Riding the Wave of Success: Our Recap of World Tour Sydney Salesforce
Hey mates! Sydney was buzzing with excitement as the Salesforce World Tour took center stage, delivering an electrifying experience that will be talked about for months to come. From high-energy keynotes to mind-bending Demo Jams, and interactive customer success sessions, the event was a masterclass in all things Salesforce. We were swept up in the exhilarating atmosphere, learning and connecting with trailblazers from around the world. It was a day to remember, a day to savor, and a day that made us even more passionate about the world of Salesforce. As we speak, our top brass is basking in the sunshine of Sydney, ready to soak in all the knowledge the bustling city has to offer. While they’re away, we’re excited to share with you a recap of the incredible event that took place during their visit. In this blog, we’ll give you an all-access pass to the action-packed day that unfolded at the World Tour Sydney. We were one of the Platinum Sponsors this Year Gleaming in the glory of being a Platinum Sponsor for the Sydney World Tour event, we were thrilled to showcase our exceptional expertise in file and data management products. With infectious enthusiasm and unparalleled drive, we connected with numerous Trailblazers, leaving an indelible mark on the event. It was a resounding triumph for us, and we can’t wait to do it all again! The Customer Success Session was a Huge Accomplishment As the curtains lifted on the Customer Success Session, our hearts aflutter with excitement. With an eager audience before us, we delved into the topic of ‘Next-Gen Salesforce Data Management Strategy’ and shared our expertise with the Trailblazers. The air was thick with inspiration and innovation as we exchanged ideas and best practices for building a future-ready data management strategy in Salesforce. The exhilarating demo jam session As the crowd buzzed with anticipation, the stage was set for the grandest showdown of them all – the Demo Jam. With hearts pounding and eyes wide with wonder, we were completely enthralled by the showcase of cutting-edge products and brilliant demos from us and our fellow trailblazers. The session was nothing short of a revelation, giving us a panoramic view of the limitless possibilities that the Salesforce platform has to offer. Networking As the curtains drew on the World Tour Sydney, we were left with a bittersweet feeling of closure. But before we knew it, the excitement was rekindled as the trailblazers came together for a collaborative exchange of information. With munchies in hand and prospects in mind, we relished every bit of this final networking opportunity, making it a perfect end to a perfect event. Our Booth Amidst the buzzing of the crowd and the hum of excitement, our booth stood tall and proud, beckoning the Trailblazers to approach us with their queries and ideas. As we engaged in fruitful discussions and exchanged knowledge, we were amazed at the brilliance and creativity of our peers. The time seemed to fly by, but the connections we made and the insights we gained will stay with us forever, inspiring us to reach even greater heights in the Salesforce community. The World Tour Sydney Salesforce event was a whirlwind of excitement, learning, and connections that left us buzzing with energy. With our minds overflowing with innovative ideas and our pockets filled with souvenirs, we bid adieu to a day well spent. But with so much ground to cover, we know some of us may have missed out on something amazing. Fret not, as our team’s data experts will be in Sydney for a whole week, and we’re more than happy to catch up and continue the conversation. So, let’s keep the ball rolling and keep the magic of the event alive! AMARLAL
Revolutionizing Document Creation with Salesforce: Join Us at the Sydney World Tour Alongside our Experts
Greetings to all fellow Salesforce Aficionados!! The anticipation is building, the enthusiasm is contagious, and the countdown has already begun. Yes, it’s official. Salesforce Sydney World Tour is just days away. With preparations in full swing, we are far more than excited and are at a loss for words to describe our feelings. So, this blog is written to let you know that our whole leadership squad is flying to Sydney to attend the event. What better way to learn more about our products than to interact with them face-to-face? The extravagance and the grandeur of the event are already creating a lot of buzz and we are here to drop some happenings at our booth on D-day. This Salesforce bonanza is anticipated to bring together the most brilliant and talented Salesforce Experts from across the world, with industry leaders and professionals eager to share their expertise and experience with you. This event is all about pushing your Salesforce game to the next level, from the newest technological advances to the cutting-edge trends that are impacting the industry. Don’t forget to swing by our booth and say hello! Here’s a quick checklist of things to remember before you drop by: Get to meet our latest baby XfilesPro DocuPrime The newest addition to the XfilesPro file management