XfilesPro 3.0 is Now all set to Transform File Storage Needs in Salesforce
XfilesPro, a next-gen file management & collaboration solution for Salesforce, enables enterprises to integrate external Cloud/On-premise storage systems with their CRM to better manage large files, optimize storage & reduce 70%+ file storage costs. Bengaluru, [March 31st, 2021] – XfilesPro, the most trusted & advanced file management solution for Salesforce is now furnished with new all set features & experience to transform your file storage needs in the world’s #1 CRM platform. In the latest product advancements, the solution has rolled out one of its most anticipated features ‘Auto Export’ (File Archiving Utility) which will help users automatically export files from their Salesforce file storage to any external Cloud (SharePoint, AWS S3, Google Drive, OneDrive, Dropbox) or On-premise (SMB, SFTP & Network Drive) storage without any manual intervention. Apart from this, another notable highlight is the addition of Mass Functionalities (Mass Delete, Mass Sharing, Mass Download). Users can now delete, share, download multiple files at a time with a single click, which will save a huge amount of time. For the customers using SharePoint to store Salesforce files, a lot of new features have been introduced including additional column support. Check out the app here With support for over 7 external Cloud & On-premise storage systems, XfilesPro has redefined Salesforce file management strategies. Apart from huge storage cost reduction, the application offers enterprise-grade content management with a centralized storage system that can manage files from standard as well as community users. The seamless customization, quick setup & admin-friendly capabilities make XfilesPro the most implemented solution in the market. Along with the file management solution XfilesPro, CEPTES also offers end-to-end data management solutions DataArchiva & DataConnectiva for data archiving & DataBakup for data backup & recovery services. CEPTES is widely considered as the expert in offering enterprise-grade file & data management solutions for the world’s #1 CRM platform. Comments on the News “After onboarding over 250 customers from across 10+ industries, I can proudly say that today XfilesPro can handle any complex Salesforce file management needs. With each new release, we have been adding new features that can really help our customers take their file management experience to the next level. I believe the new Auto Export feature can really make things easy for the users apart from helping them reduce massive file storage costs”, said Harish Kumar Poolakade, Co-founder & Head of Products at CEPTES. About CEPTES CEPTES is a leading Salesforce consulting & solution provider with a decade of proven service excellence. With 3 global offices & over 200+ customers across 5 continents, their capabilities spread across multiple industries, technologies & solutions. They are considered as an expert in offering data & file management solutions to businesses of any size & type with their widely popular solutions DataArchiva and XfilesPro. For more information, please visit: www.ceptes.com How the solution works: Watch a quick video. AMARLAL
XfilesPro V6.0: Assess & evaluate all that’s brand new
The bygone year brought unprecedented changes in the business realm and proved to be a serious game-changer. But for our product, XfilesPro, it proved to be an amazing year where it emerged as the most preferred & trusted external file management & collaboration solution among Salesforce users. In 2020, we also made the most number of product releases where we constantly added new features & enhanced the existing ones. Maintaining that trend even in this year, we have just released the latest version of the XfilesPro application and made it live on the AppExchange to help Salesforce customers transform their file storage needs with seamless external file collaboration. XfilesPro V6.0 is equipped with some new features and functionalities while the existing features have been significantly enhanced. Let’s have a sneak peek into some of the exciting latest features that we added in the last release. Handling Special Characters for all Storage Providers – In the latest version, when a Salesforce folder or file name has the below-mentioned special characters in it, that are not supported by the cloud providers, XfilesPro offers the option to replace them with the user-specified characters or with the default characters. Amazon S3 & | ‘ ” < > ~ [ `# } % ] { Google Drive | OneDrive filenames * < > ? : | “ OneDrive folder name * < > ? : | “ tested in drive SharePoint * < > ? : | “ Local providers : * ? ” < > | Note: $ is not supported as a replaceable character for any of the providers. Role & Hierarchy Based Setup (Bi-sync & List components)– In XfilesPro 6.0, now Salesforce admins can assign the action permissions to the users and profiles. If nothing is assigned to the user and profile, then by default the user will be able access the Org-level default app setup. Upload Download Delete Share Auto Export (File Archiving Utility) – With the latest version, Salesforce files and attachments can easily be exported using the Export Utility without any manual intervention. Following is the criterion for the files: Minimum file size- 200 bytes Maximum file size- upto 100 