7 Reasons Why You Should Store Your Salesforce Files In SharePoint, From An #AwesomeAdmin’s Perspective.
Most Salesforce Admins do not believe when we say that managing documents in Salesforce can be easy and automated. We got them completely as we understand that Salesforce is a bit tricky when it comes to file management. Because the CRM platform comes with limited file storage space, the overgrowth of the files would fail the admins to operate the application effectively. Migrating files from Salesforce to an external storage is its only solution. If you’re already using SharePoint, the popular storage system, don’t look further than it as SharePoint provides a lot of advancements to store your Salesforce files externally. Before discussing those factors, let’s take a brief look at SharePoint. A Little Light on SharePoint SharePoint is a proprietary, web-based collaborative platform that integrates natively with Microsoft 365. It’s one of the most popular document management and storage platforms today with over 100 million users worldwide. SharePoint has been making it easy for customers to set up a centralized, password-protected space for safe and secure document sharing, downloading, editing, and uploading. Now, the point of discussion is on the integration of SharePoint and your Salesforce. As you already know, you need to partner with a solution provider for this. To make your life easier, we’d recommend you use XfilesPro, the #1 file management app for Salesforce.XfilesPro integrates Salesforce with your SharePoint without even the need for an additional connector. And post-integration, the application automatically migrates your files from Salesforce to SharePoint in pre-defined intervals and by following the hierarchy of the files. The best part is that apart from SharePoint, XfilesPro also supports other file storage platforms such as AWS S3, OneDrive, Google Drive, and on-premise platforms. With that note on the functionality of XfilesPro, let’s discuss the seven factors why you need to store your Salesforce files in SharePoint by leveraging the power of XfilesPro. Learn why XfilesPro is the most preferred app to connect Salesforce and SharePoint for file storage here. A Slim Wallet Solution Trust us, purchasing additional storage space from Salesforce might break your bank! When sharing files to SharePoint externally, you are saving a huge amount of money associated with the purchase of extra storage space from Salesforce. In addition, as XfilesPro eliminates the need for an additional connector to integrate both platforms, you’re once again receiving an opportunity to save pennies. A Huge Storage Suite With the SharePoint-Salesforce Integration, the need for your file storage out of the Salesforce environment is satisfied with the huge storage capacity provided by SharePoint. The biggest urge for file storage optimization is met. End-to-end Process Automation With the power of XfilesPro, you can automate your file migration process and eliminate manual efforts behind managing files in SharePoint. At the same time, if you want to opt for the manual workflow, XfilesPro also provides the ability to carry out file management in your preferred way at your convenience. Leveraging SharePoint Tagging In search of the right file, sometimes naming conventions will also not be a best practice in a huge directory of files. But with the feature of SharePoint tagging, XfilesPro allows you to apply metadata labels or tags to documents, list items, and other types of content in SharePoint. These tags can be used to categorize and organize content based on different attributes, such as keywords, topics, or themes. Discover how a two-decade-old IT firm automated the migration of Salesforce Files to SharePoint with XfilesPro. Future-proof Security of Files Firstly, there are certain security measures that SharePoint offers to safeguard your files within its platform. On top of that, XfilesPro delivers security expertise including Access Control and Encryption at Rest that helps you to rest assured that no unauthorized users are accessing your files. Real-time File Collaboration Since your Awesome Admin role has never experienced anything like file collaboration in Salesforce, XfilesPro gives you that golden opportunity to collaborate on files in real-time in SharePoint. This is a great chance to eliminate the endless time required for file modification by several users. Enterprise-level File Management Experience By managing Salesforce files in SharePoint with XfilesPro, you’re stepping into the modern document management world, where automation rules the game and everything is controlled by you. Explore how Salesforce-SharePoint integration helps you transform your Salesforce file storage needs here. Huh… That seems like a lot of reasons to choose SharePoint as a repository of migrated Salesforce files. But the only necessity is XfilesPro! If you wish to learn more about how to use your SharePoint platform to keep your migrated Salesforce files, schedule a demo with one of our product experts. Achieve No-code Integration Between Your Salesforce and SharePoint Discover the easiest way to connect your Salesforce with SharePoint for a Seamless Document Management Experience Download Datasheet Sambitwww.xfilespro.com
WEBINAR: Reimagine Salesforce File Management with XfilesPro
Managing critical business operations leveraging digital platforms is one of the mainstream digital transformation strategies and for many good reasons. As the creation and sharing of documents while using multiple digital platforms are so widespread today, it completely makes sense that enterprises are putting a lot of focus on managing all their documents efficiently in a highly organized way. With the evolution of paperless offices and work-from-anywhere culture, the need & importance of a centralized file management system has significantly increased as the volume of files getting generated today is much higher than it used to be in the past. For Salesforce customers dealing with a lot of files, has its own pros & cons. On one hand, when a lot of files show that they are accelerating their digital transformation journey & growing as a business, the other side of this has a lot of challenges in terms of file management, storage management, file accessibility, file visibility, file collaboration among various internal & external users, etc. XfilesPro has been instrumental in offering top-class Salesforce file management services for over the years now and the AppExchange solution is only getting better with time. With a client base of over 400 companies across a wide variety of industries and 500K+ active users, XfilesPro is the #1 file management solution for Salesforce today. Join our expert panel on Thursday, March 10th, at 11:00 AM EST to learn how you can maximize the power & ROI of your Salesforce app through advanced automated file management with XfilesPro. The live session will also talk about how enterprises are reimagining their file management experience in today’s work-from-anywhere world with optimized storage usage & cost management, seamless file collaboration, uninterrupted file accessibility, 100% file visibility & control in Salesforce with XfilesPro. As the importance of managing files in business is soaring, this webinar could be a game-changer for your business as an efficient way of file management will not only help you handle business better but also this will boost the overall ROI. Our experts will also help you understand how various external cloud storage systems such as SharePoint, AWS S3, Google Drive, OneDrive as well as On-prem systems can be used as an extended storage for your Salesforce files. What can you expect from the webinar? How to control the file usage & manage storage space in Salesforce How efficiently files can be moved to external storage systems without losing access How to build a highly customized & organized folder structure to improve user experience And Most importantly, how to tap maximized ROI from your file management solution for Salesforce WEBINAR DETAILS Topic: Reimagine Salesforce File Management with XfilesPro File Storage Management, File Archiving, Organized Folder Structure & ROI DATE & TIME: 10th March, 2022 | 11:00 AM EST Register here. Looking forward to hosting you. Checkout the XfilesPro datasheet here. AMARLAL
