Skip to main content
Skip table of contents

File Sync/Attachment Sync

File/Attachment Sync takes files that are uploaded to Salesforce Files or Salesforce Attachments and syncs them with S-Drive for the selected object. Sync is processed based on a queue, so new items will appear in S-Drive in a few seconds/minutes.


Once you configure File/Attachment Sync with S-Drive, you can start using File/Attachment Sync features. See File/Attachment Sync to configure this feature.

Below is an example screenshot in Classic after user uploads a File to the Files section of the Accounts. It creates into the S-Drive. This feature works in Classic and Lightning.

You should also note that sync operation only happens once the file is uploaded to the Salesforce Files/Attachments section. Deletion or updates to the Salesforce File/Attachment do not delete or update the synced item in S-Drive section. Sync is triggered only with addition of a new Salesforce File/Attachment. Sync is only one way, so any changes to the S-Drive are not reflected to Salesforce File/Attachment. After sync'ing, those files/attachments are two distinct objects.

This process also does not sync the previously created Salesforce Files/Attachments before the sync configuration. You can sync those files with S-Drive navigating to "S-Drive Configuration - > Micro Services -> Sync Salesforce Files/Attachments with S-Drive -> Configure File Sync of Pre-existing Files" section.

A note about Permissions
File Sync and Attachment Sync use a callout to sync the file or attachment to S-Drive. So you must configure the outbound message user correctly:
Check Setup>outbound Messages for the following 3 items

  • AttachmentSync

  • FileSync Callout

  • Preview Callout

Check the "user to send as" profile. It must have 

Users who upload files that will be synced must also have profile permission for the Attachment Sync object.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.