MB SharePoint and OneDrive can be scheduled to auto-export files of upto 8 MB with the help of an additional scheduler code. SharePoint – Additional Column Support from XfilesPro: The latest version of XfilesPro allows the custom columns present in the SharePoint storage to be shown in the Bi-Directional component, as per the customer’s need. About XfilesPro XfilesPro is an advanced file management & collaboration solution designed especially for Salesforce users. Using this application, Salesforce users (both standard & community) can choose among a wide range of external file storage systems to integrate with their native Salesforce application to store Salesforce files of any size externally. These include multiple Cloud platforms like SharePoint, AWS S3, Google Drive, OneDrive, & Dropbox as well as on-premise systems like SMB, SFTP, & Network Drive. With over 200+ customers across the globe, XfilesPro now has over 300K+ licensed users across 15+ industries that enjoy seamless collaboration & multiple other benefits. Try out all the new capabilities by installing the app from AppExchange today. Get started here. AMARLAL
Forget One-By-One! XfilesPro’s Mass Functionalities Are Here
Every Salesforce admin at some point has faced different kinds of challenges because of the limitations associated with internal Salesforce file storage. It may be the back-breaking storage costs or the degradation of the Salesforce CRM’s performance because of the massive file volume or simply difficulty in adhering to the compliance directives. To make life easier for such admins, we came up with an all-round solution called XfilesPro. XfilesPro, easily available on the AppExchange, is an advanced file management & collaboration solution designed especially for Salesforce users. Using this application Salesforce users, both standard and community, can integrate any external Cloud or On-premise storage system of their choice with the Salesforce system and store the Salesforce files externally. Users have the option to collaborate with different external cloud storage systems like SharePoint, AWS S3, Google Drive, OneDrive, & Dropbox as well as on-premise systems like Network Drive, SFTP, SMB when using XfilesPro. Such integration offers benefits like storage optimization, significant cost reduction, productivity enhancement, and a complete centralized content management system. But if you still need more reason to believe us, here are some primary reasons why XfilesPro is an ideal solution for file management in Salesforce: Highly Compatible Network– XfilesPro is a highly compatible solution which can be used in Lightning, Classic, & Salesforce1. The solution works well with Sales Cloud, Service Cloud, Community Cloud & Platform and can be customized to meet specific business needs, support chatter files, and multi-file uploads. Simplified Approach– XfilesPro quickly manages all the files and documents in the file storage along with easing up the existing storage. Admins have to simply install the app, configure their desired storage system and they are ready to reduce their Salesforce storage usage by 80% while still being able to view the files in Salesforce. Lightning Customized Component– Being a Lightning & Salesforce1 mobile-ready application, XfilesPro is fully equipped to provide better and efficient support. It also facilitates easy integration of any standard or custom object, applications, third-party applications, communities, Salesforce1 or any other VF page. No Size Limitation– XfilesPro allows files of all sizes and types to be easily uploaded to the external storage system while ensuring complete visibility and accessibility from inside the Salesforce system. Easy File Migration Utilities– XfilesPro’s simple file migration utilities allow Salesforce admins to seamlessly and securely import files and attachments from any external system to their Salesforce system as well as export any number of files and attachments from their Salesforce system to the external system. Custom Folder Hierarchy– Through XfilesPro, admins can manage all the files using the custom folder hierarchy feature which facilitates easy linking of all the objects to their respective folders while most of the unlinked files are moved to the document folder in the external storage to keep them synchronized and managed as well. Cost-effective– With XfilesPro in place, you can easily save nearly 60%+ of your recurring file storage costs in Salesforce. And in case you have already exceeded your file storage limits, XfilesPro will help you free up your storage space, hence more storage cost reduction. Also read: XfilesPro 2.0– Adorn with it’s Next-gen Salesforce File Management Capabilities As a Salesforce external file storage solution, XfilesPro has been clinical in offering best in class external file storage and collaboration services to multiple Salesforce users belonging to different industries. Apart from reducing the recurring Salesforce file storage costs significantly, XfilesPro’s top-notch file management capabilities, aided by its seamless external collaboration capabilities, make it extremely popular among Salesforce admins. Today, the application delivers more than just Salesforce external file storage services. The highly efficient features in the current version of the solution make life easy for Salesforce admins. In