Healthcare Insurance Company Built a Customized Folder Structure to Arrange Salesforce Files in S3 with XfilesPro

Being a healthcare insurance company, it was normal for the customer to produce a large volume of files in Salesforce every day. However, it was not that easy when the files started accumulating in the Org and impacting the performance of the CRM platform. So, the insurance company decided to free up the storage space by moving files externally to AWS S3. They were required to find a solution that could enable file migration and integration between both platforms. 

On top of this, they also had to meet another crucial requirement of creating a customized folder structure in S3 to arrange files structurally by following a specific parent-child relationship between Objects.

Wondering how XfilesPro accomplished the customer’s specific demands? Please fill out the form on the left side and read the success story.