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Increasing security

The user installing and connecting S-Drive in the portal must have Modify All Data and Customize Application permissions. This is typically an Admin user.

To increase security, we recommend setting up a special user with its own profile that will have Modify All Data and Customize Application permissions, and after installation those permissions will be removed. You can clone the System Administrator profile and remove permissions after installation.

The steps to do this are described briefly here, but are in the instructions on this page in more detail.

  1. Create a user that will be a service user that has Admin permissions, including Modify All Data and Customize Application.

  2. Login as the service user and Install S-Drive and connect the org in the portal as described in the steps below.

  3. Now login to Salesforce as Admin.

  4. Go to S-Drive Configuration General Settings tab and scroll down to Other Settings

  5. Click the Reschedule button

  6. Edit the profile for the service user and remove Modify All Data and Customize Application permissions. (You can set up a permission set for these permissions.) Make sure the service user still has the necessary permissions to send outbound messages and has CRUD permissions to all S-Drive objects

NOTE: Any time your org is disconnected from the portal for any reason, you will need to restore Modify All Data and Customize Application Permissions to the service user, reconnect in the portal, then remove the permissions again.

Install S-Drive from the AppExchange

Login to Salesforce as Admin or as a special service user you’ve set up for S-Drive. (See “Increasing Security” above.) 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 and click “Get it Now.” Follow the prompts to install S-Drive in your sandbox or production org.

Activate S-Drive

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

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