10 Ways XfilesPro Empowers Salesforce Users to Better Manage Documents within the CRM
10 years…And it just went in the blink of an eye. From being launched in 2012 as a free app supporting AWS S3 to being the most trusted, installed, and fully-fledged document management system for Salesforce today, XfilesPro made strides like nobody ever. Harish Kumar, CEO and Co-founder of CEPTES adds, “Beyond a file management system, XfilesPro has evolved to be the one-stop solution for Salesforce users’ document management needs. We’re proud to see the application empowers our customers to process a very easy workflow by playing with the mountain of files they generate every day.” It’s XfilesPro’s firm focus on the pain points of Salesforce customers that led to the incredible milestone of a ‘decade.’ Shining in the glory of 10 years, here are amazing insights about the 10 ways XfilesPro helps Salesforce users to smartly manage their documents within the CRM platform. A Journey From Document Creation to Storage and Collaboration No matter what task you’re carrying out, where you are on it, or who you perform it for, you will be in need of relevant documents. Being an efficient document management system for Salesforce, XfilesPro understands this requirement, playing a major role in boosting your operations with documents inside Salesforce. From the generation stage of documents to storage of themin a secure repository, XfilesPro aids you every step of the way. It’s XfilesPro’s document generation appfor Salesforce that automates the creation of documents 100% natively within the CRM platform. Named XfilesPro DocuPrime, the application automatically fetches data from multiple objects and builds your documents in any type, size, and quantity within Salesforce. And, once the document volumes mount up and threaten the storage cap, XfilesPro further assists you in moving them to your trusted external storage system so that your Salesforce file storage will remain free up, improving collaboration. Diving deeper into the blog, you will learn more about how XfilesPro executes this functionality. Zero Code Integration Between Salesforce and the External Storage From above, you have already learned that XfilesPro connects the CRM with your external storage system to readily accomplish your document management needs in Salesforce. Which are those external storage platforms that XfilesPro supports? Let’s see those. XfilesPro can integrate Salesforce with any of your preferred external cloud storage such as SharePoint, AWS S3, Google Drive, and OneDrive so that you can migrate your growing volume of Salesforce files to it. This leads to the optimization of the storage space, helping you regain the performance of the application. And, the bright side is that the integration pans out seamlessly as it demands no-code expertise from you. You can build the bridge between both platforms as easily as you plug the USB pen drives into the PCs or laptops. Strategic Approach to File Volume Management Now that you learned it’s a cakewalk to integrate your Salesforce and external storage, let us tell you how you can leverage this powerful connection for your document management requirements. As you generate a large number of files every day within Salesforce, it would collectively become massive in size, potentially causing a slowdown in your CRM system. To tackle this, XfilesPro moves your huge volume of existing files from Salesforce’s file storage space to the external repository in one go by preserving the file hierarchy. This dynamic action optimizes your overloaded storage space and helps preserve the functionality of your application. Meanwhile, discover how XfilesPro helped a global leading manufacturer move 40 TB of files from Salesforce to SharePoint In another case, if your business is required to automatically push the newly created files from the app, XfilesPro has a solution to address that requirement as well. It can automate the migrate of your Salesforce files in your preferred time interval – be it days, weeks, or months, and keep them in the external storage system. A Game Changer for Real-time Collaboration on Documents If workers can’t collaborate on documents, the chances of misunderstandings and delays will be higher. Being a modern Salesforce document management system, XfilesPro ensures that your Salesforce records are synced with respective folders in the external storage, and the modifications made on the former are reflected on the latter, and vice versa. Put differently, if you make changes to the Salesforce records, it will be mirrored in the folders of your external storage and the other way around. It’s XfilesPro’s Bi-sync functionality that comes into play here. If you’re wondering how folder syncing relates to enhanced collaboration, here’s some more light. As files are bi-directionally synced, users within your teams can collaborate on Salesforce documents while non-Salesforce users or external teams can work on the documents in the external storage, and can have the changes updated on both platforms. This in turn provides a real-time file collaboration experience, which is crucial in operations. Learn how real-time collaboration on Salesforce files boosts your employees’ productivity. Tailored Folder Format for Easy File Access XfilesPro understands Salesforce customers’ challenges