By filling out the form, you consent to XfilePro’s use of personal data according to our Privacy Policy.
When approaching us, the leading real estate provider has raised concerns regarding the huge document volume in Salesforce created by the 3rd-party document generation app. They didn’t want to exceed the storage capacity or buy additional storage space recurringly for high cost. So, they decided to optimize the file storage space of Salesforce by moving the documents out of the platform and storing them in an external repository.
Along with this, they had a requirement to retain only the latest document versions in SharePoint and the rest in the external environment.
If you’re wondering how XfilesPro achieved the customer’s stringent demands for enhanced document management in Salesforce, read the success story.