suite is the XfilesPro DocuPrime. This automatic document generation for Salesforce is one of the most innovative additions we are giving to our customers. With a lot of inundation for the need for a document automation app, we have bought our users the gift of DocuPrime. We are a Platinum Sponsor this year We have elevated this global gathering by contributing to being a Platinum sponsor for this year’s Salesforce World Tour Sydney. We are opening doors to big opportunities to expand your horizon by being aligned with the best applications that are going to be a game-changer for your business. Our whole C-Suite squad will be flying to the event You might have gotten to talk to our executives and associates. But how many times have you gotten the chance to meet all of our leaders at a go? Then make use of this golden opportunity to interact with them and gain global-level insights. Hearty discussions and the next-level targets of the Salesforce ecosystem can all be exchanged if you are up to visiting our booth. Meet DataArchiva – The #1 Data Management Platform for Salesforce DataArchiva is our fellow product, which will also be attending the Sydney Salesforce World Tour this year. DataArchiva is a top Salesforce data archiving and backup application provider. DataArchiva provides two types of archives (native and external) as well as an external backup. DataArchiva currently has three apps listed on AppExchange. (1) Salesforce Native Archiving, (2) Salesforce External Archiving, and (3) Salesforce Backup & Recovery. Visit our booth to learn more about this product. Get enthralled with the offers & Discounts just for you Get first-hand knowledge of all our products and applications and avail of an early bird discount to maximize your profit and ROI. Experience product demos from our leadership squad directly and clear all the air you have about the same. Drop by our booth and get to learn about our community and how useful we can be in your coming business years. The excitement is building for the upcoming Sydney World Tour of Salesforce, and we’re thrilled to have the opportunity to showcase our offerings at our booth. We’re putting in a lot of effort to ensure that our booth is engaging, informative, and memorable. Our meeting could be the start of something great! Whether it’s a partnership or a client-vendor relationship, we believe that meaningful connections are the cornerstone of success. So let’s make the most of this opportunity to connect, create new memories, and explore the possibilities of what we can achieve together. Mark your calendar, set your reminders, and get ready to experience the excitement of the Sydney World Tour of Salesforce. We’ll be waiting for you at our booth, ready to make the most of this amazing opportunity. See you soon! Register here: https://www.dataarchiva.com/salesforce-sydney-world-tour-2023/ AMARLAL
Don’t Miss Out: Incredible Insights to Gain with XfilesPro at Salesforce Sydney World Tour
We are back to the season of attending work events and the Salesforce Sydney World tour is going to be one of the most existing ones. We are even more excited because XfilesPro will be present for helping you trailblazers to rev up your Salesforce file management game this year. Virtual conversations and meetings are convenient. But nothing can top the feeling of meeting you guys in real. Hence our product experts have seized the opportunity of the Salesforce Sydney world tour this year to have a personal chit-chat with all the Salesforce Admins to discuss their file management concerns. Must-Know Musings of XfilesPro Before You Drop by Our Booth Upgrade Your File Management to Elite File Mastery in Salesforce There is no better application than XfilesPro to help you master the skill of advanced file management. In today’s consciously sensitive work environment, every file’s proper organization has become a necessity. With the downpour of files on a recurring basis, and with the limited Salesforce storage, it is very hard to keep the score of these files. This is where the ultimate file management skill is required. There is a lot more scoop to this insight. Do visit our booth to uncover all the information you are seeking for. Automatic Document Generation – Our Latest Addition Now, Xfilespro is even more effective and preferred because of its latest incorporation of XfilesPro DocuPrime. Apart from file management, another surmount challenge is to draft documents manually. Same as how each and every file is to be organized, every proceeding is to be documented. With a number of documents to be drafted from several departments a day, the drafting of documents is going to be eternal. Hence, switch to XfilesPro DocuPrime. You can ask our product experts directly at our booth at Salesforce Sydney Event to have a comprehensive knowledge of the same. Get Acquainted with Our Companion Product – DataArchiva You will be meeting one of our most exciting solutions DataArchiva. DataArchiva is a leading data archive & backup service provider for Salesforce. DataArchiva offers two types of archive options (native & external) and external backup. Currently, DataArchiva has three