Top 7 Factors That Differentiate XfilesPro From Other File Management Solutions for Salesforce
Last Updated: September 22, 2023 If you are a Salesforce customer, you might know that dealing with a large number of files within the app is always troublesome considering the platform limitations. Being the #1 CRM provider in the world, Salesforce powers organizations to boost their sales, marketing & customer service processes. However, it can’t be considered as an advanced document management system because the platform doesn’t include this in its core capabilities. The presence of multiple IT systems and, the trend of adopting different cloud platforms for running a business while using Salesforce as the centralized CRM means, files will be generated from different sources & ultimately get stored within the Salesforce app. Now with the limited file storage space that Salesforce offers, it becomes extremely challenging to maintain all the documents in one place with easy access, collaboration, and sharing. This is why the need for a powerful document management system becomes essential to drive higher business efficiency & harbor customer success. And XfilesPro masters the art of document management in Salesforce. What is XfilesPro? XfilesPro is an enterprise-grade file management application for Salesforce. Available on the AppExchange, this 5-star rated application offers seamless integration between Salesforce & other external file systems such as SharePoint, Amazon S3, OneDrive, Google Drive, and On-prem. XfilesPro customers easily move Salesforce files to their external storage without losing access to their Salesforce files. This ensures Salesforce org never runs out of its file storage limits while customers can save high storage costs. Along with this, XfilesPro also offers multiple additional features to improve the Salesforce CRM experience while managing documents efficiently. Salesforce compatibility is one of the best functionalities of XfilesPro as it can be used for all types of major Salesforce apps including Sales Cloud, Service Cloud, Industry Cloud, Platform Apps, AppExchange Applications, Salesforce1 mobile, etc. Objectives to use XfilesPro XfilesPro is being used by Salesforce customers to meet certain key file management objectives. Some of them are; Better Storage Optimization: With external storage integration, customers can optimize their Salesforce file storage. This will help them to always be within the allocated file storage limits and prevent paying additional storage upgrade costs. Enhanced File Collaboration: With XfilesPro, users can seamlessly collaborate on files with different internal & external users. This includes file sharing, view, access, edit, and much more. To maintain security standards, access control features are in place. Centralized Content Management System: Customers use XfilesPro to build a highly centralized content or document management system that can bring documents from multiple Salesforce apps, or connected external platforms & keep them in one place for better business results. 7 Reasons to Choose XfilesPro Over Similar Salesforce File Management Applications While most of the file management applications for Salesforce offer similar kinds of features, there are certain aspects where XfilesPro has a distinctive edge over its competitors. Let’s have a sneak peek of 7 top reasons why Salesforce customers choose XfilesPro; Easy Setup & Quick Configuration Integrations are always complex & time-consuming. While most of the file management applications are complicated to set up & use, XfilesPro comes with a super easy setup & configuration process. You can start moving your Salesforce files to external systems within minutes. Connect with us to set up the app & start a free trial. Highly Reliable XfilesPro is a 9+ years old product with a track record of delivering excellent customer service. With over 100+ reviews on the AppExchange, the application is rated as a 5-star. On the other hand, we are known as one of the most trusted Salesforce partners & currently serve 1000+ global customers. Read what customers say about XfilesPro. Aligned with the Salesforce Ecosystem As a product, XfilesPro is completely aligned with the Salesforce ecosystem & it’s future. As mentioned earlier in the blog, XfilesPro supports all major Salesforce apps, AppExchange apps, force.com apps, and Salesforce1 mobile. Large Volume File Migration One of the most unique capabilities of XfilesPro is that the application can migrate a large number of files from Salesforce & offload it to the external storage system. The process is easy, automated, and highly reliable. This will help customers optimize their file storage space immediately. A customer can use this feature as many times as they want. Bi-directional Syncing of Files Files moved from Salesforce to the external storage are synced from both sides. So a user having access to both applications can view, access, edit, and share files from either end. If a file is being edited from one side, the changes will automatically reflect in the other app as well. Another benefit of this feature is that non-Salesforce users can upload files to the external system, and Salesforce users can view it within their app. Folder Structure & Syncing The beauty of XfilesPro is that it offers not one, but two folder design options. Users can keep migrated Salesforce files within specific folders in their external system. Folder structure either can follow a template offered by XfilesPro, or customers can build custom folders. For customers moving to Salesforce from a legacy system, their existing files/folders can be synced to their new Salesforce app using XfilesPro. Community User File Migration XfilesPro supports Experience Cloud. Files getting uploaded from community users can be moved automatically to the external storage without any manual intervention. So, there you have it! These conclude some of the most prominent differences between XfilesPro & other file management solutions in the market. We hope that this detailed comparison we provided helps you make a well-informed decision for your organization in terms of choosing an efficient & cost-effective file management solution. In case you still have any doubts about XfilesPro or want to know more about its integration & external collaboration capabilities, get in touch with our experts & get all your doubts cleared. You can also schedule a quick demo to understand the features of the application better. AMARLAL
