A Look at XfilesPro’s Top Features & Benefits – Your Solution for Limited Salesforce File Storage Challenges
Josh was running a law firm in Seattle, USA and was dealing with a lot of clients. He was quite popular as he was a specialist in offering legal services. He was dealing with a lot of legal cases, documents, and files, which required a powerful system to manage. One fine day, he decided to go for Salesforce as his business was rapidly growing and he was getting more and more clients. Everything was perfect. His efficiency in managing clients has significantly increased. He could now save a lot of time. All thanks to his new Salesforce system. However, he started realizing that the files and email attachments that he is dealing with are taking up a lot of file storage space & he would certainly run out of file storage space in his Salesforce Org. Being a small business owner, going for additional storage space was expensive for him considering the high storage costs. That was some challenge. He didn\’t want to move out of Salesforce as the system really helped him achieve greater success with a 2x productivity growth. This is not only Josh\’s story. There are many organizations that face similar challenges related to Salesforce file storage. Well… Josh was smart enough to look for potential solutions. He looked into the AppExchange. There he discovered XfilesPro. He did his research. Checked the app. Installed & tried a free trial. He was highly impressed & convinced. He quickly got in touch with the XfilesPro support team and wanted them to help him move all his Salesforce files externally in Google Drive with seamless integration & collaboration. Boom. Within less than a day, he got the solution for all his challenges. Now Josh is back to his routine work without worrying about the storage. As the #1 external file storage & collaboration solution for Salesforce, XfilesPro helped 200+ Salesforce customers like Josh efficiently manage their file storage problems and save high on additional storage costs. The application is highly customizable, admin-friendly & works well with Sales Cloud, Service Cloud, Community Cloud, Salesforce Platform, etc. More than just helping them save costs, the application has a nutshell of innovative features and gamut of benefits which makes it distinctive. Let\’s have a sneak peek of them. XfilesPro Features External Cloud/On-premise Storage Support Cloud: AWS, Google Drive, OneDrive, Dropbox On-premise: SMB Windows Share, FTP, FILE Customized Folder Hierarchy The remote storage folder structure can be customized based on object relations. File Management Files can be directly stored in the external storage & managed from the CRM. Templatized Folder Structure Automatic multiple folder creation during each record based on the template. File Export/Import Initial file migration from Salesforce to external storage can be done using \’Export\’ & can be also linked to the Salesforce system using \’Import\’. Bidirectional Sync Manage remote storage files directly from Salesforce. External File Sharing File URLs can be shared via Email with external users who are out of your Salesforce system in order to enable them to preview and download files. Recycle Bin for Deleted Files Any deleted files can be placed in Recycle Bin for future restore. Handling Email Attachments Attachments received through Emails can be automatically moved to external storage. Drag-and-Drop & Multi-file upload Upload one or multiple files at a time by either choosing Drag-and-Drop or selecting files. XfilesPro Benefits Here are some of the top XfilesPro application benefits. File Storage Cost Savings Seamless File Collaboration Multiple External Storage Support Secure File Transfer No Limit – File Size & Volume Unaffected User-experience Easy External File Sharing Lightning & Salesforce1 Support Recycle bin for Deleted Files XfilesPro is a leader in offering external file storage & collaboration solutions for Salesforce, helping multiple industries manage their Salesforce files and attachments. Many top industries including BFSI, Government & Public sector, Manufacturing, Education, Healthcare & Life science, Hi-tech, Non-profits, Legal, etc. have successfully used XfilesPro. So, what are you waiting for? Start your free trial now. For more info please request a demo. Check XfilesPro in the AppExchange. AMARLAL
Highlights of the Webinar on Salesforce File Storage
n n n n We would like to thank you for attending our latest webinar on Salesforce file storage titled “The Art of Managing Salesforce File Storage Cost-effectively”. It was a pleasure hosting so many of you and we firmly believe the information that we shared during the session was informative. By now you must have got a full recap of the webinar along with other assets in your email from our support team. For those who missed the webinar this time, nothing to worry. We are going to give you all the highlights of the webinar here in this post. n The speakers of the webinar were Harish, Rachana & Nandakumar who are the core team members of XfilesPro. Harish started the webinar by giving an overview of Salesforce file storage and addressing the current challenges faced by most of the Salesforce customers when it comes to Salesforce file storage. As Salesforce offered additional storage cost is very high, most of the enterprises look for alternative strategies in order to manage their files and attachments. Storing