XfilesPro Automates A Century Old Financial Services Provider’s End-To-End Document Workflow In Salesforce

Being a 121 year old financial services company, our customer was required to create a large number of documents daily. Although they were using a 3rd-party app to generate documents, it became inefficient and the customer had to onboard some other application to automate the process. 

At the same time, they put forth a condition that the newly created documents shouldn’t cause the exceeding of Salesforce’s file storage space. They wanted to move them instantly from Salesforce to an external storage system of their choice. 

However, it became challenging to find a solution that could offer both document generation and migration functionalities until they learn about XfilesPro. 

To discover how XfilesPro turned out to be a comprehensive solution for the financial services provider to take care and automate their complete document workflow in Salesforce, download the success story.