Why Top Transportation & Logistics Service Providers Trust XfilesPro for Efficient File Management in Salesforce
For decades, the transportation & logistics industry has grappled with issues like outdated infrastructure, siloed & inaccurate data, disconnected customer experiences, and dissatisfied customers. To add fuel to the fire, the current COVID-19 health crisis has increased customer expectations & changed the regulations, thereby forcing the industry to evolve. Because of this, digitization & globalization have become imperative for the smooth functioning of the industry. Salesforce CRM for Transportation & Logistics Industry To be able to compete & thrive in this new environment, companies in the transportation & logistics industry need to keep up with the noteworthy transformations in the technology sector. One such technological advancement that the logistics industry experts greatly emphasize is the use of Salesforce CRM. Salesforce gives enterprises from the T&L industry the ability to track their customer’s experience from the initial quote to the delivery fulfillment. By connecting all the business processes, like sales, service, marketing, & customer experience, in a single platform, Salesforce helps such enterprises perform all logistics-related operations seamlessly. Building out business processes in Salesforce allows logistics companies to communicate with their customers better, improve the digital infrastructure, and track loads more effectively. Here are some of the top benefits of using Salesforce for the transportation & logistics segment: Automation of Complex Business Processes Improved Sales & Marketing Operations Easier & Seamless Team Collaboration Insightful Reporting Elevated Customer Services & Improved Customer Satisfaction In addition to using Salesforce, most third-party logistics companies also leverage different AppExchange applications to better manage their end-to-end business processes. These include popular cloud computing solutions such as Revenova, Lanetix, Resilinc, CloudSense, NeuroRed, & many more. These applications built exclusively on the Salesforce platform, help deliver unprecedented business results, grow revenues and profits, & improve operational efficiency. Check out: CL Services, a top US-based 3PL service provider optimized their Salesforce file storage with XfilesPro Major Roadblocks to Superior Business Efficiency With the introduction of technological advancements, like Salesforce, and the prevalent use of 3rd-party custom applications, built on the Force.com platform, it would seem like enterprises in the T&L industry have everything they need. But that’s not the case. Even when using Salesforce, there are several challenges that these enterprises encounter daily. The 3rd-party logistics service providers usually have numerous business verticals such as supply chain, tracking & tracing shipments, warehousing, partner management, document management, customer support, & many more. To perform all these functions, they often deal with plenty of processes, people, products, & documents. But managing such a massive volume of files & documents within Salesforce is a great hassle in itself. Different Salesforce documents and files such as invoices, packing lists, export licenses, purchase orders, bill of lading, airway bill, delivery order, letter of credit dock, warehouse receipts, insurance papers, load order, & certificate of origin have to be dealt with daily. This can become a huge challenge if the enterprise doesn’t have a proper file management strategy in place. Coincidentally, the more users, partners, customers, vendors, & other different systems the 3PL company has, the more documents it generates in Salesforce. And the more documents it generates, the more it needs to focus on managing those documents efficiently. Therefore, it is always a problem of plenty that makes the need for a file management strategy even starker. In other words, though Salesforce & the 3rd-party custom applications have been exceptional in helping 3PL companies manage their operations better, managing the large number of files has never been easy due to the limited nature of the allocated file storage. And when dealing with so many documents, enterprises are bound to eventually run out of the allocated storage. XfilesPro: The Comprehensive File Management Strategy for T&L Companies When looking to overcome the limitations of the file storage in Salesforce, a lot of 3PL companies initially think of purchasing additional storage space from Salesforce because it seems like an easier approach. But once they realize that it’s a pretty hefty & recurrent expense, they quickly look for other solutions to their problems which is when they truly realize the importance of adopting comprehensive file management strategies in their Salesforce Org. XfilesPro is one such comprehensive file management & external collaboration strategy that is trusted by various transportation & logistics service providers across the world. The solution, designed especially for Salesforce, works well with solutions like Sales Cloud, Service Cloud, Experience Cloud, & other custom Salesforce solutions. Using the app, companies can seamlessly migrate their important files to different external systems including cloud storages like SharePoint, AWS S3, Google Drive, OneDrive, & Dropbox, and on-premise systems like SFTP, SMB, & Network Drive. Gain more insight into the application by downloading this product datasheet. By using XfilesPro, users can not only optimally manage their Salesforce files & optimize the native file storage but can also cut back on their file storage costs significantly & enhance the business growth, without compromising on their user experience. Now let’s discuss how XfilesPro’s unmatched capabilities can be of tremendous help to companies from the transportation & logistics vertical in meeting their file management goals in Salesforce. Large Volume Initial File Offloading Sometimes 3PL companies have a large volume of already-existing Salesforce files (closed shipment details, old freight records, old customer documents, closed customer support tickets, etc) within their Org that though are not in active use but do take up storage space, leading to different challenges. XfilesPro has an amazing ‘initial file offloading’ feature, utilizing which such files can be easily migrated to the external storage automatically, without any manual intervention. Centralized Content Management Experience Since 3PL companies deal with a multitude of files & documents, it’s very common for these files to be scattered across multiple systems like Salesforce, cloud storage, on-premise storage, community portal, etc. XfilesPro intelligently links all such files and documents to specific Salesforce records in the Org, allowing them to be managed from a single location in the external storage. This lets the T&L companies enjoy a seamless & centralized content management experience. Also read: Why is
Why is XfilesPro’s File Archiving Capability the NEXT BIG THING in Salesforce File Management?
