WEBINAR RECAP: One-Click Document Generation in Salesforce & Auto-Storage in an External System: The Big Surprise Unveiled
We did it for you! We hosted yet another webinar session that gave us a feather in the cap! It takes us immense pleasure to let you know that XfilesPro’s latest webinar held on 6th July 2022 on ‘One-Click Document Generation in Salesforce & Auto-Storage in an External Sysytem’ became an outstanding turnout. We hosted many people who joined us live from all over the world! We’ve been blown away by the participants’ overpowering response and we thank everyone from the bottom of our hearts for their valuable presence in our live event that marked our big success. If you haven’t attended the webinar because of any restraints and now FOMO gets a hold of you, we dedicate this blog to you. Here’s a quick tour of all the occurrences that took place in the insightful session that can give you a high-level picture of something you missed out on! XfilesPro – The Next-Gen File Management Application for Salesforce For us, no way is better than beginning with XfilesPro! Priyadarshi Sahu, one of our speakers, set the webinar in motion by recounting an intelligent approach toward file management automation in Salesforce, which is nothing but the implementation of XfilesPro. He dived deep into the five-star-rated AppExchange application’s expertise to migrate massive files from Salesforce to any external system (OneDrive, SharePoint, Google Drive, Amazon S3, etc.) of the user’s choice with just a click, at lightning speed. With his exposition of ‘Auto File Export,’ an important functionality and calling card of XfilesPro, the joiners got a deeper understanding of how the product can make their life easier and more productive. As the audience got more excited to learn further, Priyadarshi expounded on various other features of XfilesPro, including file collaboration, external file integration, folder management, and file preview — which made the attendees bounce off the walls. Now came about the most exciting part of Priyadarshi’s session — What’s New with XfilesPro? Indeed, this was something many guests seriously looked forward to as they are using XfilesPro and are thrilled to explore more capabilities of it. Below are the two recent updations in XfilesPro that Priyadarshi kept in store for everyone: Tagging for SharePoint: A feature that allows users to save tags against files on the file system as well as in SharePoint Document Libraries to describe what the content contains and what it does. File Sync in Google Drive: An intelligent yet easy option to map the users’ existing files in Google Drive or in their on-premise storage system that can also preview in Salesforce. With all that said, Priyadarshi concluded his session by demonstrating a bird’s eye view of XfilesPro in terms of numbers, which shed light on some interesting facts about the leading app and its dominance in the industry. Announcing DocuPrime – The Next Big Thing Now the time has reached to make the big announcement all were excitedly waiting for! To blow the gaff, Sutirtha Roy, the Senior Consultant – CEPTES SOFTWARE, took the stage and unveiled DocuPrime, our latest native AppExchange application to automatically generate documents in Salesforce. Sutirtha explained at length how DocuPrime can open door to automation and how easily it eliminates manual efforts and time required to create error-free documents. Indeed, the announcement of DocuPrime during the webinar knocked down the audience with a feather. As the discussion progressed, we got the audience’s pulse, which made us excited to reveal more about this new product from the house of CEPTES. Sutirtha delivered an insightful take on the next-gen capabilities of DocuPrime (other than automated document generation) including unlimited versioning of templates, document preview, workflow & lightning flow, and eSignature. Altogether, Sutirtha’s take clearly showed what all capabilities can make DocuPrime stand out from the pack! How XfilesPro & DocuPrime Go Hand in Hand —The Twin Power Now that everyone understood that DocuPrime had something to do with XfilesPro as the former enables document generation in Salesforce and the latter allows its auto storage in an external system. This was just what we wanted to offer through our novel concept named ‘The Twin Power’ or ‘The Power of Two’ — a powerful association between DocuPrime and XfilesPro that can use across different functions of an enterprise. Taking the concept to the next level, Sutirtha gave a live demo of the whole process — from generating a document in Salesforce to storing it in an external system — all with just a few clicks. It’s Time to Wrap Up! As Sutirtha winded up his session, there were plenty of questions poured into us from the attendees’ side! Our speakers answered a few of them in the final Q&A session and left the others with a promise that we would get back to them via email. And, that’s it! Our much-awaited webinar buttoned up on a high note. If you want to see the slide-by-slide presentation of the complete webinar, do check it out here! Else, if you prefer to watch the recorded version of the webinar, we’ve got that also for you. Watch it here now! Don’t forget to share this blog and stay tuned for more exciting updates to level up your Salesforce journey! AMARLAL
LIVE WEBINAR: One-Click Document Generation in Salesforce with Auto Store in Your Preferred Storage: A Very Big Announcement to Make!