in managing documents, particularly the limitations posed by the absence of an option to create a folder structure. Because, in Salesforce, individual documents are commonly accessed and saved by various users. Where a specific document is needed for multiple datasets, it can result in the creation of duplicates. This not only increases storage demands unnecessarily but can also cause confusion and miscommunication. Knowing this, XfilesPro empowers you to customize your folder structure in an external location, which helps you arrange files in a specific format that deals with the workflow. Since a pre-defined folder structure can’t be easily changed by employees, every user will know where to find relevant documents without any confusion, facilitating operations. Obtaining the Ultimate Ownership Over Documents Even though the migration of files from Salesforce to external storage becomes easier post integration, you might be skeptical about its security in a 3rd-party application. There are high chance that unauthorized users access your documents from the external environment, which will expose the confidential information they contain. To prevent the security breach here, you can leverage XfilesPro’s Access Control functionality, which empowers you to control who can
The Vital Role of File Collaboration in Salesforce [Infographic]
File collaboration is one of the most important aspects when it comes to businesses. With a bigger team and each team having mutual files to work on, file collaboration is very important. Let us see how to file collaboration will help us further. AMARLAL
How to Enable Real-time Document Collaboration in Salesforce & its Benefits
Years ago, the collaboration on a Salesforce document gave us the sense of a long and intricate process. A document had to be shared from one person to another for contribution, and, it took ages to get the document back to the originator. But now is the age where things happen in real-time. The document collaboration in Salesforce is no different from it. Understanding the evolving demand for streamlined actions on Salesforce documents, XfilesPro offers real-time document collaboration functionality, where both internal and external teams/users can work together on documents. In this article, we will discuss how XfilesPro enables the real-time document collaboration experience in Salesforce and how it helps you drive business more efficiently. Before that, let’s take a glance at XfilesPro. The Most Installed Document Management System for Salesforce XfilesPro understands your pain of upgrading the file storage space consecutively for a certain cost. As you can’t help with the growth of documents inside Salesforce or the storage overloading consequence follows, XfilesPro offers a free hand by freeing up your Salesforce file storage space by migrating documents to external storage. Be it SharePoint, Google Drive, OneDrive, or AWS S3, XfilesPro can move Salesforce documents to your preferred external cloud, helping you optimize the storage space and achieve peace of mind. Now, let’s get back to the document collaboration aspect. How does XfilesPro make this magic work within Salesforce? XfilesPro’s Bi-Sync Functionality: The Magician It’s XfilesPro’s Bi-sync functionality that brings about the magic. With Bi-sync, you can sync your Salesforce records with respective files/folders in the external storage post-migration process. This helps you have the modifications made on the Salesforce records to be reflected in the corresponding documents in the external system, and vice versa, instantaneously. We will make this more clear to you. Imagine the scenario. One of your internal team members is working on a document inside the CRM while an external user also modifies the respective document in the external storage. With Bi-sync, you can have the changes made by both of them to be mirrored in Salesforce documenst and the same on external storage right away, ensuring an effective real-time document collaboration experience. Now that you discovered how real-time document collaboration happens in the CRM, it’s time to look into the benefits that this powerful capability unleashes. Streamlined Workflow Trust us, you will witness a dramatic improvement over how people have managed and modified a document in the past. When the traditional way of document collaboration demands laborious manual tasks and time, a real-time document collaboration experience in Salesforce streamlines the entire process by fastening it up. Here, authorized users can contribute to a document simultaneously, no matter if they are internal or external team members. Learn more about the role of Salesforce document management in streamlining your workflow. 2. Enhanced Productivity The good news is that with real-time document collaboration, your productivity will score the highest. Because you’re eliminating the long hours or even days that are needed for document updation by multiple users. In other words, you’re saying goodbye to the excessive amount of time spent on emailing the documents back and forth, downloading or uploading them, creating multiple versions of those to be shared with others, and so on. So, you can concentrate on your core mission, which boosts productivity. 3. External User Access It’s a big feat to ease the process for external users in order to help them work on your Salesforce document. As we saw above, XfilesPro’s Document Collaboration functionality provides the permission for external users to work on your Salesforce documents along with your internal team members. So, the process becomes streamlined and faster. This is indeed a great step toward ensuring an efficient document collaboration strategy. Discover more about the potential of document collaboration in Salesforce. That’s it. By now, you must have learned why you can’t underestimate the power of real-time document collaboration in Salesforce that XfilesPro built for you. If you think this advancement can level up your document management operations in Salesforce, please connect with us to learn more. Sambitwww.xfilespro.com