Salesforce files in external storage systems is one of the best strategies which many of us consider. But, what about other related challenges with this including file accessibility, integration, collaboration, etc.? There comes XfilesPro. n Rachana, who is the Customer Success Manager of XfilesPro introduced the application and briefly talked about how it is efficiently addressing Salesforce file storage challenges with its unique features and capabilities. Salesforce customers can use XfilesPro to store & collaborate unlimited files in any external storage systems (Cloud/On-premise) with seamless integration & collaboration. She also talked about a couple of awesome real use cases of our current customers and how XfilesPro helped them save huge file storage costs. n During the closing minutes of the webinar, Harish took us on a short drive into the top XfilesPro features and benefits and explained how XfilesPro has mastered the art of Salesforce file storage management cost-effectively. Today, XfilesPro has a strong customer base with over 100 customers spanning over every industry. n Thank you again for joining the webinar & making it a huge success. We will be shortly going to announce our next webinar date and title of this webinar series on Salesforce file storage. Please follow us on our social channels to get all the updates about the upcoming webinar. n You can have a look at the webinar recording here & can download the webinar deck here. n If you have similar challenges, please schedule a demo with our team today. nn n n n AMARLAL
Webinar: The Art of Managing Salesforce File Storage Cost-effectively
We are all set to begin our most-awaited series of webinars on Salesforce file storage. The request for this webinar series was at the peak after our successful webinar series on Salesforce data storage. In our upcoming webinar, we are going to have a deep dive into Salesforce file storage challenges and best-in-class tips and tricks to overcome them. If you are a Salesforce CRM user, there are high chances of you dealing with a lot of files & attachments. With time & growing business, enterprises add more number of users and also start using Salesforce more extensively. This will accumulate a huge volume of files & attachments. There will be a time when this will hit the file storage cap. How to deal with this? Deleting files which you don’t need? Does that sound practical? It doesn’t & it won’t work on a long-run. We often see enterprises want to use external storage systems for their Salesforce file storage. Is it that easy? Actually, it is. However, storing & collaborating Salesforce files in any external storage system needs a secure setting with a strategic approach. You need to execute a seamless integration between your Salesforce system & desired external storage. All these needs expertise along with highest technical skills. Well, this is your opportunity. This 30 minutes action-packed webinar will help you understand the best strategy on how to manage your Salesforce file storage by securely shifting all your files & attachments to an external system without impacting the user experience. Hosted by team XfilesPro, the webinar will talk about best practices of Salesforce file storage & collaboration in an external storage system including both Cloud & On-Prem. You will also see how to integrate Salesforce-AWS, Salesforce-Google, Salesforce-OneDrive, Salesforce-Dropbox, Salesforce-Any On-Prem Storage System for seamless external file storage with a purpose to reduce high file storage costs. Being the most trusted external file storage & collaboration solution for Salesforce, XfilesPro has been the #1 solution for quite a long time now. Salesforce customers from varied industries & of different sizes are using XfilesPro for their file management & saving huge storage costs. To know more, please check XfilesPro AppExchange Page. Webinar Details Title: The Art of Managing Salesforce File Storage Cost-effectively Date: 27th August 2019, Tuesday Time: 10:00 AM EST Duration: 30 Minutes Our webinars are usually housefull. Don’t get left behind. Register your spot now. Register Here We will share the webinar recording & other resources to the registered members. AMARLAL
Top five XfilesPro capabilities which make it the #1 Salesforce external file storage solution
As a Salesforce external file storage solution, XfilesPro has been clinical in offering best in class external file storage and collaboration services to multiple Salesforce users from varied industries. In order to make the solution more efficient, we keep on adding new features and enhance the existing ones in each of our new releases. Apart from reducing significant Salesforce file storage costs, XfilesPro is extremely popular among Salesforce admins because of its ease to use and automation capabilities. Today, XfilesPro delivers more than just Salesforce external file storage services. It’s highly efficient features have made it one of the must have applications for any Salesforce admin. The current version of the solution has plenty of amazing features which can make life easy for a Salesforce admin. Let’s have a look into the top five XfilesPro capabilities which make it the first choice external file storage solution for Salesforce. Also read: Top-Notch Salesforce File Management Capabilities of XfilesPro: Top 10 customer Appreciations A gamut of external storage options XfilesPro is compatible with most of the