It’s yet another cheery morning at work. You are full of beans to kick start the day by ticking off the tasks assigned to you. Your system is powering up. You are scrolling through emails, checking the calendar, responding to messages… Now arrives the high-important email from the manager saying that your organization has decided to hand pick 20 MBA grads through campus hire, who your team already interviewed. The leadership team wants to send over an urgent email communication to the candidates by appreciating their outstanding performance during the hiring process and releasing offer letters to all of them. As a solo HR executive who takes care of the talent acquisition department, it’s you who needs to roll up the sleeves to create all mentioned documents. And, to round out the entire task, you have a day time — and only that. You have the data about all candidates, their roles, joining dates, CTCs, etc. on the Salesforce system. But garnering them to create a large number of documents with varied customization for all candidates means that you are going to juggle multiple balls in the air. You see yourself heading on to a tedious, nerve-wracking task that also leaves room for errors if done and dusted in a single day. Now you get a shiver down your spine! Hey there, stop visualizing the scenario. This story is one just example of how document generation sounds arduous for the Human Resource sector. There are plenty of industries and multiple business domains including Sales, Finance, Marketing, and Real Estate, which also deal with this Gordian knot. Generating multiple documents on a daily basis using data stored on the Salesforce can make your life difficult, we know it first-hand. But wait..we got something to tell you. After having identified that easy document generation is the need of the hour for many Salesforce users, we decided to lend you a hand. At CEPTES, we pored over the context and discovered all essential deets that can come in handy while you make a multitude of documents. And, we will meet you all in our upcoming webinar to throw light on the same. In the webinar that is all set to go live on 6th July 2022 at 11:00 AM EST, our key speakers will expound to you on a modern way to generate documents within the Salesforce app in a single click. They will walk you through the finest and most innovative ways where automation is used to drive a hassle-free document creation process and how to store them in any external storage (SharePoint, OneDrive, S3, Google Drive, AWS S3) of your choice. Trust us, this approach will discard all your tensions upon template building, content customization, error creation, and a lot more aspects. To add more value, our speakers will also showcase a live demo of how we have made document generation seamless in Salesforce, which would blow your mind away. And, there’s a big surprise and announcement for you! And, we’re not done. There are many more things in store for you including a detailed explanation of how XfilesPro has revolutionized the Salesforce file management system with its best-in-class capabilities. So, make sure your presence in the webinar. What Can You Expect? The Power of Document Generation & External Storage Integration LIVE DEMO – How to do it The Surprise Package: Document Generation Salesforce File Management with XfilesPro The New XfilesPro Functionalities So, Book Your Seat Now See you in the webinar! AMARLAL
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
WEBINAR DIGEST: Reimagine Salesforce File Management with XfilesPro
The first of many webinars planned this year is finally done & dusted. As always, it was a phenomenal turnout as many attendees joined the live session. So, before going any further, we would like to thank each and everyone who joined us for the live webinar session. But not everyone was free with their time as many people who had registered were unable to attend because of various restraints. This is why for their perusal, here is a written account of everything that went down in the webinar. The live webinar began with our Senior Customer Success Engineer, Sutirtha Roy greeting & welcoming everyone for the session about strategies to reimagine & revamp the file management systems in Salesforce using the most comprehensive file management solution in the market, XfilesPro. The basic agenda of the webinar, optimally managing the Salesforce files so as to extract maximum ROI, was introduced to everyone. He briefly explained to the attendees why XfilesPro is hailed as the #1 Salesforce file management enabled by over 400+ customers worldwide. From supporting several external cloud (SharePoint, Google Drive, AWS S3, OneDrive) & on-premise (SMB, SFTP, Network Drive) storages to being compatible with a horde of Salesforce apps, AppExchange solutions, custom solutions, & even Salesforce1, XfilesPro has it all. And owing to its advanced features & capabilities, the app guarantees 80%-90% file storage costs savings & faster ROI. Want to have a quick look at the webinar presentation? We got you covered! Just see this Slideshare. Taking over, our Associate Vice President of the Product (Sales) branch, Rakesh Nagendra talks volumes about the impressive numbers backing up XfilesPro before moving on to discuss the various file management challenges Salesforce users face on a daily basis. These can be as basic as file storage optimization to more advanced challenges like large volume file migration, file/folder syncing, & file visibility and accessibility. He also explained how XfilesPro played its part in helping users overcome each of those challenges. Talking about rising above the advanced challenges to efficient Salesforce file management, he explained how some of XfilesPro’s advanced capabilities like initial file offloading (for large volume file migration), intelligent folder management (for organized folder structure), & folder syncing (for advanced file collaboration) were of tremendous help. Moving on, Sutirtha Roy again took over to talk about some of the success stories where customers who