WEBINAR DIGEST: Integrating Salesforce & SharePoint using XfilesPro
Our much-awaited webinar session has finally happened and right off the bat we would like to thank everyone for the phenomenal response we received. The session was housefull and the response is incredible. But even the people who missed attending the live session can reap the rewards. For their benefit, we bring this article which will quickly walk them through everything that went down in the event. The webinar was aimed at discussing the intricacies of executing Salesforce-SharePoint integration with the intelligent use of the XfilesPro application. The action-packed 30 mins long discussion began with our Sales Head, Rakesh N Rao shedding some light on the various key advantages of using external storage systems as means of replacing the primary Salesforce file storage. Not only does the use of external storage systems help in overcoming the limitations of native Salesforce file storage but it also has other benefits like file storage optimization & storage costs reduction. Followed by this, he moved on to discussing why the XfilesPro application is the most optimal solution when it comes to integrating different external storage systems with the native Salesforce application. He also mentioned some of the premium cloud-based storage solutions as well as the on-premise storage options that can be integrated using XfilesPro. Followed by this, he moved on to explaining why SharePoint storage is the #1 option when it comes to document management and actualizing an efficient file management strategy in Salesforce. Subsequently, our Product Consultant, Vedant Srivastava took over and gave everyone a quick demo of XfilesPro & how it can be set-up in the Org. If you wish to see the slideshare presentation of the webinar, please visit: During the course of the webinar, he also showcased three customer use cases belonging to the industry leaders from the logistics, educational & media industry & highlighted their specific Salesforce file management challenges. He also explained how each one of them addressed those challenges through efficient SharePoint integration using XfilesPro & what benefits they achieved. Towards the end of the insightful session, our Salesforce file management experts quickly summarized the advantages of using XfilesPro & how it can help Salesforce enterprises harness the untapped power of SharePoint. Following this, they answered a few of the questions posed by the webinar attendees after which the session was successfully concluded. Here is the full recap of the webinar session: There is a lot more in stock for our Salesforce customers as new and exciting webinars are planned for the coming months. Please follow us on our social media handles for latest updates about the upcoming webinars. AMARLAL
WEBINAR: Carrying out SharePoint & Salesforce Integration using XfilesPro
With new technical advancements cropping up each day, it becomes imperative for organizations to keep on updating themselves to maintain an edge over their competitors. For companies, their voluminous amount of files and attachments pose a great threat in achieving a streamlined file management experience. With Salesforce CRM being introduced in the market, companies now receive additional assistance in managing their business operations. But even while using this platform, the challenges with managing the files remain tedious and never-ending. If your Salesforce organization is also looking for a solution to your file management woes, then may we suggest having a crack at using SharePoint storage. Steadily emerging as one of the most popular document management and storage platforms today, SharePoint is already being used by a huge chunk of Fortune 500 companies. Using SharePoint’s exceptional storage, retrieval, searching, archiving, tracking, and file management features, your company can easily overcome the issues related with limited Salesforce file storage and high additional storage costs. By opting for a collaboration between these two platforms, your company can generate more leads, make better-informed decisions, and drive home success and growth. In this direction, we are hosting a live webinar in the upcoming month which will focus on the several intricacies of carrying out the Salesforce-SharePoint integration with the intelligent use of the XfilesPro application. Our webinar ‘Integrate SharePoint & Salesforce using XfilesPro- An Advanced File Management & Collaboration Solution for Salesforce’ is happening on 4th March, Thursday at 11 AM EST. In this webinar, we’ll discuss the key advantages of using external storage systems, like SharePoint, as means for actualizing an efficient file management strategy in Salesforce in order to better manage the file storage. We will also shed some light on the crucial role played by XfilesPro in carrying out this integration in a completely seamless and hassle-free manner as well as some of the important use case scenarios of the past. So don’t miss out on this exciting opportunity to take your Salesforce file storage to greater heights and entirely revamp your file management experience. Register for our upcoming webinar here and reserve your spot today. Date: 4th March, Thursday Time: 11 AM EST 9:30 PM IST AMARLAL
Santa Claus Comes Early This Christmas: Useful Tips and Tricks For Salesforce Users
With each passing second, the world is inching closer to one of the biggest festivals all-around the world. Christmas, the annual festival commemorating the birth of Jesus Christ, will be observed on coming Friday, December 25. People have already begun their customary preparations of installing and lighting Christmas trees, hanging Advent wreaths, Christmas stockings, candy canes, and creating Nativity scenes depicting the birth of Jesus Christ. Christmas carols and stories are already being sung everywhere. In addition to that, people have also been gearing up for exchanging cards and gifts with their loved ones as well as preparing the special meal, including the special Christmas cake. But even before Christmas this year, we have assumed the role of Santa Claus and have come bearing certain gifts for the Salesforce customers. Keeping alive the joy and spirit of Christmas that is sharing, spreading joy, and love, we bring you some all-important tips and tricks that can be implemented in order to make Salesforce more efficient and take the experience to the next-level. Number 1:- Manage your Salesforce Files Properly The primary thing Salesforce users must ensure is the top-grade management of their files and attachments. These files, no matter from where they are generated, sooner or later start piling up in the internal