Advanced Features
This section contains information about the following features:
S-Actions - custom actions for S-Drive files
Lead Conversion - copy files to Account, Contact, and/or Opportunity when a lead is converted
Custom Settings - fine tune some configuration options by changing custom settings
File Sync/Attachment Sync - files uploaded to Salesforce can by copied or moved to S-Drive
S-Drive Reports - run reports on file objects
Email "S-Drive Tab" Files from an Object using a Custom Button (Classic) - easily email S-Drive Tab files from another object
Public Share using S-URL (short URL) - set up short URL and create links to files to share outside of Salesforce
Creating Custom HTML Upload Page - upload files using a button at the top of your object page
Bucket Folders - create a top-level folder in your AWS bucket to more easily find files directly
User-defined Metadata - configure metadata to be assigned to uploaded files stored in AWS
Content Authoring - edit Microsoft Word, Excel, and PowerPoint files without leaving S-Drive
Translation - Use Translation Workbench to translate S-Drive
Wrapping Headings and Setting Column Widths on S-Drive Lightning Component - customize S-Drive columns
Multi-Bucket Support - use multiple S3 buckets for security and compliance
S-Drive Email Lightning Component - use S-Drive email to send files
S-Drive Upload Standalone Component - an upload only option for S-Drive
S-Drive for File Objects Component - access file details, including preview, on file object record
E-Signature - send documents to DocuSign directly from S-Drive and have them returned to S-Drive