struggled with different file management challenges used XfilesPro in various ways to overcome those challenges. After all of the insightful discussion, a quick demo of the application was already given. Here our experts showed how easy it was to upload files to & from the external storage using the bi-directional sync functionality of XfilesPro, what the files export function looked like in reality, & how seamlessly files & folders could be synced with the help of XfilesPro. After the demo, there was a small Q&A session where the experts answered some questions & queries put up by the attendees, following which the webinar session was adjourned. For a more in-depth understanding of the events of the webinar, please have a look at this recording of the session. We hope this short description was of some help to the users that weren’t able to attend the webinar in person. But don’t be disheartened, there are a lot more exciting events & webinars in store for Salesforce users this year. Looking forward to hosting you again in the future! So, stay tuned till the next time. AMARLAL
WEBINAR: Reimagine Salesforce File Management with XfilesPro
Managing critical business operations leveraging digital platforms is one of the mainstream digital transformation strategies and for many good reasons. As the creation and sharing of documents while using multiple digital platforms are so widespread today, it completely makes sense that enterprises are putting a lot of focus on managing all their documents efficiently in a highly organized way. With the evolution of paperless offices and work-from-anywhere culture, the need & importance of a centralized file management system has significantly increased as the volume of files getting generated today is much higher than it used to be in the past. For Salesforce customers dealing with a lot of files, has its own pros & cons. On one hand, when a lot of files show that they are accelerating their digital transformation journey & growing as a business, the other side of this has a lot of challenges in terms of file management, storage management, file accessibility, file visibility, file collaboration among various internal & external users, etc. XfilesPro has been instrumental in offering top-class Salesforce file management services for over the years now and the AppExchange solution is only getting better with time. With a client base of over 400 companies across a wide variety of industries and 500K+ active users, XfilesPro is the #1 file management solution for Salesforce today. Join our expert panel on Thursday, March 10th, at 11:00 AM EST to learn how you can maximize the power & ROI of your Salesforce app through advanced automated file management with XfilesPro. The live session will also talk about how enterprises are reimagining their file management experience in today’s work-from-anywhere world with optimized storage usage & cost management, seamless file collaboration, uninterrupted file accessibility, 100% file visibility & control in Salesforce with XfilesPro. As the importance of managing files in business is soaring, this webinar could be a game-changer for your business as an efficient way of file management will not only help you handle business better but also this will boost the overall ROI. Our experts will also help you understand how various external cloud storage systems such as SharePoint, AWS S3, Google Drive, OneDrive as well as On-prem systems can be used as an extended storage for your Salesforce files. What can you expect from the webinar? How to control the file usage & manage storage space in Salesforce How efficiently files can be moved to external storage systems without losing access How to build a highly customized & organized folder structure to improve user experience And Most importantly, how to tap maximized ROI from your file management solution for Salesforce WEBINAR DETAILS Topic: Reimagine Salesforce File Management with XfilesPro File Storage Management, File Archiving, Organized Folder Structure & ROI DATE & TIME: 10th March, 2022 | 11:00 AM EST Register here. Looking forward to hosting you. Checkout the XfilesPro datasheet here. AMARLAL
Salesforce File Management Challenges And Their Solutions
Managing and retaining files is crucial to any business, big or small. Most of these organizations rely on Salesforce to handle and distribute data, and problems, such as visibility, version tracking, and collaboration are common. When small businesses experience growth, they also encounter Salesforce file management challenges that large companies are facing. Presently, there is no dynamic solution within Salesforce to resolve these issues. Hence, with the limited Salesforce storage concern, file management has become quite a task for several customers. Before making any decisions regarding your file management query, go through these challenges and their resolutions that we are sure you will face while managing your files on Salesforce. Read More: Why is XfilesPro the Most Comprehensive File Management Solution for Salesforce? Most Salesforce customers, using multi-cloud deployments, often find themselves struggling with proper management of files, especially when there’s a large volume of files in the Org. While it might not sound like a big issue in small-scale deployments (where fewer cloud solutions are involved), enterprises may have to look for robust collaboration solutions that offer visibility & control over their Salesforce files in big-scale deployments. Inadequate File Visibility & Accessibility One inherent challenge faced by Salesforce users having a large volume of files & documents in the primary file storage is the lack of complete control over those files. This becomes an even greater issue if they are using a multi-cloud strategy because then synchronization between storage systems in different cloud platforms becomes difficult. In large-scale environments, multi-cloud setups can lead to scattered file storage and data silos. Without a unified system, users have trouble finding, accessing, and