With Salesforce as your CRM, the fact that can be annoying is that there will be limited file storage. There is no escape from this. The only thing that can help you come out of it is by creating a foolproof plan. With generations of files that need to be stored, this blog will help […]
We know document generation is a part of many industries’ daily workflow. Healthcare, real estate, corporate, financial and legal sectors are a few of them. As a corporate firm, we know first-hand how tedious and time-consuming it’s to create documents on a daily basis by ruining the productive hours of workers. That’s why we have […]
Disclaimer: This blog is for Salesforce users who are looking for a long-term solution and is expecting high productivity and streamlined workflows. If you think that is not possible and is a sham, then read it at your own risk. Most people do not believe when we say that managing files and attachments in Salesforce […]
If you neglect to give your Salesforce system the attention it deserves, it can quickly become a digital version of the game Jenga. One scruffy move and the entire file system can come crashing down like a tower of blocks. Even attempting to retrieve a single file can set off a domino effect of errors […]
In the modern age, automation reigns supreme, permeating every facet of our existence. Yet, if you find yourself tediously riddling through Salesforce files by hand, it’s time to embrace a more strategic approach to problem-solving. After all, in a world where automation is the norm, manual processes can only hinder progress. XfilesPro has been automating […]
![The Vital Role of File Collaboration in Salesforce [Infographic]](https://www.xfilespro.com/wp-content/uploads/2023/04/xfp-header-bblog.jpg)
File collaboration is one of the most important aspects when it comes to businesses. With a bigger team and each team having mutual files to work on, file collaboration is very important. Let us see how to file collaboration will help us further.
Studies have shown that on average, sales representatives spend almost two-thirds (64.8%) of their time on non-revenue generating activities, leaving only 35.2% of their time for selling-related operations. We can confidently state that a significant portion of that 64.8% of non-revenue generating activities can be attributed to their manual document creation process. We have observed […]
Detective #AwesomeAdmin is on the roll. He is looking for a very important file. But, he really is not able to reach out there. How to find the missing file from the sea of files in this unstructured & bulk file system in Salesforce? Captain FiDo comes into the picture. Google Drive is the suggested […]
As a Salesforce user, you’re well aware of the challenges that come with managing files in a business environment. The constant influx of files on a daily basis can quickly become overwhelming. But fear not! This information serves as your trusted file management guru, providing invaluable insights and solutions to help you effortlessly navigate through […]
A new business popped out of the blue. You are very keen on taking it forward and are looking to start it on a digital platform. You ponder on all ways to start it in full zeal considering all the aspects of a business. That is when you came across Salesforce, the #1 CRM in […]