Why is XfilesPro’s File Archiving Capability the NEXT BIG THING in Salesforce File Management?
Over the years, we have come across thousands of Salesforce users who were struggling with the efficient management of the files & attachments in their Salesforce system. Generating multiple different types of files; including documents, spreadsheets, images, proposals, reports, agreements, & more; they were in dire need of a solution that would get them out of the pickle. That’s where we got the idea for our solution, XfilesPro. XfilesPro: A Brief Introduction To define XfilesPro, it is an advanced file management & external storage collaboration solution for Salesforce that is designed keeping in mind the current as well as the future Salesforce roadmap. The application helps users migrate their Salesforce files/attachments to any external cloud or on-premise storage of their preference. Salesforce files can be seamlessly stored in popular cloud platforms like SharePoint, AWS S3, Google Drive, OneDrive & SharePoint. Using XfilesPro, users can optimally manage a large volume of files in Salesforce, cut back on their file storage costs & enhance file visibility & accessibility, without compromising on their user experience. What’s more is that the app also helps in adhering to various regulatory compliance policies & offers a more seamless file management experience. It is because of these reasons that XfilesPro has steadily emerged as the most preferred solution among top-notch enterprises for resolving the challenges associated with Salesforce file management. What’s New with the Application The file management application comes loaded with several awesome features like 360-degree file collaboration, community file management, seamless file/folder syncing, & centralized file management. Because of this, the application delivers more than just the regular external file storage services. But we have always upheld the reputation of being one of the most innovative solutions on the AppExchange, that is constantly rolling out new in-app capabilities. Recommended Reading: Why is XfilesPro the Most Comprehensive File Management Solution for Salesforce? Therefore, to keep up with our commitment of making life easier for Salesforce admins while maintaining the efficiency of the solution & making 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, let’s have a look at the latest feature that was added in the application’s last release. Large Volume File Migration (File Archiving) In the simplest of terms, XfilesPro’s large volume file migration or Salesforce file archiving utility refers to the app’s capability to identify Salesforce files & attachments that are no longer in active use (but still need to be retained due to various internal & compliance reasons) and move them out of the primary Salesforce file storage into a secure long-term cloud or on-premise storage system. Note: Archived files are not copies of the original files, rather the rarely-used files themselves that need to be retained for long periods of time. Using a special trigger-based utility, XfilesPro lets users auto-schedule the file archiving procedure to happen automatically. This means that with very little manual, repetitive intervention, the application facilitates seamless archival of legacy Salesforce files from the primary file storage to one’s preferred cloud (SharePoint, AWS S3, Google Drive, OneDrive, Dropbox) storage. What’s best is that this file archival process has virtually no impact on the ongoing business processes. WEBINAR ALERT: File Archiving: The Future of Salesforce File Management Benefits of File Archiving with XfilesPro Using XfilesPro to seamlessly archive Salesforce files has three main benefits: the cost savings, the file storage space optimization & improved compliance. Since archived files are stored in external storages that are cheaper than Salesforce file storage & require less maintenance costs, file archiving turns out to be an extremely cost-effective process. Also as soon as the legacy files are moved out of the primary file storage, more storage space is created for newer files; thereby optimizing the existing file storage & again saving money. Lastly, Salesforce file archiving also aids in adhering to various internal retention policies & industry-wide compliance guidelines (HIPAA, SOX, GDPR, etc) as files can be stored in external storages for appropriate periods of time & can be retrieved at any point of time, if a need for them arises. XfilesPro’s file archiving utility also creates a future-proof Salesforce file management strategy where user experience takes center-stage instead of the storage system. If you still have some queries or questions about the Salesforce file archiving capability of XfilesPro, then please get in touch with us so our experts can resolve them for you. You can also schedule a free demo to see how file archiving works in real time. AMARLAL
WEBINAR SYNOPSIS: File Archiving: The Future of Salesforce File Management
Our much-awaited webinar session finally happened last week and without further ado we thank everyone for such a phenomenal response. A big thank you to everyone who made the session a great success. But even the people who missed attending the live session can reap the rewards as we bring this article which will quickly walk them through everything that went down in the event. The webinar, that was aimed at introducing & discussing the revolutionary ‘file archiving‘ capabilities of the XfilesPro application, was hosted by two of our eminent Product Consultants, Vedant Srivastava and Sutirtha Roy. The action-packed 30 mins long discussion began as Vedant gave everyone present there a brief overview of the primary file storage in Salesforce followed by discussing the common challenges faced due to unmanaged exponential files growth. Whether it is the difficulty in managing large volumes of Salesforce files or the struggles of an unstructured file/folder system or simply the difficulties that