Over the years, we have come across thousands of Salesforce users who were struggling with the efficient management of the files & attachments in their Salesforce system. Generating multiple different types of files; including documents, spreadsheets, images, proposals, reports, agreements, & more; they were in dire need of a solution that would get them out of the pickle. That’s where we got the idea for our solution, XfilesPro. XfilesPro: A Brief Introduction To define XfilesPro, it is an advanced file management & external storage collaboration solution for Salesforce that is designed keeping in mind the current as well as the future Salesforce roadmap. The application helps users migrate their Salesforce files/attachments to any external cloud or on-premise storage of their preference. Salesforce files can be seamlessly stored in popular cloud platforms like SharePoint, AWS S3, Google Drive, OneDrive & SharePoint. Using XfilesPro, users can optimally manage a large volume of files in Salesforce, cut back on their file storage costs & enhance file visibility & accessibility, without compromising on their user experience. What’s more is that the app also helps in adhering to various regulatory compliance policies & offers a more seamless file management experience. It is because of these reasons that XfilesPro has steadily emerged as the most preferred solution among top-notch enterprises for resolving the challenges associated with Salesforce file management. What’s New with the Application The file management application comes loaded with several awesome features like 360-degree file collaboration, community file management, seamless file/folder syncing, & centralized file management. Because of this, the application delivers more than just the regular external file storage services. But we have always upheld the reputation of being one of the most innovative solutions on the AppExchange, that is constantly rolling out new in-app capabilities. Recommended Reading: Why is XfilesPro the Most Comprehensive File Management Solution for Salesforce? Therefore, to keep up with our commitment of making life easier for Salesforce admins while maintaining the efficiency of the solution & making it even more user-friendly, we keep on enhancing the already existing features as well as add new features in each of the new releases. In this respect, let’s have a look at the latest feature that was added in the application’s last release. Large Volume File Migration (File Archiving) In the simplest of terms, XfilesPro’s large volume file migration or Salesforce file archiving utility refers to the app’s capability to identify Salesforce files & attachments that are no longer in active use (but still need to be retained due to various internal & compliance reasons) and move them out of the primary Salesforce file storage into a secure long-term cloud or on-premise storage system. Note: Archived files are not copies of the original files, rather the rarely-used files themselves that need to be retained for long periods of time. Using a special trigger-based utility, XfilesPro lets users auto-schedule the file archiving procedure to happen automatically. This means that with very little manual, repetitive intervention, the application facilitates seamless archival of legacy Salesforce files from the primary file storage to one’s preferred cloud (SharePoint, AWS S3, Google Drive, OneDrive, Dropbox) storage. What’s best is that this file archival process has virtually no impact on the ongoing business processes. WEBINAR ALERT: File Archiving: The Future of Salesforce File Management Benefits of File Archiving with XfilesPro Using XfilesPro to seamlessly archive Salesforce files has three main benefits: the cost savings, the file storage space optimization & improved compliance. Since archived files are stored in external storages that are cheaper than Salesforce file storage & require less maintenance costs, file archiving turns out to be an extremely cost-effective process. Also as soon as the legacy files are moved out of the primary file storage, more storage space is created for newer files; thereby optimizing the existing file storage & again saving money. Lastly, Salesforce file archiving also aids in adhering to various internal retention policies & industry-wide compliance guidelines (HIPAA, SOX, GDPR, etc) as files can be stored in external storages for appropriate periods of time & can be retrieved at any point of time, if a need for them arises. XfilesPro’s file archiving utility also creates a future-proof Salesforce file management strategy where user experience takes center-stage instead of the storage system. If you still have some queries or questions about the Salesforce file archiving capability of XfilesPro, then please get in touch with us so our experts can resolve them for you. You can also schedule a free demo to see how file archiving works in real time. AMARLAL
Top-notch Salesforce File Management Capabilities of XfilesPro: Top 10 Customer Appreciations
