Increased File Management Workload in Salesforce? XfilesPro’s Bi-sync Feature to the Rescue
Scene opens. Johnny, the CEO of an up & coming legal service provider, can be seen sitting in his cabin. He stares at his screen, then looks at the reports in his hand, & then looks back at the screen. Irritated, he picks up his intercom & dials for Jacob, calling him to his cabin. A few moments later, Jacob meekly walks into the cabin. Jacob is the Salesforce admin the firm had recently hired to manage their operations on the Salesforce cloud platform more efficiently. He sits in front of Johhny after he signals him to take a seat. Looking at Johhny’s expression, Jacob is sure that something’s not right. Johnny: Jacob, didn’t you suggest last quarter that there’s a way in which we could manage our files & attachments in Salesforce better? I am forgetting…what was it…remind me, please. Jacob: Ah Sir, it was using our Google Shared Drive storage for storing the files. I mean moving all the files from Salesforce’s file storage to Shared Drive storage. Johnny: Yes yes, right! Using Google Drive to store files. Now I remember. So, what had you said it will do? Jacob: That it would simplify file management in Salesforce, Sir. The file storage will be freed so the management of files would become easier & we won’t even run into the file storage limit like we did last quarter. It would improve our productivity as well, Sir… Also Read: Top 4 Salesforce File Management Challenges & How To Get Rid Of Those Johnny (cutting Jacob in between): Yes, improve our productivity. That’s what you said integrating Salesforce with Google Drive would do. So, will you please take a look at these numbers and tell me where you see improvement? Go ahead! Jacob (awkwardly shifting in his seat): But Sir, how can I? I mean, the numbers…there will surely be improvements Sir. We just need to be patient. Johnny: This is not a marathon Jacob, where everyone gets a medal for participation so they can run slowly & still be getting something. This is a race! Where only the winner gets the prize! And winners don’t do things patiently. Now you tell me, why is this integration not delivering the desired results? Jacob: Actually Sir, there is some issue with the way we integrated both the systems. You see, even though the systems are connected right now & there is proper migration of files to Shared Drive, there are still some challenges we’re facing. Johnny: Well, go on! What more challenges are you guys facing now? Jacob: Sir, there is the issue of the extra workload. When files are migrated to the external storage, people are forced to switch to the external storage every time a change needs to be made in the files. And then, they have to make the same change again in the file that is visible on the Salesforce console. So, this means extra effort & time to do all this. And only a few employees handle such a vast volume of files, so productivity is bound to be hampered. Johnny: So then what do you suggest we do? We can’t keep on paying for two systems & managing them as well, only to have them deteriorate our business productivity. What’s the solution, Mr. Admin? Jacob: Actually Sir, there is one solution indeed. As many employees were complaining about this issue to me, I went on the AppExchange to look for a solution. And I came across this application called XfilesPro. This is like the #1 application when it comes to file management in Salesforce. And they can help us set up a proper collaboration between Salesforce & Shared Drive. Also Read: Why Is XfilesPro The Most Comprehensive File Management Solution For Salesforce? Johnny: That’s good. But does this application solve our current problem of increased workload? Jacob: Yes yes, Sir, it does! They have this functionality called bi-sync with which our problem can be solved. Because of this, our users will first of all be able to upload those files from any system. Meaning, from Salesforce as well as Shared Drive. And then, those files can easily be viewed also, and right from the Salesforce UI without having to switch systems. And lastly, using this bi-sync feature, users can make changes in the file in one system & the change automatically gets reflected in the file in the other system. So, it cuts back the manual effort we are making right now to edit files in both systems manually. Johnny: Hmm…seems like a good thing. But is there only this bi-sync feature in this XfilesPro app? Nothing else? Additionally, you can have a look at this product datasheet here. Jacob: No Sir. There’s a lot more they offer. There’s something called centralized file management where they let users bring files from different sources & manage them from a single location. Imagine how good it would be for our system! Also, this app is capable of migrating large volumes of files to the external storage, that too without any manual effort from our end. And in case we shift to using any other external storage in the future, XfilesPro supports Salesforce’s integration with different cloud storage like SharePoint, AWS S3, & OneDrive & some on-premise systems as well. Johnny: Sounds nice then. If you feel this application will give me the result I am looking for with the firm, then go ahead with it. Set up a meeting with their team & we’ll discuss the things. So, Johnny is a smart CEO who understood the value of efficient file management in Salesforce brings in the overall business productivity of his legal firm. We hope you’re also a smart Salesforce user who will understand the benefits XfilesPro brings along with it in terms of efficient file management & collaboration in Salesforce. To learn more about the application, please get in touch with our experts. AMARLAL
