How to Store Salesforce Files in Amazon S3 Using XfilesPro: A Comprehensive Guide
We know that you are using Amazon S3 to store your files. If you are not, you might be pondering using the platform for some needs. We are sure you will either be in the former or the latter stage. So, we start with a few questions for you. Are you really aware of the absolute potential of your S3 platform? Did you ever consider the possibility of S3 as a repository for your Salesforce files? We will make this more interesting. Check the below calculation for your consideration. As you can learn from the data, the storing cost on Amazon S3 costs nearly 97% less compared to storing it on Salesforce. We hope we got your attention! Keeping your Salesforce files on the S3 bucket will help you save pennies. And, there is no application like XfilesPro that understands this possibility. Before delving deeper into how XfilesPro leverages the S3 platform to keep your files, let’s briefly discuss S3. AWS S3: The Sky-high Depository An Amazon S3 bucket is a public cloud storage resource available in Amazon Web Services (AWS) Simple Storage Service (S3) platform. The S3 buckets are similar to file folders and can be used to store, retrieve, back up, and access objects. This is one of the best ways for large businesses and organizations to store their files in a strong and reliable platform. How XfilesPro Moves Salesforce Files to Amazon S3 Being the most trusted and #1 document management solution, XfilesPro connects Salesforce with your S3 platform. Without even the need for an additional connecting tool, XfilesPro establishes a seamless and powerful integration between both cloud environments. And, post-integration, the application automatically migrates your Salesforce files to Amazon S3 externally to optimize your storage space so that you no longer have to worry about overburdening your storage space or hitting the storage limit. Yeah, that’s all about that! By now, you understood how to store your Salesforce files in Amazon S3 with the help of the most trusted file management app for Salesforce. So, here is the time to learn about the benefits that this integration provides. Cost Effectiveness As we have already seen above, with S3, you will be saving a huge amount of money. As XfilesPro frees up the file storage space of Salesforce, you can ward off the requirement to purchase extra storage space from the biggest CRM platform providers at a hefty price. Instead, you can invest in S3 which is a cost-effective approach for your business. Learn more about how you can manage Salesforce files cost-effectively here. Ease of Migration If you are denying integrating your external storage to S3 thinking of the process of migration, you still have not gotten a clear picture of XfilesPro. Apart from automating the migration of new files that get generated within the CRM platform, XfilesPro can move the huge volume of files that is already present in your Salesforce file storage space. It’s XfilesPro’s Initial File Offloading functionality that helps with the migration of existing files in one go to the external storage. The best part is that when migrating files in large volumes, XfilesPro will also preserve the hierarchy of your files! Customized Folder Structure This is a capability that keeps XfilesPro a cut above the rest! Since Salesforce has limitations in arranging your files in a preferred way, XfilesPro has a solution to tackle this challenge. With XfilesPro’s Folder Structure feature, you will get an advanced option to arrange your files in S3 in a certain format that makes sense to your business. When the files are well organized in S3 and put up in the right folder structure, you can access the files very easily and experience a very streamlined process. To delve deeper into the folder structure capability of XfilesPro, check here. The Easiness in File Management Easy file management comes as a result of auto file migration and customized folder structure. These are capabilities that save your day as they provide you with extreme flexibility and advancements, eliminating manual efforts behind many works associated with Salesforce file management. Moreover, when you achieve a streamlined workflow, you can save significant work time, resulting in enhanced productivity. Realtime File Collaboration Since working in an organization, it is highly critical to share files among workers for modifications. Sometimes, it’s even required to files to your external users for their contribution. However, it takes a lot of time to pass files from person to person. Understanding this challenge, XfilesPro empowers both your internal teams and external users to collaborate on files in real-time. This is an intelligent strategy that helps you achieve effective file collaboration in Salesforce that brings out potential benefits to the team. Over to You! By now, you saw a detailed picture of how XfilesPro helps you store Salesforce files in Amazon S3. If you’re curious to learn more about the integration process or the benefits that XfilesPro unleashes for your business, schedule a demo with one of our product experts today. AMARLAL
Integrating Salesforce with Amazon S3 for External File Storage: All You Need to Know
