Beyond Business: The Vision and Values of XfilesPro
Whether intentional or not, every company upholds certain values. At XfilesPro, our values are not just principles. We live by our beliefs and ensure that they resonate with our hearts. That way, we accomplish XfilesPro’s business objectives with a sense of fulfilment. What We Do at XfilesPro? We are a dedicated Salesforce partner focused on transforming the digital landscape through advanced applications on AppExchange. Previously part of CEPTES, we evolved into an independent ISV entity, namely XfilesPro Labs in 2024 by marking a new chapter in our journey of innovation and growth. We leverage the latest technological advancements to resolve the complex challenges of Salesforce users and make their lives easier. To achieve this goal, we build comprehensive applications in-house. Over the years, we have empowered Salesforce users to efficiently create, store, and collaborate on documents through our applications — XfilesPro Doc Gen for automated document generation and XfilesPro for document storage and collaboration. Similarly, we handle their data archival and protection demands through DataArchiva’s native, external, and backup applications. Recently, we rolled out two more apps, one for automated email management and the other for data extraction from Salesforce documents. Named Xmailbox and Xtract, both applications leverage the power of Artificial Intelligence. With over 1,000 customers across 20+ countries and 15+ years of rich experience, XfilesPro has become a trusted partner for businesses seeking comprehensive, unified solutions to manage documents effortlessly and reliably. Principles That Drive Us Forward Since our inception, we have focused on excelling in business while doing good for our people and the communities we serve. Our exceptional values set us apart in terms of culture and help us foster a robust relationship with our employees, customers, and investors. Our Vision We envision transforming the digital landscape with solutions that inspire growth, elevate innovation, and exceed expectations in every client partnership. Our Mission We aim to continuously innovate and redefine digital solutions, enabling our clients to grow, excel, and stay ahead in an ever-evolving digital landscape. Artboard-34 Our Values We uphold the highest ethical standards in every partnership, prioritizing collaboration, innovation, integrity, and customer success—all while staying true to our core values. Our values are; The Pillar of Leadership at XfilesPro Strong leadership is the foundation of meaningful principles. We are proud to have Mr. Harish Kumar, the founder and CEO of XfilesPro, at the helm of our journey, whose vision drives innovation, fuels growth, and upholds our core values of integrity and customer success. His forward-thinking leadership ensures a dynamic and purpose-driven future for XfilesPro. “Beyond business, XfilesPro serves some purpose that shapes our identity. We aim to create lasting values for the people and communities, which is also integral to our definition of success,” says Harish Kumar. With Harish, we have a group of people who work together to accomplish XfilesPro’s goals. We understand the gravity of our company’s principles and strive to uphold them in every decision. It’s our determination to fulfill XfilesPro’s principles. We are a team! We are 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
Introducing Get Files: An Advanced XfilesPro Feature for Easier Document Sharing & Collaboration
Simpler document sharing and enhanced document collaboration are becoming more critical in business. Understanding the high and evolving demand for document-sharing capabilities among Salesforce users, XfilesPro has rolled out a new feature ‘Get Files’ in its latest release. It’s the advancement our application offers for Salesforce customers to streamline their daily document management experience. In this blog post, let’s discuss how Get Files empowers Salesforce users to ease their workflow. What is Get Files? Get Files is a new XfilesPro feature using which Salesforce customers can get required files from external users faster. The external users can share files through email and those will be automatically stored within the right folder. That means no manual hassle with a faster and more reliable process. This feature will take XfilesPro’s document management capabilities to a whole new level and add more power to the application’s document collaboration abilities. XfilesPro has been a pioneer in offering document generation, eSign, storage, and collaboration solutions to its global customers through AppExchange. How Does Get Files Work? Get Files adopts a link-sharing method to initiate the file-transferring process. Here, Salesforce users can easily generate a unique link directly from the XfilesPro application and share it with relevant stakeholders (external users) via email. Once the external users (partners, customers, etc.) receive the Get Files link, they can use the ‘Upload Files’ button to import any number of documents on the go. As mentioned above, these documents will be directly stored in the integrated external system inside the adequate folder so that your Salesforce file storage remains unaffected and document collaboration, access becomes hassle-free. In brief, the Get Files feature simplifies the file-sharing process for a better workflow. Now, let’s look into the