sharing files in Salesforce. This lack of centralized control diminishes file visibility and forces organizations to invest extra resources in maintaining synchronization. Problems with File Collaboration For most enterprises using the Salesforce cloud platform to run their business, the primary goal is to utilize its collaboration feature to enable their users (both internal & community users) to share, edit, & view files & documents in real-time. Even though Salesforce was designed as a collaborative platform, the collaboration services it offers are limited. Version control can become a significant challenge when collaboration within teams is lacking. Without proper communication, people might end up working on different versions of the same file, leading to confusion and mistakes. Someone might miss important changes, or worse, two, people could unknowingly make edits to outdated versions. Reduced Document Processing Speed In this era of rapid digital transformation, enterprises deal with various documents on a daily basis, be it invoice quotes, contracts, healthcare records, purchase orders, legal documents, PDF files, invoices, & much more. Typically these documents go through the activity of document processing (scanning documents, extracting data, validating it, making corrections, & manually updating the relevant fields) before being loaded into Salesforce as attachments & being integrated into day-to-day business operations. But when the organization deals with a large volume of files & documents, the speed of document processing is reduced drastically as it requires a lot of human resources & is a time-consuming task. How XfilesPro can help XfilesPro has been a top choice for enterprises struggling with the seamless management of files & documents in their Salesforce system. This file management & external collaboration application is designed especially for Salesforce & aims to help users resolve any & all challenges they may have. Leveraging the app, users can easily migrate their important files from Salesforce to their preferred external cloud storage (SharePoint, AWS S3, Google Drive, OneDrive, Dropbox, etc). Even when the files no longer reside in the Salesforce file storage, file accessibility & visibility are not the least bit affected. Users can easily view, access, download, & edit the files anytime they require. The application supports seamless collaboration between the storage systems & performs well in a multi-cloud environment also as it brings together files stored in different platforms to store them in the chosen external storage. Check out the product datasheet for more details. XfilesPro’s latest update to DocuPrime is set to streamline the entire document lifecycle management process. From template creation and automated data filling to review & approval, and e-signatures, everything can now be handled within a single platform. With XfilesPro, you can effortlessly create, store, collaborate, and share documents on one platform. The app optimizes file storage, simplifies document generation, and increases ROI by 3X. Plus, our passionate tech team is always here for you, ready to turn your questions into solutions and ensure every interaction feels seamless and supportive. To understand how XfilesPro can help you overcome the challenges we explained above or any other particular challenge you may have, please get in touch with our experts. You can also schedule a quick demo with us to see the app in action. FAQs What is the alternative to Salesforce file storage? An alternative to Salesforce file storage is XfilesPro. It integrates seamlessly with external cloud storage solutions like SharePoint, Google Drive, or Amazon S3, allowing businesses to offload large files. You can reduce Salesforce storage costs, manage files efficiently, and enjoy better collaboration. What is the cost of Salesforce file storage? Salesforce file storage can be expensive, with additional storage costing approximately $5 per GB per month. Why are Salesforce file storage costs so high? Salesforce offers limited file storage with its plans, and purchasing extra storage space can become costly. This pricing model is designed for businesses with smaller storage needs, but it can pose challenges for growing organizations. AMARLAL
What’s New in the File Management Scene in Salesforce in 2022?
We’re well into 2022 by now & believe us when we say that this year is going to be a lot different. Especially when considering the manner in which files are handled in the Salesforce system. It’s no secret that because of the ongoing pandemic which forced everyone to work remotely, the world has witnessed several technological advancements. But this rapid digital transformation means that enterprises now need to adapt themselves accordingly. It’s all in the ‘company’ you keep One industry sector that never stopped working, even during the pandemic, was the healthcare sector. In fact, owing to the unprecedented increase in the number of patients, healthcare service providers generated more files & documents than ever. Whether it’s the patient records, insurance documents, hospital bills, or any other document, they all needed to be stored & properly managed. The same is the case with the financial sector where documents such as balance sheets, cash flow statements, budget reports, tax returns, etc put a strain on the Salesforce file storage. Another enterprise sector that reeled in the after-effects of the pandemic & remote working was the education sector. With classes & courses going online, there was an exponential increase in the number of files like student applications, student records, their financial documents, & more. Education service providers, using the Salesforce cloud platform to run their business, definitely struggled with the efficient management of these files. Increased Need for File collaboration While companies continue to leverage Salesforce CRM to track leads, forecast, & manage accounts, in 2022 more & more companies are utilizing different other cloud technologies to