The Definitive Guide to XfilesPro’s Advanced Bi-Sync Component for Seamless Salesforce File Management
We are back yet again with yet another comprehensive article in order to introduce and explain the finer fundamentals behind our file management & external storage collaboration application, XfilesPro. In our previous post, we discussed some of the features and functionalities of the List component of the XfilesPro application. Now is the time to discuss the other component of XfilesPro, the distinctive Bi-sync component. But before we proceed to that, let’s have a quick recap to brush up your knowledge about XfilesPro. As we already highlighted, XfilesPro is an advanced file management & external storage collaboration solution, designed especially keeping Salesforce solutions like Service Cloud, Sales Cloud, Experience Community Cloud, Salesforce Platform, and other custom-made solutions (built on the Force.com platform) in mind. Using XfilesPro, users can efficiently manage their Salesforce files by seamlessly integrating various external storages like SharePoint, Amazon S3, OneDrive, Google Drive & some on-premise storages with the native Salesforce system. The application also lets them easily enable a 360-degree file collaboration while also letting them experience centralized content management with efficient file & folder hierarchy management, multi-org file integration service, community portal collaboration, and all this while reducing their file storage costs drastically (nearly 70-80%). To read the comprehensive product datasheet, please visit this page. Now coming to the topic of XfilesPro’s Bi-sync component, it was designed to give the XfilesPro-using Salesforce customers a ‘Lightning Experience’. Similar to the List component, the Bi-sync component is also a kind of related list component that can be added to the record layout. The only difference is that it offers an option to sync files bi-directionally, i.e., both the files dropped directly into the record folder as well as the files present in the external storage can be synced to respective Salesforce records. The Bi-sync component offers users an option to navigate into their integrated external storage directly from the Salesforce UI & also allows them to preview the migrated files (actually in the external storage) from the Salesforce UI itself. Like the List component, Bi-sync component also saves up the internal Salesforce file storage by directly moving the uploaded Salesforce files to the respective external storage. As the Bi-sync component is an augmented & advanced version of the List component, it possesses some basic functionalities of the same. As we have already discussed some of those features in our previous blog about the List component, we will be focusing on the remaining set of functionalities, particular to the Bi-sync component, in this article. In order to check out the basic features, please read our previous blog post here. Folder Management Capabilities : Create Folders– First of all, the Bi-sync component of XfilesPro lets the users easily create one or more sub-folders, inside the primary record folder, which allows them to maintain the Salesforce files separately. For this they simply have to click the adjoining button, enter the desired name & the new folder will be created. Rename Folders– With the Bi-sync component of XfilesPro, it’s also very easy to change the names of the already-existing folders in the console. For this users simply have to choose the specific folder that they want to rename and click on the button after which they have to enter the updated name in the prompt and click on ‘Save’. On the main console, the folder will now appear with the updated name. Delete Folders– Not only adding & renaming, even deleting folders is extremely simple when using the Bi-sync component of XfilesPro. Users just have to click the Delete button next to the folder and the selected folder will be permanently deleted from the Salesforce console. Search Files & Folders– When using the Bi-sync component of XfilesPro, users also have the option to search for specific Salesforce files & folders. They can do so by simply putting the name of the file or folder they want to locate in the search tab and the file will promptly appear on the console. Template Features : Another interesting functionality in the Bi-sync component of XfilesPro is the way it lets users design templatized folder designs for specific records in the Salesforce UI. XfilesPro users can easily create a predefined set of folders for every record under the particular Salesforce object. For this users just have to choose the record under which they want to add the folders, approve the action & the folders will be added under the selected Salesforce record. Mass Upload in Sub-folder : After creating sub-folders in the Salesforce record, the users of XfilesPro’s Bi-sync component can also upload multiple Salesforce files/attachments to those sub-folders in just one click. Other Actions in Sub-folder : And not only uploading, a plethora of different actions can be performed on the sub-folders created in the Bi-sync component of XfilesPro. These actions include managing columns in the sub-folders, sharing those sub-folders, creating templates in those sub-folders (explained above), deleting them, downloading them and even creating more sub-folders in those sub-folders. With this we come to the end of our article discussing the Bi-sync component of XfilesPro and hope it helped you understand the component as well as its various functionalities in a better manner. In case you still have any questions or doubts, we’ll be happy to resolve them for you. Please get in touch with us or simply schedule a quick live demo here to see everything for yourself. AMARLAL