benefits of this latest XfilesPro advancement. Simplified File Sharing Process It’s no longer manual uploading or sharing files in Salesforce, which often comes with complexities. With ‘Get Files,’ sharing Salesforce files and documents is like a cakewalk that gets done in a matter of a few clicks. No matter if it’s one or a large number of documents, this link-sharing feature allows you to upload documents to Salesforce in a shot. Efficient Document Collaboration Beyond fostering a seamless file-sharing experience, Get Files nurtures enhanced collaboration for Salesforce users. Whether it’s sharing project updates, soliciting feedback, or collaborating on documents, the innovative functionality empowers your team members and external people to simultaneously and efficiently work on documents regardless of their location or time zone. Centralized Document Management Having multiple platforms to store, access, and manage documents is highly onerous. Through Get Files, XfilesPro efficiently addresses this challenge by consolidating the file-sharing process within the app, resulting in centralized file management and organization for users. Here, your external system acts as a unified storage location to store all the uploaded documents, eliminating the need for disparate storage solutions. Robust Security Measures XfilesPro understands the importance of safeguarding sensitive information a document contains. This is the reason Get Files adopts strong and stringent security standards to secure your documents. From encryption protocols to access controls, the feature ensures the security and privacy of your files, giving you peace of mind. Seamless Integration If you’re wondering if the arrival of Get Files would cause any inconvenience to your existing workflow, fret no more! This advanced feature adheres to your processes and productivity tools. No matter if you leverage Email Clients, project management platforms, or cloud storage services, Get Files complements your existing toolkit, enhancing efficiency and collaboration across the board. Now that you understand the potential results that Get Files can drive for your business, you’re curious to explore the feature in action. To see how Get Files works for your business, schedule a demo with one of our product experts! 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
How Does XfilesPro Make Document Sharing Secure and Seamless in Salesforce?
Every business is built on teamwork. And, the success of teamwork is defined by effective communication and collaboration among teammates. One of the key components of efficient collaboration is document sharing inside Salesforce. Whether it’s sharing reports, proposals, presentations, or other vital documents, the ability to seamlessly exchange information inside the CRM is crucial for boosting productivity and innovation. It’s the driving force behind achieving business goals. The most popular document management application for Salesforce, XfilesPro understands the significance of securely and effortlessly distributing documents within the Salesforce platform. So, XfilesPro offers many advancements to streamline this everyday process. The Enhanced Security Model for Document Exchange XfilesPro provides two distinct capabilities based on whom you share the document in order to facilitate the information exchange between multiple parties. Let’s look into each of those. Internal Document Sharing: Here is where you can share files, documents, and information within a team or organization. This type of sharing occurs among employees, departments, or project teams who work together within your company. The key purpose of internal document sharing is to effectively collaborate, communicate, share knowledge, and enable workflow management for your employees. To ensure security during this process, XfilesPro upholds certain standards. XfilesPro permits only authorized persons to share documents with other users, profiles, and groups. Here, Admins have complete control over deciding who can be entitled as authorized users and the authorized users can decide who can view, edit, and delete a file. This means that any unauthorized individuals do not share or access your Salesforce documents so you can rest assured about its security. External Document Sharing: This involves sharing documents and information with individuals or entities outside of your organization. To be specific, external document sharing occurs with external stakeholders such as leads, vendors, partners, customers, or suppliers. The key purpose of this way of document sharing is to enhance collaboration and communication with external parties, which is vital to the business’s success. To ensure security during external document sharing, XfilesPro has a specific criterion to meet. While sharing a document, the owner of the document needs to share a password-protected link via email to the external user. This link is one-time usable and has a certain validity time defined by the owner. Therefore, it is ensured that the document remains inaccessible to irrelevant users without the owner’s permission. In brief, XfilesPro leaves no stone unturned to cause a security breach on a document while sharing with internal or external people. Going Above and Beyond to Preserve Document Security XfilesPro’s commitment to security extends beyond document sharing. As you know, XfilesPro takes care of your complete document management