better connect with their clients, customers, & partners. This multi-cloud environment makes it difficult for several people to view, access, & work on the files at the same time, which increases the need for seamless file collaboration. Internally, Salesforce offers ‘Salesforce Files Connect’ that allows users to share & collaborate on files, store files privately, manage version updates, and follow files that are important to them. Yes, we’re aware of Salesforce’s internal functionality for collaboration & document management, but looking at the coming trends, all we can say is that using specific content management systems to store documents & manage other business operations will become the need of the hour. Third-party file collaboration service providers help to extend upon the Salesforce functionality, boost cross-departmental collaboration among teams, as well as help save on the number of licenses that need to be purchased. File syncing or sinking? Managing files & documents is a crucial part of every business. But since the business processes run across multiple systems, the files & documents are created and stored in a number of different places. For the business processes to run smoothly in 2022, all Salesforce users will need to have access to the relevant files at all times; making file visibility & file accessibility major concerns in the coming years. This holds true even for the Org’s community users that need to have access to the files concerning them. Along with the file accessibility issues, file syncing is also a major concern in 2022. In short, the changes made in the file within the user’s local drive may not necessarily reflect in the file in Salesforce & vice versa. File syncing becomes more important than ever as employees continue to work remotely & have the constant need to access their files from anywhere. Is AppExchange your go-to as well? It’s predicted that in the coming years, a lot of enterprises will use additional applications & solutions to supplement the existing functionalities of Salesforce. And for that purpose, almost all of them turn towards AppExchange, Salesforce’s very own marketplace. Enterprises can use various AppExchange solutions & custom-built solutions (created on the Force.com platform) to automate & simplify several business processes. The only downside of implementing these solutions is the sheer volume of files, documents, & attachments that are generated from them. Also since these files are stored in the primary file storage of Salesforce, it will put the enterprises at risk of exceeding the file storage limits in Salesforce. Not to mention the increased difficulty in collaboration on these files & the added responsibility of having to extend the file management capabilities to these files as well. Therefore, enterprises will have to look for solutions that will take this burden off their shoulders & let them focus on their core business. Salesforce collaboration is the future Having discussed all the above-mentioned factors with you, it’s safe to say that looking at the current trends regarding file management in Salesforce, in 2022, Salesforce file collaboration will be the determining factor for success. By collaborating the Salesforce system with an external storage system on their choice & by taking advantage of its advanced capabilities in that process, enterprises can completely transform the way in which files are managed in their Org. Integration between the two systems can help Salesforce organizations leverage the best features from both the systems while saving up on the file storage costs & making the user experience between the two technologies seamless. This integration will also be crucial in increasing productivity and efficiency for users. Popular storage solutions like SharePoint, Google Drive, OneDrive, Amazon S3, etc will prove to be game-changers in this process. To make the process of integration between Salesforce & the external storage solution seamless & hassle-free, Salesforce admins can make use of either Salesforce-native solutions or third-party AppExchange applications. XfilesPro, the #1 file management & collaboration solution for Salesforce, is one such solution that allows companies to migrate their files to different external systems including cloud storages (SharePoint, AWS S3, Google Drive, OneDrive, & Dropbox) & on-premise systems (SFTP, SMB, & Network Drive). By using XfilesPro, users can not only optimally manage their Salesforce files & optimize the native file storage but can also cut back on their file storage costs significantly & enhance the business growth, without compromising on their user experience. To gain more insight into the application, you can
Why Top Transportation & Logistics Service Providers Trust XfilesPro for Efficient File Management in Salesforce
For decades, the transportation & logistics industry has grappled with issues like outdated infrastructure, siloed & inaccurate data, disconnected customer experiences, and dissatisfied customers. To add fuel to the fire, the current COVID-19 health crisis has increased customer expectations & changed the regulations, thereby forcing the industry to evolve. Because of this, digitization & globalization have become imperative for the smooth functioning of the industry. Salesforce CRM for Transportation & Logistics Industry To be able to compete & thrive in this new environment, companies in the transportation & logistics industry need to keep up with the noteworthy transformations in the technology sector. One such technological advancement that the logistics industry experts greatly emphasize is the use of Salesforce CRM. Salesforce gives enterprises from the T&L industry the ability to track their customer’s experience from the initial quote to the delivery fulfillment. By connecting all the business processes, like sales, service, marketing, & customer experience, in a single platform, Salesforce helps such enterprises perform all logistics-related operations seamlessly. Building out business processes in Salesforce