Top 5 Benefits of Integrating Salesforce with Your External Storage for File Management
If you have been using Salesforce for a while to boost sales processes and customer experience, you must have heard about the need for ‘external storage integration.’ The high chances are that you have probably ignored learning about that ‘integration’ since it was not relevant to you at that point. But now? Do you think that Salesforce-external storage integration is still beside the point? Please don’t answer ‘yes,’ until you learn about the benefits of this intricate yet potential combination. In the context of Salesforce file management, external storage integration is a key that will drive unimaginable business results beyond file management. Let’s discuss a few benefits in this article. Optimize The File Storage Space Your business grows by the day so your Salesforce files. The large volume of files within the CRM platform will create nothing less than an overloaded storage space that causes the poor performance of the Salesforce application. What is the solution you think here to overcome this challenge? Deleting unwanted files? A big ‘No’ as your compliance demands the retainment of files. So, what’s the other option? Here’s where the integration between Salesforce and the external system comes into play. Having your CRM app integrated with an external storage platform, you can migrate your files from the former to the latter, which will help you maintain a freed-up file storage space. Learn how to optimize Salesforce file storage while using a 3rd-party app here. Reduce A Large Amount Of Cost This is a follow-up to the above strategy. When integrating Salesforce with your external storage to optimize the file storage space, you are opening a big door to a highly cost-effective approach. Let us explain how; If your files grow uncontrollably within Salesforce and you don’t prefer to move them out of the production Org, it’s certain that you will hit the file storage limit either today or tomorrow. In such a situation, it’s imperative to purchase additional storage space from Salesforce but is a cost-demanding approach. Instead, if you leverage the Salesforce – external storage integration and migrate files to your preferred external storage, you can save a huge amount of money. The second instance is because of the additional integration tool. If you invest in a file management solution that doesn’t require an extra connector to integrate between Salesforce and the external storage, you can again cut back on expenses. Enhance The File Collaboration Most of your Salesforce files need inputs from many people including internal teams and external users. However, this always comes as a very long task as people share inputs one after another because there’s no way you can collaborate on files in real time. But with a modern file management solution with advanced capabilities for real-time file collaboration, you can empower authorized users (internal and external) to contribute to files in real time. Through this approach, you can save a lot of time and experience a very streamlined workflow that results in improved productivity. Adherence To Compliance It’s your compliance that demands you to retain files under any circumstances. And, it’s the same compliance that asks you to own complete authority over your files. So, you can accomplish both these major regulatory demands through an effective integration between Salesforce and your external storage system. Let’s see how. As already discussed, keeping your Salesforce files externally in your storage system will help you retain your files for the future, so that you can use the information that a file carries whenever required. Next, if you choose a powerful solution for external integration, that will empower you with the ownership of your files, (which your compliance mandates) you will be controlling who can view and access those in the external storage, helping you rest assured about its absolute security. Strong Security To Files Not only through access control, effective integration between Salesforce and your external storage system also ensures that your files are highly secured in the external environment. There are next-gen applications that deliver a wide variety of capabilities to bolster the security of your files. Encryption at Rest is one of those examples of a security standard. Get All In One With XfilesPro With all that discussed, do you think connecting Salesforce with external storage is to the point for your business? If ‘yes,’ try out XfilesPro to make the connection seamless. The application helps you automatically migrate Salesforce files to your preferred external storage platforms such as SharePoint,Amazon S3, Google Drive, OneDrive, and On-premise systems. With XfilesPro, you will not only be able to process an easy integration, but it will also help you accomplish each of the above strategies including storage space optimization, low cost, file collaboration, compliance, and security. If you wish to learn more about XfilesPro, schedule a demo with one of our product experts. AMARLAL
Be Ready for These Challenges When Integrating Salesforce with Your External Storage
Your business is thriving. Your sales process and customer experience have been boosted. Now you want to further enhance your operations within Salesforce to take your business to the next level. You start being on the lookout for solutions that can streamline your processes. You invest massively in storage systems that you feel are the right fit. But, there will be something that will set up the roadblock — their integration with Salesforce. Most enterprises find it difficult to effectively integrate Salesforce with their external storage systems in order to manage their data and files better. What are those difficulties? Let’s take a look at it. #1. Complex Configuration Undoubtedly, integrating Salesforce with an external storage system is challenging. And, if your external storage comes with certain complexities, integrating it with your CRM platform will pose additional challenges. For example, integrating Salesforce with legacy systems, enterprise resource planning (ERP) systems, or custom-built applications often necessitates the use of specialized connectors, middleware, or APIs to facilitate the integration process. So, to achieve effective and robust integration, you need to navigate the intricacies of these systems. #2. Nonsupport For Salesforce Cloud Apps And 3rd-Party Apps If you use Salesforce, it’s no surprise that you have several associated apps to streamline your processes. You must have different Salesforce cloud apps such as Sales Cloud, Service Cloud, or Marketing Cloud for different purposes. In addition, you will have different external applications for varied business requirements such as XfilesPro DocuPrime for auto document generation. What if you can’t experience a streamlined process with your supporting apps post-integration? Your efforts and money will go in vain. So, when integrating Salesforce with your external storage, it’s crucial to ensure continued support for your cloud apps and 3rd-party apps. Learn how to manage files generated from 3rd-party apps here. #3. Unable To Achieve the Maximized ROI To integrate Salesforce with your external storage, you need to invest in a file management solution that should bank for your bucks. If the app asks you for annual maintenance costs or any other penny for unnecessary needs, it will break your bank and you can’t receive maximized ROI from it. So, your focus should be on leveraging the app to the fullest to receive an enhanced ROI from it. #4. Violation Against Compliance Guidelines Your compliance guidelines are stringent so that you can’t break them. So, you need to follow your regulatory demands even after the integration of Salesforce with your external storage system. But there’s a high chance that you might not meet the guidelines as most integration apps don’t support the external storage systems that your compliance demands. So, please be wise and ponder over the complications in your compliance before the integration takes place. #5. Choosing The Wrong Application For Integration All your efforts for a successful integration between Salesforce and your external storage would only succeed if you hire the right application for the integration. Investing in an inappropriate application is a common mistake businesses of all sizes make. So, make sure you choose an app that helps you fill the right gaps, setting your integration on the right path. You need to find an application that is scalable, cost-effective, does not demand maintenance charges, and meets your compliance requirements. But it doesn’t seem like a cakewalk to find one such application. On that note, let us recommend XfilesPro, the #1 file management app for Salesforce. We can confidently say that this is where you can achieve peace of mind by saying goodbye to all those file management challenges. XfilesPro is that pro application you need to seamlessly integrate your Salesforce with any of your external platforms without the need for an additional connector and by eliminating complex configuration challenges. This application helps you to meet your compliance guidelines by integrating Salesforce with your compliance-approved external cloud storage platforms such as SharePoint, AWS S3, Google Drive, and OneDrive as well as on-premise platforms. The added benefit is that once the successful integration is done, you can move the growing Salesforce files to your external storage so that your storage space will remain optimized. Since our app won’t cost you any maintenance charge, you can gain maximized ROI as well. Do you want to learn more about XfilesPro? Schedule a demo with one of our product experts. AMARLAL
