Customer Success Story
US IT Firm Archived Documents Generated Through 3rd-party App from Salesforce to SharePoint
- Industry
IT Services and IT Consulting
- Storage
SharePoint
Overview
While handling huge document volumes in Salesforce, a leading US-based IT Firm was overwhelmed. Because their Salesforce was flooded with documents, which were automatically generated through a third-party app and attachments from endless email threads. The result? Ballooning storage costs and zero clarity.
Their solution? Archive files externally to SharePoint.
But they didn’t just want to move files—they wanted structure, automation, and easy access for their teams. Most platforms offered bits and pieces. Only one had it all.
Then, XfilesPro stepped into the picture.
With no extra connectors or complexity, XfilesPro effortlessly integrated Salesforce with SharePoint. It archives files generated via external platforms and email, cutting back on internal clutter. But the real magic? A tailored folder structure that made finding documents easy and intuitive.
The result? A complete transformation in how the company managed and accessed files, without spending extra on Salesforce storage.
Curious to learn how? Read the success story.
