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The leading financial services provider has been encountering challenges associated with the large volume of files generated in Salesforce. They have identified that the primary source of file growth was the integration of the SMS 360 application, a text messaging solution to connect their business WhatsApp with Salesforce. Since the file volume reached up to 10 GB, they decided to optimize the storage space by moving files from Salesforce to their external storage SharePoint. Also, they put forward another requirement to build a customized folder structure in the external storage to arrange files in their preferred format.
Out of thorough industry analysis, the financial services company identified XfilesPro as the only solution to meet their file management goals in Salesforce. Are you curious to know more about this story? About how XfilesPro migrated the files automatically from their Salesforce to SharePoint? Please fill out the form on the left side and read the success story.