World Tour London Preview: How Our Document Management Solution for Salesforce Transforms European Businesses

We’re just days away from World Tour London and we can’t wait to showcase our #1 document management application XfilesPro as an event sponsor. It’s time for the global Trailblazer community to reunite at the heart of Britain to witness the latest Salesforce magic and stay ahead of the curve with innovations powered by CRM + AI + Data + Trust. With 70+ sessions, 15K+ attendees, 2K+ partners and customers, and 100+ sponsors, World Tour London will be the biggest Salesforce event in Europe. What gives us goosebumps is that XfilesPro is one of the proud Navigator Sponsors of World Tour London! We are thrilled to make our debut at this best-of-world tour as a sponsor bringing powerful solutions to transform Salesforce users’ workflow. So, our team is soon heading to Europe to join the pool of Ohana! The Salesforce Surge in Europe Salesforce is booming in Europe like never before. Businesses across industries including financial, healthcare, information technology, manufacturing, retail, and lifestyle are actively using the Salesforce platform to streamline their workflow. European businesses leverage the Sales Cloud immensely to streamline and optimize their sales process, enhance productivity, and generate data-driven insights as the application helps the teams manage and track leads and customer interactions. On the other hand, Service Cloud gained popularity in Europe for elevating customer service by putting AI-powered services, omnichannel support, and field and knowledge management into play. Several reasons including Europe’s acute focus on customer service, compliance and data security, strategic acquisitions, and partnerships make Salesforce successful in the market. The Challenges with Document Management for European Companies Although the European market is a fertile ground for Salesforce, the users widely experience some common challenges in managing documents. Here are some of them; Compliance with GDPR Data protection is a major concern for European businesses, especially with stringent regulations like the General Data Protection Regulation (GDPR), which demands businesses to handle customer data with utmost care. Moreover, different industries have their own regulatory conditions for handling documents. That means the document management solution they invest in for Salesforceshould comply with these regulations and provide tools and frameworks that help businesses meet those requirements. Data & Document Security Dealing with compliance regulations also imposes the responsibility to ensure the strong security of the data and documents. The solution should ensure that unauthorized users do not access vital business documents and that there is no chance that they land in the wrong hands. Any breach of the data would cause huge penalties and a bad reputation for the company. Scalability As the business grows, document management demands also evolve. The daily requirements for document creation and handling will be a daunting task, which will consume not only the employees’ hours but also the file storage space of the CRM. So, Salesforce users must be equipped with efficient file storage space and storage management functionalities that can scale without compromising on the app’s performance. Understanding the gravity of the above challenges and many others that Salesforce users in Europe encounter, XfilesPro is bringing its complete suite of document management to World Tour London. We are proud to showcase the XfilesPro expertise and how it can transform your everyday document dealings. How XfilesPro Revolutionizes the Document Management Game? Upon meeting us at World Tour London, you will witness an extraordinary platform to take care of your end-to-end document management needs in Salesforce. From the document generation stage to sharing it for review and eSign to store it in a secure environment, XfilesPro deploys every functionality you need to accomplish the lifecycle of a document. Step 1: Initiating the Document Generation Say goodbye to your ever-complicated and time-consuming document creation process as XfilesPro automates it for you. Our document generator for Salesforce efficiently pulls data from various objects and allows you to create documents by either importing templates or building new ones. With this app, you can effortlessly generate documents of any type, size, or quantity without requiring manual intervention. Step 2: Sharing it for Review, Approval, and eSign So, the document is generated. Now, you need to route it for review and approval by multiple personnel. With XfilesPro, you can rest assured that this stage of the document lifecycle is also automated, which makes the approval quick and seamless. Later, you can have your documents reach the hands of authorized users who can eSignand accomplish the process. Step 3: Storing Them Externally Finally, it’s time to store the documents in a secure environment other than Salesforce considering the limited storage space provided by the platform. With XfilesPro, you can integrate Salesforce with your preferred external storage including SharePoint, Google Drive, OneDrive, and AWS S3, and facilitate document migration. This helps you keep your file storage unaffected by document growth while achieving peace of mind about their security. That means the lifecycle of your document is completed in an advanced, automated, and easier way with XfilesPro. Now, let’s discuss how our solution can benefit European businesses. Staying Compliant: You can rest assured that your business adheres to GDPR guidelines, ensuring that your Salesforce documents are highly secured and retained for a longer time period in your reliable, preferred external storage. Moreover, XfilesPro supports SharePoint Tagging functionality, which helps the users add accurate tags against specific columns, which helps to easily fetch reports and run audits. Secured Documents: Firstly, XfilesPro provides an Access Control feature that ensures only authorized users access your vital information. Secondly, the Folder/File Preserve functionality adds more security to the files that are deployed to a particular user/group/profile. This functionality ensures that only people who belong to any of these categories will be able to access a document. Finally, XfilesPro has advanced security features to take care of your document-sharing process as well. Efficient Scalability: With XfilesPro, your Salesforce documents no longer reside in the Org, instead, they are moved to external storage owned by you (though linked with Salesforce). This means that the limited space of the file storage won’t pose any challenge to your workflow, ensuring that the CRM app is scalable with your evolving business
Salesforce World Tour Sydney 2024: A Spectacular Experience!

