SideDrawer + Salesforce: A Native Vault Layer Inside Your CRM

SideDrawer embeds directly into Salesforce as a native Managed Package and Lightning Web Component — so document requests, e-signature, and a compliance-grade audit trail live inside the CRM record your team already works from, with client vaults provisioned automatically the moment a new account is created.

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SideDrawer installs directly into Salesforce as a native Managed Package and Lightning Web Component, surfacing a client's document vault right on the account or case record. Vaults provision automatically when a new account is created, notes, messages, and document status sync in real time, and Salesforce users map automatically into SideDrawer's Requester/Respondent roles — all from inside the CRM your team already works in every day.

Salesforce

What SideDrawer Adds Inside Salesforce

Salesforce runs the relationship. These are the client-facing document workflows firms add by pairing it with SideDrawer.

Guided document request composition

A simplified, operational composition layer lets your team assemble complex document requests — uploads, acknowledgments, and signatures — without exposing the underlying technical complexity to the client.

Dynamic requirements determination

A questionnaire-driven engine automatically identifies the correct forms, supplemental documents, and supporting evidence required for the specific transaction or account type — no static checklist to maintain by hand.

Integrated eSignature workflows

Attach e-signature directly to a document request. Signors execute forms electronically, with automated tracking and retrieval of the completed, signed document.

Third-party contributor support

Delegate requests to external parties — solicitors, accountants — through secure, email-based workflows that keep them isolated from sensitive client data they don't need to see.

Centralized document exchange dashboard

A unified workspace inside Salesforce to monitor transfer progress, manage active and closed requests, and resume draft workflows without leaving the CRM.

Automated status derivation & tracking

Parent request statuses — Action Required, Completed — are derived automatically from the real-time progress of individual document items.

Operational upload attribution

Documents provided by the client are visually distinguished from those uploaded operationally by your team or via automated scanning workflows — so it's always clear where a file came from.

Configurable expiry & automated reminders

Set custom expiration periods on a request and let automated inactivity reminders chase completion, instead of your team tracking down outstanding items manually.

Native Salesforce Architecture

A Lightning Web Component built for regulated relationships

SideDrawer's Salesforce integration is a native Managed Package that installs directly into your org. It handles webhook consumption, bell notifications, and automated vault provisioning from inside the CRM, while an API-first, federated data orchestration layer keeps the Digital Vault, the CRM, and external systems in sync — without a centralized data migration.

Native Managed Package: webhook consumption, bell notifications, automated vault provisioning
Lightning Web Component: Document Exchange widget & dashboards embedded on the record page
Real-time bidirectional sync of notes, messages & document status
Federated, API-first data orchestration across CRM, Digital Vault & external systems
Automated role/identity orchestration (Requester/Respondent) with enterprise SSO token integration
Scoped resource routing to a specific document view or workflow via secure, targeted URLs
Event-driven webhook pipeline processing platform events for downstream orchestration, reporting & audit
“Tax season was a real eye opener of the impact the platform can have on the efficiency of our practice. We just added the accountant as a Collaborator — and it simplified the entire process.” — Frank Gasper, CSR Wealth
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Connecting SideDrawer to Your Salesforce Org

Adding SideDrawer inside Salesforce doesn't mean disrupting how your team already works the CRM.

  1. Book a demo

    Walk through the platform with your own Salesforce org as context.

  2. Install the Managed Package

    SideDrawer's native Managed Package installs into your org, wiring up webhook consumption and the Lightning Web Component.

  3. Connect identity

    Map Salesforce user context to SideDrawer's Requester/Respondent roles and federate SSO so authentication runs through infrastructure you already use.

  4. Automate provisioning

    Configure which CRM events — like new account creation — trigger automated vault provisioning, and the client-facing layer is live.

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Frequently Asked Questions

SideDrawer adds to it. It installs into Salesforce as a native Managed Package and Lightning Web Component, layering structured document requests, e-signature, and a compliance-grade audit trail directly onto the account or case record. Salesforce keeps running pipeline, account, and case management exactly as it does today — SideDrawer gives your team a client-facing document workflow inside that same CRM record.
A native Salesforce Managed Package handles core CRM operations — webhook consumption, bell notifications, and automated vault provisioning triggered by CRM events such as new account creation. SideDrawer's Document Exchange widget and dashboards are built as Lightning Web Components, so they embed directly inside the Salesforce record page rather than opening in a separate tab or tool.
Yes. Vault provisioning is automated and event-driven: when a CRM event like new account creation fires, SideDrawer's webhook pipeline picks it up and provisions the client vault without a manual setup step.
SideDrawer supports real-time bidirectional synchronization of notes, messages, and document status between the two platforms, so data integrity is maintained without manual re-entry. Underneath, an API-first, federated data orchestration layer manages and enriches data across the CRM, the Digital Vault, and external systems — without requiring a centralized data migration.
Yes. Third-party contributors can be delegated a document request through secure, email-based workflows that keep them isolated from sensitive client data they don't need to see — no Salesforce license or vault-wide access required. That's the same Collaborator pattern CSR Wealth uses for accountants during tax season: “We just added the accountant as a Collaborator — and it simplified the entire process,” says Frank Gasper of CSR Wealth.
SideDrawer automatically maps Salesforce user contexts to internal roles — Requester or Respondent — and handles enterprise SSO token integration, so advisors authenticate once through infrastructure your team already uses rather than maintaining a second login.
Yes. Scoped resource routing enables direct access to a specific document view or workflow — a plan preview, a file move — via a secure, targeted URL, so a user can jump straight to the relevant screen instead of navigating the full application from the CRM record.

See how SideDrawer installs into your existing Salesforce org.

Book a 30-minute demo and bring your current Salesforce setup as context.

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