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Over the years, we have come across thousands of Salesforce users who were struggling with the efficient management of the files & attachments in their Salesforce system. Generating multiple different types of files; including documents, spreadsheets, images, proposals, reports, agreements, & more; they were in dire need of a solution that would get them out […]

When it comes to managing the sheer volume of files & attachments generated in the Salesforce system, users are on the constant lookout for solutions that can help them make their Salesforce file management seamless & hassle-free. To help ease those file management processes, our comprehensive file management & external collaboration application for the Salesforce […]

Every day, Salesforce enterprises generate, modify, & delete a massive volume of files owing to their various processes. Files (like documents, spreadsheets, images, Google documents, proposals, reports, agreements, etc) possessing sensitive information & being extremely important for the enterprise, need to be precisely & carefully managed in the CRM system. This is the reason why […]

Last Updated: September 13, 2023 In today’s world where businesses are becoming multifarious, customers are demanding personalized services. In order to consistently meet evolving customer demands & stay ahead of competitors, technology adoption at an early stage is elemental. Salesforce, being the #1 CRM in the world has been embraced by thousands of businesses around […]

As businesses become diversified & technological advancements are made, even the customers demand personalized services, prompting companies to maintain separate accounts & files for each customer. Because of this, it becomes nearly impossible to manage the documents using manual methodologies which results in more automated alternatives being adopted for file management. This is where Salesforce […]

As promised, we are back with yet another insightful webinar episode for our cherished Salesforce customers. And this time it’s going to be better than before: more interesting subject matter, distinguished speakers, and a galore of thought-provoking learning. So let’s not delay this further and introduce everyone to this session’s topic ‘File Archiving: The Future […]

We are back yet again with yet another comprehensive article in order to introduce and explain the finer fundamentals behind our file management & external storage collaboration application, XfilesPro. In our previous post, we discussed some of the features and functionalities of the List component of the XfilesPro application. Now is the time to discuss […]