Welcome to S-Drive! Here you’ll find the layout of this guide and some terminology.

Layout of this Guide

This INTRODUCTION section explains the various pieces of S-Drive.

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Appendix B: Upgrading S-Drive is where to go if you're upgrading from an earlier version of S-Drive.
Appendix C: Troubleshooting has some troubleshooting tips.

Terminology

S-Drive Tab

With S-Drive, you can upload files to any standard or custom object record. In addition, there is an "S-Drive Tab" where you can store files that aren't related to any specific object. This can be used for company-wide documents for example. Files on the S-Drive Tab (not associated with a standard or custom object) are stored in an object called S3Object.

S-Drive File Objects

Each custom or standard object that you want to use S-Drive with has a corresponding S-Drive File Object where the information about the files is stored. This is a custom object that has a master-detail relationship with the object the files are associated with. For example, Accounts has an associated object called AccountFiles. For Accounts, Cases, Contacts, Opportunities and Leads objects, S-Drive File Objects have already been provided as part of the S-Drive package. For other standard objects, or for your own custom objects, you can create the associated S-Drive file object through the S-Drive Configuration tab. These objects should have permissions enabled in the profiles of users using them.

Other S-Drive Objects

In addition to the S-Drive objects that hold file information, there are other S-Drive objects that relate to various features of S-Drive. These objects should have permissions enabled in the profiles of users using S-Drive.

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