Finally, Salesforce World Tour Sydney is done and dusted. A year-long wait for one of the biggest tech events winded up on a high note.
5 Things You Shouldn’t Do at Salesforce Sydney World Tour 2024

The countdown to the most prominent tech event of the year has begun. Salesforce World Tour Sydney 2024 will happen in a few days. If you are one of those in-person attendees, you must be getting your ducks in a row to fly to the Southern Hemisphere. While you’re staying incredibly excited to be a part of the much-awaited Salesforce World Tour, here’s our helping guide to making the most out of it. Reading through the blog, you will discover the top five things that you shouldn’t do during the event. So, let’s get started. Don’t Forget to Pre-register for the Event As the future of business is coming to Sydney, you need to expect a massive crowd of global Trailblazers. So, it’s mandatory that you need to pre-register for the event for you and the team to avoid the last-minute hassle. Although the days are counted for the event, you can still register for the Sydney World Tour for the regular charge. Pick how you want to enroll your name as a general attendee, Salesforce Partner, or Salesforce employee from the list and get yourself/team registered. Once you pre-register, make sure you arrive early for the event on D-day to collect the badges that Salesforce has made for you. Don’t Go to the Event Without Having an Agenda If you wish to experience World Tour Sydney 2024 to its fullest, you must build an agenda by considering key sessions and events. Check the full agenda from Salesforce, choose the events that align with your business goals, and customize your own agenda for the World Tour. Do note that your event list must include key Partner Sessions, Customer 360 Theatre and Workshop Sessions, keynotes of popular speakers, important booth visits, and finally the most exciting Demo Jam. If you look forward to elevating your document management experience in Salesforce, add a meeting with team XfilesPro to your agenda. At our Platinum Sponsor booth, we will showcase effective strategies to better manage your documents in Salesforce. For your in-depth learning about document management, we’d like to welcome you to our live Theatre Session at Partner Theatre 1 at 9:20 AM. Moreover, our team will present an outstanding demo of XfilesPro at Demo Jam so that you can see the app real. So, mark your calendars! Don’t Miss the Chance to Find Solutions for Your Challenges World Tour Sydney is not just an event to meet the Trailblazer Community. It’s the place where you find answers to your questions and solutions to your challenges. Prior to the event, make sure that you have noted down the operational pain points of your business on your iPad or notes so that you can stop by the partner booth where the right solution is presented. Gain more clarity on the solution and clear your doubts by talking to the execs present at the booth. Please note that you can even receive a free demo to see the solution in action and some discounts if luck is on your side. Don’t Forget to Visit XfilesPro’s Platinum Sponsor Booth As we have already mentioned above, team XfilesPro will be awaiting your visit to our Platinum Sponsor booth. Our team will showcase an advanced document management solution that can elevate your document management experience in Salesforce. From one-click document generation inside Salesforce and storing it in an external repository to enabling collaboration for team members, we will be demonstrating a one-stop solution for your end-to-end document management requirements. Moreover, we will also present the expertise of our data archive, backup, and seeding applications for Salesforce and how they can help users manage data in a more organized and easy way. You can also explore the live demos of our apps and grab the amazing discount we have for your in-person visit. So, don’t forget to stop by us! Don’t Miss to Join Salesforce+ if You’re Not Attending In-person Can’t make it to the Down Under hub for World Tour Sydney? Fret no more, you can watch the complete event virtually through Salesforce +, which will stream live. Even if you wish to watch the event later, you can do it through this platform at any time. So, do register yourself for a never-like-before virtual experience. See You at Sydney Just like you, we’re also thrilled to reunite with Trailblazers after a year-long wait. We hope the factors mentioned above can help you attend World Tour Sydney more effectively without missing out on key things. Hope to see you soon! Save a slot to meet with team XfilesPro. 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
Why You Shouldn’t Miss XfilesPro’s Theatre Session at Salesforce World Tour Sydney 2024?