XfilesPro’s List Component: Making File Management in Salesforce Easy & Better
Our application, XfilesPro, was launched back in 2013 to help Salesforce customers around the globe easily manage the innumerable amount of files & attachments in their Salesforce Org. Following that, we have constantly released subsequent versions of the application where new features and capabilities have been added to improve the overall experience. To define XfilesPro, it is an advanced file management & external storage collaboration solution for Salesforce which makes managing files in Salesforce extremely hassle-free. Being one of the top AppExchange applications for file management, it lets enterprises seamlessly store and collaborate their Salesforce files/attachments with various external storage solutions such as SharePoint, OneDrive, Google Drive, Amazon S3, DropBox as well as in different on-premise storages. Using XfilesPro, Salesforce customers can not only reduce their file storage costs significantly (by nearly up to 70%), but also seamlessly enable a 360-degree file collaboration, involving integration with various external storage systems. Not only this, our highly-customizable application performs exceptionally well with Service Cloud, Sales Cloud, Experience/Community Cloud, Salesforce Platform, and other custom made solutions built on the Force.com platform. Recommended reading: XfilesPro V6.0: Assess & evaluate all that’s brand new This article is intended to make Salesforce users aware of the unique List component of XfilesPro. XfilesPro’s List component is a kind of related list component that can be added to the record layout and acts as an alternative to standard Salesforce Attachments/Files related list. The List component console ‘lists’ down the names and certain details of each file that is moved to the integrated external storage, while offering an option to preview those migrated files from within the Salesforce UI. One of the primary benefits is that when making use of the List component, the Salesforce files uploaded are directly moved to the respective external storage without consuming any of the internal Salesforce file storage. Below mentioned are some of the other prominent features of the List component of the XfilesPro application: File Uploading Functionalities : Point & Click Upload– When using the List component, XfilesPro offers simple point & click functionalities to its users which allows them to simply select their desired file/attachment and then click on the button for their desired action: upload, delete, download, etc. They work well for both single as well as multiple Salesforce files at once. Drag and Drop Upload– Another way of uploading Salesforce files/attachments in the List component of XfilesPro is by directly selecting the file and then dragging & dropping it to be uploaded. Mass Upload– Lastly, when using XfilesPro’s List component, the users also get the option to upload multiple files/attachments at once in a single click. Here it is important to remind that there are still some file upload size limit in different external storages. Note: After uploading files in the List component, they will still be accessible from the component. However, they will actually reside in integrated external storage. Mass File Functionalities : Mass Download– Using the mass download functionality of XfilesPro in the List component, the users will be able to select multiple files & attachments at once and then download them by clicking on the download button. Following this, these files will be downloaded in the form of a zip file. Mass Share– XfilesPro’s List component also allows Salesforce users to select multiple files/attachments to be shared within the system or with someone outside of the Salesforce system. For this users simply have to select their desired files, then click on the share button and the files will be shared in the form of an email. Mass Delete– Another exciting feature of XfilesPro’s List component is its functionality to mass delete multiple files and attachments in a single click. Users have to just select those specific Salesforce files and then click on the delete button after which the files will be permanently deleted from the system. Manage Columns: Using the List component of XfilesPro, it’s extremely easy to include and manage additional columns on the component. The users simply have to decide and select the columns that they want to add to the component and then click on the apply button, after which the columns can be seen on the List component. Add Notes : When using the List component of XfilesPro, adding special notes to the Salesforce files and attachments is not only possible but also very easy. For this, users just have to click on the ‘Add Note’ button, following which they can add whatever text they want to put as the description for that specific file. That note will be then added to the Salesforce file as its metadata. Download & Delete : Even downloading or deleting specific Salesforce files and attachments is straightforward and trouble-free when using XfilesPro’s List component. To do this, users simply have to select that specific file and click on the button for their desired action, after which that file will either be downloaded from the console or be deleted permanently. We hope this article helped you understand the List component as well as its various functionalities in a better manner. In case you still have any questions or doubts, we’ll be happy to resolve them for you. Please get in touch with us or simply schedule a quick live demo here to see everything for yourself. AMARLAL
