Customer Success Story
XfilesPro Enabled Bi-directional File Sharing Between Salesforce and SharePoint for a Business Consulting Firm
- Industry
Business Consulting and Services
- Storage
SharePoint
Overview
A global consulting firm was drowning in Salesforce file overload, mostly from client emails and internal processes. To ease the strain, they migrated files to SharePoint. Problem solved? Not quite.
File sharing from Salesforce broke. Folder organization vanished. Syncing? Nonexistent.
They needed more than storage relief. They needed:
- Seamless Salesforce–SharePoint integration
- Custom folder structures
- Real-time sync between both platforms
- Email file-sharing from Salesforce—even post-migration
That’s when they discovered XfilesPro.
With zero coding, they connected Salesforce and SharePoint, moved files seamlessly, and enabled two-way sync. Even better, users could still send files from Salesforce, though the files now lived in SharePoint. A custom folder structure kept everything neat and aligned with internal workflows.
Now, their operations are faster, cleaner, and more cost-effective, with no extra connector tools or storage add-ons.
Curious how they pulled it off?
Download the success story.