The Salesforce World Tour Sydney 2024 is in a few days and the buzz is definitely building. Like any other Trailblazer, we’re also thrilled to meet thousands of people congregating at ICC Sydney after a year. While the world is curious to witness how AI is transforming industries, XfilesPro is all set to host the Trailblazers as a top-tier Platinum Sponsor of the event. What doubles our joy is that it’s going to be the second consecutive year we are basking in the limelight as a Platinum Sponsor of the Sydney World Tour! Embracing the Power of Double Pride This time, Salesforce is gearing up for a mega event with over 140 sessions to showcase their product innovations and the power of Data + AI + CRM + Trust. For XfilesPro, the World Tour Sydney 2024 is not only a big opportunity to network with the global Trailblazer Community but is a great chance to present the next-gen capabilities of our document management solution to the world. For those innovation enthusiasts, who look forward to streamlining and leveling up their everyday operations, we’re proud to present XfilesPro’s document management solution at the Theatre Session. You heard it right! Theatre Session. Just like last year, we have once again received the golden opportunity to take the stage of the Theatre Session to share insights on ‘Document Management With XfilesPro: Smarter, Faster, Better.’ During the 20-minute live event, our experts Harish Kumar (Director, Co-founder) and Rakesh Rao (AVP, Sales) will take a deep dive into the common challenges associated with managing documents inside Salesforce and the most effective solutions for that. Because we feel it’s high time to help Salesforce users to do their best! Considering the huge volume of documents that mount up within Salesforce, their effective management mostly feels like an intricate task for Admins. During the Theatre Session, our speakers will unveil the best practices to deal with the growing volume of documents inside the CRM using XfilesPro’s advanced document management solution. Harish and Rakesh will offer a glimpse into different use cases depicting the hurdles in document management and XfilesPro’s key role in simplifying those challenges. Joining us, the audience will get a deeper understanding of the advancement of XfilesProand how they can get the most out of the document generation, storage, and collaboration capabilities that the solution offers. Talking about each application, XfiilesPo’s document generation app is designed to automate the creation of bulk documents within Salesforce with an effort of one click. The application provides added functionalities including template import and template creation and customization, access control, eSign attachment, custom note addition, multiple document type support, etc to unburden the complexities. Nextly, XfilesPro’s document management application majorly optimizes your file storage space and comes with additional functionalities such as no-code SharePoint, Amazon S3, OneDrive, Google Drive integration, auto file storage in external systems, easy migration/large file offloading, centralized document management, file archiving, file backup and recovery, folder creation and management, and much more. That means that the audience will gain solutions to their end-to-end document management requirements at the Theatre Session and joining us is crucial for them. If you’re one of those World Tour Sydney attendees, make sure you join us at 9:20 AM in Partner Theatre 1 for an outstanding session with our experts. See You at ICC Sydney Salesforce World Tour Sydney will be more epic than ever this year. If you look forward to getting the most out of the much-awaited tech summit, make sure you visit our Platinum Sponsor booth. We’re thrilled to learn from you how our products can accelerate your business growth. In addition to our document management apps, we will present the expertise of our data archive, backup, and seeding applications for Salesforce and how they can help users manage data in a more organized and easy way. Also, we’re more than happy to present live demos to show you how our apps work best for your demands. Choose a time to join our team at World Tour Sydney 2024! Looking forward to seeing you! 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
Why You Need to Meet Team XfilesPro, the Platinum Sponsor at Salesforce World Tour Sydney 2024?

