Salesforce & SharePoint Integration

Top 7 Reasons Why You Should Store Salesforce Files in SharePoint

Poornima G

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Most Salesforce Admins are skeptical when we say that managing documents in Salesforce can be easy and automated.

We get it, Salesforce can be tricky when it comes to file management. With limited file storage space, an overload of documents can quickly slow down operations and affect admin efficiency.

That’s why migrating files from Salesforce to an external storage system has become the go-to solution. If you’re already using SharePoint, a powerful and widely adopted platform, you don’t need to look any further. With its advanced capabilities, SharePoint is the ideal platform to store Salesforce files.

In this blog, we’ll explain why storing your documents in SharePoint, outside of Salesforce, is the smarter move.

Before discussing those factors, let’s take a brief look at SharePoint.

Understanding SharePoint as a Storage System

SharePoint is a proprietary, web-based collaborative platform that integrates natively with Microsoft 365. It’s one of the most popular document management and storage platforms today, with over 200 million users worldwide. SharePoint has been making it easy for customers to set up a centralized, password-protected space for safe and secure document management.

Now, the discussion focuses on integrating SharePoint with Salesforce. But why should you move your documents from Salesforce to SharePoint? Let’s explore.

Salesforce vs SharePoint: What’s Better for File Storage?

While Salesforce is great for CRM data, it falls short when it comes to handling large volumes of files. SharePoint, on the other hand, is designed for scalable document management, real-time collaboration, and secure external storage, making it the preferred storage companion for Salesforce.

Feature	Salesforce	SharePoint
File Storage	Limited and expensive	Scalable and cost-efficient
Collaboration	Basic	Real-time multi-user editing
File Organization	Standard	Advanced tagging, metadata, and folders
External Access	Restricted	Easily managed via permissions
Automation	Limited	Advanced workflows with Integrations

SharePoint offers far more flexibility than Salesforce when it comes to document management. The next step is integration, and as you already know, that means partnering with the right solution provider. That’s where XfilesPro comes in, the #1 file management app for Salesforce that makes your life a whole lot easier. Download XfilesPro from AppEx!

Store Salesforce Files in SharePoint Using XfilesPro

XfilesPro integrates Salesforce with SharePoint without the need for an additional connector. After integration, the application automatically migrates your files from Salesforce to SharePoint at predefined intervals while maintaining the original file hierarchy. Additionally, XfilesPro supports various other file storage platforms, including AWS S3, OneDrive, and Google Drive.

With that note on the functionality of XfilesPro, let’s discuss the seven factors why you need to store your Salesforce files in SharePoint by leveraging the power of XfilesPro.

A Slim Wallet Solution

Purchasing additional storage space from Salesforce can break the bank! By offloading files to SharePoint, you can save significantly on the extra costs associated with Salesforce storage. Plus, with XfilesPro eliminating the need for an additional connector to integrate both platforms, you get yet another opportunity to cut down on expenses.

A Huge Storage Suite

The SharePoint-Salesforce integration satisfies your need for external file storage with the massive capacity provided by SharePoint. It addresses the growing demand for storage optimization and ensures your Salesforce org stays lightweight and efficient.

End-to-End Process Automation

With the power of XfilesPro, you can fully automate the file migration process, removing the manual burden of managing documents in SharePoint. XfilesPro gives you the flexibility to manage files manually as well, at your own pace and convenience.

Salesforce + SharePoint Integration Made Simple

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Leveraging SharePoint Tagging

When you’re dealing with a vast directory of files, even proper naming conventions might not be enough. That’s where SharePoint tagging becomes invaluable. XfilesPro enables you to apply metadata tags to documents and content, helping you categorize and organize files based on attributes like keywords, topics, or themes, making them easier to find and manage.

Multi-Site Support

Whether your teams are spread across different states, countries, or business branches, XfilesPro supports SharePoint’s multi-site architecture and integrates smoothly with it. This allows you to centralize all documents from various locations into one unified system, ensuring consistent access, better collaboration, and full visibility across the organization.

Future-Proof Security of Files

SharePoint comes with strong built-in security, but XfilesPro adds another layer of protection. With advanced access controls and encryption at rest and transit, you can rest easy knowing that your documents are secure and protected from unauthorized access, today and in the future.

Real-Time File Collaboration

File collaboration in Salesforce hasn’t been ideal. But with XfilesPro, you unlock real-time collaboration capabilities in SharePoint. Multiple users can edit and work on the same document simultaneously, eliminating time-consuming back-and-forth and improving overall productivity.

Conclusion

That seems like a lot of reasons to choose SharePoint as a repository of migrated Salesforce files. By managing Salesforce files in SharePoint with XfilesPro, you’re stepping into the modern document management world, where automation rules the game and everything is controlled by you.

Want to know more about why admins are choosing SharePoint for File Management? Read More.