applications listed on AppExchange. (1) DataArchiva Native Archiving for Salesforce, (2) DataArchiva External Archiving for Salesforce, (3) DataArchiva Backup & Recovery for Salesforce. Drop by our booth to know more about this product. Maximize Your Savings with Our Product Offers and Discounts This is the best part of the Salesforce Sydney World Tour Deal. Get to experience first-hand product demos from our product experts. All your doubts and queries about all our products will be cleared. Exciting offers and discounts are waiting for you at our booth. Do come and experience our community in real. Enough said. The rest will be revealed on the grand day of the Sydney world tour of Salesforce. We are prepping a lot for this and we are sure that if you have read this blog this far, then you are definitely in to visit our booth. Do come and visit us on D-day. Let’s make good memories and who knows we might end up being partners or sharing a client-vendor relationship. Waiting for your arrival at our booth. AMARLAL
Bursting the Common Myths Around Automatic Document Generation in Salesforce
Ryan had been waiting to close that deal for a very long time. And amidst a lot of other important works, this dream lead of his was looking for a business proposal that solely addressed the challenges for his business. But creating a sales deck would mean taking data from several Salesforce objects and manually updating it into your sales deck. That is a freaking 3-hour process. Henceforth, Ryan lost that client. – Based on a true story In today’s world, every action has to be documented. Sometimes, we fall under the impression that the world is driven by information. To some extent that is true. When running an enterprise or a small business with the Salesforce platform as your CRM, you stumble upon several actions that may be mainstream or sensational at every step. Whatever may be its degree, they are supposed to be documented. And each piece of the document stands for a different purpose. There are several challenges that a sales rep or a service agent faces when manually drafting a document from scratch. Are you going through these meticulous circumstances? Businesses of all stripes in Salesforce need this. The question of automating document generation in Salesforce has given rise to a lot of rumination. This blog will help you decode all your assumptions and better understand the importance of automatic Salesforce document generation. Want to go through a real-time use case on automatic document generation in Salesforce? Click here to get the insights. Myth 1: You have only limited template choices for the documents to be auto-generated Every document serves a different purpose and definitely, and they will have different formats, content, font, and many other factors. So, the process automation integration of XfilesPro DocuPrime into Salesforce provides templates by default and also the choice to have your desired templates through customization. This will provide you with an automatic assembly of engaging and personalized copies of your business quotes, proposals, and so on. With customizable page layouts, all your documents are created on autopilot and customized as per individual opportunity needs. Myth 2: Automatic Document Creation cannot generate incisive and complex documents. This is one of the substantial misconceptions that Salesforce users have been circulated through. Salesforce document creation can come in several forms. Sometimes they can be short, otherwise long as needed according to the purpose. But the consideration of whether it can generate complex documents is just a myth. With document generation’s wizard-driven powers, it can easily replace traditional macro and template-driven approach that was hard to construct and put the elements together. Also, it takes away the pain of proofreading your document. And there is no better example than XfilesPro DocuPrime to satisfy this need of yours. Also read: Why Do You Need An Auto Document Creation App In Salesforce? Myth 3: Proofreading is a must for automated Document Generation Be it whatever the document, when we draft it manually, proofreading is an insatiable task. You can keep proofreading it the whole day and still need to give it a rest. Will you have to do proofreading even for automatic Salesforce document generation? No, not at all. XfilesPro DocuPrime is one of the most accurate automation tools for Salesforce which will take away the pain of proofreading your document. Myth 4: To master document generation software, you will need special training and a significant amount of time Document creation in Salesforce is now very much developed and Salesforce Admins have their hands on the best automation tools when it comes to document creation. XfilesPro DocuPrime is a 100% native document generation tool for Salesforce that is easy to use & comes with a superior UI. The documents can be created as per the desired template with just the right input. You do not even need to leave your Salesforce CRM to create your documents. With a single click, the document is created from scratch. You can just let the pro of document generation which