XfilesPro 3.0 is Now all set to Transform File Storage Needs in Salesforce
XfilesPro, a next-gen file management & collaboration solution for Salesforce, enables enterprises to integrate external Cloud/On-premise storage systems with their CRM to better manage large files, optimize storage & reduce 70%+ file storage costs. Bengaluru, [March 31st, 2021] – XfilesPro, the most trusted & advanced file management solution for Salesforce is now furnished with new all set features & experience to transform your file storage needs in the world’s #1 CRM platform. In the latest product advancements, the solution has rolled out one of its most anticipated features ‘Auto Export’ (File Archiving Utility) which will help users automatically export files from their Salesforce file storage to any external Cloud (SharePoint, AWS S3, Google Drive, OneDrive, Dropbox) or On-premise (SMB, SFTP & Network Drive) storage without any manual intervention. Apart from this, another notable highlight is the addition of Mass Functionalities (Mass Delete, Mass Sharing, Mass Download). Users can now delete, share, download multiple files at a time with a single click, which will save a huge amount of time. For the customers using SharePoint to store Salesforce files, a lot of new features have been introduced including additional column support. Check out the app here With support for over 7 external Cloud & On-premise storage systems, XfilesPro has redefined Salesforce file management strategies. Apart from huge storage cost reduction, the application offers enterprise-grade content management with a centralized storage system that can manage files from standard as well as community users. The seamless customization, quick setup & admin-friendly capabilities make XfilesPro the most implemented solution in the market. Along with the file management solution XfilesPro, CEPTES also offers end-to-end data management solutions DataArchiva & DataConnectiva for data archiving & DataBakup for data backup & recovery services. CEPTES is widely considered as the expert in offering enterprise-grade file & data management solutions for the world’s #1 CRM platform. Comments on the News “After onboarding over 250 customers from across 10+ industries, I can proudly say that today XfilesPro can handle any complex Salesforce file management needs. With each new release, we have been adding new features that can really help our customers take their file management experience to the next level. I believe the new Auto Export feature can really make things easy for the users apart from helping them reduce massive file storage costs”, said Harish Kumar Poolakade, Co-founder & Head of Products at CEPTES. About CEPTES CEPTES is a leading Salesforce consulting & solution provider with a decade of proven service excellence. With 3 global offices & over 200+ customers across 5 continents, their capabilities spread across multiple industries, technologies & solutions. They are considered as an expert in offering data & file management solutions to businesses of any size & type with their widely popular solutions DataArchiva and XfilesPro. For more information, please visit: www.ceptes.com How the solution works: Watch a quick video. AMARLAL
XfilesPro V6.0: Assess & evaluate all that’s brand new
The bygone year brought unprecedented changes in the business realm and proved to be a serious game-changer. But for our product, XfilesPro, it proved to be an amazing year where it emerged as the most preferred & trusted external file management & collaboration solution among Salesforce users. In 2020, we also made the most number of product releases where we constantly added new features & enhanced the existing ones. Maintaining that trend even in this year, we have just released the latest version of the XfilesPro application and made it live on the AppExchange to help Salesforce customers transform their file storage needs with seamless external file collaboration. XfilesPro V6.0 is equipped with some new features and functionalities while the existing features have been significantly enhanced. Let’s have a sneak peek into some of the exciting latest features that we added in the last release. Handling Special Characters for all Storage Providers – In the latest version, when a Salesforce folder or file name has the below-mentioned special characters in it, that are not supported by the cloud providers, XfilesPro offers the option to replace them with the user-specified characters or with the default characters. Amazon S3 & | ‘ ” < > ~ [ `# } % ] { Google Drive | OneDrive filenames * < > ? : | “ OneDrive folder name * < > ? : | “ tested in drive SharePoint * < > ? : | “ Local providers : * ? ” < > | Note: $ is not supported as a replaceable character for any of the providers. Role & Hierarchy Based Setup (Bi-sync & List components)– In XfilesPro 6.0, now Salesforce admins can assign the action permissions to the users