The buzz is in the air. Salesforce World Tour Sydney will come to life in a few days. The year-long wait for the Trailblazer gathering at the Down-Under hub is finally reaching its end. This year, Salesforce is bringing the full power of Data + AI + CRM + Trust to innovation seekers at the Sydney World Tour. By showcasing the latest product innovations and how AI is transforming industries through 140+ sessions, Salesforce is in full swing to enthrill the attendees. For XfilesPro, it will be an epic reunion with global Trailblazers. We’re excited to dive again into the pool of trailblazers and innovators, recollect memories with them, share insights, and build a future together at ICC Sydney. What fuels our energy to be part of this once-in-a-year magic event is that XfilesPro is a proud Platinum Sponsor of World Tour Sydney 2024, followed by last year. One Booth, One Million Opportunities When the future of business is heading to Sydney, XfilesPro has everything Trailblazers need to accelerate that journey. Our team will showcase an advanced document management solution that Salesforce users need to transform their end-to-end document management process within the CRM. From one-click document generation inside Salesforce and storing it in an external repository to enabling collaboration for team members, XfilesPro accomplishes users’ necessities associated with effective document management. Breaking it down, the document generation application XfilesPro DocuPrime helps users create bulk documents in one click within Salesforce. The application comes with added capabilities such as template import and template creation and customization, access control, eSign attachment, custom note addition, multiple document type support, etc to remove hurdles as well as manual efforts from this ever-complicated task. XfilesPro’s document management application, on the other hand, keeps your storage space unaffected by document volumes, providing functionalities including no-code SharePoint, Amazon S3, OneDrive, Google Drive integration, auto file storage in external systems, seamless migration/large file offloading, centralized document management, file archiving, file backup and recovery, folder creation and management, and much more. Bringing a Full Suite of Salesforce Solutions to Sydney It’s not only the expertise of our document management solution we’re going to showcase at World Tour Sydney. We will be presenting team CEPTES, the pure-play Salesforce platform-focused company backed by all-inclusive partnerships including SI, MSP, PDO, and Authorized Cloud Reseller. The team will showcase CEPTES’ other product ranges including DataArchiva (Salesforce Data Archive & Backup), 200OK (Native Integration Platform), and their impact on the daily operations of Salesforce users. This means that visiting us is inevitable for attendees! Unlocking the Golden Ticket to Excellence Our Platinum Sponsor booth will be the one-stop for Salesforce World Tour attendees to explore modern data and document management approaches. In addition to our document management apps, we will present the expertise of our data archive, backup, and seeding applications for Salesforce and how they can help users manage data in a more organized and easy way. What else gives us goosebumps is that our experts received the golden ticket to host a 20-minute session on our document management solutions once again this time. They will share detailed insights on best document management practices for Salesforce, its impact on efficient document management, and some industry use cases for in-depth learning. The joy is double this time as we’re hosting the session for two consecutive years at World Tour Sydney. If you are one of the attendees and wish to stop by our booth to learn more about the data/document management solutions, here’s our welcome note to you. Our team is thrilled to meet with you and learn from you how we can help your growing business grow. We will be happy to present live demos and show you how best it works for your requirements. So, make sure you join team XfilesPro at World Tour Sydney 2024! As a return gift for your visit to our booth, we will be providing you with amazing discounts for our products. Now, it’s your call to finalize a time to meet us! Choose a time to join our team at World Tour Sydney 2024! Looking forward to seeing you! AMARLAL
From Sydney with Love: XfilesPro’s Journey At Salesforce World Tour 2023 Revisited