in Salesforce. To not let your business suffer from the limited storage space of the CRM app, XfilesPro moves your files from Salesforce to any of your preferred external storage including SharePoint, AWS S3, Google Drive, and OneDrive. Here, most users are worried about document security post-migration to external storage. The good news is that XfilesPro has many more advanced capabilities that safeguard your documents in the outside repository. Here are two of them. Access Control: This is the fundamental component of document security which empowers Admins to provide user/profile level control on document creation, deletion, download, and upload. That means Admins can define which user/profile should obtain different kinds of document control in the external storage. Access Control plays a crucial role in safeguarding the confidentiality of the file and mitigating risks of breaches. Folder/File Preserve: You can leverage the benefits of Folder/File Preserve functionality by enabling the document deployment 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 particular document. Here also, the owner can decide who needs to be added under any of these categories and what documents they can use. Again, security is guaranteed! In a nutshell, XfilesPro delivers superior functionalities to ensure document security in Salesforce. If your business wants to secure Salesforce documents with XfilesPro, please connect with one of our experts. 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
How Xfilespro Has Transformed to 10x Faster: A Comprehensive Guide
When a business looks to leverage an advanced application to manage documents better in Salesforce, they expect the app to meet their document management needs efficiently as well as perform faster without impacting user experience. A document management application needs to be seamless & easy to use, especially when a user is dealing with a large number of documents daily. As the #1 document management application built for Salesforce, XfilesPro is well aligned with today’s business demands & customer needs. To take our application to greater heights, we started a journey to become ’10X faster & we are happy that we accomplished that in a quick period. A Journey of Continued Innovation and Success Being a decade-old document management application for Salesforce, XfilesPro is the most trusted choice for Salesforce customers from around the globe ranging from multiple industries. From entering into the ecosystem as an application to optimize the Salesforce file storage space to a fully-fledged platform that mitigates a wide range of pain points of the users related to document management, XfilesPro has taken a significant transformation over the years. Today, XfilesPro is capable of elevating the document workflow, offering innovative functionalities such as automated document generation in Salesforce, eSignature, external storage integration, seamless collaboration, etc. Let us make it more clear. If your business demands integration between your Salesforce with SharePoint, AWS S3, Google Drive, or OneDrive to enable document migration from the former to the latter, XfilesPro acts as the perfect integration tool. Faster, Smarter, Better: The XfilesPro Advantage With all those advancements to offer, XfilesPro further upgraded by embracing the face of rapid implementation and processing methods that are newer and agile, with modern features that fulfill users’ needs. There are some prominent aspects that define the meaning of 10x faster for XfilesPro. Let us look briefly at each of those. Faster to Install and Configure: Unlike other document management apps, XfilesPro doesn’t require complex configuration processes or comprehensive documentation to get done with its installation. Instead, it acts as a self-guided application that provides easy, in-app steps to establish a seamless integration between Salesforce and your preferred external storage system, eliminating the need for extensive technical expertise or assistance from the support team. Users can easily navigate through the setup process, customize settings according to their preferences, and start using the application without encountering major hurdles. In fact, XfilesPro enforces a Do-it-Yourself (DIY) model, which ultimately results in faster implementation time, enhancing user satisfaction by minimizing frustration, complexity, and time. Faster Adoption and Usage: As the adoption is faster, XfilesPro reduces the comprehensive learning curve by empowering users to become proficient with the app more quickly. This leads to increased productivity as they can leverage XfilesPro’s file management capabilities sooner, resulting in time savings and efficiency gains. Additionally, faster adoption also ensures quicker deployment of XfilesPro’s advancements, such as improved document workflow, streamlined processes, and better collaboration among team members. Another greater benefit of XfilesPro lies where it functions as an admin-friendly application that is powered by intelligent automation. The application automates the end-to-end document management processes and eliminates unnecessary human interaction which causes productivity disruptions. Moreover, XfilesPro ensures extreme convenience for users by allowing them to create customized folder structures in Salesforce, tag content against specific columns in SharePoint, and upload multiple files with the