Enable Salesforce & AWS integration for external file storage with XfilesPro
If you are dealing with a lot of Salesforce files and attachments, you can understand the associated challenges. A large number of files will subsequently lead to a high file storage space consumption and additional storage expenses. As Salesforce storage costs are hefty, it becomes irritable for organizations to optimize their primary file storage space without compromising any files or attachments. To get rid of this, XfilesPro help organizations store their Salesforce files in an external storage system without impacting the user experience. As a highly compatible external file storage solution for Salesforce, XfilesPro helps you reduce significant file storage costs along with seamless collaboration. When we talk about external storage support, currently XfilesPro supports various Cloud (AWS, Google Drive, OneDrive, Dropbox, etc.) as well as On-premise (SMB Windows Share, SFTP, File System, etc.) storage systems. Salesforce – AWS Integration using XfilesPro for external file storage As Amazon Web Services (AWS) offers a highly scalable, reliable, fast, and cost-effective object storage infrastructure called ‘Simple Storage Service (S3)’, many of the organizations prefer S3 as the external storage for their Salesforce files. XfilesPro works well with S3 and it’s extended features will make your file storage experience in S3 simple & cost-effective. To simplify the S3 configuration process, XfilesPro allows Salesforce admins to set S3 as the external storage with a single click. The set-up process can be automated and you can either use your own Salesforce Org’s S3 storage or XfilesPro offered highly secured S3 storage. Now let’s look at some of the XfilesPro features, which will help you store and collaborate your Salesforce files in S3. Easy File Management Using XfilesPro components, files are directly stored in S3. XfilesPro supports other file operations like view, download, preview, delete, share directly from the Salesforce UI. Export/Import Utility Initial file migration from Salesforce storage to S3 can be done through ‘Export’ feature & if the files are in some other system, they can be linked with your Salesforce system by keeping them in S3 using the ‘Import’ feature. READ THIS: How XfilesPro helped an Australian non-profit organization manage 6K+ files and efficiently store them in Amazon S3 Customized Folder Hierarchy You can completely customize the folder structure to any hierarchy based on object relations in S3. Bidirectional Sync You can manage your files in S3 directly from Salesforce. Handling Email Attachments Attachments received through Emails can be automatically moved to S3 storage. What choose XfilesPro? XfilesPro offers a gamut of benefits including reduced file storage cost, secure file transfer, no limitation of file size & volume, seamless user experience, support for Chatter files, communities, and customer portals. Get in touch with us if you want to store your Salesforce files in the AWS S3 system. AMARLAL
How XfilesPro helped an Australian non-profit organization manage 6K+ files and efficiently store them in Amazon S3
As a Salesforce external file storage solution, XfilesPro helped many companies resolve unique technological challenges related to Salesforce file storage with its vibrant features and functionalities. The other day when one of the biggest Australian non-profit organizations ‘Leukaemia Foundation‘ faced stiff challenges managing their Salesforce files, they were looking for a solution which can help them store their Salesforce files in an external storage system and XfilesPro was the savior. The challenge was not limited to storing Salesforce files externally, it was much bigger than that. When Leukaemia Foundation’s Salesforce Admin Mike Fensom communicated with our sales team and explained them the problems they are facing, he said “We wanted to link over 6000 files from another CRM into Salesforce. But we know we will exceed our file storage limits.” Mike’s concern was any file storage solution would take a lot of time importing these many files to their Salesforce system and this process might impact business continuity as well as involves risk. Adding 6K+ new files to Salesforce system from another CRM would definitely exceed the file storage limits and purchasing additional file storage space was an expensive investment. Seamlessly importing 6K+ files to Salesforce, then storing them along with the existing files in the external cloud storage (Amazon S3) and finally collaborating them all was not easy. High level of expertise was required and as always XfilesPro delivered the job. Before storing Salesforce files in Amazon S3, the first action was to seamlessly connect 6K+ files from another CRM system into Salesforce without impacting the business process. XfilesPro’s File Migration Utilities feature came into action and the application successfully linked all the 6K+ files with Salesforce objects without affecting the business process. XfilesPro quickly stored all the recently moved and already existing files in the external storage Amazon S3 and subsequently reduced the primary file storage space. Also read- Effortlessly Store Salesforce Files In S3 With XfilesPro: A Step-By-Step Guide XfilesPro also mapped all the existing notes and attachments and linked them all in one location on the page to make things easy for the users. Often it is difficult for Salesforce admins to configure third-party solutions, to simplify this, XfilesPro support team quickly completed the initial XfilesPro set-up and then helped Mike setting up their Amazon server to enable a smooth file transfer. After a successful implementation, when we asked Mike about his experience using XfilesPro, he has some really kind words ” The Support and Service that XfilesPro offered is great. With quick support responses to our questions, the support team even provided help on how to’s (not only use their product but other products as well). The team helped us set up the correct settings for the S3 Server, import the other CRM software files into Salesforce via a quick process plus Export the existing Salesforce files to the S3 Server.” It’s been quite a few months now that Leukaemia Foundation is using XfilesPro and whenever we reach them to know how things are working, it gives us immense pleasure seeing them happy and most importantly relieved. When a solution starts adding real business values rather than just offering a one-dimensional service, it becomes distinctive. And today, when we see XfilesPro placed itself at the top Salesforce external file storage and collaboration solution, we feel proud. To know more about XfilesPro and how it can help you save huge Salesforce file storage costs, get in touch with our team. Check the AppExchange page here. AMARLAL