storage, which can become a great hassle if not managed properly. Salesforce users must either periodically purge their system of the files that are no longer needed or look for options that optimize the storage. This can include purchasing additional storage space from Salesforce or looking for solutions that can manage the files in a seamless manner. XfilesPro is one such AppExchange solution that makes things easier for the Salesforce users with its top-notch file management capabilities aided with seamless external collaboration capabilities. Using this highly customizable application, users can integrate their Salesforce system with different external cloud storage systems (SharePoint, Google Drive, Amazon S3, etc) and store their files over there to optimize their native storage and reduce their file storage costs significantly. Number 2 :- Archiving Data for Efficient Salesforce Data Management Another major concern for most Salesforce users is their ‘data’. The contacts, leads’ information, events, sales data and many such data records hold unprecedented importance for smooth functioning and business growth of the organization. But many users struggle because of the restrictive nature of Salesforce data storage and other issues like compliance and security. It\’s no hidden fact that data archiving has a plethora of benefits when planned at an early stage. With proper archiving techniques in place, Salesforce users can archive their less-used data into some different storage space and optimize the native storage. To help Salesforce users, we have popular data archiving applications like DataArchiva and DataConnectiva available on the AppExchange. DataArchiva, powered by high performance and security, archives the data at a native level into Salesforce Big Objects and optimizes the CRM application, reduces the data storage costs and offers an enterprise-level data management experience. While DataConnectiva also offers the same benefits when it seamlessly and securely archives the Salesforce data in the preferred external storage platforms like Amazon, Azure, Google, etc. and external databases including Postgres, Redshift, MySQL, etc. Number 3 :- Keeping a Secure Backup of Salesforce Data When it comes to ensuring the security and safety of organizational data, most Salesforce users refrain from relying simply on archiving solutions for managing the data. Not to mention, creating a backup of the data is a more popular option any day. Keeping this in mind, Salesforce users too must amp up their data reliability and security by creating a backup of their important data and storing it elsewhere. This not only safeguards data in the unfortunate event of data loss but also helps in quickly getting the business back on track after such an event. Here we must mention another one of our products, DataBakup. This simple data backup and recovery application is custom-designed to support multiple Salesforce systems and aided by its full and incremental backup services, helps enterprises easily overcome their fear of data loss. Guaranteeing highest levels of data security within the cloud infrastructure, this highly scalable application also possesses the seamless data restoration feature. DataBakup is both easy-to-use and a cost-effective solution, ideal for small to mid-range enterprises. Equipped with these tips and making use of the above mentioned applications, Salesforce users can easily augment and improve their Salesforce performance, ultimately boosting their business growth. To know more about these applications, you can get in touch with our Salesforce data & file management experts. AMARLAL
Community Cloud ⇆ Experience Cloud: How is this switch important for you
The exigency to create a digital presence has never been so high as is during these changing times. The COVID-19 pandemic has revealed certain things about the digital transformation. First, that digital experience is crucial for a business’ survival, and second, that end-users expect easy and intuitive online interaction with companies. This interactive digital experience offered by the companies is what connects the customers to the digital transformation, thereby empowering them to engage further and take action themselves. Keeping this need for digital transformation in mind, enterprises must focus on certain factors that are pivotal in making this leap into an all-digital world: Firstly enterprises must pay attention to gaining customer experiences, getting them to the market quickly, and then aligning them with the changing market trends. Secondly the customer interactions must be kept as personalized and actionable as possible, which is directly linked to the ease of business processes that empower customers to take action. Finally, a consistent ecosystem must be ensured across a multichannel customer journey so as to facilitate better customer retention. Owing to these requirements, Salesforce came up with the idea of revamping and relaunching the Community Cloud as the Experience Cloud mission and roadmap. The Experience Cloud is a digital experience platform that supports enterprises in quickly building inter-linked CRM-powered digital experiences for their customers, partners, and employees. Loaded with features from the Salesforce CMS, the Experience Builder, and several prepackaged apps, the Experience Cloud allows companies to create and deliver personalized content across different websites, portals, mobile apps, and storefronts. With Experience Cloud, organizations can quickly and easily build websites, mobile applications, and other such digital touchpoints in order to engage their customers and digitize business processes so as to move ahead in the online-first world. Customers stand to gain a competitive edge over their rivals because they can launch fast, connect every experience to data, and tie everything together across a seamless customer journey. Experience Cloud is also a part of the newly introduced Salesforce ‘Digital 360’, along with other existing components within the Salesforce Customer 360 platform, namely Marketing Cloud and Commerce Cloud. Altogether these components help market leaders in transforming their customer engagement and accelerating growth in this digital, work-from-anywhere world. It gives customers a scalable and data-driven source for personalizing their customer experiences, right from marketing emails and timely ads to online shopping and curbside pickup. XfilesPro helps Salesforce customers having community portals, manage their community user generated files to store in external systems in order to optimize their native file storage with seamless collaboration. To know more, please get in touch with us. AMARLAL