It was an experience like no other. It was a day to remember, a day to savor, and a day that showed us the future. We’re cherishing the moments of Salesforce World Tour Sydney 2023. It feels like just yesterday we returned from the Southern Hemisphere with our hearts filled with inspiration, innovation, and immense joy, which was a testament to our union with global Trailblazers. Now, as the world gears up to witness the magic again at Sydney, we’d love to take a trip down memory lane and look back at one of the most splendid Salesforce events we experienced a year ago. We welcome you to join us in this journey through this article. Taking center stage of Salesforce World Tour Sydney 2023 In a nutshell, the Sydney World Tour 2023 was an event of epic innovation. We connected with like-minded Trailblazers who search for modern solutions to their challenges. We networked, learned, and had fun with such innovative enthusiasts, and many of them are in a robust association with us today. Most importantly, it was a milestone like no other when we received the golden opportunity to be renowned as the Platinum Sponsor of the Sydney World Tour for the first time. We brought our data archiving and backup solutions for Salesforce DataArchiva, which was showcased at our Platinum Sponsor booth. We hosted a slew of Trailblazers at our booth and showed them the expertise of our data archive, backup, and seeding applications & how they can do wonders for any business to manage data better. The experience of being a Platinum Sponsor at one of the best Salesforce World Tours was remarkable, marking a significant milestone in our history. Harish Kumar, CEO and Co-founder of CEPTES says’ “It was an extraordinary experience we had at World Tour Sydney last year. We connected with a lot of Trailblazers and listened to their needs. The happiest part is that many of them became our customers now.” Nextly, we received an amazing opportunity to take the stage of the Customer Success Session and share insights on the topic ‘Next-Gen Salesforce Data Management Strategy.’ This opened the big door to engaging with an enthusiastic audience, showcasing the effective approach to managing Salesforce data with DataArchiva. Finally, our team also showcased a dazzling demo at Demo Jam and buttoned up the event on a high note. Joining Back to Trailblazers at World Tour Sydney 2024 A year went by. The Sydney World Tour is around the corner once again. With the heartwarming memories we collected last year, our team is flying to Sydney very soon to reunite with Trailblazers. This time, XfilesPro will be at the forefront at our Platinum Sponsor booth. We are going to showcase the top-notch capabilities of XfilesPro including one-click doc gen, easy external storage in SharePoint, AWS S3, OneDrive, Google Drive, and seamless document collaboration in order to supercharge end-to-end document management process in Salesforce. From document generation to external storage and employee collaboration, XfilesPro has many advancements that Salesforce users need to streamline their operations. Also, our team will be hosting a 20-minute session on our document management solution, where they will discuss prevalent industry use cases and elaborate on how XfilesPro is playing a crucial role in enhancing document management for industry leaders. So, make sure you meet with us at ICC Sydney on 28th February 2024. Let’s build something together while the world witnesses the future of AI. Save a slot to meet our team at World Tour Sydney 2024. Hope to see you in Sydney! AMARLAL
Revealing XfilesPro’s Impactful Presence at Salesforce World Tour Sydney 2024

Salesforce World Sydney 2024 is around the corner! The future of business is making its way once again back to down under to expose the full power of Data + AI + CRM + Trust. With over 140 insightful and thrilling sessions to explore, it’s a can’t miss experience for global Trailblazers to find solutions to their challenges and network with the inspiring community — everything in one day. When the world is gearing up to witness the future of business, how can we stay away? We’re proud to announce that team XfilesPro is heading to the Southern Hemisphere to join with Salesforce World Tour Sydney attendees after a year-long wait. What keeps our energy up is that XfilesPro wears the crown of a proud Platinum Sponsor of the Sydney World Tour, followed by last year. A top-tier sponsorship for two consecutive years. It’s a notch on our belt! Showcasing the Ticket to Excellence for Attendees To those innovation seekers who want to discover how trusted AI can transform customer experiences, we have many things in store. We’re going to showcase our next-gen document management solution which can truly transform your end-to-end document management process in Salesforce & help you streamline your workflows, improve productivity, and save operational time & costs. From swift document generation to unlimited storage and seamless document collaboration, XfilesPro has everything you need to elevate your workflow and customer experience. The document management solution comes with stunning functionalities including no-code SharePoint, Amazon S3, OneDrive, Google Drive integration, auto file storage in external systems, super-fast migration/large file