added convenience of drag-and-drop functionality. This delivers a seamless experience managing files. Faster ROI: The faster it is, the quicker the Return On Investment it means. Firstly, XfilesPro drastically reduces the time and resources required for deployment, which ultimately drives cost savings associated with the implementation efforts. Additionally, the faster implementation and the adoption of the app make the users capable of experiencing its cutting-edge functionalities including seamless collaboration, which empowers the sales team with swift deal closure and the support team with quicker customer query resolution. This accelerated time-to-value also adds to ROI enhancement. The Fast Track to Success The conveniences that a 10x faster application like XfilesPro can bring to a growing business are enormous. Better Customer Experience: As XfilesPro enables quicker customer query resolution and improved on-time delivery of requirements, it results in high customer satisfaction. Reduced Time to Value: By expediting the adoption process, businesses can promptly integrate XfilesPro into their workflows, which helps users start leveraging its advanced capabilities without delay. Process Improvement: With XfilesPro, businesses can automate many routine file management tasks in Salesforce that implement smarter workflows and drive efficiency. So, why can’t you benefit from the ‘10x faster’ app to deal with your Salesforce files? To learn how XfilesPro can drive your success,connect with us. 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
XfilesPro’s Guiding Principles: A Closer Look
“Quality is our commitment to excellence, ensuring that we deliver the highest standards of products and services to our customers.” XfilesPro came to the market in the year 2013. With the pondering thought of how to augment the file management experience in Salesforce, our experts sat together and birthed XfilesPro. The managing of files in Salesforce was taking a toll on the #AwesomeAdmins and this was the time even when the best practices of file management in Salesforce were not of any use. With the advent of XfilesPro in the AppExchange in the year 2013, there has been no looking back. With over 500 customers and 500K+ licenses, our customers are happy and exuberant as XfilesPro helped them automate their file migration process from Salesforce easier. Captain FiDo, our product mascot, joined XfilesPro to lead our customers on the right path. For the past year, FiDo has been monitoring the file management process and is also a constant support to its users. In this blog, FiDo is going to direct you toward our core values and the reason for our success. Also read: Everything You Need to Know About Captain FiDo Hi. I am FiDo. Your best companion to help you enhance your file management process in Salesforce with XfilesPro. As much as I have observed, the reason why XfilesPro still tops the bar of file management in AppExchange is because of our core values which are explained in detail below. Growing Together By integrating XfilesPro into your Salesforce, the scale of your success will be grown to a higher level. As we gain more customers results in our growth, by using XfilesPro, the organization also has its own set of perks. All our customers have increased their ROI, enhanced better productivity, had smooth file management in Salesforce, and many more after integrating Salesforce into Xfilespro. Customer Success XfilesPro gives its first preference to its customers. It makes sure that the requirements are met and also in some cases customizes the capabilities as per the customers’ choice. XfilesPro never fails to disappoint its customers and is always striving to give them what they came seeking. We Innovate XfilesPro is constantly innovating itself to serve its customers better. Pushing boundaries and thinking outside the box has always been their cup of tea to success. XfilesPro is striving to be at the forefront of technology and is committed to breaking the ground and delivering solutions for modern customers. Integrity XfilesPro considers integrity as the bedrock of success. Honesty, transparency, and ethical conduct are something they consider as a mainstay. XfilesPro believes that integrity is essential to succeed and the trust their stakeholders place in it. All the above core values are what made XfilesPro what it is today. Enduring a seamless file management experience in Salesforce today is one of the most essential aspects of success. These guiding principles have served as our beacon, showing us the way and paving the road to success. Together, we wholeheartedly embrace the spirit of creativity, unwaveringly uphold the principles of integrity, and strive to make a positive impact in all our endeavors. That was FiDo helping you understand XfilesPro’s core values from a deeper perspective. We are not anymore just a file management and storage optimization application but also have upscaled our capacity to help you automatically generate documents in Salesforce. XfilesPro and XfilesPro DocuPrime have been working hand in hand and helping several organizations to have their success redefined. If you are looking to know more about how the products work, our product experts are always there to help you comprehend them better. Why wait? Click on the link below and get yourself a free demo. AMARLAL
To the great year of 2022, we look back with a lot of pride & happiness.
