Home | Connectors | S-Drive | S-Drive - Frontify Integration and Automation
Direction: Frontify to S-Drive
Marketing teams can publish approved brochures, pitch decks, product sheets, and campaign assets in Frontify, then automatically push selected files into S-Drive for use by sales teams inside Salesforce. This ensures account teams always access the latest approved materials directly from customer and opportunity records.
Business value: Reduces use of outdated collateral, improves brand consistency in customer-facing interactions, and shortens the time sales teams spend searching for assets.
Direction: Frontify to S-Drive
Frontify can provide standardized, brand-compliant templates for proposals, onboarding packs, partner kits, and customer communications. S-Drive then collects completed documents from Salesforce workflows and stores them against the relevant lead, opportunity, or account record.
Business value: Improves document quality and consistency while streamlining the collection and storage of customer-facing files in Salesforce.
Direction: Bi-directional
Draft assets uploaded into S-Drive by Salesforce users, such as regional sales teams or field marketers, can be routed to Frontify for brand review and approval. Once approved, the final version is returned to S-Drive and made available in Salesforce for operational use.
Business value: Creates a controlled review process that reduces brand risk and ensures only approved materials are distributed to customer-facing teams.
Direction: Frontify to S-Drive
When a new product launch package is published in Frontify, key assets such as launch decks, one-pagers, logos, and campaign visuals can be synchronized to S-Drive and linked to launch-related Salesforce records. Sales, customer success, and partner teams can then access launch materials in context.
Business value: Accelerates launch readiness across teams and ensures consistent messaging across all customer interactions.
Direction: S-Drive to Frontify
Documents collected in Salesforce through S-Drive, such as co-marketing approvals, brand usage agreements, or partner compliance forms, can be transferred to Frontify for reference alongside related brand assets and guidelines. This gives marketing and legal teams a single place to review approved usage terms.
Business value: Improves governance, simplifies audit readiness, and helps teams verify that external brand usage aligns with approved agreements.
Direction: Frontify to S-Drive
Global brand teams can manage master assets and guidelines in Frontify, while localized versions for specific regions or business units are pushed to S-Drive for distribution through Salesforce. Regional teams can then access the correct language, market, or regulatory version from their Salesforce workspace.
Business value: Supports global consistency with local flexibility, reducing the risk of using incorrect or non-compliant materials.
Direction: Bi-directional
Frontify can supply branded onboarding templates, welcome guides, and customer communication assets, while S-Drive collects completed onboarding documents, signed forms, and supporting files from Salesforce workflows. The result is a complete, branded onboarding pack stored against the customer record.
Business value: Improves the customer experience, reduces manual document handling, and ensures onboarding materials remain on-brand and compliant.
Direction: Bi-directional
When Frontify assets are retired, superseded, or updated, status changes can trigger updates in S-Drive so outdated files are removed or flagged in Salesforce. Likewise, documents stored in S-Drive that are no longer active can be archived or referenced back to Frontify for governance purposes.
Business value: Prevents use of obsolete content, improves content governance, and keeps both platforms aligned on the current approved asset set.
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