S-Drive Connector v1.0

1. General Information

SDrive is a Salesforce-native application that provides enhanced file storage, sharing, and management capabilities. It is designed to overcome Salesforce's native file storage limitations by allowing users to store files in external storage locations like Amazon S3, Google Drive, or SharePoint, while still managing and accessing them directly within Salesforce.

2. Authentication

Before creating your S-Drive Connection in OneTeg, you’ll need to create an External Client App or a Connected App in Salesforce.

Option 1: Create an External Client App in Salesforce (recommended)

External client apps enable a third-party application to integrate with Salesforce using APIs and security protocols. Salesforce introduced these to replace Salesforce Connected Apps. To use a Connected App instead, see S-Drive Connector v1.0 | Creating-Connected-App in the next section )

Go to Setup->External Client App Manager
Click the New External Client App button
Give the app a name and contact email
On the API (Enable OAuth Settings), check the Enable OAuth box
In the App Settings section
1. Click Consumer Key and Secret Key. Leave that tab open or copy the values, as you’ll need them later
2. For the Callback URL, enter https://<tenant name>.oneteg.com/ where <tenant name> is your tenant name
3. For OAuth Scopes, choose “Full Access (full)”
4. Under Flow Enablement
  1. Check Enable Client Credentials Flow
  2. Check Enable Authorization Code and Credentials Flow
5. Under Security
  1. Check Require secret for Web Server Flow
  2. Check Require secret for Refresh Token Flow
  3. UNCHECK Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows
  4. Check Enable Refresh Token Rotation
Click Create
In the app, under the Policy Tab, click Edit
1. Under OAuth Flows and External Client App Enhancements, check Enable Client Credentials Flow
2. Under App Authorization, choose Refresh token is valid until revoked, and Relax IP Restrictions
3. Save

Option 2: Creating Connected App

A Connected App in Salesforce is a framework that allows external applications to integrate with Salesforce securely. It facilitates communication between Salesforce and third-party applications by providing a way to authenticate, authorize, and interact with Salesforce data and services. Salesforce recommends using External Client Apps instead. See S-Drive Connector v1.0 | Option-1:-Create-an-External-Client-App-in-Salesforce-(recommended)

Go to Setup

In search box on left side search for App Manager and click button New Connected App on the right corner.

Enter relevant details. Tick mark Enable OAuth Settings button in API (Enable OAuth Settings) to add Callback urls and Scopes.

Note : Do not forget to mark

	Enable Client Credentials Flow
1	Enable Authorization Code and Credentials Flow

Go to App Manager again and click the drop down button to View clientId and Secret of the app created.

Click Manage Consumer Details button to view clientId and Secret

3. Create an S-Drive Connection in OneTeg

Create a Connection for S-Drive in your Salesforce org.

In OneTeg, go to Connections
Click +Create Connection
Fill in the fields as shown in the table below
Click Save and follow the prompts to enter your Salesforce credentials and allow access

Settings Parameters	Value	Description	Required (Y/N)	Default Value
Connection Name	The name you want this connector to be called	Connector Name	Y
Connector	S-Drive Connector	The connector used for this connection	Y
Endpoint URL		Endpoint required for performing CRUD ex: https://cyangate-a-dev-ed.my.salesforce.com/services	Y
Authentication	OAuth	Type of authentication	Y	Oauth
Flows	Authorization Code		Y
Client Id	{client_id}	Consumer Key from the External Client App or Connected app in Step 2	Y
Client Secret	{client_secret}	Consumer Secret from the External Client App or Connected App in Step 2	Y
Token URL	https://login.salesforce.com/services/oauth2/token		Y
Authorization Url	https://login.salesforce.com/services/oauth2/authorize		Y
Scopes	none			none

4. Connector Actions and Tests

1. Misc: GET Files (GET)

Action Name / Method

Misc: GET Files (GET)

Action Description

This action is used to retrieve all files for an SObject.

Test Case

This action is used to retrieve all files for an SObject.

Request Body Name

Paramenter

2. Misc: Create Folder as S3Object (POST)

Action Name / Method	Misc: Create Folder as S3Object (POST)
Action Description	This action is used to create a folder on S-Drive Tab (S3Object)
Action Settings	Headers
Content Type	application/json
Response Type	application/json
Options: cg File Name C	Name of folder you’d like to create
cg Lock State C	false or leave blank
cg Checked Out By	leave blank
cg Content Type C	Folder (must be capital F)
cg Is Latest Version C	Toggle on
cg File Size in Bytes C	0
cg Wip C	toggle off