order to maintain the efficiency of the solution and make it even more user-friendly, we keep on enhancing the already existing features as well as add new features in each of the new releases. In this respect, we bring to you some of the latest features that we added in the last release. Mass Download Functionality Many Salesforce admins complain that downloading files and attachments from the Salesforce system is a tedious and time consuming process. This is because admins have to meticulously select those files one at a time and then download all of them separately. Then comes the challenge of storing those files in a specific location while keeping the structure intact. To make this tedious process easier for admins, XfilesPro introduced the Mass Download functionality in its latest release. When using XfilesPro, both the List and Bi-Sync component users can easily DOWNLOAD multiple files at a time. They can select a maximum of 10 files at a time and download them as a zip file, so the hassle of storing them together is also eliminated. Mass Sharing Functionality Just like downloading, even sharing files in between internal teams or among the external or community users becomes difficult when performing this action directly from the Salesforce application. The platform allows only one file to be shared at a time. This can again become an extremely taxing task if there is a massive number of files that have to be shared among different users. To simplify this concern, our technical team at XfilesPro came up with the Mass Sharing functionality that can be availed by both List and Bi Sync component users of XfilesPro. With this feature, SHARING multiple files (maximum of 10 files) among different users becomes very easy. Please note: Mass Sharing is not available for Bi-directional component users in Google Drive. Mass Delete Functionality The Salesforce application puts restrictions on the deletion of Salesforce files and attachments as well. At a time, admins can only select one file/attachment to be deleted. This can again prove to be a time-taking process, especially when multiple files have to be deleted. With the introduction of the Mass Delete functionality in the winter release of XfilesPro, both the List and Bi-Sync component users of XfilesPro can conveniently DELETE multiple Salesforce files and attachments in just
WEBINAR DIGEST: Integrating Salesforce & SharePoint using XfilesPro
Our much-awaited webinar session has finally happened and right off the bat we would like to thank everyone for the phenomenal response we received. The session was housefull and the response is incredible. But even the people who missed attending the live session can reap the rewards. For their benefit, we bring this article which will quickly walk them through everything that went down in the event. The webinar was aimed at discussing the intricacies of executing Salesforce-SharePoint integration with the intelligent use of the XfilesPro application. The action-packed 30 mins long discussion began with our Sales Head, Rakesh N Rao shedding some light on the various key advantages of using external storage systems as means of replacing the primary Salesforce file storage. Not only does the use of external storage systems help in overcoming the limitations of native Salesforce file storage but it also has other benefits like file storage optimization & storage costs reduction. Followed by this, he moved on to discussing why the XfilesPro application is the most optimal solution when it comes to integrating different external storage systems with the native Salesforce application. He also mentioned some of the premium cloud-based storage solutions as well as the on-premise storage options that can be integrated using XfilesPro. Followed by this, he moved on to explaining why SharePoint storage is the #1 option when it comes to document management and actualizing an efficient file management strategy in Salesforce. Subsequently, our Product Consultant, Vedant Srivastava took over and gave everyone a quick demo of XfilesPro & how it can be set-up in the Org. If you wish to see the slideshare presentation of the webinar, please visit: During the course of the webinar, he also showcased three customer use cases belonging to the industry leaders from the logistics, educational & media industry & highlighted their specific Salesforce file management challenges. He also explained how each one of them addressed those challenges through efficient SharePoint integration using XfilesPro & what benefits they achieved. Towards the end of the insightful session, our Salesforce file management experts quickly summarized the advantages of using XfilesPro & how it can help Salesforce enterprises harness the untapped power of SharePoint. Following this, they answered a few of the questions posed by the webinar attendees after which the session was successfully concluded. Here is the full recap of the webinar session: There is a lot more in stock for our Salesforce customers as new and exciting webinars are planned for the coming months. Please follow us on our social media handles for latest updates about the upcoming webinars. AMARLAL
WEBINAR: Carrying out SharePoint & Salesforce Integration using XfilesPro