A letter from the scariest day of the year – Halloween to Awesome Admins
Bwahahahahahaha…………. Oh no! That’s the laughter of the Storage Ghoul. It comes to life whenever the Salesforce storage has been full. My, My! Hadn’t you noticed it getting accumulated? You are in big trouble. This is no harmless ghoul that can be driven away by trick or treating’. Some serious amount of work has to be done to keep it stay away from your Salesforce storage. This letter is to that Salesforce Admin who is petrified by the activation of the Storage Ghoul. Ghostly Greetings!! Hey, Salesforce #AwesomeAdmins Q. Did you come across the worst nightmare of having your Salesforce file storage complete? Did the Storage Ghoul come to life again? Fret no more. We are here for you. This time we are not going to delete or erase random files that were being done until last year. We are going to retain it and put an end to the Storage Ghoul forever. No witchcraft has come up with a spell that can bring this Ghoul back to life. No spiders are going to surf your web and nest inside your storage. You do not need to roam around your broomstick looking for a solution. This time we are going to creep the ghoul back. We all know that during Halloween, being normal is vastly overrated. Hence our costume this year to wipe out all the Storage Ghouls is XfilesPro (drumroll please!). There is no appearance for the Storage Ghoul to be in the sequel because XfilesPro will kill it hard. Dive in to know deeply about the advantages of the same. External Storage Integration: Did you think that the Storage Ghoul was ghosting you when you never heard of him in a while? No, you were wrong. It was waiting for your Salesforce storage to be full. Now that it is full, it is back in full swing. XfilesPro integrates your Salesforce app with the external cloud storage of your choice. The 3rd-party cloud platforms that are supported by XfilesPro are Google Drive, SharePoint, AWS S3, One Drive, and also on-premises storage systems (SFTP, Network Drive, SMB). Folder Management: We have observed that sometimes you get traumatized and feel like you are in a cauldron burning when asked to locate a particular file. This is because the files are scattered like bats and are difficult to catch and hold off. XfilesPro helps in the proper folder hierarchy that helps in the fetching of files in no time. Auto File Export: Exporting a large volume of files in Salesforce is not that you say Hocus Pocus and they are gone. It is a very tedious task. But nothing seems impossible with XfilesPro. Files are automatically archived alongside setting the future file migration process optimized. File View: Counting the candies you got from Halloween bowl to bowl is very time-consuming. But not in the case of Salesforce files stored externally with XfilesPro. Once the files are migrated from Salesforce to external storage, XfilesPro has made it easier to have you access or view the files from either of the storage. File Collaboration: To cope with the file management system and productivity, this feature comes into the picture. File collaboration helps in accessing centralized files with the internal and external teams. The powers of XfikesPro are getting stronger and stronger with each feature right? Isn’t this the spooktacular inspiration that you needed to drive your Storage Ghoul away? Everything\’s better with a little magic in it. We present to you XfilesPro which is full of magic and wonder. At times, to stand against some unstoppable forces we need to revitalize our resources and look for a savior in town. Thank the good spirits!! You have XfilesPro. Still, feeling eerie about the situation? Take up a call with our product experts who will use their magic wand to vanish all your doubts. Signing off! Warm Bugs and Hisses Costume Team XfilesPro E: [email protected] W: xfilespro.com AMARLAL
Increased File Management Workload in Salesforce? XfilesPro’s Bi-sync Feature to the Rescue
