If you have been using Salesforce for a while, you must have faced the inconvenience that the growing volume of files created in your org. The overloaded file storage space must have brought you nothing less than a horrific file management experience in Salesforce. Have you thought about overcoming this hurdle? Or have you already […]
![Top 5 Document Generation Challenges & Remedies Via an Auto Document Generation App for Salesforce [Infographic]](https://www.xfilespro.com/wp-content/uploads/2023/06/XFP-Blog-Haeder-07-06-2023-1.jpg)
Document generation is a principal factor for businesses of all stripes. It is tough luck if you create your documents manually even in this technologically driven era. Within this sphere of process optimization, do not shy away from automated document generation, the innovative backer in the field of document creation. With the lion’s share of […]
With Salesforce as your CRM platform, the only fact that can be difficult to process is its limited file storage space. There is no escape from this. The one thing that can help you come out of it is creating a foolproof plan. With our decades of experience and rich industry knowledge, we can say […]
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 […]
Most Salesforce Admins do not believe when we say that managing documents in Salesforce can be easy and automated. We got them completely as we understand that Salesforce is a bit tricky when it comes to file management. Because the CRM platform comes with limited file storage space, the overgrowth of the files would fail […]
Most of us prefer to lead an organized life by organizing things and actions in our preferred way. Because we know how positively it affects our well-being and activities. If you’re a Salesforce Admin, the organization takes a crucial role in your workflow. This is mostly because of one reason — you’re inundated with a […]
In the modern age, automation is the key to running any operation. In such an era, if you’re still managing your massive file volumes in Salesforce manually, you are behind the times. Being a popular file management application for Salesforce, XfilesPro leverages the power of automation to make Awesome Admins’ life easier in many ways. […]
![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. A significant portion of that 64.8% of non-revenue generating activities can be attributed to their manual document creation process. We have observed that the power of Salesforce […]
If you had done some amount of research on top integration options for Salesforce in the context of file management, you would have seen a common name in all the findings – Google Drive, the popular cloud-based file storage. And, the other name that tops the list as the best integration tool for both platforms […]