and profiles. If nothing is assigned to the user and profile, then by default the user will be able access the Org-level default app setup. Upload Download Delete Share Auto Export (File Archiving Utility) – With the latest version, Salesforce files and attachments can easily be exported using the Export Utility without any manual intervention. Following is the criterion for the files: Minimum file size- 200 bytes Maximum file size- upto 100 MB SharePoint and OneDrive can be scheduled to auto-export files of upto 8 MB with the help of an additional scheduler code. SharePoint – Additional Column Support from XfilesPro: The latest version of XfilesPro allows the custom columns present in the SharePoint storage to be shown in the Bi-Directional component, as per the customer’s need. About XfilesPro XfilesPro is an advanced file management & collaboration solution designed especially for Salesforce users. Using this application, Salesforce users (both standard & community) can choose among a wide range of external file storage systems to integrate with their native Salesforce application to store Salesforce files of any size externally. These include multiple Cloud platforms like SharePoint, AWS S3, Google Drive, OneDrive, & Dropbox as well as on-premise systems like SMB, SFTP, & Network Drive. With over 200+ customers across the globe, XfilesPro now has over 300K+ licensed users across 15+ industries that enjoy seamless collaboration & multiple other benefits. Try out all the new capabilities by installing the app from AppExchange today. Get started here. AMARLAL
Forget One-By-One! XfilesPro’s Mass Functionalities Are Here
Every Salesforce admin at some point has faced different kinds of challenges because of the limitations associated with internal Salesforce file storage. It may be the back-breaking storage costs or the degradation of the Salesforce CRM’s performance because of the massive file volume or simply difficulty in adhering to the compliance directives. To make life easier for such admins, we came up with an all-round solution called XfilesPro. XfilesPro, easily available on the AppExchange, is an advanced file management & collaboration solution designed especially for Salesforce users. Using this application Salesforce users, both standard and community, can integrate any external Cloud or On-premise storage system of their choice with the Salesforce system and store the Salesforce files externally. Users have the option to collaborate with different external cloud storage systems like SharePoint, AWS S3, Google Drive, OneDrive, & Dropbox as well as on-premise systems like Network Drive, SFTP, SMB when using XfilesPro. Such integration offers benefits like storage optimization, significant cost reduction, productivity enhancement, and a complete centralized content management system. But if you still need more reason to believe us, here are some primary reasons why XfilesPro is an ideal solution for file management in Salesforce: Highly Compatible Network– XfilesPro is a highly compatible solution which can be used in Lightning, Classic, & Salesforce1. The solution works well with Sales Cloud, Service Cloud, Community Cloud & Platform and can be customized to meet specific business needs, support chatter files, and multi-file uploads. Simplified Approach– XfilesPro quickly manages all the files and documents in the file storage along with easing up the existing storage. Admins have to simply install the app, configure their desired storage system and they are ready to reduce their Salesforce storage usage by 80% while still being able to view the files in Salesforce. Lightning Customized Component– Being a Lightning & Salesforce1 mobile-ready application, XfilesPro is fully equipped to provide better and efficient support. It also facilitates easy integration of any standard or custom object, applications, third-party applications, communities, Salesforce1 or any other VF page. No Size Limitation– XfilesPro allows files of all sizes and types to be easily uploaded to the external storage system while ensuring complete visibility and accessibility from inside the Salesforce system. Easy File Migration Utilities– XfilesPro’s simple file migration utilities allow Salesforce admins to seamlessly and securely import files and attachments from any external system to their Salesforce system as well as export any number of files and attachments from their Salesforce system to the external system. Custom Folder Hierarchy– Through XfilesPro, admins can manage all the files using the custom folder hierarchy feature which facilitates easy linking of all the objects to their respective folders while most of the unlinked files are moved to the document folder in the external storage to keep them synchronized and managed as well. Cost-effective– With XfilesPro in place, you can easily save nearly 60%+ of your recurring file storage costs in Salesforce. And in case you have already exceeded your file storage limits, XfilesPro will help you free up your storage space, hence more storage cost reduction. Also read: XfilesPro 2.0– Adorn with it’s Next-gen Salesforce File Management Capabilities As a Salesforce external file storage solution, XfilesPro has been clinical in offering best in class external file storage and collaboration services to multiple Salesforce users belonging to different industries. Apart from reducing the recurring Salesforce file storage costs significantly, XfilesPro’s top-notch file management capabilities, aided by its