Rev-Up Your SharePoint x Salesforce Game for Next-gen File Collaboration this 2023
Are you excited about the brand new year? We are very happy and, as a result, we are bringing you our first webinar. In the previous year, we have come across a lot of queries on how efficient the Salesforce file management can be made. After a lot of careful research and observation, we have bought you the answer to all your queries. But to be a part of this, you have to attend our webinar that is going to take place on 19th January 2023 at 11:00 AM EST. So, what are the key takeaways for you through this webinar? Read through carefully. Salesforce & SharePoint Integration: Beyond External File Storage You will have sound knowledge of how to integrate your external SharePoint storage with Salesforce storage. Powering Salesforce File Management with SharePoint: Learn from the Experts The webinar throws some substantial light on how to power your Salesforce file management alongside SharePoint. The ROI of Integrating Salesforce with SharePoint using XfilesPro Get your ROI rolling and maximize your profits by integrating SharePoint & Salesforce. How to Minimize Costs & Maximize Productivity with Salesforce & SharePoint Integration If you are wondering where you can maximize your profits and minimize your costs in regard to your business, the webinar is going to be of a lot of help to you. How Top Companies Are Accelerating Salesforce File Management Efficiency with XfilesPro This webinar is going to spill the beans on how top companies are having their file management game up and will help you introduce the next-gen file management methods. Get Started Fast with Salesforce+SharePoint Integration: Transform Salesforce File Management in 2023. Salesforce file management has always been a hassle for enterprises and organizations. This webinar is a completely wrapped solution to take your Salesforce file management to the next level along with SharePoint via XfilesPro. Powering Salesforce File Management in 2023: Implement a Future-ready Strategy with SharePoint Integration A foolproof solution is what every Salesforce Admin is looking for in any Salesforce file management-related problem. The webinar helps in deducing ways on coming up with strategies to help you tackle every Salesforce file management problem. Pro Salesforce File Management Tips: Blueprint of a Modern Strategy In this modern era, it’s a shame if the same old traditional file management strategy is being used. This webinar will help you to shape your strategy and align it with the modern-day solution and technology. Minimizing Costs & Driving Profitability in an Uncertain Time: Salesforce+SharePoint Integration with XfilesPro Easy file accessibility in Salesforce even after the migration of the files to SharePoint is a key takeaway this webinar will help you understand. With XfilesPro, now SharePoint x Salesforce is now very easy. Augment Your Salesforce File Strategy with SharePoint: A XfilesPro Webinar Upscale your productivity and spare time for other important tasks. With Salesforce x SharePoint integration you are up for several modern strategies and many more. These above key points would have now given you an idea of what you are getting into. The webinar is going to be a lifesaver and hence it would be a loss if you are not going to attend. If you have not yet registered, click here. AMARLAL
Why XfilesPro is the Most Preferred App to Connect Salesforce & SharePoint for File Storage
Have you ever wondered why XfilesPro stands out from other file management and external storage integration applications for Salesforce, which ranks at the top of AppExchange even after almost a decade of this app coming into the industry? If you ask us, it is because of the capabilities we extend to SharePoint users. XfilesPro is your perfect partner to get your Salesforce file storage optimized by helping you to route a way to the desired external storage. The external cloud storage systems that XfilesPro supports are as follows: SharePoint One Drive AWS S3 Google Drive Along with these, XfilesPro also supports Salesforce file upload into external On-premise systems such as SFTP, Network Drive, and SMB. In this blog, there will be extensive guidance on how Salesforce users have an upper hand when it comes to having their XfilesPro integrated with SharePoint for file storage optimization. SharePoint is the most preferred platform if you are looking for an intranet-based cross-collaboration experience that enables secure sharing, content management, and workflow collaboration features among the employees in your organization. To help both Salesforce & SharePoint users collaborate & maximize the ROI of these platforms, XfilesPro offers exclusive features for the SharePoint platform. Let’s go through the features one by one to understand the efficiency and also how it will enhance your overall workflow. SharePoint Tagging XfilesPro functions as a conciliatory that allows tagging the content against specific columns. It helps the user to make smart arrangements and also to know about the contents of the file without opening it. One can view the same file on SharePoint too with the help of XfilesPro by not changing the template of the file. View Version History While working in an organization, on a day-to-day basis, you stumble upon a lot of document-related queries. Sometimes it can be to draft a document, share a document, view a document, give access to a document, and so on. Thanks to SharePoint, you can control access to the documents that you have ownership of. When putting up a document on intra-style premises, there will be others who have permission to edit or view the document. So, if someone has edited the document, you can view the version history even through XfilesPro without leaving the premises of your Salesforce org and vice versa. Template Creation Whenever you are creating a template in SharePoint, automatically subfolders will be produced as per the requirements. This will avoid the manual creation of folders and subsequently enhance your productivity and help in keeping the files more organized. File Sync XfilesPro mirrors the tagging to either of the storage systems (Salesforce and SharePoint) each time a new file gets added. The above happens due to the Bi-directional Sync feature. File Archiving XfilesPro facilitates having the files archived if not in use and will retrieve them when needed. The archived files can be viewed from either the Salesforce storage or SharePoint at your convenience. SharePoint has always had a close association with XfilesPro. SharePoint users have really been benefited way more than any other external cloud storage users. Most of our customers have been using SharePoint and reaped success when it comes to file management. Rest assured you will not be disappointed by this move. If you are looking for future-proof file management for Salesforce and would like to rev up your file storage optimization in Salesforce, then XfilesPro is your perfect partner. Schedule a meeting now with our product experts to know more about it AMARLAL