When it comes to managing the sheer volume of files & attachments generated in the Salesforce system, users are on the constant lookout for solutions that can help them make their Salesforce file management seamless & hassle-free. To help ease those file management processes, our comprehensive file management & external collaboration application for the Salesforce system, XfilesPro, is at their disposal. By definition, XfilesPro is an advanced file management & collaboration solution, designed especially for the Salesforce system, that helps users seamlessly store & collaborate their files with different external systems. These include cloud storages like SharePoint, AWS S3, Google Drive, OneDrive & Dropbox as well as on-premise systems like SFTP, SMB & Network Drive. Using XfilesPro, users can optimally manage their Salesforce files, cut back on their file storage costs & enhance the business growth, without compromising on their user experience. Recommended reading: Why is XfilesPro the Most Comprehensive File Management Solution for Salesforce? Due to the fact that XfilesPro performs extremely well with all Salesforce-offered solutions like Sales Cloud, Service Cloud, Salesforce Platform, Experience Cloud, etc & is highly customizable, it has steadily emerged as the most preferred solution among top-notch enterprises for resolving the challenges associated with efficient Salesforce file management. Let’s have a look at what some of our previous clients have to say about the services offered to them by XfilesPro. Large Volume File Migration (File Archiving) One of the latest features of the XfilesPro application has already found admirers in our clients like Walid Safieh. Using XfilesPro, you can now migrate a large volume of Salesforce files from the primary file storage & securely archive them in a secondary storage space. “If you need to archive your files, definitely do it with XFiles! I can’t say enough nice things about the team here!! They’ve spent countless hours helping me with my archiving issues and have been instrumental in helping us with our file storage issue. The tool is very easy to use and the team is very supportive with any needs you may have!” Customizable to the T : Easy Handling of Attachments As mentioned before, XfilesPro is a highly customizable application that can be tailored to meet almost all the requirements your organization might have. Like we did for Kris Carlson’s enterprise who wanted the application customized so that it could seamlessly handle the sheer volume of Salesforce attachments that were present in their highly complex Salesforce Org. “Tremendous app and incredible support – Very Highly Recommended! We were looking for a solution to migrate all of our Salesforce attachments to cloud storage to save on storage with Salesforce and to have a viable backup. Our Salesforce production is very complex as it relates to attachments where we had well over 300,000 attachments across multiple record types. The XFiles Pro team developed a custom solution to enable such a large migration of data. During this process, the XFiles pro team identified numerous instances where Salesforce had inadvertently deleted attachments and worked with me to get those issues resolved and ultimately resulted in the successful and efficient migration of all of our data. To say that the XFiles Pro support personnel were amazing is an understatement. They worked with us regularly to ensure our implementation was successful and were incredibly responsive (and still are) with any issues, questions or concerns. They took the time in every instance to work with us to ensure any questions were answered and issues addressed immediately. I cannot recommend this product or their team enough! In a time when customer service is lacking across the board, this company has created a model of live, in person customer support that is second to none. They figured out a very complex problem, developed a solution and worked with us step by step to ensure implementation went very smoothly. nicely done!!!” Integrating Salesforce with SharePoint Though XfilesPro supports multiple external cloud/on-premise storage systems, the crowd favorite remains SharePoint. Most of our customers use the solution to collaborate their Salesforce system with SharePoint & overcome their hassles of managing the files & attachments. See what one of our customers, Edita Bruzaityte, has to say about this collaboration. “Great Solution ? We used XfilesPro to integrate SharePoint with Salesforce and it does exactly what it says on a tin. The solution is quite easy to install and navigate, the users praised it for its simplicity and functionality. I also have to say, the team has done an amazing job in supporting us throughout the entire process.” Another one of our customers, Joshua Pattison, also used XfilesPro to integrate his enterprise’s Salesforce system with SharePoint but sang praises about the next-gen Bi-directional Sync feature offered by the solution. Using the bi-sync feature, users can edit, share, download & delete files from both the primary Salesforce file storage as well as the external SharePoint storage. “Fantastic – Just what we needed This product gave us the perfect solution to limited storage and enabling a bi-way sync between our sharepoint. Setup and configuration was straightforward and the team were on hand to walk us through the process. The value for money is brilliant. The XFiles Pro team were also very helpful in answering any questions and assisting with the setup. Great customer service!” Integrating Salesforce with Google Drive Our application is also favored by various Salesforce users who want to integrate Salesforce with Google (Shared) Drive in order to efficiently & hassle-freely manage their files & attachments by moving them to the external Google Drive storage. Here’s what Richard Lackey, who used XfilesPro for this very purpose, had to say about it. “Awesome functionality and service We have wanted to connect Salesforce and Google (Team) Shared for a few years and have been waiting for a solution. Thankfully, I came across XFilesPro, installed and configured the demo version and was impressed from the beginning by the functionality and configurability provided by XFilesPro. It was a pleasure to engage with the sales team. We also needed particular
Why is XfilesPro the Most Comprehensive File Management Solution for Salesforce?
