Customer Success Story

Salesforce-SharePoint Integration: Automating Document Management and Organization For Education with XfilesPro

Salesforce-SharePoint Integration: Automating Document Management and Organization For Education with XfilesPro

Non-Profit

SharePoint Azure

Overview

A non-profit organization offering resources, programs, and financial support to students had trouble managing documents between Salesforce and SharePoint. Uploading files manually was slow and caused delays. Without a clear folder system, files were hard to find, and team members couldn’t edit SharePoint files directly in Salesforce. This meant downloading, editing, and re-uploading files, which slowed things down. 

The Institute sought a solution to simplify these processes, improve file organization, and automate syncing between platforms. Download the full case study to know how the Institute saved 40% of the time, reduced manual work by 85%, and improved overall efficiency by 9%, transforming their document management into a smoother, more efficient process.

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