Customer Success Story
XfilesPro Helped an Insurance Company Build a Complex Folder Structure in SharePoint to Arrange Salesforce Files
- Industry
Insurance
- Storage
SharePoint
Overview
When a leading insurance advisor found Salesforce file storage piling up, they realized it was time for a smarter approach. With thousands of PDFs generated from emails and uploads, they needed a solution — move 50 GB of files to SharePoint and automate future file migration.
But there was a twist: they demanded a highly complex folder structure in SharePoint that mirrors business-specific logic. They also wanted auto–subfolders whenever a new Salesforce record was created, streamlining operations and saving manual effort.
However, finding a solution provider who could accomplish these demands was not easy. That’s when they discovered XfilesPro, the advanced document management app for Salesforce.
