Exploring Salesforce File Storage Options by Unleashing the Power of XfilesPro
Being the #1 CRM in the world, Salesforce is the most preferred platform to run business by enterprises from multiple industries. Running a big business comes with incoming files on a daily basis. With the piling up of files, the need for optimizing file storage has become very important. Organizations have highly dependent policies on collecting, storing, retaining, accessing, and using files. But is the Salesforce storage very flexible? Is it dynamic enough to accumulate your day-to-day files in its limited storage? Of course, NO! That’s why we say the integration between Salesforce and a reliable external storage platform is your solution for file storage concerns. So, XfilesPro is built with advanced capabilities to support varied external file storage platforms. What is XfilesPro? XfilesPro is the #1 file management app for Salesforce that helps you optimize your Salesforce file storage space. The application automatically moves your growing file volumes from Salesforce to your preferred external storage systems such as SharePoint, Amazon S3, Google Drive, OneDrive, and On-premise platforms. This is a great step toward optimizing your file storage space and regaining the performance of your CRM. The best part is that, XfilesPro integrates your preferred external storage with Salesforce without even the need for an additional integration tool. Let’s take a look at each of the storage platforms that you can leverage with XfilesPro. SharePoint SharePoint is a popular web-based collaborative platform owned by Microsoft. It seamlessly integrates with Microsoft 365 and is primarily known as a document management and storage solution. With XfilesPro, the users can have the great chance to leverage the SharePoint Tagging functionality along with the abundance of the storage space provided by the platform. Learn more about Salesforce-SharePoint integration here. AWS S3 Amazon Simple Storage Service (Amazon S3) stands as a top-tier object storage solution, recognized for its exceptional scalability, data reliability, security, and speed. You can leverage Amazon S3 for safeguarding and storing any volume of files and data, serving a wide spectrum of purposes, including data lakes, websites, mobile apps, backup and recovery, archiving, corporate applications, IoT devices, and extensive big data analysis. Google Drive Google Drive is one of the most popular cloud storage services available today. IT’S a free service from Google that allows you to store files online and access them anywhere using the cloud. Google Drive also gives you access to free web-based applications for creating documents, spreadsheets, presentations, and more. The service syncs stored documents, photos and more across all the user’s devices, including mobile devices, tablets and PCs. Learn more about Salesforce – Google Drive integration here. OneDrive Microsoft OneDrive is a file hosting service allowing you to store, share and sync your files. OneDrive also works as the storage backend of the web version of Microsoft 365 Office. OneDrive offers 5 GB of storage space free of charge, with 100 GB, 1 TB, and 6 TB storage options available either separately or with Microsoft 365 subscriptions. Discover the tips to store Salesforce files in OneDrive here. On-premise Platforms On-premises storage is when data or files are stored on local hardware, such as servers, computers, or other devices. For example, if you purchase a server and set it up at your office, you and your team can store your data on that server. The server is controlled, administered, maintained, procured, etc. by your company and its in-house IT team, or an IT partner. Some of the examples for on-premises platforms that XfilesPro supports are SMB, SFTP, and Network Drive. That’s all about the external file storage options XfilesPro provides. If you wish to learn more about the integration part, please schedule a demo with one of our product experts. Experience the Potential of Modern File Management in Salesforce Discover how to efficiently manage your growing Salesforce files without hitting the storage cap Download the Datasheet Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
Salesforce File Management in the Easiest Way: Why XfilesPro?
Did you know that Salesforce’s default file storage space is just 10GB per org? Is that really enough for you to satisfy your storage needs? We don’t think so, and it’s definitely not enough as your business scales. So, the next predicted step is obviously burning your money on purchasing additional storage space from the biggest CRM platform providers. But let us stop you right there. Are you aware of the expenses associated with purchasing additional storage capacity from Salesforce? If you aren’t, we can give you a hint that it will be unaffordable for you. Now, what’s the solution? Do you think that the deletion of some files would help to free up the storage? Not quite, as your compliance will throw a spanner on this action. So, what’s next? Our answer is XfilesPro! The #1 file management app for Salesforce will help you better manage your file storage space as your file volume continues to expand. Let’s see how XfilesPro does this wonder for you. Learn more about Salesforce file storage limitations here. Move Your Salesforce Files Externally XfilesPro is the most recommended application that can establish a seamless integration with your Salesforce to an external file storage platform of your choice in order to migrate files. It connects both platforms without the need for an integration tool and moves the files automatically from the file storage space of Salesforce to your preferred platform including AWS S3, SharePoint, OneDrive, and Google Drive. This setup helps you optimize Salesforce storage space while significantly reducing storage costs, giving you both flexibility and savings in one smooth solution. Migrate Your Pre-existing Massive Volume of Files at Once Over time, as you use Salesforce, you’ll inevitably accumulate a massive volume of files in its storage. But when it comes to moving such a large number of files to an external storage platform, it’s not as simple as hitting send. You need the support of an advanced solution to get this job done. XfilesPro is one such solution that automatically migrates your already existing files in Salesforce to the external environment in one shot by maintaining its hierarchy. This is a calling card of XfilesPro that makes the migration possible with the help of Initial Offloading capability. So, it’s no longer that the migration of existing files would be a challenge — it’s NOT! Learn more about why you need to choose XfilesPro for Salesforce file management here. Move Community User Files to the External Storage The number of files that are generated through your Salesforce Community Users is enormous. These files contribute to hitting the storage limit faster than you’d expect. Understanding this concern, XfilesPro helps you to push the files uploaded by Community Users to your external storage platform automatically and instantaneously. That means you don’t have to worry about hitting the storage limit in the future just because of the great number of files from your Community Users. Manage Files from 3rd party Apps To achieve a streamlined workflow within Salesforce, you seek support from 3rd party apps. However, some of these apps generate a massive amount of files and documents, taking up Salesforce’s primary file storage space. A prime example is XfilesPro DocuPrime, the most trusted auto-document generation app for Salesforce. Undoubtedly, as the files grow in numbers, your storage space will likely be overburdened. To tackle this challenge, XfilesPro migrates the files that get generated through any 3rd-party app to your external storage location by leveraging its Export Utility Trigger so that you can stay tension-free. Charge Zero Maintenance Cost By now, you have learned enough about the capabilities that XfilesPro provides to better manage your Salesforce file storage space. Now, imagine enjoying all these powerful features with zero maintenance costs. Sounds too good to be true, right? The great relief is no longer an imagination but a reality with the #1 document management app for Salesforce. Unlike other solution providers today, upkeep here is zero for all the potential benefits that XfilesPro offers. solution providers today, upkeep here is zero for all the potential benefits that XfilesPro offers. So, why need to wait for more? Schedule a demo! Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