is XfilesPro DocuPrime create your document while you can sit back and enjoy. Your work personnel can easily have their documents generated without any prior training. Want to know how we helped a US Machinery Manufacturing company burst the bubble of manual document creation? Then click here Myth 5: Handwritten signatures are required on all documents This is one of the most believable myths. It might sound untrue but we are far from the times when we need a hand-signed signature to prove the authenticity of the documents. With XfilesPro DocuPrime, signing documents has become easy with any 3rd-party popular e-sign application. To speed up your process, you can just add a custom signing field to your Salesforce document wherein your third-party e-sign can do its work. Myth 6: Automation is prohibitively pricey for small organizations Imagine the horror of having several Salesforce admins or sales reps go through the trouble of having the documents drafted manually for each occasion. Comparatively, if you replace the time and energy invested by them with one of the best-automated tools for Salesforce, then the automation process will be error-free and also give your employees more productive hours. XfilesPro DocuPrime has a reasonable price in comparison with the document generation tools for Salesforce. Not only that but with the usage of our application, you can concentrate mutually on other important tasks which will result in a better return on investment. Myth 7: Since the document is generated automatically, the document can be accessed by anybody in the organization This myth is a hard nut to crack. When one generates a document in Salesforce, it makes sure that the accessibility to view that document also is in the hands of the person who creates the document. With
Rev-Up Your SharePoint x Salesforce Game for Next-gen File Collaboration this 2023
Are you excited about the brand new year? We are very happy and, as a result, we are bringing you our first webinar. In the previous year, we have come across a lot of queries on how efficient the Salesforce file management can be made. After a lot of careful research and observation, we have bought you the answer to all your queries. But to be a part of this, you have to attend our webinar that is going to take place on 19th January 2023 at 11:00 AM EST. So, what are the key takeaways for you through this webinar? Read through carefully. Salesforce & SharePoint Integration: Beyond External File Storage You will have sound knowledge of how to integrate your external SharePoint storage with Salesforce storage. Powering Salesforce File Management with SharePoint: Learn from the Experts The webinar throws some substantial light on how to power your Salesforce file management alongside SharePoint. The ROI of Integrating Salesforce with SharePoint using XfilesPro Get your ROI rolling and maximize your profits by integrating SharePoint & Salesforce. How to Minimize Costs & Maximize Productivity with Salesforce & SharePoint Integration If you are wondering where you can maximize your profits and minimize your costs in regard to your business, the webinar is going to be of a lot of help to you. How Top Companies Are Accelerating Salesforce File Management Efficiency with XfilesPro This webinar is going to spill the beans on how top companies are having their file management game up and will help you introduce the next-gen file management methods. Get Started Fast with Salesforce+SharePoint Integration: Transform Salesforce File Management in 2023. Salesforce file management has always been a hassle for enterprises and organizations. This webinar is a completely wrapped solution to take your Salesforce file management to the next level along with SharePoint via XfilesPro. Powering Salesforce File Management in 2023: Implement a Future-ready Strategy with SharePoint Integration A foolproof solution is what every Salesforce Admin is looking for in any Salesforce file management-related problem. The webinar helps in deducing ways on coming up with strategies to help you tackle every Salesforce file management problem. Pro Salesforce File Management Tips: Blueprint of a Modern Strategy In this modern era, it’s a shame if the same old traditional file management strategy is being used. This webinar will help you to shape your strategy and align it with the modern-day solution and technology. Minimizing Costs & Driving Profitability in an Uncertain Time: Salesforce+SharePoint Integration with XfilesPro Easy file accessibility in Salesforce even after the migration of the files to SharePoint is a key takeaway this webinar will help you understand. With XfilesPro, now SharePoint x Salesforce is now very easy. Augment Your Salesforce File Strategy with SharePoint: A XfilesPro Webinar Upscale your productivity and spare time for other important tasks. With Salesforce x SharePoint integration you are up for several modern strategies and many more. These above key points would have now given you an idea of what you are getting into. The webinar is going to be a lifesaver and hence it would be a loss if you are not going to attend. If you have not yet registered, click here. AMARLAL