XfilesPro has been on a long venture. Our customer journey value had always been on point because our prime motive was always to have a customer-friendly experience on XfilesPro. Easing into the skin of the game for file management and external storage integration in Salesforce, XfilesPro has been the customer’s favorite since its inception. This blog is just our expression of gratitude through numbers and also gives an insight into how much you customers gave us this year. So, let’s get started. Closed Our 500th Customer This was a number out of our reach when we first started his product. But with your interest in us, times have changed and we are frontiers in file management in Salesforce. On-boarded 20 New Partners We believe that collaboration is a much-needed aspect of today’s business world. We slowly started with a few partners and now we have grown to have 20 partners. XfilesPro DocuPrime was launched Our latest baby XfilesPro DocuPrime came into existence this year. This top-gen Salesforce app is for creating documents automatically. Trust us, this is going to be a lifesaver in the near future of the Salesforce ecosystem. Captain FiDo – Product Mascot of XfilesPro Completing 9 years in the Salesforce ecosystem, we gifted XfilesPro with a new buddy, Captain FiDo. Being an empathetic and smart leader, hereafter you will have captain FiDo alongside joining you guys in the ocean of file management. 5 New Features were included in the App To improve customer experience and usability, XfilesPro extended its functionalities with 5 new features. They are: SharePoint Tagging Google Drive Folder Syncing SharePoint Online Support SharePoint Online Folder Structure Multi-org File Integration 500K+ Licensed Users 9 years down the lane, we have 500k+ licensed users on a global basis. XfilesPro has been always the #1 file management on AppExchange and our customers have always kept their faith in us. 250M+ Files Uploaded File management is a chaotic affair in the Salesforce ecosystem. But since XfilesPro is in the market, around 250M+ files have been uploaded to different external storages as per the customer’s choice. 17+ Industry Footprint Files are an important aspect be it any field. XfilesPro is a versatile application that is being used across 17+ industries for their file management and external storage integration in Salesforce. 98% Renewal Rate With loyal customers having our back, we receive a renewal rate of 98% which is increasing year by year. This number stands as a true testimonial and we are very much grateful for this tremendous renewal rate. And now, with the year-end celebrations, and the Christmas and New Year Gala all around the world, team XfilesPro is content and happy for the hard work and dedication being paid off. Also, we wish you a very Merry Christmas and a Happy New Year. If you are looking for a file management application for your Salesforce files, you have reached the right destination. Hop into the XfilesPro train and have a chat with our product experts to get an extensive guide on the #1 file management application AppExchange. AMARLAL
The new Christmas Duo is here – Santa and Captain Fido. Plan Your Wish List Now.
Season’s Greetings y’all !! No one should be alone on Christmas – The Grinch. Even your exceeding Salesforce file storage should not be left unmanaged this Christmas. Watch your step wherever you go, because you may step on a mistletoe. Have you ever gone through such a situation wherein you hit the Salesforce file storage and had nowhere to export your files? All are aware of how pricey the extra Salesforce file storage is. Just as the Christmas saying goes “May your merry be large and your bills be small”, we completely agree with you. Hence to save you from this humbug, XfilesPro Santa is here to save your tinsel from the twist. The real Santa is here. This Santa is special. You will get to know about it in the later part of the blog. Before getting to it, let’s discuss some real-time sorrows. File management in Salesforce is a critical issue that runs around the clock every year considering the limited storage. The Salesforce files uploading to an external platform is really a huge problem to resolve. Christmas is always the time to do something extra. So this year why not treat yourself with the XfilesPro Santa? XfilesPro Santa mainly focuses on Salesforce file storage optimization. Whenever your Salesforce file storage is exceeded, you now know whom to rely upon. If you are still not getting an idea of how effectively the magic of XfilesPro works on your Salesforce files, keep reading through. Suppose with a growing number of users or steady growth of files, your Salesforce file storage exceeded. Now one thing you can do is brainstorm some ideas regarding Salesforce file management best practices. The plausible option you can come across is by Salesforce file upload to an external platform by manual means or by deleting some files and having your Salesforce file storage optimized. Now if you look at the Salesforce file storage costs, you will be at a real disadvantage. With your raging growth, there are high chances even this storage can get