S-Drive - Kentico Integration and Automation

Common Integration Use Cases Between S-Drive and Kentico

1. Publish Salesforce-approved documents and assets to Kentico content pages

Data flow: S-Drive ? Kentico

Marketing teams can store approved brochures, datasheets, contracts, and compliance documents in S-Drive and automatically make selected files available in Kentico for website pages, partner portals, or customer resource centers. This ensures only approved Salesforce-managed content is published externally, reducing version control issues and manual uploads.

Business value: Faster content publishing, stronger governance, and fewer outdated documents on the website.

2. Collect website form submissions and route documents into Salesforce records

Data flow: Kentico ? S-Drive

Kentico forms for quote requests, onboarding, warranty claims, or event registrations can capture uploaded files such as signed agreements, identity documents, or supporting evidence and send them directly into S-Drive linked to the correct Salesforce account, case, or opportunity. This removes manual file handling and improves traceability.

Business value: Shorter intake cycles, better record completeness, and improved compliance.

3. Sync customer-specific content libraries for account portals

Data flow: Bi-directional

For B2B customer portals built in Kentico, S-Drive can provide account-specific documents stored in Salesforce, such as order forms, service manuals, renewal packs, or compliance certificates. Kentico can present these files based on Salesforce account data, while portal activity and document requests can be written back to Salesforce for visibility.

Business value: Personalized self-service experiences and reduced support workload.

4. Support sales enablement with campaign and product collateral managed across both platforms

Data flow: S-Drive ? Kentico

Sales teams often need the latest product sheets, pricing guides, and proposal templates stored in Salesforce. By integrating with Kentico, approved collateral can be surfaced in campaign landing pages, partner microsites, or sales resource hubs. This keeps external-facing content aligned with what sales teams use internally.

Business value: Consistent messaging across sales and marketing, with less duplication of content management.

5. Automate document collection for lead qualification and account onboarding

Data flow: Kentico ? S-Drive

Kentico can be used to collect lead qualification documents, tax forms, reseller applications, or onboarding packets from prospects and customers. Once submitted, files are stored in S-Drive and attached to the relevant Salesforce lead, contact, or account record, enabling sales and operations teams to act immediately.

Business value: Faster qualification, fewer email attachments, and cleaner handoffs between web and CRM teams.

6. Deliver personalized content based on Salesforce document and account status

Data flow: Salesforce via S-Drive data context ? Kentico

Kentico can tailor website or portal content based on Salesforce record status associated with documents in S-Drive, such as active customer, pending renewal, approved partner, or open case. For example, a customer with an open service case can be shown troubleshooting guides, while a renewal prospect can see contract renewal resources.

Business value: More relevant digital experiences and higher conversion or self-service rates.

7. Centralize compliance and audit-ready document access for regulated industries

Data flow: Bi-directional

Organizations in financial services, healthcare, manufacturing, or public sector can use S-Drive to maintain controlled document storage in Salesforce while Kentico provides secure access to approved public or authenticated content. Integration ensures that compliance documents, policy updates, and customer acknowledgments are synchronized and accessible to the right teams and audiences.

Business value: Improved audit readiness, reduced compliance risk, and better document governance across channels.