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
Top Strategies for Organizing And Managing Files in Salesforce
As a Salesforce user, you’re well aware of the challenges that come with managing files in a business environment. The constant influx of files on a daily basis can quickly become overwhelming. But fear not! This information serves as your trusted file management guru, providing invaluable insights and solutions to help you effortlessly navigate through this challenge and tame your file management experience within the #1 CRM platform. For this, let us introduce you to XfilesPro, the most recommended and trusted file management app for Salesforce. With the decade-old app, you can automatically move the growing volume of Salesforce files to your external storage such as SharePoint, Google Drive, OneDrive, AWS S3, or an On-premises platform (SFTP, Network Drive, SMB) to keep your storage space optimized and deliver an enhanced file management experience. Now, let’s see how the next-gen expertise of XfilesPro can help you better organize files within Salesforce. Below are some of the most relevant tips that will help in giving you a clear-cut roadmap on the tips and tricks on following the best practices to have your files systematized. Formulating a Robust Naming Strategy When in the middle of a huge volume of files, always keep in mind to come up with a good naming convention. If you have your files named appropriately as per the contents in them, it’s a win-win. Searchability and transparency top the bar if your naming strategy is sorted. Insider Tip:If you’ve chosen SharePoint as the repository for your migrated files, your job is easy. XfilesPro supports the Tagging functionality of SharePoint, helps you tag content against specific columns so the uses can access it easily. Effective File Storage Framework If your files are not in place, you are in big trouble! There will be files coming from different departments of your organization and placing them in the right folder is something of paramount importance. Hence having a good folder structure plays a big role in the picture. Insider Tip: As Salesforce poses limitations in arranging files in users’ preferred folder format, XfilesPro unleashes its unique Folder Structure functionality, helping users to arrange files in folders in a way that makes sense to their business. Leverage Cloud-based External Storage One of the best ways to have your file storage in Salesforce optimized is by integrating your CRM platform with an external cloud storage. Because this helps you push the growing volume of files from the former to the latter, keeping your file storage space optimized. Insider Tip: XfilesPro integrates Salesforce with your preferred external storage such as SharePoint, Google Drive, OneDrive, Amazon S3, on premises platforms without even the need for an additional integration tool. This helps you to move the files externally and free up the storage space in Salesforce. Optimize Your Third-Party App-generated Files Since you are working on the Salesforce CRM for your business workflow, your Salesforce will be integrated into a lot of third-party applications for varied purposes such as eSign and auto document generation that create a huge volume of files. One of the best ways to optimize your Salesforce storage is by having them migrated to an external storage location. Insider Tip: As already mentioned, no matter if the files are generated manually or through 3rd-party apps, XfilesPro can migrate them to your preferred external storage platform. Learn how to manage Salesforce files generated from 3rd-party apps here.Streamlining and effectively managing files in Salesforce can be challenging, but working smart is always better than working hard. This blog aims to provide you with the closure you were seeking, along with a valuable bonus – an innovative application called XfilesPro that helps you reimagine your Salesforce file management game, you can bid farewell to the cumbersome task of organizing and managing files in Salesforce, allowing you to work efficiently and smartly, and focus on what truly matters – driving success in your Salesforce implementation. To gain a thorough understanding of this powerful application, schedule a complimentary demo by clicking here. Discover how XfilesPro can revolutionize your file management process and help you achieve greater efficiency and productivity in your Salesforce. Meet the Most Downloaded Document Management App on Salesforce Remove Hurdles From the Ever-complicated Document Management Operations with XfilesPro Download the App 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 Auto Move Files from Salesforce’s Notes & Attachments to Your External Storage
Are you worried about exceeding the file storage limit in Salesforce? And, figured out that moving files hitting Salesforce’s Notes and Attachments to an external storage could be its solution? Yes! But you don’t know how to move files. If you’re biting your nails about the manual migration of files from the CRM platform, rest assured that it’s smooth sailing from here onwards. In this how-to blog, we are providing you with a clear-cut picture of how you can auto-move files from your Salesforce Notes and Attachments to any of your preferred external storage. Before that, let’s have a look at the Notes and Attachments in Salesforce. Notes and Attachments in Salesforce – The Unpopular Gem Salesforce files are all filled in under one single file repository in its file storage. Be it how many records you create, they all are stored under one location. Notes and attachments in Salesforce display all the files of a particular record. Also, this comes in handy with a lot of hindrances such as limited file storage space, minimal file collaboration, zero folder structure, and many more which is not an ideal solution. Big businesses always have their files incoming continuously and henceforth the above drawbacks will be some pain points that they have to come across daily. Most of the time, files get accumulated in Notes and Attachments are through; Email Attachments Third-party applications Manual upload On that brief about the Notes and Attachments feature of Salesforce, let’s look into the most recommended way of transferring files from there to your preferred external environment. How to Make the Auto Migration Possible? The best solution that has worked when it comes to moving the files from Salesforce is introducing a third-party application that helps in file automation within your Salesforce. And we have never had a better option than XfilesPro for this problem. Trust us, the perks are promising and have been proven effective over the years. If you are curious enough to know about XfilesPro, keep reading especially the below segment. XfilesPro: The Most Trusted File Management App for Salesforce To address your Salesforce file storage management challenges, XfilesPro automatically moves files from the Notes and Attachments section of Salesforce to your preferred external storage such as SharePoint, Google Drive, OneDrive, AWS S3, or On-premises platform (SFTP, Network Drive, SMB) so that your CRM platform will remain unburdened of a massive volume of files. And, what about the story post-migration? You are going to maximize the ROI by leveraging the advancements through the next-gen capabilities of XfilesPro. Preferred Folder Structure Formation This is one of the prominent benefits that XfilesPro provides to make your life easier. Since Salesforce does not offer a folder structure option for the users, XfilesPro helps you arrange files in your preferred format in folders. So, you can easily access files without any hassle in the external storage platform. Learn more about XfilesPro’s Smart Folder Structure capability here. Utmost File Security To ensure the files are untouched by unauthorized users in the external environment, XfilesPro delivers an Access Control capability. Through this, you can control who can view, edit, and download the migrated files so that you no longer need to be worried about the security of your files. Real-time File Collaboration XfilesPro understands that it takes forever to get a file modified by many people. When the files pass from user to user for their contributions, the time period that it takes is enormous and it will affect the productivity of people. However, with XfilesPro, both your internal teams and external users can collaborate on files in real time as we provide a centralized file management experience. Discover how to revolutionize your Salesforce file collaboration with XfilesPro here. Increased Cost-effectiveness You don’t need to purchase additional storage space from Salesforce anymore (which comes with hefty charge). Since XfilesPro eliminates the huge spend on the purchase, you can save your pennies. That’s for now! Still, there are a lot of benefits that are unsaid about moving files from Notes and Attachments to the external storage. If you’d love to learn about how our application can help your business, get in touch with us today. AMARLAL
