S-Drive - Preservica Integration and Automation

Common Integration Use Cases Between S-Drive and Preservica

1. Salesforce Case and Contract File Archiving to Preservica

Flow: S-Drive – Preservica

When customer service cases, legal agreements, or regulated documents are completed in Salesforce, S-Drive can automatically transfer the final file set to Preservica for long-term digital preservation. This ensures records are retained in a tamper-evident archive with preservation metadata, version history, and retention controls.

• Supports compliance with records retention policies
• Reduces storage burden in Salesforce
• Provides a defensible archive for audits and legal review

2. Preservation of Signed Sales and Procurement Documents

Flow: S-Drive – Preservica

Executed contracts, purchase orders, statements of work, and signed approvals collected in Salesforce can be pushed into Preservica once the workflow is complete. This creates a secure preservation copy of the final signed record, while Salesforce continues to manage the active business process.

• Keeps the authoritative final record outside operational systems
• Improves traceability for procurement and legal teams
• Ensures long-term accessibility of signed documents

3. Retention and Disposition Workflow for Customer and HR Records

Flow: Bi-directional

S-Drive can collect and manage employee, customer, or vendor documents in Salesforce, while Preservica applies retention schedules and disposition rules for archived records. When a record reaches the end of its active lifecycle, Preservica can trigger disposition status updates back to Salesforce so business users know the record has been archived or scheduled for deletion.

• Aligns operational document handling with records management policy
• Improves governance across HR, legal, and compliance teams
• Reduces manual tracking of retention deadlines

4. Audit-Ready Evidence Package Creation for Compliance Reviews

Flow: S-Drive – Preservica

For audits, investigations, or regulatory reviews, S-Drive can collect supporting evidence such as approvals, correspondence, and attachments from Salesforce records and transfer them to Preservica as a preserved evidence package. Preservica then maintains the package with integrity controls and metadata for future reference.

• Speeds up audit preparation
• Creates a reliable chain of custody for evidence
• Improves response time for legal and compliance requests

5. Long-Term Preservation of Customer Onboarding and KYC Documentation

Flow: S-Drive – Preservica

Financial services, insurance, and regulated industries often collect identity documents, signed disclosures, and onboarding forms through Salesforce. S-Drive can manage the intake and validation process, then send approved documents to Preservica for secure long-term preservation to meet regulatory and audit requirements.

• Supports know-your-customer and customer due diligence processes
• Preserves original submitted documents and associated metadata
• Reduces risk of document loss or alteration over time

6. Retrieval of Archived Records Back into Salesforce for Service or Legal Use

Flow: Preservica – S-Drive

When customer service, legal, or claims teams need access to a preserved record, Preservica can return a controlled copy or access link to Salesforce via S-Drive. This allows users to view archived contracts, historical correspondence, or legacy case files without leaving the Salesforce workspace.

• Improves user productivity by keeping access within Salesforce
• Maintains control over archived content access
• Reduces duplicate file storage and manual retrieval steps

7. Preservation of Project and Grant Documentation for Public Sector or Nonprofit Use

Flow: S-Drive – Preservica

Organizations managing grants, public programs, or funded projects in Salesforce can use S-Drive to collect approvals, reports, and supporting documents, then archive completed records in Preservica for long-term accountability. This is especially useful where records must be retained for multiple years after project closure.

• Supports funding compliance and post-award audits
• Creates a durable record of project activity and approvals
• Helps teams separate active project files from closed records

8. Controlled Access to Archived Documents for Cross-Functional Teams

Flow: Bi-directional

Sales, operations, legal, and compliance teams can work in Salesforce using S-Drive for active document collection, while Preservica stores the preserved version of record. Integration can synchronize document status, metadata, and access references so users know whether a file is active, archived, or restricted.

• Improves collaboration across departments
• Provides a single operational view of document lifecycle status
• Reduces confusion between working files and official records