreviewURLs
getThumbnailURL
getThumbnailURLs
createFileActivity
createShortcuts
createPublicDownloadLink
createPublicAccessLink
createPublicLink

S-Drive REST API

Service Endpoint
Authentication
Files Resource
File Objects Resource

Automatic Folder Creation
Showing Related Files on a File Object
Branding a Public Share Site

DocuFetchTools API

DocuFetch Request API Methods

getAllRequests
getRequestsById
getAllRequestsByParentId
getRequest
createRequest
createRequests
updateRequest
updateRequests
deleteRequest
deleteRequests

Request Item API Methods

getAllRequestItems
getAllRequestItemsByRequestId
getRequestItem
createRequestItem
createRequestItems
updateRequestItem
updateRequestItems
deleteRequestItem
deleteRequestItems

Request Template API Methods

getAllRequestTemplates
getAllRequestTemplatesByObject
getRequestTemplatesById
getRequestTemplate
createRequestTemplate
createRequestTemplates
updateRequestTemplate
updateRequestTemplates
deleteRequestTemplate
deleteRequestTemplates

Request Item Template API Methods

getAllRequestItemTemplates
getAllRequestItemTemplatesByRequestId
getRequestItemTemplate
createRequestItemTemplate
createRequestItemTemplates
updateRequestItemTemplate
updateRequestItemTemplates
deleteRequestItemTemplate
deleteRequestItemTemplates

3.1 Documentation

3.1 Release Notes

3.1 S-Drive Admin Guide

Getting Started - Account Setup and S-Drive Installation

Quick Start Guide
Getting Set Up - AWS and Portal Accounts
Installing and Activating S-Drive

Configuring S-Drive

S-Drive Configuration: Org-Wide Configuration

S-Drive Authentication and Bucket Settings
S-Drive Tab Settings
General Settings
Customization Settings

Micro Services

Records Management (PAID)
Content Authoring (PAID)
Amazon S3 Transfer Acceleration (Free on S-Drive)
E-Signature Integration
File/Attachment Sync (Free)
S-URL(Free)
S-Action(Free)
Preview and Thumbnail (Paid)

Managing your Buckets
Configuring S-Drive on Standard Objects

Configuring S-Drive on Custom Objects

Create S-Drive File Objects
(Optional) Create a Before Delete Trigger for Custom Object
Add your Custom File Object to the S-Drive File Object List
Configuring Custom S-Drive file object on Lightning Page
Classic Override Page for S-Drive

Features

Bucket Features (AWS S3 related)

Bucket Folders
FIPS Support (Federal Information Processing Standards)
Multi-Bucket Support
User-defined Metadata

UI Customizations and Lightning Components

Creating Custom HTML Upload Page (Classic)
Column Settings: wrapping headings, column widths, clickable columns
Chatter for S-Drive Files
Displayed Columns--S-Drive Configuration and View Settings
Email "S-Drive Tab" Files from an Object using a Custom Button (Classic)
S-Actions (Custom Actions)
S-Drive Email Lightning Component
S-Drive for File Objects Component
S-Drive Upload Standalone Component
Translation

Popular Features

File Activities and S-Drive Reports
File Sync/Attachment Sync
Lead Conversion with S-Drive Files
Preview and Thumbnail
Public Share using S-URL (short URL)
Shortcuts
Zip and Download (downloading multiple files/folders)

Add-On Features

Content Authoring - Microsoft Office Integration(Paid feature)
Desktop Experience (Paid Feature)
DocuFetch
E-Signature
Records Management--Retention Policy, Check-out/in, Legal Hold (PAID)

Profile Permissions, OWD, and Sharing Rules

Profile permission settings for S-Drive Objects
Apex Classes, Visualforce Pages, Custom Setting Definitions, Custom Metadata Settings
Organization-Wide Default Settings
Sharing Rules
Manual Sharing

Flows with S-Drive

Create Folders in Flow
Create Shortcuts in Flow

Using S-Drive in Digital Experiences (Communities)
S-Drive on Salesforce Mobile App
S-Drive Support
S-Drive Portal Account

3.1 User Guide

S-Drive User Guide
DocuFetch User Guide

3.1 S-Drive Developer Guide

SDriveTools API

Uploading Files to S-Drive (Amazon S3)
getAttachmentURL
getAttachmentURLs
id15to18
getAccessKey
getBucketName
getS3Endpoint
deleteFiles
deleteS3Files
initializeUpload
getAmazonHeaders
initializeMultiPartUpload
copyPartMultiPartUpload
completeUpload()
completeMultiPartUpload
cancelUpload ()
deleteMultiParts
abortMultiPartUpload
inheritSharings
getPreviewURL
getPreviewURLs
getThumbnailURL
getThumbnailURLs
createFileActivity
createShortcuts
createPublicDownloadLink
createPublicAccessLink
createPublicLink