With new technical advancements cropping up each day, it becomes imperative for organizations to keep on updating themselves to maintain an edge over their competitors. For companies, their voluminous amount of files and attachments pose a great threat in achieving a streamlined file management experience. With Salesforce CRM being introduced in the market, companies now receive additional assistance in managing their business operations. But even while using this platform, the challenges with managing the files remain tedious and never-ending. If your Salesforce organization is also looking for a solution to your file management woes, then may we suggest having a crack at using SharePoint storage. Steadily emerging as one of the most popular document management and storage platforms today, SharePoint is already being used by a huge chunk of Fortune 500 companies. Using SharePoint’s exceptional storage, retrieval, searching, archiving, tracking, and file management features, your company can easily overcome the issues related with limited Salesforce file storage and high additional storage costs. By opting for a collaboration between these two platforms, your company can generate more leads, make better-informed decisions, and drive home success and growth. In this direction, we are hosting a live webinar in the upcoming month which will focus on the several intricacies of carrying out the Salesforce-SharePoint integration with the intelligent use of the XfilesPro application. Our webinar ‘Integrate SharePoint & Salesforce using XfilesPro- An Advanced File Management & Collaboration Solution for Salesforce’ is happening on 4th March, Thursday at 11 AM EST. In this webinar, we’ll discuss the key advantages of using external storage systems, like SharePoint, as means for actualizing an efficient file management strategy in Salesforce in order to better manage the file storage. We will also shed some light on the crucial role played by XfilesPro in carrying out this integration in a completely seamless and hassle-free manner as well as some of the important use case scenarios of the past. So don’t miss out on this exciting opportunity to take your Salesforce file storage to greater heights and entirely revamp your file management experience. Register for our upcoming webinar here and reserve your spot today. Date: 4th March, Thursday Time: 11 AM EST 9:30 PM IST AMARLAL
XfilesPro New Release: Check What’s New
As we are bringing down the curtains of 2020 & heading towards a new year with new opportunities, new hope, new pledges, and new milestones to achieve, the final XfilesPro release (v 5.11) of 2020 is now Live on the AppExchange. It was an amazing year for XfilesPro where we positioned ourselves as the most preferred & trusted external file management & collaboration solution for Salesforce. In 2020, we extended our footprints to new industries and continents, & successfully onboarded customers of different types & sizes. 2020 also witnessed the highest number of releases as we constantly added new features & enhanced existing ones in the AppExchange solution to help Salesforce customers transform their file storage needs in Salesforce with seamless external file collaboration. When we go down memory lane & see our journey in 2020, it is nothing less than amazing. Some of the top highlights of 2020 are SharePoint integration for Salesforce, Auto Export feature to automatically store Salesforce files in external storage systems, Multi-Org file management, Community user file management, and the list goes on. 2021 is going to be even better and we are committed to making XfilesPro the #1 file management solution for Salesforce backed with powerful in-built feature capabilities & enterprise-grade service excellence. Coming to the final release of the year, version 5.11 comes with a couple of new features & enhancements. Let’s have a sneak peek of those; Features XfilesPro supports Changing of Date format for New Bi-directional component: Now users can change the Date format of the files uploaded in Bi-directional component to dd/mm/yyyy or mm/dd/yyyy format as per their preference. XfilesPro supports Mass Share for both List and Bi Sync components for all the providers (except Google Drive Bi-directional Component): Now XfilesPro users can share up to 10 files at a time using our Mass Share button. This feature is available for all the external storage except Google Drive Bi-directional Component. Enhancement The application had a restriction in file uploading if the name of the file had over 80 characters. However, now the restriction has been removed and the new version of the application will support file uploading with a filename up to 200 characters. Apart from these above feature additions & enhancements, we also made enhancements in the UI, stability & security in order to make the solution future-proof. About XfilesPro XfilesPro is an advanced file management & collaboration solution for Salesforce using which Salesforce users (both standard & community) can integrate any external Cloud (SharePoint, AWS S3, Google Drive, Dropbox, OneDrive) or On-premise (Network Drive, FTP, SMB) storage systems with their Salesforce system in order to store Salesforce files externally. The integration offers benefits including storage optimization, significant cost reduction, productivity enhancement, and a complete centralized content management system. Get the app here. AMARLAL
