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
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
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
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
How to Maximize Sales Revenue with Digital Document Management?
In an era where AI is becoming ubiquitous, talking about the significance of digital document management might sound bizarre to you. But let us hold you there! There are many business owners who still feel their business is too small to manage documents digitally or that having a document management system is not applicable to their operations. But the rest are those who have leveraged the advantages of a document management system — especially, sales personnel. In this article, let’s talk about them! Digital Document Management: A No Longer ‘Nice to Have’ for Your Sales Team Documents are an essential part of your sales reps’ daily lives. So, you need to know that if your business undergoes digital document transformation, you can save your sales reps’ 50% of the time wasted on manually creating and sharing documents. This makes more sense if your sales team leverages modern CRM like Salesforce to manage customer data. The adoption of a document management app for Salesforce unleashes advanced capabilities to easily create, store, and manage documents within the CRM. Now, as we have already mentioned the advantages of a document management application for Salesforce, let’s discuss how it can increase the sales revenue of your business. Enhanced Customer Experience As per reports, digital document creation helps sales reps increase customer satisfaction by 50%. A digital document management system empowers your sales team to easily and quickly find information or a specific document that the customers need so that you can enhance the experience and spend more time serving them. Reducing customer wait time not only improves their satisfaction and trust but also forges your company’s reputation among them. Real-time Employee Collaboration Sales is often a team effort, demanding strong and frequent collaboration between different reps. Digital document management ensures that your team members can simultaneously access, work on the same documents, and share them online across different departments. This means that the team members can collaborate on proposals, quotes, contracts, and other sales documents in real time, leading to faster decision-making and increased efficiency. Strong Document Security The goal of improving the sales process through digital document transformation comes with accountability for document security. A document management app for Salesforce should provide you with better control over sensitive data and documents, where you can determine which team member or division can access specific documents. Trust us, ensuring document security provides you peace of mind like never before! Reduced Operational Cost Like any other department, the executives in a sales team are also searching for ways to cut down overhead expenses. One of the prominent benefits of a document management app for Salesforce is that it helps you properly organize documents within the CRM without demanding much manual effort. This helps you trim down the operational expenditures that come with manual work and you can invest that money in some other essential aspect. Improved Productivity Unlike paper document management, a digital document management application for Salesforce helps your sales team avoid downtime when their proposals, quotes, and contracts are properly arranged and accessed digitally. Since this leaves employees with more time to spend on the human aspect of their job, you will experience a significant boost in productivity, which will ultimately result in more deal closures. Find Out How Digital Document Management Can be Your Next Big Thing The list of advantages of a document management application is perpetual for your sales team’s win. To drive more sales revenue, you need to implement such an application that can accelerate your sales operations. A modern document management app like XfilesPro is popular for efficiently managing documents within Salesforce, which many sales reps consider a lifesaver to tap high revenue. Connect with one of our experts to learn more about how XfilesPro enhances your sales team’s productivity with the help of digital document management AMARLAL
10 Ways XfilesPro Empowers Salesforce Users to Better Manage Documents within the CRM
10 years…And it just went in the blink of an eye. From being launched in 2012 as a free app supporting AWS S3 to being the most trusted, installed, and fully-fledged document management system for Salesforce today, XfilesPro made strides like nobody ever. Harish Kumar, CEO and Co-founder of CEPTES adds, “Beyond a file management system, XfilesPro has evolved to be the one-stop solution for Salesforce users’ document management needs. We’re proud to see the application empowers our customers to process a very easy workflow by playing with the mountain of files they generate every day.” It’s XfilesPro’s firm focus on the pain points of Salesforce customers that led to the incredible milestone of a ‘decade.’ Shining in the glory of 10 years, here are amazing insights about the 10 ways XfilesPro helps Salesforce users to smartly manage their documents within the CRM platform. A Journey From Document Creation to Storage and Collaboration No matter what task you’re carrying out, where you are on it, or who you perform it for, you will be in need of relevant documents. Being an efficient document management system for Salesforce, XfilesPro understands this requirement, playing a major role in boosting your operations with documents inside Salesforce. From the generation stage of documents to storage of themin a secure repository, XfilesPro aids you every step of the way. It’s XfilesPro’s document generation appfor Salesforce that automates the creation of documents 100% natively within the CRM platform. Named XfilesPro DocuPrime, the application automatically fetches data from multiple objects and builds your documents in any type, size, and quantity within Salesforce. And, once the document volumes mount up and threaten the storage cap, XfilesPro further assists you in moving them to your trusted external storage system so that your Salesforce file storage will remain free up, improving collaboration. Diving deeper into the blog, you will learn more about how XfilesPro executes this functionality. Zero Code Integration Between Salesforce and the External Storage From above, you have already learned that XfilesPro connects the CRM with your external storage system to readily accomplish your document management needs in Salesforce. Which are those external storage platforms that XfilesPro supports? Let’s see those. XfilesPro can integrate Salesforce with any of your preferred external cloud storage such as SharePoint, AWS S3, Google Drive, and OneDrive so that you can migrate your growing volume of Salesforce files to it. This leads to the optimization of the storage space, helping you regain the performance of the application. And, the bright side is that the integration pans out seamlessly as it demands no-code expertise from you. You can build the bridge between both platforms as easily as you plug the USB pen drives into the PCs or laptops. Strategic Approach to File Volume Management Now that you learned it’s a cakewalk to integrate your Salesforce and external storage, let us tell you how you can leverage this powerful connection for your document management requirements. As you generate a large number of files every day within Salesforce, it would collectively become massive in size, potentially causing a slowdown in your CRM system. To tackle this, XfilesPro moves your huge volume of existing files from Salesforce’s file storage space to the external repository in one go by preserving the file hierarchy. This dynamic action optimizes your overloaded storage space and helps preserve the functionality of your application. Meanwhile, discover how XfilesPro helped a global leading manufacturer move 40 TB of files from Salesforce to SharePoint In another case, if your business is required to automatically push the newly created files from the app, XfilesPro has a solution to address that requirement as well. It can automate the migrate of your Salesforce files in your preferred time interval – be it days, weeks, or months, and keep them in the external storage system. A Game Changer for Real-time Collaboration on Documents If workers can’t collaborate on documents, the chances of misunderstandings and delays will be higher. Being a modern Salesforce document management system, XfilesPro ensures that your Salesforce records are synced with respective folders in the external storage, and the modifications made on the former are reflected on the latter, and vice versa. Put differently, if you make changes to the Salesforce records, it will be mirrored in the folders of your external storage and the other way around. It’s XfilesPro’s Bi-sync functionality that comes into play here. If you’re wondering how folder syncing relates to enhanced collaboration, here’s some more light. As files are bi-directionally synced, users within your teams can collaborate on Salesforce documents while non-Salesforce users or external teams can work on the documents in the external storage, and can have the changes updated on both platforms. This in turn provides a real-time file collaboration experience, which is crucial in operations. Learn how real-time collaboration on Salesforce files boosts your employees’ productivity. Tailored Folder Format for Easy File Access XfilesPro understands Salesforce customers’ challenges in managing documents, particularly the limitations posed by the absence of an option to create a folder structure. Because, in Salesforce, individual documents are commonly accessed and saved by various users. Where a specific document is needed for multiple datasets, it can result in the creation of duplicates. This not only increases storage demands unnecessarily but can also cause confusion and miscommunication. Knowing this, XfilesPro empowers you to customize your folder structure in an external location, which helps you arrange files in a specific format that deals with the workflow. Since a pre-defined folder structure can’t be easily changed by employees, every user will know where to find relevant documents without any confusion, facilitating operations. Obtaining the Ultimate Ownership Over Documents Even though the migration of files from Salesforce to external storage becomes easier post integration, you might be skeptical about its security in a 3rd-party application. There are high chance that unauthorized users access your documents from the external environment, which will expose the confidential information they contain. To prevent the security breach here, you can leverage XfilesPro’s Access Control functionality, which empowers you to control who can
What Salesforce Admins Are Scared the Most During Halloween?
