Top five XfilesPro capabilities which make it the #1 Salesforce external file storage solution
As a Salesforce external file storage solution, XfilesPro has been clinical in offering best in class external file storage and collaboration services to multiple Salesforce users from varied industries. In order to make the solution more efficient, we keep on adding new features and enhance the existing ones in each of our new releases. Apart from reducing significant Salesforce file storage costs, XfilesPro is extremely popular among Salesforce admins because of its ease to use and automation capabilities. Today, XfilesPro delivers more than just Salesforce external file storage services. It’s highly efficient features have made it one of the must have applications for any Salesforce admin. The current version of the solution has plenty of amazing features which can make life easy for a Salesforce admin. Let’s have a look into the top five XfilesPro capabilities which make it the first choice external file storage solution for Salesforce. Also read: Top-Notch Salesforce File Management Capabilities of XfilesPro: Top 10 customer Appreciations A gamut of external storage options XfilesPro is compatible with most of the external Cloud as well as On-premise storage systems. Currently, the application supports external cloud storage systems such as Amazon S3, OneDrive, Google Drive, Dropbox, Box etc. and also supports any kind of local/on-premise storage systems such as SFTP, FTP, File System, Shared Drive, Shttps://xfilespro.com/top-notch-salesforce-file-management-capabilities-of-xfilespro-top-10-customer-appreciations/MB Windows Share etc. Recently we customized the solution and added Team Drive as one of the external storage options for one of our customers. Easy file migration utilities (Import/Export) File migration utilities feature allow Salesforce admins to seamlessly import files or attachments from any external system to their Salesforce system and also export any number of files or attachments from their Salesforce system to an external system. One of our customers recently used this feature to link over 6000 files from another CRM with their Salesforce system and then export all the files to Amazon S3. Using this feature Salesforce admins can quickly and securely share and link files to/from their Salesforce system. Custom folder hierarchy This feature allows an admin to manage all the files at the same time and also sort/synchronize all the files in an order s/he wants. Custom Folder Hierarchy links all the objects to their respective folders. Most of the unlinked files get directed to the document folder in the external storage to keep all the files synchronized and managed. This is one of the most favorite features for many of XfilesPro users. An automated solution XfilesPro has multiple automation capabilities. With performing simple settings, admins can make external file storage process simple and automated. Few of the notable XfilesPro automated processes are; Email attachments auto export to external storage. Email-to-case attachments auto export to external storage. Auto file migration to external storage after the lead conversion. Auto creation of default files/folders on every newly created record. Single-click automated Amazon S3 configuration. Easy drag-and-drop file upload. Auto file collaboration without affecting user-experience. And much more. Highly Compatible XfilesPro is a highly compatible solution which can be used in Lightning, Classic, & Salesforce. The solution works with Sales Cloud, Service Cloud, Community Cloud & Platform, as well as can be used by a Salesforce customer from any industry and of any size. The solution is also highly customizable to meet specific business needs, supports chatter files, multi-file uploads and allows file upload of any size. Conclusion XfilesPro offers plenty of other features and benefits which makes the application extremely popular among Salesforce users. Salesforce admins are using XfilesPro for various use-cases including Salesforce external file storage, Document management & collaboration, Secured file sharing, Import/export of Salesforce files, Compliance management, File management for communities/customer portals, File management for internal portals, and Managing sensitive files on-premise for security. Get in touch with our sales and support team to know more. AMARLAL
Discover the most powerful XfilesPro features for your Salesforce file storage: “Import/Export”
Since it’s AppExchange launch, back in 2012, XfilesPro has proved to be one of the most robust & strategic solutions when it comes to Salesforce file management. Enterprises from across multiple industries like finance, healthcare, education, & many more have trusted XfilesPro and used it for their Salesforce file storage needs. Offering integration services with various external storages, XfilesPro has soon become the #1 file management application on the AppExchange market. A Little About XfilesPro To simply define XfilesPro, it is an advanced file management & collaboration solution for the Salesforce system which was designed to help enterprises achieve their goal of efficient, cost-effective Salesforce file management. Using XfilesPro, users can easily store their important files/attachments in different external cloud (SharePoint, AWS S3, Google Drive, OneDrive & Dropbox) and on-premise (SMB, SFTP & Network Drive) storages with complete file accessibility. Also read: How To Store Salesforce Files In External Storages Using XfilesPro: Steps To Follow The XfilesPro application has an array of robust features that enable its users to avail a highly optimized, streamlined & seamless file management experience in Salesforce. These include awesome features like file archiving, bidirectional sync, folder hierarchy, file drag & drop, intelligent file/folder creation, and much more. More such beneficial features are added in the application’s each new release, just like the new import/export feature that takes the application experience to a whole new level. ON-DEMAND WEBINAR: File Archiving: The Future of Salesforce File Management Let us tell you how you can use XfilesPro’s new import/export features to control your files in a simplified way. Export If your Salesforce file storage space consumption has increased over time then you can use XfilesPro to instantly reduce it by almost 80-90%. This feature is especially useful for Salesforce enterprises from the industries that deal with a lot of files & attachments across objects. By using the ‘Export’ feature, such enterprises can easily export the files & attachments (stored in their Salesforce Org) to any external storage of their choice, all in a single call. In just a few simple steps, enterprises can start exporting their files instantly. Once the export process is executed successfully, the exported files can be easily viewed in the external storage. Not only this, XfilesPro also lets the admins open those exported files from within the Salesforce Org, which can then be easily viewed in a reduced size. Select your external storage provider, choose object and set your filter criteria 2. Start the export process 3. View your exported Salesforce files Import If there is ever a need to access and bring back the Salesforce files that are stored in the external storage, it can easily be accomplished by using the ‘Import’ feature of XfilesPro. The import feature allows admins to link the files & attachments stored in the external storage to a Salesforce object in the form of an ‘attachment’, without physically moving the files back into the Salesforce Org. This prevents the primary Salesforce file storage space from being again filled up during the file import process. Once the import process is completed, the imported files can be viewed within the Salesforce Org. Here are the simple steps that admins need to follow to import the files & attachments. Select the external storage system from where you want to import the files 2. Start importing your files. You will receive an email once the process is completed With the introduction of the latest import/export feature, using XfilesPro to manage the Salesforce file storage has become even more cost-effective & easier. In addition to offering a strategic & efficient approach to store files in the preferred external cloud/on-premise storages, XfilesPro is now also powered with unique features that make it an ideal application for efficient Salesforce file management. With many progressive Salesforce companies making XfilesPro their first choice for file management, what are you waiting for? The price of an XfilesPro license for a month is now cheaper than a cup of coffee. Don’t waste time and get in touch with us today to know more about the application or schedule a demo here. AMARLAL