seamless external collaboration capabilities, make it extremely popular among Salesforce admins. Today, the application delivers more than just Salesforce external file storage services. The highly efficient features in the current version of the solution make life easy for Salesforce admins. In order to maintain the efficiency of the solution and make it even more user-friendly, we keep on enhancing the already existing features as well as add new features in each of the new releases. In this respect, we bring to you some of the latest features that we added in the last release. Mass Download Functionality Many Salesforce admins complain that downloading files and attachments from the Salesforce system is a tedious and time consuming process. This is because admins have to meticulously select those files one at a time and then download all of them separately. Then comes the challenge of storing those files in a specific location while keeping the structure intact. To make this tedious process easier for admins, XfilesPro introduced the Mass Download functionality in its latest release. When using XfilesPro, both the List and Bi-Sync component users can easily DOWNLOAD multiple files at a time. They can select a maximum of 10 files at a time and download them as a zip file, so the hassle of storing them together is also eliminated. Mass Sharing Functionality Just like downloading, even sharing files in between internal teams or among the external or community users becomes difficult when performing this action directly from the Salesforce application. The platform allows only one file to be shared at a time. This can again become an extremely taxing task if there is a massive number of files that have to be shared among different users. To simplify this concern, our technical team at XfilesPro came up with the Mass Sharing functionality that can be availed by both List and Bi Sync component users of XfilesPro. With this feature, SHARING multiple files (maximum of 10 files) among different users becomes very easy. Please note: Mass Sharing is not available for Bi-directional component users in Google Drive. Mass Delete Functionality The Salesforce application puts restrictions on the deletion of Salesforce files and attachments as well. At a time, admins can only select one file/attachment to be deleted. This can again prove to be a time-taking process, especially when multiple files have to be deleted. With the introduction of the Mass Delete functionality in the winter release of XfilesPro, both the List and Bi-Sync component users of XfilesPro can conveniently DELETE multiple Salesforce files and attachments in just
Managing your Salesforce Files in a Superior Manner: XfilesPro’s Auto-Export Feature
Managing the immeasurable number of files and attachments in the Salesforce Org becomes a hassle for most of the enterprises. XfilesPro is one of the top AppExchange applications for file management and external storage collaboration that lets enterprises seamlessly store and collaborate their Salesforce files and attachments with various external storage solutions such as OneDrive, Google Drive, SharePoint, Amazon S3, DropBox and many more. This application performs exceptionally well with Service Cloud, Experience/Community Cloud, Sales Cloud, and Salesforce Platform. This highly customizable and admin-friendly application helps Salesforce customers not only reduce their file storage costs significantly (nearly up to 70%), but also seamlessly enable 360-degree file collaboration including integration with various external storage systems. Enterprises can also experience a centralized content management system, efficient file and folder hierarchy management, multi-org file integration service, capacity to undertake large volume file migration as well as community portal collaboration. Learn more about XfilesPro’s file management capabilities. Usually when enterprises implement XfilesPro for managing the files in their Salesforce Org, they are burdened by an enormous amount of such files and attachments, sometimes over 100 GBs. Upon successful implementation of the application, using the Limitless Initial Offload feature they move these files to their desired external storage platform, at once. But after this initial offload, the subsequently generated files and attachments have to be monitored and periodically moved to the external storage. To ease the burden of a Salesforce admin and to do away with the constant regulation and supervision of files, XfilesPro introduced the Auto-Export feature. With this feature, the XfilesPro application itself takes care of the Salesforce files and periodically moves them to the external storage system integrated with the Salesforce application. This can be done on an hourly, daily, weekly or monthly basis or at the end of the day, or even weekly; as is deemed necessary by the Salesforce admin when he sets the batch and time interval for the file export process. There are several advantages of this feature: No Manual Intervention – The application automatically takes care of the file export process, which cuts back the need for any kind of manual labor. No File Limitations – Due to this feature, XfilesPro can manage millions of files and records without any difficulties. No Supervision Required – As the entire process is automatic, no supervision from the Salesforce admin is required, which gives him sufficient time to focus on other things. One Time Execution – The batch and time interval for the export process has to be set only once, after which the application manages the files automatically, based on the set parameters. Enhanced Security – In case of any process failure which is rare, files will not be lost as XfilesPro engine smartly handles and re-initiate migration of those files. If you want to know more about the Auto-Export feature or about the XfilesPro application, please get in touch with our system experts here or set up a free demo here. AMARLAL