Every day, Salesforce enterprises generate, modify, & delete a massive volume of files owing to their various processes. Files (like documents, spreadsheets, images, Google documents, proposals, reports, agreements, etc) possessing sensitive information & being extremely important for the enterprise, need to be precisely & carefully managed in the CRM system. This is the reason why most users expect the Salesforce CRM to be much more than a simple document repository. When thinking about Salesforce file management, users should take into consideration various aspects including creating, storing, modifying, transferring, copying & deleting necessary files in an efficient manner. With an efficient Salesforce file management system in place, users can enhance their presentation skills, boost the business productivity, & reduce their stress levels. One such popular file management solution for Salesforce users is the AppExchange solution, XfilesPro. XfilesPro: A Dependable Salesforce File Management & Collaboration Solution By definition, XfilesPro is an advanced file management & external collaboration solution, designed especially for the Salesforce system, that performs extremely well with solutions like Sales Cloud, Service Cloud, Salesforce Platform, Experience Cloud, & others. This application helps Salesforce users seamlessly store & collaborate their important files & attachments with different external systems. These include cloud storages like SharePoint, AWS S3, Google Drive, OneDrive & Dropbox as well as on-premise systems like SFTP, SMB & Network Drive. Also read: Document Management in Salesforce: A Brief Introduction to its Best Practices This highly customizable & admin-friendly application is loaded with various exceptional features like 360-degree file collaboration, large volume file migration, centralized content management, and top-notch file/folder management. What’s best is that by using XfilesPro, users can not only optimally & hassle-freely manage their Salesforce files but can also cut back on their file storage costs significantly & enhance the business growth, without compromising on their user experience. What makes XfilesPro a Complete File Management Solution for Salesforce? In the course of efficient file management, Salesforce users often encounter some common challenges like lack of proper folder structure, unmanaged file hierarchy, critically-rising file storage costs, difficulty in syncing files from multiple sources, & difficulty in adhering to internal guidelines & compliance directives. In this article, we are going to shed light on some unique aspects of XfilesPro that are useful in overcoming the above-mentioned challenges, making it a complete file management solution for the Salesforce system. Hassle-free Collaboration– With XfilesPro, Salesforce enterprises can easily set up seamless & secure collaboration among their internal teams & external users. This comes in handy when crucial information has to be shared among different users, all working on a single project. Such collaboration also ensures that though files are stored externally & managed from a central location, they are available to anyone who needs to view, edit, download or share them. Centralized Content Management– Another feature that makes XfilesPro a complete file management solution is its ability to provide a centralized content management platform for Salesforce files/attachments generated from different sources & scattered across various systems like Salesforce, cloud storage, on-premise storage, community portal, etc. Using XfilesPro, all these files can easily be linked to specific Salesforce records in the Org and be managed from a single location (the external storage). Community File Management– Another crucial feature of XfilesPro that makes it the ultimate file management solution is XfilesPro’s management capabilities for the Salesforce files generated by the enterprise’s community portal users. The community portal integration grants more capabilities to the community portal users and gives them better access to the overall Salesforce ecosystem, while managing their files efficiently. Well-defined File/Folder Structure– If there’s one thing Salesforce users always struggle with, it’s hassle-free management of files in proper folders. Even when there is no proper file/folder structure in the native Salesforce CRM, admins using XfilesPro can create intelligent, well-defined file/folder structures in the external storage, according to appropriate file hierarchies. This allows them to manage their files even more systematically. Coherent File/Folder Syncing– Another unique feature of XfilesPro is its ability to establish proper synchronization between the files stored in the primary Salesforce file storage and the files & folders held in the external storage system. Such kind of secure syncing promotes easy visibility & accessibility for the Salesforce files held in the external storage. File Preview Capabilities– Eliminating another hindrance to efficient Salesforce file management is XfilesPro’s file preview capability. Even when the files and attachments are securely held in the external storage, XfilesPro lets users preview the files right from the Salesforce console, without even leaving the Salesforce ecosystem. In-app Functionalities– Several of XfilesPro’s application functionalities also contribute towards making it a preferred Salesforce file management solution. These include drag & drop feature for Salesforce files, the auto-export feature, its capability to perform various functions (share, delete, download) on multiple Salesforce files in a single click, and allowing Salesforce files to be shared among external users. Also read: Forget One-By-One! XfilesPro’s Mass Functionalities Are Here Faster ROI– Because of all the capabilities mentioned above, XfilesPro leads to an instant boost in the enterprise’s ROI, right after its implementation in the Org. Since XfilesPro can be set up quickly, is very easy to operate, & can easily be customized, using it enhances the overall user experience, optimizes the business productivity, & drastically reduces the file storage costs (nearly 80-90%); all leading to a faster return on investment. Owing to all the above-mentioned features & capabilities, XfilesPro has steadily emerged as the most trusted Salesforce file management solution. With over 8+ years of experience in the Salesforce ecosystem, XfilesPro is trusted by over 300+ customers worldwide & has over 400K+ licensed users globally. Using XfilesPro, admins can easily ace their Salesforce file management & realize the dream of an optimized Salesforce Org. To know more about the application, please give us a call or schedule a demo with us. AMARLAL