external Cloud as well as On-premise storage systems. Currently, the application supports external cloud storage systems such as Amazon S3, OneDrive, Google Drive, Dropbox, Box etc. and also supports any kind of local/on-premise storage systems such as SFTP, FTP, File System, Shared Drive, Shttps://xfilespro.com/top-notch-salesforce-file-management-capabilities-of-xfilespro-top-10-customer-appreciations/MB Windows Share etc. Recently we customized the solution and added Team Drive as one of the external storage options for one of our customers. Easy file migration utilities (Import/Export) File migration utilities feature allow Salesforce admins to seamlessly import files or attachments from any external system to their Salesforce system and also export any number of files or attachments from their Salesforce system to an external system. One of our customers recently used this feature to link over 6000 files from another CRM with their Salesforce system and then export all the files to Amazon S3. Using this feature Salesforce admins can quickly and securely share and link files to/from their Salesforce system. Custom folder hierarchy This feature allows an admin to manage all the files at the same time and also sort/synchronize all the files in an order s/he wants. Custom Folder Hierarchy links all the objects to their respective folders. Most of the unlinked files get directed to the document folder in the external storage to keep all the files synchronized and managed. This is one of the most favorite features for many of XfilesPro users. An automated solution XfilesPro has multiple automation capabilities. With performing simple settings, admins can make external file storage process simple and automated. Few of the notable XfilesPro automated processes are; Email attachments auto export to external storage. Email-to-case attachments auto export to external storage. Auto file migration to external storage after the lead conversion. Auto creation of default files/folders on every newly created record. Single-click automated Amazon S3 configuration. Easy drag-and-drop file upload. Auto file collaboration without affecting user-experience. And much more. Highly Compatible XfilesPro is a highly compatible solution which can be used in Lightning, Classic, & Salesforce. The solution works with Sales Cloud, Service Cloud, Community Cloud & Platform, as well as can be used by a Salesforce customer from any industry and of any size. The solution is also highly customizable to meet specific business needs, supports chatter files, multi-file uploads and allows file upload of any size. Conclusion XfilesPro offers plenty of other features and benefits which makes the application extremely popular among Salesforce users. Salesforce admins are using XfilesPro for various use-cases including Salesforce external file storage, Document management & collaboration, Secured file sharing, Import/export of Salesforce files, Compliance management, File management for communities/customer portals, File management for internal portals, and Managing sensitive files on-premise for security. Get in touch with our sales and support team to know more. AMARLAL
A Complete Understanding of Salesforce File Storage with XfilesPro
If you have ever kept your clients waiting, then be pretty sure that you have at one point or the other let them down. Sales has indeed become an integral part of all the enterprises and the core of all businesses these days. Throughout the entire lifecycle of any client, there are huge number of contacts, reports, opportunities, accounts and large number of documents of different types and needs. Since the requirement is always different, they also have different kind of storage and management which would cater to the perfect purpose. When it comes to file storage then, Salesforce has a complete different kind of storage system, that would take utmost care to reduce the stress level over your memory. Hence, it will help you increase your space and let your venture grow in a better manner. It also has an agile approach towards storing the files. Salesforce over the years has dealt with various types of documents and files. In fact, they have been constantly improvising to cater to all the latest technologies and need. Initially, it was only restricted to few types of files, the system has been upgraded to accommodate every kind of file. However, one of the most critical factors is the cost of the solution, as it turns out, it can sometimes be misleading. Many customers later discover, that in addition to the actual known price, there are some forced payments, which you have to clear to utilize the Salesforce file storage software more diligently. The cost of this file storage has always interrupted with many organizations workflow, especially the SMB’s. To relief this pain point, XfilesPro has been with organizations and help them get store their files with their own storage system at a less cost coverage. Salesforce File Size Limitations: The file size that is usually seen, is the 2 Gigabyte upper limit. This is in fact the maximum size allowed by the program. Since Salesforce has always been integrating with other applications, it should conform to all those limits where they are applied. For instance, if there is a 10 Megabyte limit to the file sizes in Google Docs. In a similar manner, the 5MB single file or the 10 MB file for attachment should not necessarily be a limit by the Salesforce, but one must adhere to it. Achieving the Competitive Edge with XfilesPro It’s Cost Effective: You can always and easily save your money with XfilesPro, in case anytime you have exceeded your storage limit from Salesforce. There is no Size Limitation: If you are thinking about attaching any file of any size and type, then its high time you should choose for XfilesPro. Most Compatible Network: XfilesPro will assist you in establishing the most compatible and authentic network for your file storage. It’s a Lightning Ready App: It is a Lightning Ready application with 3.8 version, to provide a better and efficient support. To know more about XfilesPro, get in touch with our team. Check the AppExchange page here. Also read:9 Ways Salesforce Customers Can Use XfilesPro AMARLAL
