Document Management PDF Print E-mail

Document management on Salesforce.com is usually not very straightforward. Most users are inclined towards using hierarchical folders as this is the most common way of organizing documents. However, in Salesforce, documents tab only allows single level of hierarchy. S-Drive allows users to place documents in any size in a hierarchical structure that can be as deep as needed.

 S-Drive can easily replace the typical company network share that is usually maintained on a file server inside the company network. Usually sales department gets their own network share and this share is mounted on to the sales staff's computer as "S" drive. S-Drive can simply replace this share folder with the following features:

  • No need to login to VPN to access sales documents
  • There is no file server to maintain and backup within your network.
  • Users can share content with outside users by simply emailing them a link.
  • Users can store very large files in S-Drive (up to 2GB in size) and share these files with customers.
  • Documents related to contacts, accounts, opportunities can be attached to the appropriate record in Salesforce.com without consuming Salesforce.com storage.
  • Sharing rules can be applied to documents and folders to enforce access permissions on documents