Confused about Integrating Salesforce & SharePoint for Better File Management? Let’s Dispel Some Doubts
There was an organization, a very popular one at that, that was making extensive use of the Salesforce cloud platform to deal with multiple customers daily. Though they were reaching pinnacles of success, there was something that was holding them back, kind of putting a kink in an otherwise fabulous success story. And that was the unorganized management of Salesforce files & attachments in their Org. To top it over, their file management issues were further accentuated by the file storage limits Salesforce had in place. As a means to solve their problems, the company started moving important files & documents from Salesforce into one of the most preferred external storage, SharePoint. And lo and behold, all of their Salesforce file management woes really did resolve. Like many other companies, there can be several reasons for their preference, be it the highly configurable nature of SharePoint, its top-notch document management capabilities, or even the file storage optimization it facilitates. Some Benefits of Salesforce-SharePoint Integration ✓ Blazing-fast Storage of Salesforce Files & Attachments ✓ Simplified Files & Documents Management ✓ Easily Find Specific Salesforce Files ✓ Seamless Collaboration Anytime, Anywhere ✓ Editing Functionality for Multiple Users Simultaneously ✓ Easily Control User Access Permissions ✓ Significantly Hassle-free Document Retention & Compliance Also Read: Why You Should Consider Using SharePoint As Your Salesforce Secondary File Storage No matter what the reason behind their choice was, there’s no denying the fact that the integration of Salesforce with the web-based document management system, SharePoint, is crucial in optimizing business productivity. But again, they were able to avail these benefits only because SharePoint was properly implemented & integrated with their Salesforce system. In fact, this integration can be tricky to set up in a way that works seamlessly for most organizations. That’s where we come in. No One Does It Better Than XfilesPro We, at XfilesPro, take pride in being one of the most preferred solutions when it comes to collaborating external storages with Salesforce in a bid to reinvent & revamp the file management processes. Our solution, easily available on the AppExchange, allows users to integrate the Salesforce cloud platform with multiple external cloud (SharePoint, OneDrive, Google Drive, AWS S3, etc) & on-premise (SMB, SFTP, Network Drive, etc) storages. Through extensive use of XfilesPro, users can not only leverage the functionality of both the applications (Salesforce & the third-party storage) but can also create a centralized file management system for their organization. The seamless integration helps in optimizing the primary file storage of Salesforce, simplifying the file management processes, & allowing users to enjoy the best of both worlds. Now let’s see what role does XfilesPro play in integrating Salesforce & SharePoint. Using XfilesPro for Salesforce-SharePoint Integration to Improve File Management When optimizing business productivity & security while working with different enterprise systems is your top priority, think no further than XfilesPro. The 5-star rated solution allows users to set up a seamless, scalable, & secure integration between the Salesforce & SharePoint systems. This in turn enhances the business productivity, user experience, company’s ROI & overall customer service. With XfilesPro, users can easily save, search, & access important files & documents stored in SharePoint without ever leaving their Salesforce user interface. In addition to offering easy, real-time, & bi-directional access to files stored in the SharePoint libraries, the app also gives multiple users access to the same file repository facilitating better collaboration among them. In short, XfilesPro provides cost-effective & efficient storage of Salesforce files in SharePoint. Also Read: Japanese Imaging & Electronics Company, Ricoh Redefined the File Management Experience across Salesforce & SharePoint using XfilesPro Let’s Talk Benefits Helping You Collaborate Important Files – XfilesPro’s ensures that users (both internal & community users) can sync the necessary files & documents from Salesforce with SharePoint seamlessly, without hampering their user experience. It also makes sure users are not facing any hassles in accessing their Salesforce files in SharePoint. Cut Back Unnecessary Effort – XfilesPro is the only application that offers a full-scale bi-directional sync functionality to users which means changes made in one storage system are automatically reflected in the other system, without users manually making those edits. Easily View & Access Your Files – With XfilesPro, users can easily view, access, download, upload, & share files stored in SharePoint right from the Salesforce UI. Moreover, the application lets users perform these actions on multiple Salesforce files simultaneously at once. Easily Search What You’re Looking For – By letting users create an intelligent, hierarchical folder structure in SharePoint storage that properly suits their requirements, XfilesPro makes Salesforce files easily discoverable. Facilitating Smooth Migration – XfilesPro allows seamless & smooth migration of files from the Salesforce file storage into SharePoint’s storage. Whether it is exporting files from Salesforce to SharePoint or importing files from the external storage to Salesforce, the migration of files is very seamless & quick with XfilesPro. Now For The Conclusion As you might be aware by now, there are many benefits of a Salesforce-SharePoint integration in terms of file management in Salesforce. And with XfilesPro supporting you, you can move your files & attachments from Salesforce to SharePoint storage to reduce file storage costs & increase your team’s productivity. But this is just the beginning! To unlock so many endless opportunities, you can get in touch with our experts who will be happy to help you devise a comprehensive plan for integrating your Salesforce system with SharePoint. AMARLAL