Using the cloud, don’t forget about your storage
As when we get down into a conversation with the executives about cloud, very often one misconception is held, that cloud simply means a computing platform. However, the conception is not very surprising as the computing part carries the application that is visible for everyone. This is however one of the major roles played by the cloud. Also read-Why Must Salesforce Admins Monitor Their Salesforce File Storage? Today we will discuss about one more component, of the cloud, which is equally important; if not more than the computing part. This is one layer that holds and controls all the data that are created and consumed by the applications. Hence, it can be said that cloud storage is highly critical, as the modern cloud architecture pattern requires applications to store data within a separate persistent service, rather than locally in the application. To put it in other words, good cloud practices always encourages the creation of a stateless architecture, that completely prevents the data from being lost. However, making the cloud computing decision is not an easy one – cloud relatively provides for limited computing options. But the storage domain is quite complex with several and persistent storage options. Moreover, each of them have a different structure, usage and function. How to determine the best cloud storage option for your business purpose? The fact is that, selecting the perfect storage option is not something to be done within a whim. It is something so complex that an independent and strategic approach is required to consider tradeoffs across major five dimensions. These dimensions are the following: The storage cost per storage unit Storage as well as the retrieval performance The storage availability and durability The process of adaptability of storage structure and access The major storage security So, the next question that arises is which type of cloud storage is best? Let’s look at some of options and their pros and cons: Disk Pros: The fast access to data and as well exclusive usage by each of the compute instance Cons: Quite a limited growth without any kind of interruption after initial provisioning Caching Pros: It can always be shared among multiple compute instances and provides rapid access to data Cons: Requires the application development knowledge to be used effectively File Pros: Provides the highly scalable, durable structure of files, can grow on demand and is easily shared Cons: The access time is slower with higher latency; requires some high-bandwidth network The bottom line Hence, it can be concluded that whenever you create a cloud solution, it is always necessary to sort through many cloud storage, as well as the persistency services to choose the correct form for your business. This selection requires planning and consideration what most organizations initially anticipate, and certainly this is more than what’s required to make the correct cloud computing choice. Hence, the requirements must be carefully thought about before selecting the storage solution. To know more about XfilesPro , get in touch with our team. Check the AppExchange page here. AMARLAL
Understanding Salesforce File Storage Limitations
Over the last two decades, Salesforce has emerged as the #1 CRM provider in the world. Thousands of businesses from different verticals & sizes are relying on the massively popular Salesforce applications to boost their sales & service processes and also trusting its robust platform to build powerful business applications. Though Salesforce offers a multitude of benefits in order to ensure consistent & hassle-free performance every time, the CRM giant also limits some of its functionalities in order to maintain its high performance & consistency. One such notable limitation is storage. Please note that any Salesforce org has three default storage spaces including files, data, and big objects. In this blog, we are going to focus on Salesforce file storage & will discuss some of the Salesforce file storage limitations. Whenever a user uploads/generates/receives files (commonly notes & email attachments) of any type while using Salesforce, they get stored in a primary repository within the app. This applies to any standard user as well as a community user. How much file storage space do you have in your Salesforce org? When it comes to default file storage; Salesforce editions such as Contact Manager, Group, Professional, Enterprise, Performance & Unlimited get 10 GB space per org, while the Essentials edition gets only 1 GB. In addition to this, every Salesforce org offers some additional file storage space to standard