Santa Claus Comes Early This Christmas: Useful Tips and Tricks For Salesforce Users
With each passing second, the world is inching closer to one of the biggest festivals all-around the world. Christmas, the annual festival commemorating the birth of Jesus Christ, will be observed on coming Friday, December 25. People have already begun their customary preparations of installing and lighting Christmas trees, hanging Advent wreaths, Christmas stockings, candy canes, and creating Nativity scenes depicting the birth of Jesus Christ. Christmas carols and stories are already being sung everywhere. In addition to that, people have also been gearing up for exchanging cards and gifts with their loved ones as well as preparing the special meal, including the special Christmas cake. But even before Christmas this year, we have assumed the role of Santa Claus and have come bearing certain gifts for the Salesforce customers. Keeping alive the joy and spirit of Christmas that is sharing, spreading joy, and love, we bring you some all-important tips and tricks that can be implemented in order to make Salesforce more efficient and take the experience to the next-level. Number 1:- Manage your Salesforce Files Properly The primary thing Salesforce users must ensure is the top-grade management of their files and attachments. These files, no matter from where they are generated, sooner or later start piling up in the internal storage, which can become a great hassle if not managed properly. Salesforce users must either periodically purge their system of the files that are no longer needed or look for options that optimize the storage. This can include purchasing additional storage space from Salesforce or looking for solutions that can manage the files in a seamless manner. XfilesPro is one such AppExchange solution that makes things easier for the Salesforce users with its top-notch file management capabilities aided with seamless external collaboration capabilities. Using this highly customizable application, users can integrate their Salesforce system with different external cloud storage systems (SharePoint, Google Drive, Amazon S3, etc) and store their files over there to optimize their native storage and reduce their file storage costs significantly. Number 2 :- Archiving Data for Efficient Salesforce Data Management Another major concern for most Salesforce users is their ‘data’. The contacts, leads’ information, events, sales data and many such data records hold unprecedented importance for smooth functioning and business growth of the organization. But many users struggle because of the restrictive nature of Salesforce data storage and other issues like compliance and security. It\’s no hidden fact that data archiving has a plethora of benefits when planned at an early stage. With proper archiving techniques in place, Salesforce users can archive their less-used data into some different storage space and optimize the native storage. To help Salesforce users, we have popular data archiving applications like DataArchiva and DataConnectiva available on the AppExchange. DataArchiva, powered by high performance and security, archives the data at a native level into Salesforce Big Objects and optimizes the CRM application, reduces the data storage costs and offers an enterprise-level data management experience. While DataConnectiva also offers the same benefits when it seamlessly and securely archives the Salesforce data in the preferred external storage platforms like Amazon, Azure, Google, etc. and external databases including Postgres, Redshift, MySQL, etc. Number 3 :- Keeping a Secure Backup of Salesforce Data When it comes to ensuring the security and safety of organizational data, most Salesforce users refrain from relying simply on archiving solutions for managing the data. Not to mention, creating a backup of the data is a more popular option any day. Keeping this in mind, Salesforce users too must amp up their data reliability and security by creating a backup of their important data and storing it elsewhere. This not only safeguards data in the unfortunate event of data loss but also helps in quickly getting the business back on track after such an event. Here we must mention another one of our products, DataBakup. This simple data backup and recovery application is custom-designed to support multiple Salesforce systems and aided by its full and incremental backup services, helps enterprises easily overcome their fear of data loss. Guaranteeing highest levels of data security within the cloud infrastructure, this highly scalable application also possesses the seamless data restoration feature. DataBakup is both easy-to-use and a cost-effective solution, ideal for small to mid-range enterprises. Equipped with these tips and making use of the above mentioned applications, Salesforce users can easily augment and improve their Salesforce performance, ultimately boosting their business growth. To know more about these applications, you can get in touch with our Salesforce data & file management experts. AMARLAL
XfilesPro Winter ’20 Release: The Latest Version of the Application is Now LIVE in the AppExchange