allows logistics companies to communicate with their customers better, improve the digital infrastructure, and track loads more effectively. Here are some of the top benefits of using Salesforce for the transportation & logistics segment: Automation of Complex Business Processes Improved Sales & Marketing Operations Easier & Seamless Team Collaboration Insightful Reporting Elevated Customer Services & Improved Customer Satisfaction In addition to using Salesforce, most third-party logistics companies also leverage different AppExchange applications to better manage their end-to-end business processes. These include popular cloud computing solutions such as Revenova, Lanetix, Resilinc, CloudSense, NeuroRed, & many more. These applications built exclusively on the Salesforce platform, help deliver unprecedented business results, grow revenues and profits, & improve operational efficiency. Check out: CL Services, a top US-based 3PL service provider optimized their Salesforce file storage with XfilesPro Major Roadblocks to Superior Business Efficiency With the introduction of technological advancements, like Salesforce, and the prevalent use of 3rd-party custom applications, built on the Force.com platform, it would seem like enterprises in the T&L industry have everything they need. But that’s not the case. Even when using Salesforce, there are several challenges that these enterprises encounter daily. The 3rd-party logistics service providers usually have numerous business verticals such as supply chain, tracking & tracing shipments, warehousing, partner management, document management, customer support, & many more. To perform all these functions, they often deal with plenty of processes, people, products, & documents. But managing such a massive volume of files & documents within Salesforce is a great hassle in itself. Different Salesforce documents and files such as invoices, packing lists, export licenses, purchase orders, bill of lading, airway bill, delivery order, letter of credit dock, warehouse receipts, insurance papers, load order, & certificate of origin have to be dealt with daily. This can become a huge challenge if the enterprise doesn’t have a proper file management strategy in place. Coincidentally, the more users, partners, customers, vendors, & other different systems the 3PL company has, the more documents it generates in Salesforce. And the more documents it generates, the more it needs to focus on managing those documents efficiently. Therefore, it is always a problem of plenty that makes the need for a file management strategy even starker. In other words, though Salesforce & the 3rd-party custom applications have been exceptional in helping 3PL companies manage their operations better, managing the large number of files has never been easy due to the limited nature of the allocated file storage. And when dealing with so many documents, enterprises are bound to eventually run out of the allocated storage. XfilesPro: The Comprehensive File Management Strategy for T&L Companies When looking to overcome the limitations of the file storage in Salesforce, a lot of 3PL companies initially think of purchasing additional storage space from Salesforce because it seems like an easier approach. But once they realize that it’s a pretty hefty & recurrent expense, they quickly look for other solutions to their problems which is when they truly realize the importance of adopting comprehensive file management strategies in their Salesforce Org. XfilesPro is one such comprehensive file management & external collaboration strategy that is trusted by various transportation & logistics service providers across the world. The solution, designed especially for Salesforce, works well with solutions like Sales Cloud, Service Cloud, Experience Cloud, & other custom Salesforce solutions. Using the app, companies can seamlessly migrate their important files to different external systems including cloud storages like SharePoint, AWS S3, Google Drive, OneDrive, & Dropbox, and on-premise systems like SFTP, SMB, & Network Drive. Gain more insight into the application by downloading this product datasheet. By using XfilesPro, users can not only optimally manage their Salesforce files & optimize the native file storage but can also cut back on their file storage costs significantly & enhance the business growth, without compromising on their user experience. Now let’s discuss how XfilesPro’s unmatched capabilities can be of tremendous help to companies from the transportation & logistics vertical in meeting their file management goals in Salesforce. Large Volume Initial File Offloading Sometimes 3PL companies have a large volume of already-existing Salesforce files (closed shipment details, old freight records, old customer documents, closed customer support tickets, etc) within their Org that though are not in active use but do take up storage space, leading to different challenges. XfilesPro has an amazing ‘initial file offloading’ feature, utilizing which such files can be easily migrated to the external storage automatically, without any manual intervention. Centralized Content Management Experience Since 3PL companies deal with a multitude of files & documents, it’s very common for these files to be scattered across multiple systems like Salesforce, cloud storage, on-premise storage, community portal, etc. XfilesPro intelligently links all such files and documents to specific Salesforce records in the Org, allowing them to be managed from a single location in the external storage. This lets the T&L companies enjoy a seamless & centralized content management experience. Also read: Why is
How Did XfilesPro Deliver a Superior Salesforce File Management Experience to a Popular Legal Enterprise