offloading, centralized document management, file archiving, file backup & recovery, folder creation & management, and much more. So, make sure you join our experts at the Convention & Exhibition Centre (ICC) on 28th February 2024 to discover how to transform your document management experience and scale the next height for your business. Presenting Strategies to Innovate and Thrive Salesforce World Tour Sydney is going to be more epic than ever. Just like last year, our team will have a 20-minute session on our document management solution where our experts will talk about common industry use cases & how XfilesPro is helping industry leaders manage documents better. See You at World Tour Sydney 2024 It looks like the Sydney World Tour couldn’t be any better for us! With immense opportunities to connect, learn, and have fun with Trailblazers, it’s going to be yet another memorable experience. We can’t wait to expand our wings with innovative minds gathering at the much-awaited summit. So, let’s catch up! Choose a time to meet our team at the Sydney World Tour. 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
Riding the Wave of Success: Our Recap of World Tour Sydney Salesforce

Hey mates! Sydney was buzzing with excitement as the Salesforce World Tour took center stage, delivering an electrifying experience that will be talked about for months to come. From high-energy keynotes to mind-bending Demo Jams, and interactive customer success sessions, the event was a masterclass in all things Salesforce. We were swept up in the exhilarating atmosphere, learning and connecting with trailblazers from around the world. It was a day to remember, a day to savor, and a day that made us even more passionate about the world of Salesforce. As we speak, our top brass is basking in the sunshine of Sydney, ready to soak in all the knowledge the bustling city has to offer. While they’re away, we’re excited to share with you a recap of the incredible event that took place during their visit. In this blog, we’ll give you an all-access pass to the action-packed day that unfolded at the World Tour Sydney. We were one of the Platinum Sponsors this Year Gleaming in the glory of being a Platinum Sponsor for the Sydney World Tour event, we were thrilled to showcase our exceptional expertise in file and data management products. With infectious enthusiasm and unparalleled drive, we connected with numerous Trailblazers, leaving an indelible mark on the event. It was a resounding triumph for us, and we can’t wait to do it all again! The Customer Success Session was a Huge Accomplishment As the curtains lifted on the Customer Success Session, our hearts aflutter with excitement. With an eager audience before us, we delved into the topic of ‘Next-Gen Salesforce Data Management Strategy’ and shared our expertise with the Trailblazers. The air was thick with inspiration and innovation as we exchanged ideas and best practices for building a future-ready data management strategy in Salesforce. The exhilarating demo jam session As the crowd buzzed with anticipation, the stage was set for the grandest showdown of them all – the Demo Jam. With hearts pounding and eyes wide with wonder, we were completely enthralled by the showcase of cutting-edge products and brilliant demos from us and our fellow trailblazers. The session was nothing short of a revelation, giving us a panoramic view of the limitless possibilities that the Salesforce platform has to offer. Networking As the curtains drew on the World Tour Sydney, we were left with a bittersweet feeling of closure. But before we knew it, the excitement was rekindled as the trailblazers came together for a collaborative exchange of information. With munchies in hand and prospects in mind, we relished every bit of this final networking opportunity, making it a perfect end to a perfect event. Our Booth Amidst the buzzing of the crowd and the hum of excitement, our booth stood tall and proud, beckoning the Trailblazers to approach us with their queries and ideas. As we engaged in fruitful discussions and exchanged knowledge, we were amazed at the brilliance and creativity of our peers. The time seemed to fly by, but the connections we made and the insights we gained will stay with us forever, inspiring us to reach even greater heights in the Salesforce community. The World Tour Sydney Salesforce event was a whirlwind of excitement, learning, and connections that left us buzzing with energy. With our minds overflowing with innovative ideas and our pockets filled with souvenirs, we bid adieu to a day well spent. But with so much ground to cover, we know some of us may have missed out on something amazing. Fret not, as our team’s data experts will be in Sydney for a whole week, and we’re more than happy to catch up and continue the conversation. So, let’s keep the ball rolling and keep the magic of the event alive! AMARLAL