depleted soon. But what if just like the magic of the first Christmas snow, there comes a savior to help you vanish all the Salesforce file storage optimization concerns? Acting as a pathway, XfilesPro Santa along with its Captain FiDo elf is going to help Salesforce file upload to an external platform. You can move your desired or all files to any of the external cloud storages such as SharePoint, Google Drive, OneDrive, and AWS S3 or On-Prem systems such as SFTP, Network Drive, and SMB. Just like how Santa has the right idea to meet people once a year, XfilesPro can be initiated once and with the initial file uploading, and then there will be an auto file export done as per the needs. Forget the past with the present of XfilesPro. This merry season, free yourself from pending duties and enjoy Christmas the right way. Let’s make this December worth remembering. Christmas is here. Let’s make peace on Salesforce file storage, goodwill to Salesforce Admins, and make them enhance the Salesforce file storage management game with XfilesPro. XfilesPro is the number one application on AppExchange for file management and external collaboration. With XfilesPro Santa coming to you, 2023 is going to be your most productive year. Schedule a meeting with us and get to know more about XfilePro Santa. Wishing you a Merry and Fruitful Christmas. If you are writing a Santa wish list, you know what product should be the first on it. AMARLAL
Top 3 Moments during XfilesPro’s 9th Anniversary Event
FiDo is now the proud mascot of the #1 file management and document generation application. With XfilesPro’s 9th birthday, this was one of the fancy additions to the family. Captain FiDo as we refer to him is an empathetic leader and a friendly personality. By the looks of it, you can make that Captain FiDo is a dolphin. Dolphins are the most intelligent animals in the sea fraternity. When XfilesPro is ruling the AppExchange regarding file management and document generation, a dolphin is a perfect associate for XfilesPro. On D-day, our Director & Co-founder Harish Kumar did the honors of unveiling the mascot. With a lot of joy and anticipation, the unveiling of FiDo took place amidst all the personnel of Ceptes. A loud round of applause was passed on the unveiling and FiDo was welcomed to the family with joined hands. Later on, a small insight into the product mascot was given to the audience. Amidst all the new updates and upgrades the cake-cutting ceremony was like icing on the cake to make the day more cherished. Everyone posed with Captain FiDo and got their pictures clicked. The Journey of the App We are delighted that we have had a tremendous journey and we are looking forward to many more years of glorious success in the years to come. The journey was a gradual uphill to triumph. No matter how many tempting parking spaces we came across, we came hell or high water and faced them to reach where we are now. Our innovative expansion has taught us to stay patient and consistent. From the launch of EXTFM to XfilesPro, we have come a long way. We started initially with 10 customers supporting only AWS S3. Later on, in the coming years, we eventually grew with 100+ new customers and around 450K+ licensed users. Today’s success is our motivation for tomorrow’s goals. Right now, XfilesPro is all set to have its most advanced upgrade in this face-lift. The feature of document generation provides you with an ample amount of ease in your workflow. Document automation will help in better productivity and help you save a lot of time. An error-free document is every Salesforce Admin’s dream. For Zero Errors & Better Efficiency, Better Productivity & Cost-Effective, and Creating customised documents with templates, XfilesPro DocuPrime is the perfect solution for you. Celebrating the APAC POTY award The creative geniuses that our team members are, have earned us a lot of awards and accolades. We integrate strategy, creativity, and experience to build our products. Our graph has always gone exponential. The innovation combined with teamwork is why we hold the AC Partner of the Year 2022 in the ISV Innovation Category. It was a proud moment for us and we are looking forward to winning many more awards in the upcoming years. Having said enough about XfilesPro’s 9th anniversary, this is the best time for you should get your Salesforce integrated with XfilesPro as it is going through the most innovative phase. The inclusion of document generation is going to be a very useful feature that all our customers are going to find seamless. Why not call our product experts to know more about the same? We would be excited to include you in our rapidly growing family of XfilesPro. AMARLAL
9 Ways Salesforce Customers Can Use XfilesPro