6 Salesforce File Management Best Practices To Implement in 2023
We are gearing up to bid adieu to 2022, and setting up our 2023 goals. Maximizing the Salesforce platform’s capabilities & minimizing operational costs are two of the most desired pursuits for every Salesforce customer. Efficiently managing files within Salesforce can double up the joy & make 2023 the best year for your business. Managing a large number of files or huge-sized files in Salesforce CRM often brings challenges & an #awesomeadmin must have the right file management strategy to be a superhero for his/her organization. Below are some of the uber-popular methods that are being adopted by some of the smartest Salesforce customers. You are minutes away from getting to be one such file management champion. Know your Salesforce file system One of the most important things for any Salesforce admin is to have a detailed knowledge of their Salesforce file system. This includes understanding what type & size of files are getting uploaded, what are the major sources of file generation, who are the users that generate more files, what is the file storage usage, who has access to files, and how files are getting shared. A smart Salesforce admin always keeps an eye on these factors in order to maintain a smooth file management process and predict upcoming challenges. Have a long-term Salesforce file storage management strategy If you are a Salesforce user, you must be aware of the fact that all Salesforce editions come with a limited file storage space. If file consumption is more in your business, you must run out of your storage faster. Having a long-term file storage management strategy for Salesforce is one of the most critical things to consider in order to avoid last-minute hassles. This might include regular storage upgrades (Please note this is highly expensive), periodically deleting obsolete files, adding extended storage systems, etc. Leverage external platforms for enhanced file collaboration Leveraging external platforms such as SharePoint, Amazon S3, OneDrive, Google Drive, etc. not only helps you address challenges occurring due to Salesforce file storage limits but also extends file collaboration capabilities. With unlimited Salesforce file storage powered by external systems, your team can seamlessly collaborate on different files & accelerate business growth. Build a centralized content management system In today’s digital world, businesses use multiple systems to run business. If you are also using different applications to power your business, integrating all of them will do wonders. When you’re integrating all your processes & applications to have a single business view, building a centralized content management system is just what you need. For Salesforce users, if you are using different Salesforce apps, AppExchange solutions, and custom-build applications; bringing files from all of them together to one centralized storage repository is highly recommended. The centralized storage can be SharePoint, S3, OneDrive, Google Drive, or an On-premise file system as well. Take care of file security & accessibility factors Securing files in the best possible way & keeping seamless access to all authorized users are two of the most important factors in driving file management efficiency. Best security practices must be adopted including access control, visibility settings, encryption, and sharing options to run a highly secure Salesforce system. With evolving technologies, security often comes under the scanner & you need to get it checked in 2023. Access to files must be always hassle-free as this directly impacts productivity. Some of the best recommendations are syncing files across systems, a proper naming structure, a tagging feature, and a folder structure for files. Backup your files regularly Still not backing up your files? If not, get this done in 2023. Having a backup of all your files will help you run a business with confidence without any fear of file loss. Get a file backup strategy in place with the best available Salesforce backup application. Get XfilesPro for Advanced Salesforce File Management Still thinking about how to implement all the above best file management practices for your Salesforce app? Don’t look beyond XfilesPro. Our one application can help you achieve all the above goals & make your business run on Salesforce to the best of its potential. XfilesPro, which is primarily an external file storage integrator for Salesforce, offers support to multiple storage systems including SharePoint, Amazon S3, Google Drive, OneDrive, and On-prem. Along with this, our future-ready application can easily take care of folder structures, file syncing, community portal file management, large-volume file offloading, and much more. Explore all XfilesPro features & capabilities to transform your file management experience in Salesforce. With 500+ global customers & 550K+ licensed users, XfilesPro can be a game-changer for your business in 2023. To learn more about the application, please get in touch with us now. AMARLAL
To the great year of 2022, we look back with a lot of pride & happiness.