S-Drive REST API

Service Endpoint
Authentication
Files Resource
File Objects Resource

Automatic Folder Creation
Showing Related Files on a File Object
Branding a Public Share Site

S-Drive 3.2 Documentation

3.2 Release Notes

3.2 S-Drive Admin Guide

Getting Started - Account Setup and S-Drive Installation

Quick Start Guide
Getting Set Up - AWS and Portal Accounts
Installing and Activating S-Drive

Configuring S-Drive

S-Drive Configuration: Org-Wide Configuration

S-Drive Authentication and Bucket Settings
S-Drive Tab Settings
General Settings
Customization Settings

Micro Services

Records Management (PAID)
Content Authoring - Desktop Experience (PAID)
Amazon S3 Transfer Acceleration (Free on S-Drive)
E-Signature Integration
DocuFetch Configuration
File/Attachment Sync (Free)
S-URL(Free)
S-Action(Free)
Preview and Thumbnail (Paid)

Managing your Buckets
Configuring S-Drive on Standard Objects

Configuring S-Drive on Custom Objects

Create S-Drive File Objects
(Optional) Create a Before Delete Trigger for Custom Object
Add your Custom File Object to the S-Drive File Object List
Configuring Custom S-Drive file object on Lightning Page
Classic Override Page for S-Drive

Features

Bucket Features (AWS S3 related)

Bucket Folders
FIPS Support (Federal Information Processing Standards)
Multi-Bucket Support
User-defined Metadata

UI Customizations and Lightning Components

Creating Custom HTML Upload Page (Classic)
Column Settings: wrapping headings, column widths, clickable columns
Chatter for S-Drive Files
Displayed Columns--S-Drive Configuration and View Settings
Email "S-Drive Tab" Files from an Object using a Custom Button (Classic)
S-Actions (Custom Actions)
S-Drive Email Lightning Component
S-Drive for File Objects Component
S-Drive Upload Standalone Component
Translation

Popular Features

File Activities and S-Drive Reports
File Sync/Attachment Sync
Lead Conversion with S-Drive Files
Preview and Thumbnail
Public Share using S-URL (short URL)
Shortcuts
Zip and Download (downloading multiple files/folders) and Download Jobs

Add-On Features

Content Authoring - Microsoft Office Integration(Paid feature)
Desktop Experience (Paid Feature)
DocuFetch
E-Signature
Records Management--Retention Policy, Check-out/in, Legal Hold (PAID)

Profile Permissions, OWD, and Sharing Rules

Profile permission settings for S-Drive Objects
Apex Classes, Visualforce Pages, Custom Setting Definitions, Custom Metadata Settings
Organization-Wide Default Settings
Sharing Rules
Manual Sharing

Flows with S-Drive

Create Folders in Flow
Create Shortcuts in Flow

Using S-Drive in Digital Experiences (Communities)
S-Drive on Salesforce Mobile App
S-Drive Support
S-Drive Portal Account

3.2 User Guide

S-Drive User Guide
DocuFetch User Guide
S-Drive Desktop Experience User Guide

3.2 S-Drive Developer Guide

SDriveTools API

Uploading Files to S-Drive (Amazon S3)
getAttachmentURL
getAttachmentURLs
id15to18
getAccessKey
getBucketName
getS3Endpoint
deleteFiles
deleteS3Files
initializeUpload
getAmazonHeaders
initializeMultiPartUpload
copyPartMultiPartUpload
completeUpload()
completeMultiPartUpload
cancelUpload ()
deleteMultiParts
abortMultiPartUpload
inheritSharings
getPreviewURL
getPreviewURLs
getThumbnailURL
getThumbnailURLs
createFileActivity
createShortcuts
createPublicDownloadLink
createPublicAccessLink
createPublicLink

S-Drive REST API

Service Endpoint
Authentication
Files Resource
File Objects Resource

Automatic Folder Creation
Showing Related Files on a File Object
Branding a Public Share Site

Upgrading S-Drive

Upgrade Paths
Release Notes for All Releases

S-Drive 3.6 Documentation

3.6 Release Notes

3.6 S-Drive Admin Guide

Getting Started - Account Setup and S-Drive Installation

Quick Start Guide

Set up your bucket and S-Drive Portal accounts

Create S-Drive Portal Account

Set up cloud storage service platform account

AWS account setup
Google Cloud account and bucket setup

Installing and Activating S-Drive

Configuring S-Drive

S-Drive Configuration: Org-Wide Configuration

S-Drive Authentication and Bucket Settings
S-Drive Tab Settings
General Settings
Customization Settings

Micro Services

Records Management (PAID)
Content Authoring - Desktop Experience (PAID)
E-Signature Integration
DocuFetch Configuration
File/Attachment Sync (Free)
S-URL(Free)
S-Action(Free)
Preview and Thumbnail (Paid)

