Installing and Activating S-Drive

Install S-Drive from the AppExchange

Login to Salesforce as Admin or as a special service user you’ve set up for S-Drive. If using a service user, it’s best to clone the System Admin profile and use it only for the service user.

Go to the AppExchange S-Drive listing.

• Click “Try it Free” to install in a Sandbox or click “Get it Now.” to install in Production

• Follow the prompts to install

Configure and Activate S-Drive

After the installation is finished, go to S-Drive Configuration in your Salesforce instance:

• In Classic, click on the “+” and click on S-Drive Configuration

• In Lightning, click on the “App Launcher” menu which is on the left corner of the Salesforce page.

  • Then click on “S-Drive” app.

• Click on S-Drive Configuration

The S-Drive Configuration tab will take you to a list of instructions as follows:

1. Select Cloud Service Provider

Choose AmazonS3 or Google Cloud Storage

2. Enter Credentials

For Amazon S3, enter

• Access Key

• Secret Key

For GCS, enter

• Access Key

• Secret Key

• Client Email

• Private Key

This step connects your bucket with S-Drive. After providing keys, continue with the next step.

3. Check Remote Sites

Click the button to open Remote Site Settings if needed. Follow the prompts to create new Remote Site Settings. You may need to change the name of the setting to be unique.

4. Create Buckets

Choose to create a new bucket or add an existing bucket to your org. You’ll configure the Bucket Name, Bucket ID (nickname), Region, and Bucket Encryption, and be able to select some other configurations once the bucket is created or added.

This is the bucket that will be used to store your files using your cloud storage provider.. You can configure more than one bucket. Bucket name must be unique and must comply with DNS naming conventions.

Creating a new bucket:

• Provide a valid bucket name.

  • AWS S3 Bucket names cannot have capital letters or underscores or contain dots (“.”)

  • GCS bucket names can only contain lowercase letters, numeric characters, dashes (-), underscores (_), and dots (.). Spaces are not allowed. Names containing dots require verification. See https://cloud.google.com/storage/docs/buckets for more information.

• Provide a unique bucket id. This is a nickname you provide. It can be the same as the bucket name if desired. This field is used to reference the bucket when configuring Multiple Bucket Support.

• Select the region where the bucket should be created

• Follow the prompts for checking and creating Remote Site Settings.

• Once the bucket is created, you can use the Action buttons to enable other features.
  

Use existing bucket:

• Select one of the buckets from the list retrieved from cloud storage provider.

• Provide a unique bucket id. This can be anything and can be the same as the bucket name. This field is used to reference the bucket when configuring Multiple Bucket Support.

• Select the File Upload Encryption Type. This can be changed later. See S-Drive Authentication Settings for more information.

• Follow the prompts for checking and creating Remote Site Settings.

If you configure more than one bucket, one must be chosen as the Default bucket. This will be used when no specific bucket is specified for upload.

Repeat the steps above to add or create more buckets if desired. See Multi-Bucket Support for more information.

5. Add Trusted URLS

You’ll need to create the Trusted URLs shown on the page. Click the button to open Setup->Trusted URLs to create them.

Once these are set up, they take 10-15 minutes to take effect. During that time, if you upload a file to S-Drive, you will get an HTTP error.

6. Manage File Objects

Click Configure File Objects to go to the File Object List. Refresh the list to add S-Drive objects.

7. Connect to S-Drive Portal

Click the button to go to the S-Drive portal page and either create a portal account or login if you’ve already created one. See S-Drive Portal Account for more information and instructions.

Set up notifications to Admins when org is disconnected

If your org gets disconnected (for example, if there is a payment issue), S-Drive will no longer work until you reconnect. You can receive an email notification if this happens.

• Got to Setup-->Custom settings

• Find SDriveEmailNotificationSettings and click Manage

• If there is not already a setting called EmailList, create it

  • Click New

  • Name=EmailList

  • Value: add email addresses separated by a semi-colon, for example jane@abc.com;bob@abc.com

  • Click Save

8. Start Using S-Drive

You can click the button to go to S-Drive Tab, which is a repository for files that are not associated with a parent record, and upload files or go to an object page, such as Account, to configure S-Drive on the object.