Years ago, the collaboration on a Salesforce document gave us the sense of a long and intricate process. A document had to be shared from one person to another for contribution, and, it took ages to get the document back to the originator. 

But now is the age where things happen in real-time. The document collaboration in Salesforce is no different from it. Understanding the evolving demand for streamlined actions on Salesforce documents, XfilesPro offers real-time document collaboration functionality, where both internal and external teams/users can work together on documents. 

In this article, we will discuss how XfilesPro enables the real-time document collaboration experience in Salesforce and how it helps you drive business more efficiently.  

Before that, let’s take a glance at XfilesPro.

The Most Installed Document Management System for Salesforce

XfilesPro understands your pain of upgrading the file storage space consecutively for a certain cost. As you can’t help with the growth of documents inside Salesforce or the storage overloading consequence follows, XfilesPro offers a free hand by freeing up your Salesforce file storage space by migrating documents to external storage. 

Be it SharePoint, Google Drive, OneDrive, or AWS S3, XfilesPro can move Salesforce documents to your preferred external cloud, helping you optimize the storage space and achieve peace of mind. 

Now, let’s get back to the document collaboration aspect. How does XfilesPro make this magic work within Salesforce? 

XfilesPro’s Bi-Sync Functionality: The Magician

It’s XfilesPro’s Bi-sync functionality that brings about the magic. With Bi-sync, you can sync your Salesforce records with respective files/folders in the external storage post-migration process. This helps you have the modifications made on the Salesforce records to be reflected in the corresponding documents in the external system, and vice versa, instantaneously. 

We will make this more clear to you. 

Imagine the scenario. One of your internal team members is working on a document inside the CRM while an external user also modifies the respective document in the external storage. With Bi-sync, you can have the changes made by both of them to be mirrored in Salesforce documensta and the same on external storage right away, ensuring an effective real-time document collaboration experience. 

Now that you discovered how real-time document collaboration happens in the CRM, it’s time to look into the benefits that this powerful capability unleashes.

How XfilesPro enables real-time collaboration on Salesforce documents

  1. Streamlined Workflow 

Trust us, you will witness a dramatic improvement over how people have managed and modified a document in the past. When the traditional way of document collaboration demands laborious manual tasks and time, a real-time document collaboration experience in Salesforce streamlines the entire process by fastening it up. Here, authorized users can contribute to a document simultaneously, no matter if they are internal or external team members.

Learn more about the role of Salesforce document management in streamlining your workflow.

2. Enhanced Productivity 

The good news is that with real-time document collaboration, your productivity will score the highest. Because you’re eliminating the long hours or even days that are needed for document updation by multiple users. In other words, you’re saying goodbye to the excessive amount of time spent on emailing the documents back and forth, downloading or uploading them, creating multiple versions of those to be shared with others, and so on. So, you can concentrate on your core mission, which boosts productivity.

3. External User Access

It’s a big feat to ease the process for external users in order to help them work on your Salesforce document. As we saw above, XfilesPro’s Document Collaboration functionality provides the permission for external users to work on your Salesforce documents along with your internal team members. So, the process becomes streamlined and faster. This is indeed a great step toward ensuring an efficient document collaboration strategy.

Real-time document collaboration in Salesforce - an advanced capability XfilesPro provides

Discover more about the potential of document collaboration in Salesforce.

That’s it. By now, you must have learned why you can’t underestimate the power of real-time document collaboration in Salesforce that XfilesPro built for you. If you think this advancement can level up your document management operations in Salesforce, please connect with us to learn more.



Document Management Xfilespro

XfilesPro is a complete document management application built for Salesforce that offers end-to-end document management solutions including doc gen, eSignature, document storage & collaboration.