WEBINAR: Introducing the Revolutionary Salesforce File Archiving Capability of XfilesPro
As promised, we are back with yet another insightful webinar episode for our cherished Salesforce customers. And this time it’s going to be better than before: more interesting subject matter, distinguished speakers, and a galore of thought-provoking learning. So let’s not delay this further and introduce everyone to this session’s topic ‘File Archiving: The Future of Salesforce File Management’. For enterprises using the Salesforce CRM to manage their day-to-day business operations, the immense amount of Salesforce files & attachments becomes the foundation of an inefficient file management experience. The challenges in managing those files are definitely never-ending and they are constantly looking for solutions that can ease this tedious process. One such solution is moving the files out of the native storage and into any external storage. Our application, XfilesPro was launched with the intention of simplifying the overall file management processes in Salesforce by offering users the option to integrate their native file storage with different external storages. Salesforce files & attachments can be easily migrated from the allotted file storage to the preferred external storage after XfilesPro establishes a seamless collaboration between the two storage systems. To take the existing capabilities of the file management & collaboration application even further, we have recently added the feature of ‘file archiving’. By archiving the Salesforce files into external storages, the infrequently used files are moved out of the native storage and into the external storage, thereby drastically reducing the burden of files on the primary storage. And this is what this webinar is all about. Therefore we invite everyone to attend our upcoming live session ‘File Archiving: The Future of Salesforce File Management’ happening on 30th June, Wednesday at 11 AM EST. In the webinar, our Salesforce file management experts will discuss how XfilesPro can be used to seamlessly archive a large volume of Salesforce files & attachments to different external cloud & on-premise storage systems, without impacting any ongoing business processes. There is a lot more to learn during the course of this webinar, like recognizing the sources of Salesforce files generation & what challenges their unmanaged exponential growth brings along with it. Attendees will also learn the ideal way to optimize the internal Salesforce file storage as well as understand how revolutionary XfilesPro is in carrying out efficient Salesforce file management. Then we’ll discuss how a large volume of files can be easily archived using XfilesPro, which also enhances the user experience, followed by a quick demo of the app as well as some customer use cases from different industries. So don’t miss out on this exciting opportunity to take your Salesforce file storage to greater heights & revamp your file management experience by learning about archiving files. Register for our upcoming webinar here and save yourself a spot today. Date: 30th June, Wednesday Time: 11 AM EST 8:30 PM IST AMARLAL
How to Overcome the Pitfalls in Salesforce File Storage Management with OneDrive Integration
In today’s technology-driven world, Salesforce has become the go-to choice among businesses in respect to CRM platforms. By providing excellent support for the sales and marketing needs of businesses, it enables them to manage customer accounts, opportunities, activities, and much more in an even efficient manner. But a massive volume of diverse content is produced during these processes which is then stored in the Salesforce file storage. Now this content requires regular organizing and management but inherently Salesforce lacks those effective document management and storage efficiency capabilities. The fact that this sensible CRM system is not designed to perform document management functions also contributes to its limitations. Also in the list of drawbacks is the limited amount of native Salesforce file storage. To overcome these limitations, most companies choose to integrate Salesforce with external content management systems. OneDrive, a file hosting service powered by Microsoft, is one such popular solution that enterprises routinely choose for managing and securing their Salesforce files. This article aims to highlight some of the benefits of seamless collaboration between Salesforce and OneDrive & how it extends the CRM’s collaboration and document management capabilities. OneDrive: What Exactly Is It? OneDrive is Microsoft’s file hosting and synchronization service that allows users to securely store their important files in a single place and then access them from virtually anywhere. This easy-to-use cloud storage solution lets users store files and personal data in the cloud, share them with other users, & sync these files across various platforms. Owing to its cross-platform design, OneDrive also makes it easy to collaborate with others in real-time using the Microsoft 365 integration. When it comes to professional purpose, OneDrive for Business is available to offer cloud storage to businesses. Managed by the organization itself, it enables users to share and collaborate on documents with other co-workers. Powered by SharePoint, ODFB grants each individual user a personal storage space while facilitating the collaboration among team members. Why Should You Consider Using OneDrive The cloud storage application has several notable advantages for the user experience: Remote access from any device– OneDrive offers the convenience of flexibility and mobility which comes in handy when employees work remotely or data is stored across multiple locations. This means that all files saved in the OneDrive storage immediately become available across all the devices synchronized with the OneDrive platform. Automatic file back-up– When using OneDrive, the files are periodically and automatically uploaded to the cloud storage which ultimately creates a reliable back-up that can be restored any time. Document sharing & collaboration– Users can easily share files or folders with their team, depending on the permission granted. Files can be shared either through direct link-sharing or link-sharing with some sign-in verification. Collaborative document editing– All the shared documents can be instantly edited in real-time through the co-authoring feature which promotes streamlined collaboration among team members. Top-notch security features– The default security features in OneDrive include not only encrypting data in transit but also providing encryption-at-rest. It also allows users to