On this 9th anniversary of XfilesPro, it feels surreal to look back and realize that it has grown to help several Salesforce customers at crucial times. With its ingenuity and instructive solution qualities, XfilesPro tops the AppExchange for file management and storage optimization in Salesforce. This blog provides a summation piece on how customers can use XfilesPro in Salesforce. To store Salesforce files in SharePoint XfilesPro is a file storage management app, and SharePoint is one of the external cloud storage it supports. SharePoint has always been a reliable option for storage and several XfilesPro customers are preferring it for their Salesforce. By using SharePoint, one can have seamless folder management along with many other possibilities. Another thing to be noted is that it has exclusive features for SharePoint users. To store Salesforce files in S3 Amazon Simple Storage Service is a service that provides object storage via a web service interface. This has been serving as a dynamic storage service. This is the most preferred option when it comes to enhancing your Salesforce storage through external storage support. Since it has unlimited scalability, there is no particular limit for storage. To store Salesforce files in OneDrive Microsoft OneDrive is considered one of the perfect cloud solutions that help in connecting all your business files. It makes more sense for large enterprises to have all their files stored in one place. Its rapid sync and multiple accounts are features that make it more desirable. XfilesPro supports the usage of OneDrive as an external storage optimization. To store Salesforce files in Google Drive Google Drive is a common usage for all your files to be stored. With getting your Salesforce files saved online and accessing them from anywhere, Google Drive is pretty much used by all types of users. You can securely edit and collaborate with others making the process of file optimization easy. XfilesPro also provides an option of Google Drive for having your files getting stored externally apart from Salesforce storage. XfilesPro also supports Team Drive. To store Salesforce files in On-prem systems This is the most interesting feature of XfilesPro. Not only does it support cloud storage services, but also provides the support of On-prem storage systems to have your files stored. The on-premises storage that is supported by XfilesPro is SFTP, Network Drive, and SMB. It gives its customers of all kinds a 360-degree solution when it comes to external storage optimization. To manage Community User Files Having a large enterprise with several files and users to manage, it sometimes becomes difficult to keep an eye on all the operations. With the integration of XfilesPro into your Salesforce, all the files are managed along with the community member’s files too. It is highly a tedious task that XfilesPro is going to get you sorted. To keep files in a highly structured way using folders Being a huge enterprise, we know that you deal with a huge number of files from different Salesforce org or departments. Hence having it structured is a monotonous task to cope with. XfilesPro offers a customizable folder structure that the customers get their hands on. To migrate a large volume of files from Salesforce XfilesPro supports the migration of large files at once from your Salesforce storage to external storage. This helps in a faster and more secure way to optimize your Salesforce file storage. With our expertise of 9 years in the industry, this feature is regarded as the most useful. To implement a centralized file management system with Salesforce XfilesPro helps in implementing a centralized file management system in Salesforce. This helps in the better optimization of the storage in Salesforce. Internal and external teams can collaborate on the centralized files to improve the file management system and productivity. Now that you have come across our top 9 ways of using XfilesPro, why wait? We are the perfect solution for getting your Salesforce storage optimized. Our product experts will be more than pleased to answer all our queries. Schedule your call today and be lucky enough to avail yourself of our anniversary surprises. AMARLAL
Top 7 Factors That Differentiate XfilesPro From Other File Management Solutions for Salesforce
Last Updated: September 22, 2023 If you are a Salesforce customer, you might know that dealing with a large number of files within the app is always troublesome considering the platform limitations. Being the #1 CRM provider in the world, Salesforce powers organizations to boost their sales, marketing & customer service processes. However, it can’t be considered as an advanced document management system because the platform doesn’t include this in its core capabilities. The presence of multiple IT systems and, the trend of adopting different cloud platforms for running a business while using Salesforce as the centralized CRM means, files will be generated from different sources & ultimately get stored within the Salesforce app. Now with the limited file storage space that Salesforce offers, it becomes extremely challenging to maintain all the documents in one place with easy access, collaboration, and sharing. This is why the need for a powerful document management system becomes essential to drive higher business efficiency & harbor customer success. And XfilesPro masters the art of document management in Salesforce. What is XfilesPro? XfilesPro is an enterprise-grade file management application for Salesforce. Available on the AppExchange, this 