Raise your hand if you never expected to receive a ghostly greeting from your Salesforce CRM. If you are urged to raise, consider the monstrous volumes of files you manage within the application every day. Did those volumes never send a chill down your spine? Don’t the file ghouls make fun of your document management processes within Salesforce? We know your answer is a spooky ‘YES.’ While witches ride the broomstick, and dreadful dreams haunt your nights, let’s discuss the top five nightmares of Salesforce admins when it comes to document management. The fang-tastic part is that we have the perfect solutions to address each of your nail-biting concerns. So, let’s begin! File Storage Space – The Tombstone Here’s the eerie sign! As you generate a horrifying volume of files due to many means such as email attachments, 3rd-party apps, or user uploads, the limited file storage space of Salesforce seems to be a scaredy cat, cautioning you with the red alert. If you hit the storage cap or are almost on the way there, it will be terribly difficult to manage big-sized files and you’ll also suffer from the slow-loading Salesforce application. In a nutshell, your life will be gruesome afterward! The Tricky Tip: Try out XfilesPro, the killer and most recommended document management app ever built for Salesforce. With XfilesPro implemented in the Org, you can finally sit and relax as document management is no longer a frightening experience. Addressing your storage overload concern, XfilesPro migrates your files from Salesforce to any of your preferred external storage such as SharePoint, Amazon S3, Google Drive, OneDrive, and on-premise platforms. This storage optimization happens through the bootiful integration that XfilesPro enables between Salesforce and your external storage. Dreadful Cost on Extra Storage Purchase Can you keep calm and carry a wand when the Salesforce file storage crosses its deadly limit? NO! You’ll wander for solutions. Obviously, the first solution that strikes your mind would be the purchase of extra storage space from the biggest CRM provider. But do you know that the purchase decision would cost you an arm and a leg? No superstition, it’s real that you need to pay exorbitant money for some extra storage space. Is that something your dreamy, growing business demands? The Tricky Tip: With XfilesPro, you can bury the nightmare of buying additional file storage space from Salesforce. Through effective external storage integration, XfilesPro clears up your storage space and lets your CRM breathe freely. So, you don’t have to break your head over this wicked plan of storage upgrade. The Vampire Attack on Files No. You can’t rest assured that there’s no ghost trying to get into your Salesforce files. There are evil hands always around your files. No matter how reliable and powerful your external storage is, once you decide to move your Salesforce files into it, you need to be cautious about its security. Because there are high chance that your files could land in the hands of unauthorized users. Considering this frightful possibility, how would you achieve peace of mind that your files are safe from evil attacks? The Tricky Tip: Everything’s better with a little magic. The magic here is XfilesPro. XfilesPro safeguards your migrated files in the external storage with its Access Control capability. With this weapon, XfilesPro empowers you to control who can view and access your migrated files in the external storage. Access Control is a great step to ensure that the files are absolutely safe from unauthorized access even if it’s a full moon tonight. The Creepy Way of File Arrangement It’s dreadful that within Salesforce, admins have limitations in arranging files in specific folders as per their business process. So, it’s going to pose a deadly impact on the overall file management experience for you. When the files are scattered, their availability, search, and access will be in question and you will undergo a terrific experience handling the huge file volumes. Tell us, do you wish to create a customized folder structure to arrange your Salesforce files? The Tricky Tip: XfilesPro understands the Awesome Admins’ requirement for a customized folder structure in the external storage. So, the application helps them to build their preferred folder format in the external location in a way that makes sense to their processes. So, there’s no more frightening experience with file search or accessibility. You can easily eat, drink, and access files without being scared of the uneasy experience. Learn more about XfilesPro’s smart Folder Structure functionality here. Unsynced Files – The Witchy Part Now you know how to move all your Salesforce files to the external environment so easily like witch driving a broom. But what if you need to access those files in Salesforce post-migration? If the Salesforce records are not matched with the respective files in the external repository, how will you conduct seamless and effective operations? Even the thought of processing workflow with unsynced files could make your blood run cold. The Tricky Tip: Here’s where XfilesPro again brings the lantern of hope to admins like you. With its ‘Folder Sync’ functionality, XfilesPro efficiently syncs Salesforce records with respective files (migrated) in the external storage. So, you’ll never have to worry about a scenario where you need to access files within Salesforce. Even after their migration to the external storage, the Folder Sync retains them in Salesforce and you won’t feel any change in the user experience. Brrr…It seems your Halloween is pretty calm this time. Enjoy your holidays without being worried about the file management hurdles in Salesforce. XfilesPro is here to save your life! Bugs and hisses to you! AMARLAL