XfilesPro now supports Bidirectional components for SharePoint
In our previous release, we introduced SharePoint as an external storage option for XfilesPro users. This means Salesforce customers can easily upload files to SharePoint using XfilesPro with seamless integration & collaboration. This will not only reduce significant file storage costs but also allow you to manage your Salesforce files stored in the remote storage without affecting the user experience. Since we introduced SharePoint as an external storage option, we have been working on adding more features for this integration. Recently we made XfilesPro’s bidirectional sync feature enabled for SharePoint in our latest release 5.2. Now Salesforce customers who are using XfilesPro to store and collaborate their files and attachments in SharePoint can use this newly launched feature to drive superior user experience. With the new bidirectional component support, users can manage all their files stored in SharePoint directly from their Salesforce UI. So, as an end-user, you don’t need to worry about the file location since you can see it right within your Salesforce UI. This feature will work for both Lightning & Classic users. For Lightning For Classic Widely recognized as the best external file storage solution for Salesforce, XfilesPro connects Salesforce CRM with a wide range of Cloud (AWS, Google Drive, Team Drive, SharePoint, OneDrive, Dropbox) & On-premise (SMB, FILE, Windows Share) storage systems for easy & cost-effective external file storage. The application has a customer base of 200+ from multiple industries including financial, healthcare & life science, manufacturing, insurance, law, sports, retail, marketing, high-tech, real-estate, etc. Get in touch with us to start an XfilesPro 15-Day FREE trial. AMARLAL
A Look at XfilesPro’s Top Features & Benefits – Your Solution for Limited Salesforce File Storage Challenges
Josh was running a law firm in Seattle, USA and was dealing with a lot of clients. He was quite popular as he was a specialist in offering legal services. He was dealing with a lot of legal cases, documents, and files, which required a powerful system to manage. One fine day, he decided to go for Salesforce as his business was rapidly growing and he was getting more and more clients. Everything was perfect. His efficiency in managing clients has significantly increased. He could now save a lot of time. All thanks to his new Salesforce system. However, he started realizing that the files and email attachments that he is dealing with are taking up a lot of file storage space & he would certainly run out of file storage space in his Salesforce Org. Being a small business owner, going for additional storage space was expensive for him considering the high storage costs. That was some challenge. He didn\’t want to move out of Salesforce as the system really helped him achieve greater success with a 2x productivity growth. This is not only Josh\’s story. There are many organizations that face similar challenges related to Salesforce file storage. Well… Josh was smart enough to look for potential solutions. He looked into the AppExchange. There he discovered XfilesPro. He did his research. Checked the app. Installed & tried a free trial. He was highly impressed & convinced. He quickly got in touch with the XfilesPro support team and wanted them to help him move all his Salesforce files externally in Google Drive with seamless integration & collaboration. Boom. Within less than a day, he got the solution for all his challenges. Now Josh is back to his routine work without worrying about the storage. As the #1 external file storage & collaboration solution for Salesforce, XfilesPro helped 200+ Salesforce customers like Josh efficiently manage their file storage problems and save high on additional storage costs. The application is highly customizable, admin-friendly & works well with Sales Cloud, Service Cloud, Community Cloud, Salesforce Platform, etc. More than just helping them save costs, the application has a nutshell of innovative features and gamut of benefits which makes it distinctive. Let\’s have a sneak peek of them. XfilesPro Features External Cloud/On-premise Storage Support Cloud: AWS, Google Drive, OneDrive, Dropbox On-premise: SMB Windows Share, FTP, FILE Customized Folder Hierarchy The remote storage folder structure can be customized based on object relations. File Management Files can be directly stored in the external storage & managed from the CRM. Templatized Folder Structure Automatic multiple folder creation during each record based on the template. File Export/Import Initial file migration from Salesforce to external storage can be done using \’Export\’ & can be also linked to the Salesforce system using \’Import\’. Bidirectional Sync Manage remote storage files directly from Salesforce. External File Sharing File URLs can be shared via Email with external users who are out of your Salesforce system in order to enable them to preview and download files. Recycle Bin for Deleted Files Any deleted