5-star rated application offers seamless integration between Salesforce & other external file systems such as SharePoint, Amazon S3, OneDrive, Google Drive, and On-prem. XfilesPro customers easily move Salesforce files to their external storage without losing access to their Salesforce files. This ensures Salesforce org never runs out of its file storage limits while customers can save high storage costs. Along with this, XfilesPro also offers multiple additional features to improve the Salesforce CRM experience while managing documents efficiently. Salesforce compatibility is one of the best functionalities of XfilesPro as it can be used for all types of major Salesforce apps including Sales Cloud, Service Cloud, Industry Cloud, Platform Apps, AppExchange Applications, Salesforce1 mobile, etc. Objectives to use XfilesPro XfilesPro is being used by Salesforce customers to meet certain key file management objectives. Some of them are; Better Storage Optimization: With external storage integration, customers can optimize their Salesforce file storage. This will help them to always be within the allocated file storage limits and prevent paying additional storage upgrade costs. Enhanced File Collaboration: With XfilesPro, users can seamlessly collaborate on files with different internal & external users. This includes file sharing, view, access, edit, and much more. To maintain security standards, access control features are in place. Centralized Content Management System: Customers use XfilesPro to build a highly centralized content or document management system that can bring documents from multiple Salesforce apps, or connected external platforms & keep them in one place for better business results. 7 Reasons to Choose XfilesPro Over Similar Salesforce File Management Applications While most of the file management applications for Salesforce offer similar kinds of features, there are certain aspects where XfilesPro has a distinctive edge over its competitors. Let’s have a sneak peek of 7 top reasons why Salesforce customers choose XfilesPro; Easy Setup & Quick Configuration Integrations are always complex & time-consuming. While most of the file management applications are complicated to set up & use, XfilesPro comes with a super easy setup & configuration process. You can start moving your Salesforce files to external systems within minutes. Connect with us to set up the app & start a free trial. Highly Reliable XfilesPro is a 9+ years old product with a track record of delivering excellent customer service. With over 100+ reviews on the AppExchange, the application is rated as a 5-star. On the other hand, we are known as one of the most trusted Salesforce partners & currently serve 1000+ global customers. Read what customers say about XfilesPro. Aligned with the Salesforce Ecosystem As a product, XfilesPro is completely aligned with the Salesforce ecosystem & it’s future. As mentioned earlier in the blog, XfilesPro supports all major Salesforce apps, AppExchange apps, force.com apps, and Salesforce1 mobile. Large Volume File Migration One of the most unique capabilities of XfilesPro is that the application can migrate a large number of files from Salesforce & offload it to the external storage system. The process is easy, automated, and highly reliable. This will help customers optimize their file storage space immediately. A customer can use this feature as many times as they want. Bi-directional Syncing of Files Files moved from Salesforce to the external storage are synced from both sides. So a user having access to both applications can view, access, edit, and share files from either end. If a file is being edited from one side, the changes will automatically reflect in the other app as well. Another benefit of this feature is that non-Salesforce users can upload files to the external system, and Salesforce users can view it within their app. Folder Structure & Syncing The beauty of XfilesPro is that it offers not one, but two folder design options. Users can keep migrated Salesforce files within specific folders in their external system. Folder structure either can follow a template offered by XfilesPro, or customers can build custom folders. For customers moving to Salesforce from a legacy system, their existing files/folders can be synced to their new Salesforce app using XfilesPro. Community User File Migration XfilesPro supports Experience Cloud. Files getting uploaded from community users can be moved automatically to the external storage without any manual intervention. So, there you have it! These conclude some of the most prominent differences between XfilesPro & other file management solutions in the market. We hope that this detailed comparison we provided helps you make a well-informed decision for your organization in terms of choosing an efficient & cost-effective file management solution. In case you still have any doubts about XfilesPro or want to know more about its integration & external collaboration capabilities, get in touch with our experts & get all your doubts cleared. You can also schedule a quick demo to understand the features of the application better. AMARLAL
