6 Reasons Salesforce Users Prefer Google Drive Integration with XfilesPro
If you had done some amount of research on top integration options for Salesforce in the context of file management, you would have seen a common name in all the findings – Google Drive, the popular cloud-based file storage. And, the other name that tops the list as the best integration tool for both platforms would be XfilesPro. Have you ever wondered why these platforms are a match made in heaven when it comes to Salesforce file management? There are certain functionalities that keep XfilesPro a cut above the rest of the integration tools for Salesforce. And here’s the cherry on top—XfilesPro integrates without the need for additional tools, you can manage your Salesforce files, documents, and attachments within Google Drive effortlessly. This makes file management simple, cost-effective, and streamlined, giving you more time to focus on what really matters. Before delving deeper into it, let’s take a look at XfilesPro. The #1 File Management App for Salesforce As your Salesforce files grow in high volumes, XfilesPro addresses this challenge by automatically moving the files from the CRM platform to your preferred external storage, which in this case is Google Drive. The file migration helps optimize your file storage space and experience an enhanced and seamless workflow in Salesforce. The other external storage platforms that XfilesPro supports are SharePoint, OneDrive, and AWS S3. Learn more about Salesforce-Google Drive integration for file storage in this datasheet Now, let’s look into the top six factors that make users choose Google Drive as an external repository for their migrated Salesforce files. 1. More Space Than A Clown Car By leveraging XfilesPro’s file migration capability between Salesforce and Google Drive, you shall be granted a prestigious golden ticket to an expansive storage capacity inside the latter. This will ultimately eradicate the need to continuously procure additional Salesforce file storage space from Salesforce, thereby saving precious time, cost, and resources. 2. Keep Your Files in One Place, Unlike Your Socks Salesforce files are just like a pair of socks, you know they’re there, but getting your hands on them when you need them? That’s another story. However, with XfilesPro, your client documents, invoices, or project files, everything is right where you expect it to be, neatly organized into proper folders. So, it’s no longer a big hurdle to access or search files. 3. Unidirectional Movement? No, Thanks Gone are the days of worrying about file syncing between platforms. With XfilesPro’s Bi-sync functionality, you can seamlessly sync your Google Drive files with their respective records in Salesforce—and the best part? It works both ways! Whether you’re updating files in Salesforce or Google Drive, the changes reflect instantly on the other platform, keeping everything in perfect sync. 4. The Art Of Collaboration XfilesPro has enabled better collaboration and more efficient file management, allowing both your internal teams and external users to collaborate on files in real time in the Google Drive location. This is a great step toward ensuring a highly efficient workflow with no waiting period for a modified file from another employee or user. 5. File Security Like Never Before XfilesPro understands the users’ concerns regarding the security of their files. The application ensures that your migrated files from Salesforce are highly secured in Google Drive. With XfilesPro’s Access Control capability, you can control who can view and access your files in Google Drive, helping you safeguard them from unauthorized users. 6. Budget-friendly Fix With XfilesPro, you get all the functionality you need while keeping your budget in check. It’s a win-win situation that empowers your team to focus on productivity without worrying about a thing. No more stress about storage limits or file management headaches. Curious to know how? Firstly, through the integration and file migration between both platforms, XfilesPro eliminates the need to purchase additional storage space from Salesforce, which is higher in charge. Secondly, as XfilesPro doesn’t require an extra connector (which comes with a price) to establish the integration, you’re again saving money. So, it’s a double win! Wrapping Up Hope you learned why Google Drive is one of the most recommended choices as a repository for migrated Salesforce files. If you’re pondering integrating the cloud storage platform with Salesforce and finding XfilesPro is the right app to get hands-on, schedule a demo with one of our product experts to learn more. 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 added ‘Team Drive’ as an external file storage option for one of the USA’s leading Non-profit
No technical challenge is greater when you are committed to achieving the highest customer success stiffened by top-notch technological expertise. Being an efficient and successful external file storage and collaboration solution for Salesforce, one of the aspects which makes XfilesPro distinct from other similar solutions is the high degree of customization. Different organizations have their specific requirements with different challenges; if a solution is not competent enough to meet specific business needs, it becomes difficult for it to excel and more importantly win customer trust. And certain customization in the primary XfilesPro solution (an added feature) helped one of our customers to successfully store their Salesforce files in their most preferred external storage system. Carrie Picard who is the Director of Development of one of the leading non-profit organizations in the state of Connecticut, USA named East Coast Assistance Dogs (ECAD) has similar challenges managing her ever growing number of Salesforce files. Being a rapidly growing non-profit organization, ECAD was dealing with highly trained assistance dogs to help veterans, children, and people with disabilities to gain independence and mobility. As the service was expanding to other cities of the state of Connecticut and also to other states, Carrie started facing trouble managing the growing number of Salesforce files and storage space. While detailing her difficulties to our support team, Carrie told that the application which they were using previously to store their files externally discontinued the service and she was having a tough time finding an alternative solution which can do the job efficiently. However, Carrie’s biggest worry was, they wanted to store their Salesforce files in Team Drive as it is compatible with all platforms (Mac, Windows, Linux) and supports offline as well. But, most of the available solutions were not supporting Team Drive. It was a challenge for us to help Carrie with the best external file storage solution and save additional file storage costs. However, the bigger task was to customize the solution and make it compatible with Team Drive for file storage and collaboration, so that Carrie can use it to meet their specific goals. Also read: How To Store Salesforce Files In External Storages Using XfilesPro: Steps To Follow Rolling out this feature as quickly as possible was not that easy, but as we said at the beginning, ‘no technical challenge is greater when you are committed to achieving the highest customer success backed by your top-notch expertise’. We were committed to obtaining the highest customer success for ECAD and our team of technical experts rolled out the feature just within few weeks. After adding Team Drive, XfilesPro replaced ECAD’s old solution and offered a highly secure and easy-to-use external file storage and collaboration environment. Carrie was highly surprised by the agility of XfilesPro team and she was all happy. Reviewing the application, she told “This tool and the team are amazing. We needed the tool to work with Team Drive, which was not a feature when we started talking to them. However, in less than a month the tech team were able to roll this feature out and get us up an running. They are dedicated to fixing any issues we had immediately. I would highly recommend this tool.” To know more XfilesPro customer stories, check out the solution in the AppExchange. If you want to store your Salesforce files in your preferred external storage system (either Cloud or On-premise), get in touch with our support team today! AMARLAL