arise during setting up collaboration among files. Vedant explained how all those challenges could easily be addressed by simply integrating different external Cloud (SharePoint, AWS S3, Google Drive, OneDrive & Dropbox) and on-premise (FTP, SMB & Network Drive) storages with the Salesforce system. It was then that he explained how XfilesPro was the ultimate solution to overcoming the Salesforce file management problems & setting up the integration between external storages and Salesforce. He explained its multifold features in great detail and also shed light on some of its primary benefits like 80-90% file storage costs savings, easy set-up & implementation, faster ROI and support for multiple storages. Don’t worry if you missed the live session. We got you covered with the recording of the session here. After this he finally moved on to the main topic of the webinar session and discussed file archiving with everyone. He meticulously explained how archiving a large volume of Salesforce files and attachments to different external storages was now possible with the help of XfilesPro. Not only can such trigger-based archiving job be automated and auto-scheduled to reduce repetitive manual intervention, but it also has no impact on the ongoing business processes. He also talked about the role seamless file archiving played in creating a centralized file management system by promoting community file management, file/folder syncing, internal team collaboration, collaboration with external users, better file management in proper folder structures, and an overall improvement in user experience. This was followed by Sutirtha taking over to show a quick demo of XfilesPro & how easily it can be set-up in the Org. During the course of the webinar, three customer use cases belonging to the industry leaders from the logistics, educational & financial industry were also showcased. After highlighting the specific challenges they faced in Salesforce file management, they went on to explain how each one of them addressed those challenges by implementing the next-gen file archiving strategies of XfilesPro in their Org & what benefits they achieved. You can also see the slide-by-slide presentation of the complete webinar here. Towards the end of the insightful session, our Salesforce file management experts quickly summarized the advantages of using XfilesPro’s seamless file archiving capabilities to completely revamp the way files/attachments are managed in Salesforce. Following this, they answered a few of the questions posed by the webinar attendees after which the session was successfully concluded. There is a lot more in stock for our Salesforce customers as new and exciting webinars are planned for the coming months. Please follow us on our social media handles for latest updates about the upcoming webinars. AMARLAL
WEBINAR: Introducing the Revolutionary Salesforce File Archiving Capability of XfilesPro
As promised, we are back with yet another insightful webinar episode for our cherished Salesforce customers. And this time it’s going to be better than before: more interesting subject matter, distinguished speakers, and a galore of thought-provoking learning. So let’s not delay this further and introduce everyone to this session’s topic ‘File Archiving: The Future of Salesforce File Management’. For enterprises using the Salesforce CRM to manage their day-to-day business operations, the immense amount of Salesforce files & attachments becomes the foundation of an inefficient file management experience. The challenges in managing those files are definitely never-ending and they are constantly looking for solutions that can ease this tedious process. One such solution is moving the files out of the native storage and into any external storage. Our application, XfilesPro was launched with the intention of simplifying the overall file management processes in Salesforce by offering users the option to integrate their native file storage with different external storages. Salesforce files & attachments can be easily migrated from the allotted file storage to the preferred external storage after XfilesPro establishes a seamless collaboration between the two storage systems. To take the existing capabilities of the file management & collaboration application even further, we have recently added the feature of ‘file archiving’. By archiving the Salesforce files into external storages, the infrequently used files are moved out of the native storage and into the external storage, thereby drastically reducing the burden of files on the primary storage. And this is what this webinar is all about. Therefore we invite everyone to attend our upcoming live session ‘File Archiving: The Future of Salesforce File Management’ happening on 30th June, Wednesday at 11 AM EST. In the webinar, our Salesforce file management experts will discuss how XfilesPro can be used to seamlessly archive a large volume of Salesforce files & attachments to different external cloud & on-premise storage systems, without impacting any ongoing business processes. There is a lot more to learn during the course of this webinar, like recognizing the sources of Salesforce files generation & what challenges their unmanaged exponential growth brings along with it. Attendees will also learn the ideal way to optimize the internal Salesforce file storage as well as understand how revolutionary XfilesPro is in carrying out efficient Salesforce file management. Then we’ll discuss how a large volume of files can be easily archived using XfilesPro, which also enhances the user experience, followed by a quick demo of the app as well as some customer use cases from different industries. So don’t miss out on this exciting opportunity to take your Salesforce file storage to greater heights & revamp your file management experience by learning about archiving files. Register for our upcoming webinar here and save yourself a spot today. Date: 30th June, Wednesday Time: 11 AM EST 8:30 PM IST AMARLAL