Scene opens. Johnny, the CEO of an up & coming legal service provider, can be seen sitting in his cabin. He stares at his screen, then looks at the reports in his hand, & then looks back at the screen. Irritated, he picks up his intercom & dials for Jacob, calling him to his cabin. A few moments later, Jacob meekly walks into the cabin. Jacob is the Salesforce admin the firm had recently hired to manage their operations on the Salesforce cloud platform more efficiently. He sits in front of Johhny after he signals him to take a seat. Looking at Johhny’s expression, Jacob is sure that something’s not right. Johnny: Jacob, didn’t you suggest last quarter that there’s a way in which we could manage our files & attachments in Salesforce better? I am forgetting…what was it…remind me, please. Jacob: Ah Sir, it was using our Google Shared Drive storage for storing the files. I mean moving all the files from Salesforce’s file storage to Shared Drive storage. Johnny: Yes yes, right! Using Google Drive to store files. Now I remember. So, what had you said it will do? Jacob: That it would simplify file management in Salesforce, Sir. The file storage will be freed so the management of files would become easier & we won’t even run into the file storage limit like we did last quarter. It would improve our productivity as well, Sir… Also Read: Top 4 Salesforce File Management Challenges & How To Get Rid Of Those Johnny (cutting Jacob in between): Yes, improve our productivity. That’s what you said integrating Salesforce with Google Drive would do. So, will you please take a look at these numbers and tell me where you see improvement? Go ahead! Jacob (awkwardly shifting in his seat): But Sir, how can I? I mean, the numbers…there will surely be improvements Sir. We just need to be patient. Johnny: This is not a marathon Jacob, where everyone gets a medal for participation so they can run slowly & still be getting something. This is a race! Where only the winner gets the prize! And winners don’t do things patiently. Now you tell me, why is this integration not delivering the desired results? Jacob: Actually Sir, there is some issue with the way we integrated both the systems. You see, even though the systems are connected right now & there is proper migration of files to Shared Drive, there are still some challenges we’re facing. Johnny: Well, go on! What more challenges are you guys facing now? Jacob: Sir, there is the issue of the extra workload. When files are migrated to the external storage, people are forced to switch to the external storage every time a change needs to be made in the files. And then, they have to make the same change again in the file that is visible on the Salesforce console. So, this means extra effort & time to do all this. And only a few employees handle such a vast volume of files, so productivity is bound to be hampered. Johnny: So then what do you suggest we do? We can’t keep on paying for two systems & managing them as well, only to have them deteriorate our business productivity. What’s the solution, Mr. Admin? Jacob: Actually Sir, there is one solution indeed. As many employees were complaining about this issue to me, I went on the AppExchange to look for a solution. And I came across this application called XfilesPro. This is like the #1 application when it comes to file management in Salesforce. And they can help us set up a proper collaboration between Salesforce & Shared Drive. Also Read: Why Is XfilesPro The Most Comprehensive File Management Solution For Salesforce? Johnny: That’s good. But does this application solve our current problem of increased workload? Jacob: Yes yes, Sir, it does! They have this functionality called bi-sync with which our problem can be solved. Because of this, our users will first of all be able to upload those files from any system. Meaning, from Salesforce as well as Shared Drive. And then, those files can easily be viewed also, and right from the Salesforce UI without having to switch systems. And lastly, using this bi-sync feature, users can make changes in the file in one system & the change automatically gets reflected in the file in the other system. So, it cuts back the manual effort we are making right now to edit files in both systems manually. Johnny: Hmm…seems like a good thing. But is there only this bi-sync feature in this XfilesPro app? Nothing else? Additionally, you can have a look at this product datasheet here. Jacob: No Sir. There’s a lot more they offer. There’s something called centralized file management where they let users bring files from different sources & manage them from a single location. Imagine how good it would be for our system! Also, this app is capable of migrating large volumes of files to the external storage, that too without any manual effort from our end. And in case we shift to using any other external storage in the future, XfilesPro supports Salesforce’s integration with different cloud storage like SharePoint, AWS S3, & OneDrive & some on-premise systems as well. Johnny: Sounds nice then. If you feel this application will give me the result I am looking for with the firm, then go ahead with it. Set up a meeting with their team & we’ll discuss the things. So, Johnny is a smart CEO who understood the value of efficient file management in Salesforce brings in the overall business productivity of his legal firm. We hope you’re also a smart Salesforce user who will understand the benefits XfilesPro brings along with it in terms of efficient file management & collaboration in Salesforce. To learn more about the application, please get in touch with our experts. AMARLAL
Confused about Integrating Salesforce & SharePoint for Better File Management? Let’s Dispel Some Doubts