Last Updated: September 13, 2023 Business success largely depends on connecting with potential customers in a meaningful way & also through the platforms that they choose. Salesforce as a CRM has been allowing businesses to achieve the same & also consistently. With its world-class products, Salesforce has been pivotal in many company’s sales, marketing, and customer service success for the past several years. Organizations are leveraging Salesforce’s Customer 360 platform to obtain better business visibility, minimize sales cycles, deliver improved customer service, and make informed business decisions. On the flip side of the coin, while allowing customers to accelerate their success on its CRM platform, Salesforce has also set certain restrictions in order to maintain the high performance and consistency of its premium applications. Primary application storage limit is definitely one such limitation, and businesses often find it difficult to address. Storage upgrades come at a high price & purchasing additional storage space from Salesforce is always a tricky decision to make. Integrating Amazon S3 with Salesforce for Storage Collaboration Organizations that are joint customers of Salesforce & Amazon, always have the option to extend their Salesforce file storage by connecting the CRM platform with their Amazon S3 system. With this, Salesforce files can be seamlessly moved and stored in relatively less-priced S3 storage for a long period of time. This cross-platform integration is extremely effective in resolving challenges related to Salesforce file management including limited storage, easy collaboration, unlimited sharing, and dealing with large file sizes. On the other hand, Amazon offers S3 storage as one of the most popular object storage services that ensures industry-leading scalability, information availability, security, & performance to its users. In addition to the above features, S3 also offers a simple interface and robust document management capabilities including collaboration, sharing, and access. Why choose S3 for Salesforce file storage? Some of the primary reasons to choose S3 for Salesforce file storage are: Lower Investment – In contrast to adding more storage space at the expense of additional cost, or increasing the number of Salesforce licenses, enterprises can simply leverage their S3 storage to offload Salesforce files. This will also make collaboration easy among large teams & reduce the overall costs. Store Large Documents – As Salesforce restricts the upload of large-size files to its CRM, S3 can make it possible & allows organizations to manage large files with ease. Businesses can ensure seamless business operations every time & this will also enhance productivity. Quick Inter-entity Linking – Quick linking is another beneficial feature of S3 to Salesforce integration. It allows users to link specific documents with other business entities, like marketing campaigns, opportunities, quotes, sales documents, and case studies, from right inside the system. By integrating, users can also edit, retrieve, and share documents from within the Salesforce UI itself. Folder Structures – With S3, Salesforce users can also keep their files in a highly structured way within multiple folders. They can also create sub-folders, & custom structures to fit their business needs. Also Read: Salesforce File Management: Storage & External Collaboration (A Complete Guide. XfilesPro Enabling Salesforce – Amazon S3 Integration Instead of performing the complex integration between Salesforce & AWS S3 themselves, most Salesforce customers look for other solutions that can streamline the integration processes. These include the native Salesforce Files Connect framework, simple custom-built integration applications, & different ready-made 3rd-party applications. One of the best places to look for third-party solutions is the Salesforce AppExchange. Here is where admins will come across our advanced Salesforce file management & external storage collaboration application, XfilesPro. Learn more: Effortlessly Store Salesforce Files In S3 With XfilesPro: A Step-By-Step Guide XfilesPro helps enterprises seamlessly store & collaborate their Salesforce files with AWS S3, owing to its powerful integration capabilities. This highly popular application can enable a 360-degree collaboration between the systems and help enterprises resolve their Salesforce file management issues. XfilesPro’s other features like folder structure, bi-directional sync of files, large-volume file export, folder syncing, file sharing, community user file management, and much more make the app #1 in its segment & a must-have Salesforce admin application. Using XfilesPro, Salesforce users can also cut back on their file storage costs significantly & do away with the need to purchase any additional file storage space from Salesforce. In addition to AWS S3, users can also use XfilesPro to integrate their Salesforce CRM with various other external file storage systems like OneDrive, SharePoint, Google Drive, and on-premise platforms. Learn more: How To Store Salesforce Files In Amazon S3 Using XfilesPro: A Comprehensive Guide Looking for Salesforce AWS integration to store Salesforce files in S3 storage? Please request a XfilesPro demo. AMARLAL
Enable Salesforce & AWS integration for external file storage with XfilesPro
If you are dealing with a lot of Salesforce files and attachments, you can understand the associated challenges. A large number of files will subsequently lead to a high file storage space consumption and additional storage expenses. As Salesforce storage costs are hefty, it becomes irritable for organizations to optimize their primary file storage space without compromising any files or attachments. To get rid of this, XfilesPro help organizations store their Salesforce files in an external storage system without impacting the user experience. As a highly compatible external file storage solution for Salesforce, XfilesPro helps you reduce significant file storage costs along with seamless collaboration. When we talk about external storage support, currently XfilesPro supports various Cloud (AWS, Google Drive, OneDrive, Dropbox, etc.) as well as On-premise (SMB Windows Share, SFTP, File System, etc.) storage systems. Salesforce – AWS Integration using XfilesPro for external