XfilesPro has been on a long venture. Our customer journey value had always been on point because our prime motive was always to have a customer-friendly experience on XfilesPro. Easing into the skin of the game for file management and external storage integration in Salesforce, XfilesPro has been the customer’s favorite since its inception. This blog is just our expression of gratitude through numbers and also gives an insight into how much you customers gave us this year. So, let’s get started. Closed Our 500th Customer This was a number out of our reach when we first started his product. But with your interest in us, times have changed and we are frontiers in file management in Salesforce. On-boarded 20 New Partners We believe that collaboration is a much-needed aspect of today’s business world. We slowly started with a few partners and now we have grown to have 20 partners. XfilesPro DocuPrime was launched Our latest baby XfilesPro DocuPrime came into existence this year. This top-gen Salesforce app is for creating documents automatically. Trust us, this is going to be a lifesaver in the near future of the Salesforce ecosystem. Captain FiDo – Product Mascot of XfilesPro Completing 9 years in the Salesforce ecosystem, we gifted XfilesPro with a new buddy, Captain FiDo. Being an empathetic and smart leader, hereafter you will have captain FiDo alongside joining you guys in the ocean of file management. 5 New Features were included in the App To improve customer experience and usability, XfilesPro extended its functionalities with 5 new features. They are: SharePoint Tagging Google Drive Folder Syncing SharePoint Online Support SharePoint Online Folder Structure Multi-org File Integration 500K+ Licensed Users 9 years down the lane, we have 500k+ licensed users on a global basis. XfilesPro has been always the #1 file management on AppExchange and our customers have always kept their faith in us. 250M+ Files Uploaded File management is a chaotic affair in the Salesforce ecosystem. But since XfilesPro is in the market, around 250M+ files have been uploaded to different external storages as per the customer’s choice. 17+ Industry Footprint Files are an important aspect be it any field. XfilesPro is a versatile application that is being used across 17+ industries for their file management and external storage integration in Salesforce. 98% Renewal Rate With loyal customers having our back, we receive a renewal rate of 98% which is increasing year by year. This number stands as a true testimonial and we are very much grateful for this tremendous renewal rate. And now, with the year-end celebrations, and the Christmas and New Year Gala all around the world, team XfilesPro is content and happy for the hard work and dedication being paid off. Also, we wish you a very Merry Christmas and a Happy New Year. If you are looking for a file management application for your Salesforce files, you have reached the right destination. Hop into the XfilesPro train and have a chat with our product experts to get an extensive guide on the #1 file management application AppExchange. AMARLAL
The new Christmas Duo is here – Santa and Captain Fido. Plan Your Wish List Now.