users depending on the edition and the number of user licenses. Enterprise, Performance, & Unlimited editions get an additional 2 GB of file storage per user license, while Contact Manager, Group, & Professional editions get 612 MB per user license. What is the maximum size of file that you can upload in Salesforce? Salesforce doesn’t only have limited offered storage space, it also limits the file size when it comes to storing it within the app. Below are the file size limits; Salesforce Files (Files home, in libraries, in Chatter posts and comments, on a record’s Files related list): 2 GB Attachments (On a record’s related list in Lightning Experience. (In Lightning Experience, attachments are added as Salesforce files): 2 GB Documents, Salesforce Knowledge Attachments & Chat: 5 MB Each Please get more details
Top Five Reasons to Choose XfilesPro over other Applications
Amazon S3, Google Drive or Box are some of the popular File Storage Applications available on the Cloud. However, the usage of all can only be marked with some assistance. Such support is provided by XfilesPro, a Salesforce Files Management App. Today we will discuss five reasons, why should one chose XfilesPro over other applications. Build entirely for Salesforce: XfilesPro is developed on the Force.com platform, and all the components are set over Salesforce. Accordingly, it can be said that being a native Salesforce App all the standard functionality like the workflows, approvals, and profiles for file access can be used for XfilesPro. Easy and Expandable Cloud Storage: XfilesPro is seamlessly integrated with thousands of apps. Preloaded with Amazon S3 and Google Drive storage options, as well combining with more, to get apprehended as an intelligent cloud management app. Hence, XfilesPro acts as Salesforce files management software with the quickly build enterprise-grade custom apps. In this way, our customers can further have options to choose their local or the internal systems like Local/Network Drive. Public Sharing is Always Secure: Having the benefit of sharing your files with anyone, under stringent safety policies, is hard to find. With XfilesPro you are present in the cloud and at the same time eligible to share your files with anyone outside your reach or organization firewall. The process of sharing a simple public link, along with password protected links and expiry date set-up, you can take the benefit of sharing. Customization and Integration: Being a native Salesforce App XfilesPro can be easily customized to suit your business needs and requirements. This can also be categorized as easy mobility, which means that you can always move your files as per the requirements. Hence, every aspect of XfilesPro can be customized and integrated as per the needs and demands of our customers. Cost-Effective Measure: There is no doubt, in fact, that most of the Salesforce File Management Apps, are quite expensive. Buying space within Salesforce is again quite expensive. At such juncture, XfilesPro is always available to offer you with the best cost-effective measures. Our pricing list is designed in a way to suit your business needs financially. AMARLAL
Salesforce File Storage-An Easy Solution
Anything that can make managing data easy is something you should be considering; Salesforce File Storage is something that you should be looking at. Managing data is a challenge today because there is a huge amount of data that is collected in the regular course of the business day. Storing information, files, and historical data are likely one of the biggest challenges when it comes to managing your data. File Storage File storage is a very important feature in your data management arsenal. The right file storage will help you to manage new data and historical data. When you are choosing a file storage system, there are some key features that you want to look for to ensure that you are getting the most out of your file storage capabilities. Secure environment Ample space Ease of use Secure Environment Your file storage system has to be secure because you cannot risk your data. A data breach is a serious incident that can easily negatively affect your business. A secure environment that you can have complete confidence in is one of the most important things you should be looking for in file storage systems. Security has to be a top priority. Ample Space Ample space is a must as well. You want to be able to have enough room, this may seem like it is something that should be organically understood but it often is not. In some cases, the storage space can be cost prohibitive when you need extra space. You should not have to pay an excessive amount to get the amount of storage that you need. Ease of Use Of course, you want to have access to ease of use capabilities. It is important that you can easily use the file storage capabilities. You should never have to give too much thought to your file storage. It should just be present and easy to use. Finding the right file storage that can combine all the qualities that you have to have and then some can easily make your data management tasks a breeze. Data management including storage should be simplistic yet secure. It should be completely automated with very little input from you or your staff. It should happen naturally without any issue. CEPTES has the solution for your file storage. Once you have the solution that you need, your files can easily be managed. AMARLAL