encrypt specific files when needed, further enhancing security. Teams can also be designed to provide specific access permissions to different users, offering yet another layer of security. Storage space– Essentially OneDrive gives business users up to 1 TB of storage space per user, which is far more than what most users would ever use. OneDrive also provides options to control what files are synced to the personal folder while allowing administrators to easily determine how much storage space each employee is using. Also read: Salesforce & OneDrive Integration – How to transform your Salesforce file management needs The Salesforce-OneDrive integration ultimately paves the way for highly intuitive and centralized document management in the Salesforce ecosystem. Such kind of integration ensures scalability and future-proofing for the Salesforce file storage and the file repository costs. By collaborating with OneDrive inside the Salesforce system, users will also be able to extend the integration functionalities to other Salesforce products such as Salesforce Sales Cloud, Service Cloud, & Experience Cloud. How Is Salesforce-OneDrive Integration Advantageous Listed are some of the ways businesses stand to enjoy from an integration between Salesforce and OneDrive systems: Cost Savings– When using Salesforce, the licensing cost per user is more expensive than purchasing OneDrive for all employees due to which even a full-fledged collaboration between SharePoint and OneDrive is cheaper than purchasing new licenses in Salesforce. Improved Flexibility for the Sales Teams– The Salesforce-OneDrive collaboration helps in saving time and effort by enabling quick and easy access to the required resources. The synchronization between the systems enables real-time interactions and instant notifications regarding any updates. Also read: A Leading Oil & Gas Solution Provider, Stored & Collaborated all their Salesforce Files Externally in OneDrive using XfilesPro Storage for Large Documents– Though OneDrive allows offline file access by syncing with SharePoint, the extensive file support in Salesforce gets restricted to 2GB. After carrying out the Salesforce-OneDrive integration, businesses can bypass the restrictions of space constraints and ensure seamless operations every time. Better Document Management– OneDrive provides automatic file versioning for documents stored in Salesforce and lets users decide what version has to be finalized and what all will be discarded, thereby allowing teams to have better control on their documentations. Along with version control, OneDrive integration also offers online & mobile editing, native sharing capabilities, and custom workflows across both systems, which further simplify the document management process. Strengthened Security– OneDrive enforces adequate permissions and authorization rights in order to access the documents stored in its storage, which can be directly governed by the administrator. Therefore, there is no need for greater admin security after integrating Salesforce with OneDrive system. Better Collaboration among Teams– Along with Salesforce-OneDrive integration comes improved file collaboration. This integration allows the users to easily share and maintain multiple documents among various departments as well as editing them in real-time, thus enabling direct and swift collaboration. Let XfilesPro be your guide for Salesforce-OneDrive Integration If struggling with Salesforce Files Connect is not your cup of
XfilesPro 3.0 is Now all set to Transform File Storage Needs in Salesforce
XfilesPro, a next-gen file management & collaboration solution for Salesforce, enables enterprises to integrate external Cloud/On-premise storage systems with their CRM to better manage large files, optimize storage & reduce 70%+ file storage costs. Bengaluru, [March 31st, 2021] – XfilesPro, the most trusted & advanced file management solution for Salesforce is now furnished with new all set features & experience to transform your file storage needs in the world’s #1 CRM platform. In the latest product advancements, the solution has rolled out one of its most anticipated features ‘Auto Export’ (File Archiving Utility) which will help users automatically export files from their Salesforce file storage to any external Cloud (SharePoint, AWS S3, Google Drive, OneDrive, Dropbox) or On-premise (SMB, SFTP & Network Drive) storage without any manual intervention. Apart from this, another notable highlight is the addition of Mass Functionalities (Mass Delete, Mass Sharing, Mass Download). Users can now delete, share, download multiple files at a time with a single click, which will save a huge amount of time. For the customers using SharePoint to store Salesforce files, a lot of new features have been introduced including additional column support. Check out the app here With support for over 7 external Cloud & On-premise storage systems, XfilesPro has redefined Salesforce file management strategies. Apart from huge storage cost reduction, the application offers enterprise-grade content management with a centralized storage system that can manage files from standard as well as community users. The seamless customization, quick setup & admin-friendly capabilities make XfilesPro the most implemented solution in the market. Along with the file management solution XfilesPro, CEPTES also offers end-to-end data management solutions DataArchiva & DataConnectiva for data archiving & DataBakup for data backup & recovery services. CEPTES is widely considered as the expert in offering enterprise-grade file & data management solutions for the world’s #1 CRM platform. Comments on the News “After onboarding over 250 customers from across 10+ industries, I can proudly say that today XfilesPro can handle any complex Salesforce file management needs. With each new release, we have been adding new features that can really help our customers take their file management experience to the next level. I believe the new Auto Export feature can really make things easy for the users apart from helping them reduce massive file storage costs”, said Harish Kumar Poolakade, Co-founder & Head of Products at CEPTES. About CEPTES CEPTES is a leading Salesforce consulting & solution provider with a decade of proven service excellence. With 3 global offices & over 200+ customers across 5 continents, their capabilities spread across multiple industries, technologies & solutions. They are considered as an expert in offering data & file management solutions to businesses of any size & type with their widely popular solutions DataArchiva and XfilesPro. For more information, please visit: www.ceptes.com How the solution works: Watch a quick video. AMARLAL