Season’s Greetings y’all !! No one should be alone on Christmas – The Grinch. Even your exceeding Salesforce file storage should not be left unmanaged this Christmas. Watch your step wherever you go, because you may step on a mistletoe. Have you ever gone through such a situation wherein you hit the Salesforce file storage and had nowhere to export your files? All are aware of how pricey the extra Salesforce file storage is. Just as the Christmas saying goes “May your merry be large and your bills be small”, we completely agree with you. Hence to save you from this humbug, XfilesPro Santa is here to save your tinsel from the twist. The real Santa is here. This Santa is special. You will get to know about it in the later part of the blog. Before getting to it, let’s discuss some real-time sorrows. File management in Salesforce is a critical issue that runs around the clock every year considering the limited storage. The Salesforce files uploading to an external platform is really a huge problem to resolve. Christmas is always the time to do something extra. So this year why not treat yourself with the XfilesPro Santa? XfilesPro Santa mainly focuses on Salesforce file storage optimization. Whenever your Salesforce file storage is exceeded, you now know whom to rely upon. If you are still not getting an idea of how effectively the magic of XfilesPro works on your Salesforce files, keep reading through. Suppose with a growing number of users or steady growth of files, your Salesforce file storage exceeded. Now one thing you can do is brainstorm some ideas regarding Salesforce file management best practices. The plausible option you can come across is by Salesforce file upload to an external platform by manual means or by deleting some files and having your Salesforce file storage optimized. Now if you look at the Salesforce file storage costs, you will be at a real disadvantage. With your raging growth, there are high chances even this storage can get depleted soon. But what if just like the magic of the first Christmas snow, there comes a savior to help you vanish all the Salesforce file storage optimization concerns? Acting as a pathway, XfilesPro Santa along with its Captain FiDo elf is going to help Salesforce file upload to an external platform. You can move your desired or all files to any of the external cloud storages such as SharePoint, Google Drive, OneDrive, and AWS S3 or On-Prem systems such as SFTP, Network Drive, and SMB. Just like how Santa has the right idea to meet people once a year, XfilesPro can be initiated once and with the initial file uploading, and then there will be an auto file export done as per the needs. Forget the past with the present of XfilesPro. This merry season, free yourself from pending duties and enjoy Christmas the right way. Let’s make this December worth remembering. Christmas is here. Let’s make peace on Salesforce file storage, goodwill to Salesforce Admins, and make them enhance the Salesforce file storage management game with XfilesPro. XfilesPro is the number one application on AppExchange for file management and external collaboration. With XfilesPro Santa coming to you, 2023 is going to be your most productive year. Schedule a meeting with us and get to know more about XfilePro Santa. Wishing you a Merry and Fruitful Christmas. If you are writing a Santa wish list, you know what product should be the first on it. AMARLAL
Why XfilesPro is the Most Preferred App to Connect Salesforce & SharePoint for File Storage
Have you ever wondered why XfilesPro stands out from other file management and external storage integration applications for Salesforce, which ranks at the top of AppExchange even after almost a decade of this app coming into the industry? If you ask us, it is because of the capabilities we extend to SharePoint users. XfilesPro is your perfect partner to get your Salesforce file storage optimized by helping you to route a way to the desired external storage. The external cloud storage systems that XfilesPro supports are as follows: SharePoint One Drive AWS S3 Google Drive Along with these, XfilesPro also supports Salesforce file upload into external On-premise systems such as SFTP, Network Drive, and SMB. In this blog, there will be extensive guidance on how Salesforce users have an upper hand when it comes to having their XfilesPro integrated with SharePoint for file storage optimization. SharePoint is the most preferred platform if you are looking for an intranet-based cross-collaboration experience that enables secure sharing, content management, and workflow collaboration features among the employees in your organization. To help both Salesforce & SharePoint users collaborate & maximize the ROI of these platforms, XfilesPro offers exclusive features for the SharePoint platform. Let’s go through the features one by one to understand the efficiency and also how it will enhance your overall workflow. SharePoint Tagging XfilesPro functions as a conciliatory that allows tagging the content against specific columns. It helps the user to make smart arrangements and also to know about the contents of the file without opening it. One can view the same file on SharePoint too