Managing your Buckets
Configuring S-Drive on Standard Objects

Configuring S-Drive on Custom Objects

Create S-Drive File Objects
(Optional) Create a Before Delete Trigger for Custom Object
Add your Custom File Object to the S-Drive File Object List
Configuring Custom S-Drive file object on Lightning Page
Classic Override Page for S-Drive

Features

Bucket Features (AWS S3 related)

Bucket Folders
FIPS Support (Federal Information Processing Standards)
Amazon S3 Transfer Acceleration (Additional charges from AWS)
Multi-Bucket Support
User-defined Metadata

UI Customizations and Lightning Components

Creating Custom HTML Upload Page (Classic)
Column Settings: wrapping headings, column widths, clickable columns
Chatter for S-Drive Files
Displayed Columns and Upload Fields--S-Drive Configuration and View Settings
Email "S-Drive Tab" Files from an Object using a Custom Button (Classic)
S-Actions (Custom Actions)
S-Drive Email Lightning Component
S-Drive for File Objects Component
S-Drive Upload Standalone Component
Translation

Popular Features

File Activities and S-Drive Reports
File Sync/Attachment Sync
Lead Conversion with S-Drive Files
Preview and Thumbnail
Public Share using S-URL (short URL)
Shortcuts
Zip and Download (downloading multiple files/folders) and Download Jobs

Add-On Features

Content Authoring with Microsoft Office Integration (Paid feature)
Desktop Experience (Paid Feature)
DocuFetch
E-Signature
Records Management--Retention Policy, Check-out/in, Legal Hold (PAID)

Profile Permissions, OWD, and Sharing Rules

Profile permission settings for S-Drive Objects
Apex Classes, Visualforce Pages, Custom Setting Definitions, Custom Metadata Settings
Organization-Wide Default Settings
Sharing Rules
Manual Sharing

Flows with S-Drive

Create Folders in Flow
Create Shortcuts in Flow

Using S-Drive in Digital Experiences (Communities)
S-Drive on Salesforce Mobile App
S-Drive Support
S-Drive Portal Account

3.6 User Guide

S-Drive User Guide
DocuFetch User Guide
S-Drive Desktop Experience User Guide

3.6 S-Drive Developer Guide

SDriveTools API

Uploading Files to S-Drive (Amazon S3)
getAttachmentURL
getAttachmentURLs
id15to18
getAccessKey
getBucketName
getS3Endpoint
deleteFiles
deleteS3Files
initializeUpload
getAmazonHeaders
initializeMultiPartUpload
copyPartMultiPartUpload
completeUpload()
completeMultiPartUpload
cancelUpload ()
deleteMultiParts
abortMultiPartUpload
inheritSharings
getPreviewURL
getPreviewURLs
getThumbnailURL
getThumbnailURLs
createFileActivity
createShortcuts
createPublicDownloadLink
createPublicAccessLink
createPublicLink

S-Drive REST API

Service Endpoint
Authentication
Files Resource
File Objects Resource

Automatic Folder Creation
Showing Related Files on a File Object
Branding a Public Share Site

DocuFetchTools API

DocuFetch Request API Methods

getAllRequests
getRequestsById
getAllRequestsByParentId
getRequest
createRequest
createRequests
updateRequest
updateRequests
deleteRequest
deleteRequests

Request Item API Methods

getAllRequestItems
getAllRequestItemsByRequestId
getRequestItem
createRequestItem
createRequestItems
updateRequestItem
updateRequestItems
deleteRequestItem
deleteRequestItems

Request Template API Methods

getAllRequestTemplates
getAllRequestTemplatesByObject
getRequestTemplatesById
getRequestTemplate
createRequestTemplate
createRequestTemplates
updateRequestTemplate
updateRequestTemplates
deleteRequestTemplate
deleteRequestTemplates

Request Item Template API Methods

getAllRequestItemTemplates
getAllRequestItemTemplatesByRequestId
getRequestItemTemplate
createRequestItemTemplate
createRequestItemTemplates
updateRequestItemTemplate
updateRequestItemTemplates
deleteRequestItemTemplate
deleteRequestItemTemplates

Open a Support Ticket
S-Drive Website

Welcome to S-Drive

Click on your release below to find our Admin Guide, Developer Guide and User Guide. Click on S-Drive Knowledge or Upgrading S-Drive for other information

Knowledge

S-Drive Overview
Upgrading S-Drive
S-Drive Knowledge Articles

Releases

S-Drive 3.6 Documentation
S-Drive 3.5 Documentation
S-Drive 3.4 Documentation
S-Drive 3.3 Documentation
S-Drive 3.2 Documentation
S-Drive 3.1 Documentation
S-Drive 3.0 Documentation
S-Drive 2.27 Documentation
S-Drive 2.24 Documentation
S-Drive 2.23 Documentation
S-Drive 2.22 Documentation
S-Drive 2.21 Documentation

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