There was an organization, a very popular one at that, that was making extensive use of the Salesforce cloud platform to deal with multiple customers daily. Though they were reaching pinnacles of success, there was something that was holding them back, kind of putting a kink in an otherwise fabulous success story. And that was the unorganized management of Salesforce files & attachments in their Org. To top it over, their file management issues were further accentuated by the file storage limits Salesforce had in place. As a means to solve their problems, the company started moving important files & documents from Salesforce into one of the most preferred external storage, SharePoint. And lo and behold, all of their Salesforce file management woes really did resolve. Like many other companies, there can be several reasons for their preference, be it the highly configurable nature of SharePoint, its top-notch document management capabilities, or even the file storage optimization it facilitates. Some Benefits of Salesforce-SharePoint Integration ✓ Blazing-fast Storage of Salesforce Files & Attachments ✓ Simplified Files & Documents Management ✓ Easily Find Specific Salesforce Files ✓ Seamless Collaboration Anytime, Anywhere ✓ Editing Functionality for Multiple Users Simultaneously ✓ Easily Control User Access Permissions ✓ Significantly Hassle-free Document Retention & Compliance Also Read: Why You Should Consider Using SharePoint As Your Salesforce Secondary File Storage No matter what the reason behind their choice was, there’s no denying the fact that the integration of Salesforce with the web-based document management system, SharePoint, is crucial in optimizing business productivity. But again, they were able to avail these benefits only because SharePoint was properly implemented & integrated with their Salesforce system. In fact, this integration can be tricky to set up in a way that works seamlessly for most organizations. That’s where we come in. No One Does It Better Than XfilesPro We, at XfilesPro, take pride in being one of the most preferred solutions when it comes to collaborating external storages with Salesforce in a bid to reinvent & revamp the file management processes. Our solution, easily available on the AppExchange, allows users to integrate the Salesforce cloud platform with multiple external cloud (SharePoint, OneDrive, Google Drive, AWS S3, etc) & on-premise (SMB, SFTP, Network Drive, etc) storages. Through extensive use of XfilesPro, users can not only leverage the functionality of both the applications (Salesforce & the third-party storage) but can also create a centralized file management system for their organization. The seamless integration helps in optimizing the primary file storage of Salesforce, simplifying the file management processes, & allowing users to enjoy the best of both worlds. Now let’s see what role does XfilesPro play in integrating Salesforce & SharePoint. Using XfilesPro for Salesforce-SharePoint Integration to Improve File Management When optimizing business productivity & security while working with different enterprise systems is your top priority, think no further than XfilesPro. The 5-star rated solution allows users to set up a seamless, scalable, & secure integration between the Salesforce & SharePoint systems. This in turn enhances the business productivity, user experience, company’s ROI & overall customer service. With XfilesPro, users can easily save, search, & access important files & documents stored in SharePoint without ever leaving their Salesforce user interface. In addition to offering easy, real-time, & bi-directional access to files stored in the SharePoint libraries, the app also gives multiple users access to the same file repository facilitating better collaboration among them. In short, XfilesPro provides cost-effective & efficient storage of Salesforce files in SharePoint. Also Read: Japanese Imaging & Electronics Company, Ricoh Redefined the File Management Experience across Salesforce & SharePoint using XfilesPro Let’s Talk Benefits Helping You Collaborate Important Files – XfilesPro’s ensures that users (both internal & community users) can sync the necessary files & documents from Salesforce with SharePoint seamlessly, without hampering their user experience. It also makes sure users are not facing any hassles in accessing their Salesforce files in SharePoint. Cut Back Unnecessary Effort – XfilesPro is the only application that offers a full-scale bi-directional sync functionality to users which means changes made in one storage system are automatically reflected in the other system, without users manually making those edits. Easily View & Access Your Files – With XfilesPro, users can easily view, access, download, upload, & share files stored in SharePoint right from the Salesforce UI. Moreover, the application lets users perform these actions on multiple Salesforce files simultaneously at once. Easily Search What You’re Looking For – By letting users create an intelligent, hierarchical folder structure in SharePoint storage that properly suits their requirements, XfilesPro makes Salesforce files easily discoverable. Facilitating Smooth Migration – XfilesPro allows seamless & smooth migration of files from the Salesforce file storage into SharePoint’s storage. Whether it is exporting files from Salesforce to SharePoint or importing files from the external storage to Salesforce, the migration of files is very seamless & quick with XfilesPro. Now For The Conclusion As you might be aware by now, there are many benefits of a Salesforce-SharePoint integration in terms of file management in Salesforce. And with XfilesPro supporting you, you can move your files & attachments from Salesforce to SharePoint storage to reduce file storage costs & increase your team’s productivity. But this is just the beginning! To unlock so many endless opportunities, you can get in touch with our experts who will be happy to help you devise a comprehensive plan for integrating your Salesforce system with SharePoint. AMARLAL