files can be placed in Recycle Bin for future restore. Handling Email Attachments Attachments received through Emails can be automatically moved to external storage. Drag-and-Drop & Multi-file upload Upload one or multiple files at a time by either choosing Drag-and-Drop or selecting files. XfilesPro Benefits Here are some of the top XfilesPro application benefits. File Storage Cost Savings Seamless File Collaboration Multiple External Storage Support Secure File Transfer No Limit – File Size & Volume Unaffected User-experience Easy External File Sharing Lightning & Salesforce1 Support Recycle bin for Deleted Files XfilesPro is a leader in offering external file storage & collaboration solutions for Salesforce, helping multiple industries manage their Salesforce files and attachments. Many top industries including BFSI, Government & Public sector, Manufacturing, Education, Healthcare & Life science, Hi-tech, Non-profits, Legal, etc. have successfully used XfilesPro. So, what are you waiting for? Start your free trial now. For more info please request a demo. Check XfilesPro in the AppExchange. AMARLAL
Top five XfilesPro capabilities which make it the #1 Salesforce external file storage solution
As a Salesforce external file storage solution, XfilesPro has been clinical in offering best in class external file storage and collaboration services to multiple Salesforce users from varied industries. In order to make the solution more efficient, we keep on adding new features and enhance the existing ones in each of our new releases. Apart from reducing significant Salesforce file storage costs, XfilesPro is extremely popular among Salesforce admins because of its ease to use and automation capabilities. Today, XfilesPro delivers more than just Salesforce external file storage services. It’s highly efficient features have made it one of the must have applications for any Salesforce admin. The current version of the solution has plenty of amazing features which can make life easy for a Salesforce admin. Let’s have a look into the top five XfilesPro capabilities which make it the first choice external file storage solution for Salesforce. Also read: Top-Notch Salesforce File Management Capabilities of XfilesPro: Top 10 customer Appreciations A gamut of external storage options XfilesPro is compatible with most of the external Cloud as well as On-premise storage systems. Currently, the application supports external cloud storage systems such as Amazon S3, OneDrive, Google Drive, Dropbox, Box etc. and also supports any kind of local/on-premise storage systems such as SFTP, FTP, File System, Shared Drive, Shttps://xfilespro.com/top-notch-salesforce-file-management-capabilities-of-xfilespro-top-10-customer-appreciations/MB Windows Share etc. Recently we customized the solution and added Team Drive as one of the external storage options for one of our customers. Easy file migration utilities (Import/Export) File migration utilities feature allow Salesforce admins to seamlessly import files or attachments from any external system to their Salesforce system and also export any number of files or attachments from their Salesforce system to an external system. One of our customers recently used this feature to link over 6000 files from another CRM with their Salesforce system and then export all the files to Amazon S3. Using this feature Salesforce admins can quickly and securely share and link files to/from their Salesforce system. Custom folder hierarchy This feature allows an admin to manage all the files at the same time and also sort/synchronize all the files in an order s/he wants. Custom Folder Hierarchy links all the objects to their respective folders. Most of the unlinked files get directed to the document folder in the external storage to keep all the files synchronized and managed. This is one of the most favorite features for many of XfilesPro users. An automated solution XfilesPro has multiple automation capabilities. With performing simple settings, admins can make external file storage process simple and automated. Few of the notable XfilesPro automated processes are; Email attachments auto export to external storage. Email-to-case attachments auto export to external storage. Auto file migration to external storage after the lead conversion. Auto creation of default files/folders on every newly created record. Single-click automated Amazon S3 configuration. Easy drag-and-drop file upload. Auto file collaboration without affecting user-experience. And much more. Highly Compatible XfilesPro is a highly compatible solution which can be used in Lightning, Classic, & Salesforce. The solution works with Sales Cloud, Service Cloud, Community Cloud & Platform, as well as can be used by a Salesforce customer from any industry and of any size. The solution is also highly customizable to meet specific business needs, supports chatter files, multi-file uploads and allows file upload of any size. Conclusion XfilesPro offers plenty of other features and benefits which makes the application extremely popular among Salesforce users. Salesforce admins are using XfilesPro for various use-cases including Salesforce external file storage, Document management & collaboration, Secured file sharing, Import/export of Salesforce files, Compliance management, File management for communities/customer portals, File management for internal portals, and Managing sensitive files on-premise for security. Get in touch with our sales and support team to know more. AMARLAL