with the help of XfilesPro by not changing the template of the file. View Version History While working in an organization, on a day-to-day basis, you stumble upon a lot of document-related queries. Sometimes it can be to draft a document, share a document, view a document, give access to a document, and so on. Thanks to SharePoint, you can control access to the documents that you have ownership of. When putting up a document on intra-style premises, there will be others who have permission to edit or view the document. So, if someone has edited the document, you can view the version history even through XfilesPro without leaving the premises of your Salesforce org and vice versa. Template Creation Whenever you are creating a template in SharePoint, automatically subfolders will be produced as per the requirements. This will avoid the manual creation of folders and subsequently enhance your productivity and help in keeping the files more organized. File Sync XfilesPro mirrors the tagging to either of the storage systems (Salesforce and SharePoint) each time a new file gets added. The above happens due to the Bi-directional Sync feature. File Archiving XfilesPro facilitates having the files archived if not in use and will retrieve them when needed. The archived files can be viewed from either the Salesforce storage or SharePoint at your convenience. SharePoint has always had a close association with XfilesPro. SharePoint users have really been benefited way more than any other external cloud storage users. Most of our customers have been using SharePoint and reaped success when it comes to file management. Rest assured you will not be disappointed by this move. If you are looking for future-proof file management for Salesforce and would like to rev up your file storage optimization in Salesforce, then XfilesPro is your perfect partner. Schedule a meeting now with our product experts to know more about it AMARLAL
Top 3 Moments during XfilesPro’s 9th Anniversary Event
FiDo is now the proud mascot of the #1 file management and document generation application. With XfilesPro’s 9th birthday, this was one of the fancy additions to the family. Captain FiDo as we refer to him is an empathetic leader and a friendly personality. By the looks of it, you can make that Captain FiDo is a dolphin. Dolphins are the most intelligent animals in the sea fraternity. When XfilesPro is ruling the AppExchange regarding file management and document generation, a dolphin is a perfect associate for XfilesPro. On D-day, our Director & Co-founder Harish Kumar did the honors of unveiling the mascot. With a lot of joy and anticipation, the unveiling of FiDo took place amidst all the personnel of Ceptes. A loud round of applause was passed on the unveiling and FiDo was welcomed to the family with joined hands. Later on, a small insight into the product mascot was given to the audience. Amidst all the new updates and upgrades the cake-cutting ceremony was like icing on the cake to make the day more cherished. Everyone posed with Captain FiDo and got their pictures clicked. The Journey of the App We are delighted that we have had a tremendous journey and we are looking forward to many more years of glorious success in the years to come. The journey was a gradual uphill to triumph. No matter how many tempting parking spaces we came across, we came hell or high water and faced them to reach where we are now. Our innovative expansion has taught us to stay patient and consistent. From the launch of EXTFM to XfilesPro, we have come a long way. We started initially with 10 customers supporting only AWS S3. Later on, in the coming years, we eventually grew with 100+ new customers and around 450K+ licensed users. Today’s success is our motivation for tomorrow’s goals. Right now, XfilesPro is all set to have its most advanced upgrade in this face-lift. The feature of document generation provides you with an ample amount of ease in your workflow. Document automation will help in better productivity and help you save a lot of time. An error-free document is every Salesforce Admin’s dream. For Zero Errors & Better Efficiency, Better Productivity & Cost-Effective, and Creating customised documents with templates, XfilesPro DocuPrime is the perfect solution for you. Celebrating the APAC POTY award The creative geniuses that our team members are, have earned us a lot of awards and accolades. We integrate strategy, creativity, and experience to build our products. Our graph has always gone exponential. The innovation combined with teamwork is why we hold the AC Partner of the Year 2022 in the ISV Innovation Category. It was a proud moment for us and we are looking forward to winning many more awards in the upcoming years. Having said enough about XfilesPro’s 9th anniversary, this is the best time for you should get your Salesforce integrated with XfilesPro as it is going through the most innovative phase. The inclusion of document generation is going to be a very useful feature that all our customers are going to find seamless. Why not call our product experts to know more about the same? We would be excited to include you in our rapidly growing family of XfilesPro. AMARLAL
