To upgrade S-Drive:

You will need your AWS Access key and Secret Key.

  1. Choose a sandbox to upgrade first. This will allow you to become familiar with the upgrade steps and test your functionality.

  2. Go to S-Drive on AppExchange and click Get it Now. Install in a sandbox

  3. Go to the S-Drive App from the app launcher and click on the S-Drive Configuration Tab

  4. Depending on the release you’re upgrading from, you may taken through steps to configure your bucket. If so, complete those steps.

  5. Check the table below to see what additional steps may be needed.


When upgrading S-Drive, there may be steps you need to take depending on what version you are upgrading from. The table below outlines steps to take.

  • Find the Release you are upgrading from in the left-hand column.

  • If you have custom S-Drive file objects, check the Required New Fields column to see what fields need to be added to those objects. Out-of-the-box file objects (Account File, Contact File, Opportunity File, Case File, and Lead File) will have all necessary fields and no action is required.

  • The Required Steps column tells you things that must be newly configured for your upgrade to work.

  • Finally, look at Configuration Considerations to see if there are situations that apply to your org, and follow the links to see what needs to be done.

Release upgrading from

Required New Fields that must be added to custom file objects

Required steps

Configuration considerations

1.x

Contact Support

Contact Support

Contact Support

2.3.8 and earlier

  • Field Label: Shortcut
    Data Type: Text (255)

  • Field Label: Tags
    Data Type: Long Text Area(4096)

  • Field Label: Checked Out By
    Data Type: Text (255)

  • Field Label: Lock State
    Data Type: Picklist (Multi-Select)
    Values: checkedOut, legalHold, onlineEditing

  • Field Label: Bucket Id
    Data Type: Text (255)

  • On File Size field, change the formula to

IF(!(ISBLANK(Shortcut__c )), RIGHT(Shortcut__c, (LEN(Shortcut__c) - FIND(':', Shortcut__c))),
IF(File_Size_in_Bytes__c > 1024,
IF(File_Size_in_Bytes__c > 1048576,
IF(File_Size_in_Bytes__c > 1073741824,
TEXT(ROUND((File_Size_in_Bytes__c /1073741824),2)) & " GB",
TEXT(ROUND((File_Size_in_Bytes__c /1048576),2)) & " MB"),
TEXT(ROUND((File_Size_in_Bytes__c /1024),2)) & " KB"),
TEXT(File_Size_in_Bytes__c) & " bytes"))

In the latest release, S-Drive keeps a list of file objects (AccountFile, etc) including custom file objects. You must be sure add file objects to the file object list.

New Lightning Upload: The latest release has a new upload page that is used by default. In order for it to work you need to add a new CSP Trusted Site.

Uploading of duplicate files was allowed. However it is no longer allowed by default. You must now configure each file object to allow duplicate filenames.

Mutli-bucket support: You are upgrading from a release that allowed only one bucket to a release that allows multiple buckets. You will need to define and configure your bucket again (you can use the same one). There are some considerations with other features. Please read the Upgrade Notes for multi-bucket support even if you only use one bucket.

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

2.5

  • Field Label: Tags
    Data Type: Long Text Area(4096)

  • Field Label: Checked Out By
    Data Type: Text (255)

  • Field Label: Lock State
    Data Type: Picklist (Multi-Select)
    Values: checkedOut, legalHold, onlineEditing

  • Field Label: Bucket Id
    Data Type: Text (255)

In the latest release, S-Drive keeps a list of file objects (AccountFile, etc) including custom file objects. You must be sure add file objects to the file object list.

New Lightning Upload: The latest release has a new upload page that is used by default. In order for it to work you need to add a new CSP Trusted Site.

Uploading of duplicate files was allowed. However it is no longer allowed by default. You must now configure each file object to allow duplicate filenames.