XfilesPro, the #1 file management & collaboration solutions for Salesforce has made its Winter ’20 (version 5.9) release LIVE in the AppExchange with some new features and existing feature enhancements. Let’s have a sneak peek of all the newly included & enhanced features: New Features Mass Download Functionality Now users can select up to 10 files & download them as a .zip folder Mass Delete Functionality Now users can select up to 10 files & delete all those 10 files at a time Dynamic Column Arrangement for List & New Bi-directional Sync Component New Bi-Sync & list component data table will now have the option to add/remove the columns up to 4 Search Functionality for New Bidirectional Sync Component File search option in the new Bi Sync component File Renaming for List & New Bidirectional Sync Components Users will now have the option to rename the file. This means the actual file name should be prefixed or suffixed with the value stored in a particular field of the record and the updated name appears to be in an external provider as well Enhancements The Template feature in XfilesPro’s new Bi-sync component for Google Drive, OneDrive, and SharePoint will be supporting folder creations for any number of folders. Unmap functionality at the Record level (Google Drive) will have unmap functionality at the record level where you can unmap a wrongly mapped folder and remap the correct one. About XfilesPro With over 200 customers worldwide, XfilesPro has now over 300K+ licensed users across 15+ industries. Using the application, Salesforce users can choose from a range of external file storage options to integrate from multiple Cloud (SharePoint, OneDrive, AWS S3, Google Drive, Dropbox) & On-premise (SMB, SFTP, Network Drive) platforms to effortlessly upload Salesforce files of any size with seamless collaboration to future-proof on their file storage costs. Get the app here. AMARLAL
Dreamforce to You 2020 : Keynote Takeaways
There is no denying that each year ‘Dreamforce’ is one of the greatest of Salesforce events, replete with new innovations, inspirational stories, and all-round learning. But this year owing to the global pandemic, even this grand technology conference was affected, almost to the point where everyone had lost hope of its happening. And then all of a sudden Salesforce announced the ‘Dreamforce to You 2020’ event and just like that the world’s biggest B2B digital conference was back on track. Being entirely virtual, this year’s Dreamforce promised to be completely different than the previous one. But the thing that remained constant was the power-packed keynote, albeit virtual. So on 2nd December, Salesforce CEO Marc Benioff kicked off the event with the virtual keynote where he shared the future vision, celebrated customer success, and introduced new innovations across the Customer 360 Platform. Let’s have a sneak peek of what really happened during the keynote. Salesforce Hyperforce In one of the major announcements, Salesforce introduced Hyperforce, an innovative reimagination of the company’s platform architecture designed to securely deliver exceptional services across the complete suite of Salesforce Customer 360 including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Industries & more, on major public clouds. With Hyperforce, Salesforce’s customers will be able to accelerate their growth and success making use of the robust and highly scalable platform. They will also be able to access any Salesforce app and platform from anywhere, leveraging the agility of the public cloud. Salesforce’s Slack Acquisition Another key takeaway was the news of the definitive agreement between Salesforce and Slack under which Salesforce is all set to acquire Slack, the most innovative communications platform. This acquisition will enable Salesforce customers to transform the way they communicate and collaborate in the all-new digital, work-from-anywhere world, backed with the unique combination of Slack with Salesforce Customer 360. Salesforce Einstein Automate Another major announcement was the introduction of Einstein Automate, an end-to-end workflow automation solution to make businesses more productive. Owing to the fast-shifting digital customer approach that generates a massive volume of data, organizations can make use of this highly efficient workflow automation technology that delivers automation capabilities to help employees enhance their productivity by building intelligent workflows and integrating data across any system with simple clicks. Einstein Automate also enables enterprises to automate anything using the new Flow Orchestrator, integrate anything with the new MuleSoft Composer, and transform any industry using pre-built solutions and resources from Salesforce. Service Cloud Workforce Engagement Lastly Salesforce also introduced the Service Cloud Workforce Engagement, a brand-new dynamic workforce planning solution to help contact centers forecast the demand for customer service and support, assign service agents accordingly, and coach service agents remotely in real-time to deliver trusted service experiences. Using this solution, Salesforce customers can ultimately deliver outstanding services to their users, being equipped with precise customer service demand prediction and the knowledge about the right agents with the right skills. *source : Salesforce.com About XfilesPro XfilesPro, the next-gen file management and external collaboration application for Salesforce files, efficiently expedites seamless storage and collaboration for an enterprise’s Salesforce files and attachments