In due course of time, XfilesPro has carved out a solid niche for itself in the Salesforce ecosystem & emerged as the #1 application for file management. This is largely because the default file storage is limited & additional storage space is costly so most enterprises look for solutions that can help them manage their Salesforce files efficiently. In this article, we’re going to discuss a similar use case of a Salesforce-using legal firm that also leveraged XfilesPro in its system to collaborate with AWS S3. A brief introduction to the enterprise Our client, one of the USA’s leading law firms, is a specialist in handling mass tort litigation cases and has helped thousands of injured & mistreated people get the maximum possible compensation. They also have been crucial in representing leading personal injury & mass tort firms in a variety of litigation cases. Started with the mission to provide the best possible legal representation to everyone, our client puts its’ customers first & offers them faster service. To effectively achieve business success, they were trusting the world’s #1 cloud platform, Salesforce, to handle their business operations. This meant a lot of files & attachments were being generated in their system as they strived to manage their existing as well as past legal cases. Also, in order to manage the sheer volume of legal cases, the Salesforce firm was making extensive use of a third-party legal case management AppExchange application, Litify. Though the app helped them manage & optimize their processes and workflows, it also contributed to increasing the volume of files. Also read: How XfilesPro helped an Australian non-profit organization manage 6K+ files and efficiently store them in Amazon S3 Elaborating upon their file management challenges Being a popular player in the legal sector, our client’s customer base was growing exponentially each day. This meant that a multitude of customer-related Salesforce files & attachments were being generated on a daily basis in their Org. To add fuel to the fire, the third-party AppExchange solution, Litify, that they were using to simplify their legal case management, was also generating a horde of files & attachments of its own. Since all the files were directly stored in the primary file storage of their Salesforce Org, it began filling up sooner than they had anticipated. This became such a big problem for them that they resorted to purchasing additional file storage space from Salesforce in a bid to have more storage space for the newly-generated files. But this led to an even graver situation as this put an extra burden on their storage budget since the additional storage was slightly costly; not to forget that it’s a recurring cost. Not only the storage costs but even file accessibility & visibility were a big challenge for them because of the dearth of a proper folder structure in their primary storage. This also made searching for particular files a very tedious task. But above all, the thing that bothered them the most was the compulsion to retain all case & customer-related files for a minimum of 7 years, courtesy of the different retention & compliance guidelines (both internal & industry-directed) that governed them. Also read: How XfilesPro helped a leading US Insurance service provider reduce significant Salesforce file storage costs How did XfilesPro come into the picture? To realize their dream of efficient & hassle-free file management in Salesforce, our client was on the lookout for a robust application that was capable of managing their files and attachments with the highest level of efficiency. This is how they landed upon XfilesPro’s AppExchange page & got in touch with the support team, following which they were highly impressed with the app’s advanced capabilities. Widely rated as the most trusted & preferred Salesforce file management solution in the market, XfilesPro quickly understood the client’s storage limitations & management complexities. After thoroughly analyzing their Salesforce Org & all the possible use cases as well as after discussing with multiple stakeholders, our Salesforce file management experts created a personalized integration roadmap for them to manage the primary Salesforce file storage through seamless integration and collaboration. Leveraging AWS S3 to simplify file management Considering the nature of their business, complexities, retention needs, & compliance demands, they felt it best to leverage their existing AWS S3 external storage to manage the Salesforce files. Using XfilesPro, they seamlessly integrated their Salesforce Org with AWS S3 storage in very simple steps & migrated all their important Salesforce files & attachments from the primary storage to the S3 external storage. As a considerable chunk of files was moved out, it instantly freed up & optimized the file storage space. XfilesPro also allowed them to create an intelligent folder structure in the S3 storage where all the files & attachments, from both the Salesforce Org & the third-party application, could be properly organized, based on pre-defined criteria. Through this functionality of the robust file management platform, the client was also able to resolve their file accessibility & visibility issues as all files were extremely easy to access, view, edit, share, download, or even delete (right from within Salesforce) because of being organized into different folders. And not to forget that since the Salesforce files & attachments no longer needed to be kept in the primary file storage, they could be retained for as long as required according to the retention & compliance guidelines. This allowed them to easily comply with all the stringent compliance directives that were governing their enterprise. After leveraging XfilesPro in their Org, the legal firm also stopped purchasing additional storage space & consequently reduced their file storage costs by 80%, without any effect on their ongoing business operations or the user experience. What’s more, is that after using XfilesPro to integrate the Salesforce & AWS S3 systems the legal enterprise also noticed a significant increase in their overall return on investment (ROI) because of the 80% reduction in storage costs & 5 times improvement in terms of performance. Thereby,
Why is XfilesPro the Most Comprehensive File Management Solution for Salesforce?