Mutli-bucket support: You are upgrading from a release that allowed only one bucket to a release that allows multiple buckets. You will need to define and configure your bucket again (you can use the same one). There are some considerations with other features. Please read the Upgrade Notes for multi-bucket support even if you only use one bucket.

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

2.6

  • Field Label: Checked Out By
    Data Type: Text (255)

  • Field Label: Lock State
    Data Type: Picklist (Multi-Select)
    Values: checkedOut, legalHold, onlineEditing

  • Field Label: Bucket Id
    Data Type: Text (255)

In the latest release, S-Drive keeps a list of file objects (AccountFile, etc) including custom file objects. You must be sure add file objects to the file object list.

New Lightning Upload: The latest release has a new upload page that is used by default. In order for it to work you need to add a new CSP Trusted Site.

Duplicate filenames were not allowed, but can now be configured to be allowed.

Retention Policy was not skipping over folders, but now automatically skips folders. Check your retention policies to see if you are exempting folders. You no longer need to.

Mutli-bucket support: You are upgrading from a release that allowed only one bucket to a release that allows multiple buckets. You will need to define and configure your bucket again (you can use the same one). There are some considerations with other features. Please read the Upgrade Notes for multi-bucket support even if you only use one bucket.

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

2.7-2.8

  • Field Label: Bucket Id
    Data Type: Text (255)

In the latest release, S-Drive keeps a list of file objects (AccountFile, etc) including custom file objects. You must be sure add file objects to the file object list.

New Lightning Upload: The latest release has a new upload page that is used by default. In order for it to work you need to add a new CSP Trusted Site.

Duplicate filenames were not allowed, but can now be configured to be allowed.

Retention Policy was not skipping over folders, but now automatically skips folders. Check your retention policies to see if you are exempting folders. You no longer need to.

Mutli-bucket support: You are upgrading from a release that allowed only one bucket to a release that allows multiple buckets. You will need to define and configure your bucket again (you can use the same one). There are some considerations with other features. Please read the Upgrade Notes for multi-bucket support even if you only use one bucket.

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

2.9

  • Field Label: Bucket Id
    Data Type: Text (255)

In the latest release, S-Drive keeps a list of file objects (AccountFile, etc) including custom file objects. You must be sure add file objects to the file object list.

New Lightning Upload: The latest release has a new upload page that is used by default. In order for it to work you need to add a new CSP Trusted Site.

Duplicate filenames were not allowed, but can now be configured to be allowed.

Mutli-bucket support: You are upgrading from a release that allowed only one bucket to a release that allows multiple buckets. You will need to define and configure your bucket again (you can use the same one). There are some considerations with other features. Please read the Upgrade Notes for multi-bucket support even if you only use one bucket.

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

2.10-2.16

  • Field Label: Bucket Id
    Data Type: Text (255)

In the latest release, S-Drive keeps a list of file objects (AccountFile, etc) including custom file objects. You must be sure add file objects to the file object list.

New Lightning Upload: The latest release has a new upload page that is used by default. In order for it to work you need to add a new CSP Trusted Site.

Mutli-bucket support: You are upgrading from a release that allowed only one bucket to a release that allows multiple buckets. You will need to define and configure your bucket again (you can use the same one). There are some considerations with other features. Please read the Upgrade Notes for multi-bucket support even if you only use one bucket.

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

2.17

  • Field Label: Bucket Id
    Data Type: Text (255)

New Lightning Upload: The latest release has a new upload page that is used by default. In order for it to work you need to add a new CSP Trusted Site.

Mutli-bucket support: You are upgrading from a release that allowed only one bucket to a release that allows multiple buckets. You will need to define and configure your bucket again (you can use the same one). There are some considerations with other features. Please read the Upgrade Notes for multi-bucket support even if you only use one bucket.

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

2.19

New Lightning Upload: The latest release has a new upload page that is used by default. In order for it to work you need to add a new CSP Trusted Site.

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.

2.20

If you use Custom Logos on your S-Drive Lightning components, you need to add a url for your logo to work.