in different external storage platforms. This extremely customizable and admin-friendly application helps Salesforce admins not only reduce their file storage costs significantly, but also enables the 360-degree file collaboration including integration with various external storage systems. Currently XfilesPro can be used to collaborate the Salesforce system with external file storage platforms including the Cloud-based systems like SharePoint, Amazon S3, Google Drive, Dropbox, and OneDrive as well as the on-premise systems like SMB, SFTP, and Network Drive. Equipped with other features like centralized content management, efficient file and folder hierarchy management, multi-org file integration service, capacity to undertake large volume file migration as well as community portal collaboration, XfilesPro offers complete file management services to Salesforce users. To know more about the application, please get in touch with us. AMARLAL
Make your Thanksgiving Special with these Salesforce File Management Tips
Finally the time has come for one of the most awaited festivals of the year. The Harvest Festival, more commonly known as Thanksgiving Day, is just around the corner. This annual national holiday in the United States and Canada bears its origin from people celebrating and thanking God for the bountiful harvest and other blessings of the past year. In the US, Thanksgiving Day is observed on the fourth Thursday of November which corresponds to 26th November this year. This federal holiday is often full of pomp and color and is a great time to exchange gifts with loved ones and share beautiful Thanksgiving messages. The festival is also synonymous with the special Thanksgiving meal which includes the traditional fare of turkey, bread stuffing, mashed potatoes, cranberry sauce, and pumpkin pie. Parades and football games also have long associations with the holiday. The popular Thanksgiving Day parade organized by Macy’s department store in New York typically features marching bands, performers, and elaborate floats. In the spirit of Thanksgiving, we too are extremely thankful for the overwhelming response our file management and collaboration application, XfilesPro has received in the past financial year. A great number of Salesforce enterprises have implemented XfilesPro to efficiently manage their Salesforce files and attachments. In return for the benefit of Salesforce admins, we too would like to shed some light on effective document management best practices. Without doubt, Salesforce is now the #1 CRM platform trusted by thousands of users ranging from individuals to big corporations. At the enterprise level, Salesforce document management is one of the major business operations. It helps Salesforce users in creating, storing, modifying, transferring, copying, and deleting necessary documents in an efficient manner. Some of the effective best practices are as follows: Native Modules for Document Management– The Salesforce platform has five off-the-shell in-built modules that help the users in handling important documents and aid in efficient content management. These include: Attachments, Documents Tab, Files Home, Salesforce Knowledge, and Salesforce CRM Content. Document Organizing– Salesforce CRM Content can be used to classify Salesforce documents according to different criteria thereby streamlining the process of document searching. This increases the accuracy as well as the speed of the document search process. Automate Document Management– Salesforce CRM Content also provides several automation tools that allow users to subscribe to specific authors, files, topics, or complete libraries to keep them abreast with necessary latest updates. This gives the ability to use relevant marketing materials for increasing sales and knowledge-sharing. Mass uploading Salesforce Documents– A Salesforce admin can use the Data Loader tool to add multiple documents, files, and links or update necessary documents with the same ID in Salesforce CRM Content Libraries. Through this they can update the knowledge database and create a backup for necessary CRM records in a systematic manner. Integration with External Storages– The Salesforce CRM can be connected with external file storage systems to conveniently access and manage the external files via Salesforce interface. Using external systems also helps to combat the challenges of limited storage space. Deploying External Document Management Solutions– To overcome the severe limitations of the Salesforce native options, a relevant external document management solution can be implemented. Such solutions facilitate seamless integration with different systems without much hassle and exuberant costs. Also read: Document Management in Salesforce: A Brief Introduction to its Best Practices Most Salesforce admins will vouch for the file management capabilities of XfilesPro that facilitates seamless storage and collaboration of files with various external systems. Using this highly customizable and admin-friendly application, Salesforce admins can collaborate with Cloud-based storage systems like Google Shared Drive, OneDrive, Amazon S3, SharePoint, and Dropbox and On-premise systems like SMB, SFTP, and Network Drive. To know more about XfilesPro and how it can facilitate external system integration with Salesforce, please get in touch with us. AMARLAL
