WEBINAR RECAP: One-Click Document Generation in Salesforce & Auto-Storage in an External System: The Big Surprise Unveiled
We did it for you! We hosted yet another webinar session that gave us a feather in the cap! It takes us immense pleasure to let you know that XfilesPro’s latest webinar held on 6th July 2022 on ‘One-Click Document Generation in Salesforce & Auto-Storage in an External Sysytem’ became an outstanding turnout. We hosted many people who joined us live from all over the world! We’ve been blown away by the participants’ overpowering response and we thank everyone from the bottom of our hearts for their valuable presence in our live event that marked our big success. If you haven’t attended the webinar because of any restraints and now FOMO gets a hold of you, we dedicate this blog to you. Here’s a quick tour of all the occurrences that took place in the insightful session that can give you a high-level picture of something you missed out on! XfilesPro – The Next-Gen File Management Application for Salesforce For us, no way is better than beginning with XfilesPro! Priyadarshi Sahu, one of our speakers, set the webinar in motion by recounting an intelligent approach toward file management automation in Salesforce, which is nothing but the implementation of XfilesPro. He dived deep into the five-star-rated AppExchange application’s expertise to migrate massive files from Salesforce to any external system (OneDrive, SharePoint, Google Drive, Amazon S3, etc.) of the user’s choice with just a click, at lightning speed. With his exposition of ‘Auto File Export,’ an important functionality and calling card of XfilesPro, the joiners got a deeper understanding of how the product can make their life easier and more productive. As the audience got more excited to learn further, Priyadarshi expounded on various other features of XfilesPro, including file collaboration, external file integration, folder management, and file preview — which made the attendees bounce off the walls. Now came about the most exciting part of Priyadarshi’s session — What’s New with XfilesPro? Indeed, this was something many guests seriously looked forward to as they are using XfilesPro and are thrilled to explore more capabilities of it. Below are the two recent updations in XfilesPro that Priyadarshi kept in store for everyone: Tagging for SharePoint: A feature that allows users to save tags against files on the file system as well as in SharePoint Document Libraries to describe what the content contains and what it does. File Sync in Google Drive: An intelligent yet easy option to map the users’ existing files in Google Drive or in their on-premise storage system that can also preview in Salesforce. With all that said, Priyadarshi concluded his session by demonstrating a bird’s eye view of XfilesPro in terms of numbers, which shed light on some interesting facts about the leading app and its dominance in the industry. Announcing DocuPrime – The Next Big Thing Now the time has reached to make the big announcement all were excitedly waiting for! To blow the gaff, Sutirtha Roy, the Senior Consultant – CEPTES SOFTWARE, took the stage and unveiled DocuPrime, our latest native AppExchange application to automatically generate documents in Salesforce. Sutirtha explained at length how DocuPrime can open door to automation and how easily it eliminates manual efforts and time required to create error-free documents. Indeed, the announcement of DocuPrime during the webinar knocked down the audience with a feather. As the discussion progressed, we got the audience’s pulse, which made us excited to reveal more about this new product from the house of CEPTES. Sutirtha delivered an insightful take on the next-gen capabilities of DocuPrime (other than automated document generation) including unlimited versioning of templates, document preview, workflow & lightning flow, and eSignature. Altogether, Sutirtha’s take clearly showed what all capabilities can make DocuPrime stand out from the pack! How XfilesPro & DocuPrime Go Hand in Hand —The Twin Power Now that everyone understood that DocuPrime had something to do with XfilesPro as the former enables document generation in Salesforce and the latter allows its auto storage in an external system. This was just what we wanted to offer through our novel concept named ‘The Twin Power’ or ‘The Power of Two’ — a powerful association between DocuPrime and XfilesPro that can use across different functions of an enterprise. Taking the concept to the next level, Sutirtha gave a live demo of the whole process — from generating a document in Salesforce to storing it in an external system — all with just a few clicks. It’s Time to Wrap Up! As Sutirtha winded up his session, there were plenty of questions poured into us from the attendees’ side! Our speakers answered a few of them in the final Q&A session and left the others with a promise that we would get back to them via email. And, that’s it! Our much-awaited webinar buttoned up on a high note. If you want to see the slide-by-slide presentation of the complete webinar, do check it out here! Else, if you prefer to watch the recorded version of the webinar, we’ve got that also for you. Watch it here now! Don’t forget to share this blog and stay tuned for more exciting updates to level up your Salesforce journey! AMARLAL
LIVE WEBINAR: One-Click Document Generation in Salesforce with Auto Store in Your Preferred Storage: A Very Big Announcement to Make!
It’s yet another cheery morning at work. You are full of beans to kick start the day by ticking off the tasks assigned to you. Your system is powering up. You are scrolling through emails, checking the calendar, responding to messages… Now arrives the high-important email from the manager saying that your organization has decided to hand pick 20 MBA grads through campus hire, who your team already interviewed. The leadership team wants to send over an urgent email communication to the candidates by appreciating their outstanding performance during the hiring process and releasing offer letters to all of them. As a solo HR executive who takes care of the talent acquisition department, it’s you who needs to roll up the sleeves to create all mentioned documents. And, to round out the entire task, you have a day time — and only that. You have the data about all candidates, their roles, joining dates, CTCs, etc. on the Salesforce system. But garnering them to create a large number of documents with varied customization for all candidates means that you are going to juggle multiple balls in the air. You see yourself heading on to a tedious, nerve-wracking task that also leaves room for errors if done and dusted in a single day. Now you get a shiver down your spine! Hey there, stop visualizing the scenario. This story is one just example of how document generation sounds arduous for the Human Resource sector. There are plenty of industries and multiple business domains including Sales, Finance, Marketing, and Real Estate, which also deal with this Gordian knot. Generating multiple documents on a daily basis using data stored on the Salesforce can make your life difficult, we know it first-hand. But wait..we got something to tell you. After having identified that easy document generation is the need of the hour for many Salesforce users, we decided to lend you a hand. At CEPTES, we pored over the context and discovered all essential deets that can come in handy while you make a multitude of documents. And, we will meet you all in our upcoming webinar to throw light on the same. In the webinar that is all set to go live on 6th July 2022 at 11:00 AM EST, our key speakers will expound to you on a modern way to generate documents within the Salesforce app in a single click. They will walk you through the finest and most innovative ways where automation is used to drive a hassle-free document creation process and how to store them in any external storage (SharePoint, OneDrive, S3, Google Drive, AWS S3) of your choice. Trust us, this approach will discard all your tensions upon template building, content customization, error creation, and a lot more aspects. To add more value, our speakers will also showcase a live demo of how we have made document generation seamless in Salesforce, which would blow your mind away. And, there’s a big surprise and announcement for you! And, we’re not done. There are many more things in store for you including a detailed explanation of how XfilesPro has revolutionized the Salesforce file management system with its best-in-class capabilities. So, make sure your presence in the webinar. What Can You Expect? The Power of Document Generation & External Storage Integration LIVE DEMO – How to do it The Surprise Package: Document Generation Salesforce File Management with XfilesPro The New XfilesPro Functionalities So, Book Your Seat Now See you in the webinar! 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