Every day, Salesforce enterprises generate, modify, & delete a massive volume of files owing to their various processes. Files (like documents, spreadsheets, images, Google documents, proposals, reports, agreements, etc) possessing sensitive information & being extremely important for the enterprise, need to be precisely & carefully managed in the CRM system. This is the reason why most users expect the Salesforce CRM to be much more than a simple document repository. When thinking about Salesforce file management, users should take into consideration various aspects including creating, storing, modifying, transferring, copying & deleting necessary files in an efficient manner. With an efficient Salesforce file management system in place, users can enhance their presentation skills, boost the business productivity, & reduce their stress levels. One such popular file management solution for Salesforce users is the AppExchange solution, XfilesPro. XfilesPro: A Dependable Salesforce File Management & Collaboration Solution By definition, XfilesPro is an advanced file management & external collaboration solution, designed especially for the Salesforce system, that performs extremely well with solutions like Sales Cloud, Service Cloud, Salesforce Platform, Experience Cloud, & others. This application helps Salesforce users seamlessly store & collaborate their important files & attachments with different external systems. These include cloud storages like SharePoint, AWS S3, Google Drive, OneDrive & Dropbox as well as on-premise systems like SFTP, SMB & Network Drive. Also read: Document Management in Salesforce: A Brief Introduction to its Best Practices This highly customizable & admin-friendly application is loaded with various exceptional features like 360-degree file collaboration, large volume file migration, centralized content management, and top-notch file/folder management. What’s best is that by using XfilesPro, users can not only optimally & hassle-freely manage their Salesforce files but can also cut back on their file storage costs significantly & enhance the business growth, without compromising on their user experience. What makes XfilesPro a Complete File Management Solution for Salesforce? In the course of efficient file management, Salesforce users often encounter some common challenges like lack of proper folder structure, unmanaged file hierarchy, critically-rising file storage costs, difficulty in syncing files from multiple sources, & difficulty in adhering to internal guidelines & compliance directives. In this article, we are going to shed light on some unique aspects of XfilesPro that are useful in overcoming the above-mentioned challenges, making it a complete file management solution for the Salesforce system. Hassle-free Collaboration– With XfilesPro, Salesforce enterprises can easily set up seamless & secure collaboration among their internal teams & external users. This comes in handy when crucial information has to be shared among different users, all working on a single project. Such collaboration also ensures that though files are stored externally & managed from a central location, they are available to anyone who needs to view, edit, download or share them. Centralized Content Management– Another feature that makes XfilesPro a complete file management solution is its ability to provide a centralized content management platform for Salesforce files/attachments generated from different sources & scattered across various systems like Salesforce, cloud storage, on-premise storage, community portal, etc. Using XfilesPro, all these files can easily be linked to specific Salesforce records in the Org and be managed from a single location (the external storage). Community File Management– Another crucial feature of XfilesPro that makes it the ultimate file management solution is XfilesPro’s management capabilities for the Salesforce files generated by the enterprise’s community portal users. The community portal integration grants more capabilities to the community portal users and gives them better access to the overall Salesforce ecosystem, while managing their files efficiently. Well-defined File/Folder Structure– If there’s one thing Salesforce users always struggle with, it’s hassle-free management of files in proper folders. Even when there is no proper file/folder structure in the native Salesforce CRM, admins using XfilesPro can create intelligent, well-defined file/folder structures in the external storage, according to appropriate file hierarchies. This allows them to manage their files even more systematically. Coherent File/Folder Syncing– Another unique feature of XfilesPro is its ability to establish proper synchronization between the files stored in the primary Salesforce file storage and the files & folders held in the external storage system. Such kind of secure syncing promotes easy visibility & accessibility for the Salesforce files held in the external storage. File Preview Capabilities– Eliminating another hindrance to efficient Salesforce file management is XfilesPro’s file preview capability. Even when the files and attachments are securely held in the external storage, XfilesPro lets users preview the files right from the Salesforce console, without even leaving the Salesforce ecosystem. In-app Functionalities– Several of XfilesPro’s application functionalities also contribute towards making it a preferred Salesforce file management solution. These include drag & drop feature for Salesforce files, the auto-export feature, its capability to perform various functions (share, delete, download) on multiple Salesforce files in a single click, and allowing Salesforce files to be shared among external users. Also read: Forget One-By-One! XfilesPro’s Mass Functionalities Are Here Faster ROI– Because of all the capabilities mentioned above, XfilesPro leads to an instant boost in the enterprise’s ROI, right after its implementation in the Org. Since XfilesPro can be set up quickly, is very easy to operate, & can easily be customized, using it enhances the overall user experience, optimizes the business productivity, & drastically reduces the file storage costs (nearly 80-90%); all leading to a faster return on investment. Owing to all the above-mentioned features & capabilities, XfilesPro has steadily emerged as the most trusted Salesforce file management solution. With over 8+ years of experience in the Salesforce ecosystem, XfilesPro is trusted by over 300+ customers worldwide & has over 400K+ licensed users globally. Using XfilesPro, admins can easily ace their Salesforce file management & realize the dream of an optimized Salesforce Org. To know more about the application, please give us a call or schedule a demo with us. AMARLAL