file storage As Amazon Web Services (AWS) offers a highly scalable, reliable, fast, and cost-effective object storage infrastructure called ‘Simple Storage Service (S3)’, many of the organizations prefer S3 as the external storage for their Salesforce files. XfilesPro works well with S3 and it’s extended features will make your file storage experience in S3 simple & cost-effective. To simplify the S3 configuration process, XfilesPro allows Salesforce admins to set S3 as the external storage with a single click. The set-up process can be automated and you can either use your own Salesforce Org’s S3 storage or XfilesPro offered highly secured S3 storage. Now let’s look at some of the XfilesPro features, which will help you store and collaborate your Salesforce files in S3. Easy File Management Using XfilesPro components, files are directly stored in S3. XfilesPro supports other file operations like view, download, preview, delete, share directly from the Salesforce UI. Export/Import Utility Initial file migration from Salesforce storage to S3 can be done through ‘Export’ feature & if the files are in some other system, they can be linked with your Salesforce system by keeping them in S3 using the ‘Import’ feature. READ THIS: How XfilesPro helped an Australian non-profit organization manage 6K+ files and efficiently store them in Amazon S3 Customized Folder Hierarchy You can completely customize the folder structure to any hierarchy based on object relations in S3. Bidirectional Sync You can manage your files in S3 directly from Salesforce. Handling Email Attachments Attachments received through Emails can be automatically moved to S3 storage. What choose XfilesPro? XfilesPro offers a gamut of benefits including reduced file storage cost, secure file transfer, no limitation of file size & volume, seamless user experience, support for Chatter files, communities, and customer portals. Get in touch with us if you want to store your Salesforce files in the AWS S3 system. AMARLAL
How XfilesPro helped an Australian non-profit organization manage 6K+ files and efficiently store them in Amazon S3
As a Salesforce external file storage solution, XfilesPro helped many companies resolve unique technological challenges related to Salesforce file storage with its vibrant features and functionalities. The other day when one of the biggest Australian non-profit organizations ‘Leukaemia Foundation‘ faced stiff challenges managing their Salesforce files, they were looking for a solution which can help them store their Salesforce files in an external storage system and XfilesPro was the savior. The challenge was not limited to storing Salesforce files externally, it was much bigger than that. When Leukaemia Foundation’s Salesforce Admin Mike Fensom communicated with our sales team and explained them the problems they are facing, he said “We wanted to link over 6000 files from another CRM into Salesforce. But we know we will exceed our file storage limits.” Mike’s concern was any file storage solution would take a lot of time importing these many files to their Salesforce system and this process might impact business continuity as well as involves risk. Adding 6K+ new files to Salesforce system from another CRM would definitely exceed the file storage limits and purchasing additional file storage space was an expensive investment. Seamlessly importing 6K+ files to Salesforce, then storing them along with the existing files in the external cloud storage (Amazon S3) and finally collaborating them all was not easy. High level of expertise was required and as always XfilesPro delivered the job. Before storing Salesforce files in Amazon S3, the first action was to seamlessly connect 6K+ files from another CRM system into Salesforce without impacting the business process. XfilesPro’s File Migration Utilities feature came into action and the application successfully linked all the 6K+ files with Salesforce objects without affecting the business process. XfilesPro quickly stored all the recently moved and already existing files in the external storage Amazon S3 and subsequently reduced the primary file storage space. Also read- Effortlessly Store Salesforce Files In S3 With XfilesPro: A Step-By-Step Guide XfilesPro also mapped all the existing notes and attachments and linked them all in one location on the page to make things easy for the users. Often it is difficult for Salesforce admins to configure third-party solutions, to simplify this, XfilesPro support team quickly completed the initial XfilesPro set-up and then helped Mike setting up their Amazon server to enable a smooth file transfer. After a successful implementation, when we asked Mike about his experience using XfilesPro, he has some really kind words ” The Support and Service that XfilesPro offered is great. With quick support responses to our questions, the support team even provided help on how to’s (not only use their product but other products as well). The team helped us set up the correct settings for the S3 Server, import the other CRM software files into Salesforce via a quick process plus Export the existing Salesforce files to the S3 Server.” It’s been quite a few months now that Leukaemia Foundation is using XfilesPro and whenever we reach them to know how things are working, it gives us immense pleasure seeing them happy and most importantly relieved. When a solution starts adding real business values rather than just offering a one-dimensional service, it becomes distinctive. And today, when we see XfilesPro placed itself at the top Salesforce external file storage and collaboration solution, we feel proud. To know more about XfilesPro and how it can help you save huge Salesforce file storage costs, get in touch with our team. Check the AppExchange page here. AMARLAL
