Customer Success Story
Solving Multi-Platform Salesforce File Storage Challenges for a Global Shipbuilding Leader
- Industry
Shipbuilding
- Storage
SharePoint
Overview
A global shipbuilding specialist managed large design files like CAD drawings and blueprints in Salesforce. Due to its file size limits, they used SharePoint Azure for Account files and SharePoint Online for Opportunities and Projects. However, the manual process of downloading files from Salesforce and re-uploading them to the correct SharePoint location became frustrating and inefficient. The lack of folder automation and missing sync between platforms led to disorganized storage, outdated files, and communication gaps.
With XfilesPro automation, files were auto-routed, organized, and synced—saving time, reducing errors, and keeping everything up to date.
Want to know how we did it?
Download the full case study to see how XfilesPro streamlined document management.