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
Salesforce File Management Challenges And Their Solutions
Managing and retaining files is crucial to any business, big or small. Most of these organizations rely on Salesforce to handle and distribute data, and problems, such as visibility, version tracking, and collaboration are common. When small businesses experience growth, they also encounter Salesforce file management challenges that large companies are facing. Presently, there is no dynamic solution within Salesforce to resolve these issues. Hence, with the limited Salesforce storage concern, file management has become quite a task for several customers. Before making any decisions regarding your file management query, go through these challenges and their resolutions that we are sure you will face while managing your files on Salesforce. Read More: Why is XfilesPro the Most Comprehensive File Management Solution for Salesforce? Most Salesforce customers, using multi-cloud deployments, often find themselves struggling with proper management of files, especially when there’s a large volume of files in the Org. While it might not sound like a big issue in small-scale deployments (where fewer cloud solutions are involved), enterprises may have to look for robust collaboration solutions that offer visibility & control over their Salesforce files in big-scale deployments. Inadequate File Visibility & Accessibility One inherent challenge faced by Salesforce users having a large volume of files & documents in the primary file storage is the lack of complete control over those files. This becomes an even greater issue if they are using a multi-cloud strategy because then synchronization between storage systems in different cloud platforms becomes difficult. In large-scale environments, multi-cloud setups can lead to scattered file storage and data silos. Without a unified system, users have trouble finding, accessing, and sharing files in Salesforce. This lack of centralized control diminishes file visibility and forces organizations to invest extra resources in maintaining synchronization. Problems with File Collaboration For most enterprises using the Salesforce cloud platform to run their business, the primary goal is to utilize its collaboration feature to enable their users (both internal & community users) to share, edit, & view files & documents in real-time. Even though Salesforce was designed as a collaborative platform, the collaboration services it offers are limited. Version control can become a significant challenge when collaboration within teams is lacking. Without proper communication, people might end up working on different versions of the same file, leading to confusion and mistakes. Someone might miss important changes, or worse, two, people could unknowingly make edits to outdated versions. Reduced Document Processing Speed In this era of rapid digital transformation, enterprises deal with various documents on a daily basis, be it invoice quotes, contracts, healthcare records, purchase orders, legal documents, PDF files, invoices, & much more. Typically these documents go through the activity of document processing (scanning documents, extracting data, validating it, making corrections, & manually updating the relevant fields) before being loaded into Salesforce as attachments & being integrated into day-to-day business operations. But when the organization deals with a large volume of files & documents, the speed of document processing is reduced drastically as it requires a lot of human resources & is a time-consuming task. How XfilesPro can help XfilesPro has been a top choice for enterprises struggling with the seamless management of files & documents in their Salesforce system. This file management & external collaboration application is designed especially for Salesforce & aims to help users resolve any & all challenges they may have. Leveraging the app, users can easily migrate their important files from Salesforce to their preferred external cloud storage (SharePoint, AWS S3, Google Drive, OneDrive, Dropbox, etc). Even when the files no longer reside in the Salesforce file storage, file accessibility & visibility are not the least bit affected. Users can easily view, access, download, & edit the files anytime they require. The application supports seamless collaboration between the storage systems & performs well in a multi-cloud environment also as it brings together files stored in different platforms to store them in the chosen external storage. Check out the product datasheet for more details. XfilesPro’s latest update to DocuPrime is set to streamline the entire document lifecycle management process. From template creation and automated data filling to review & approval, and e-signatures, everything can now be handled within a single platform. With XfilesPro, you can effortlessly create, store, collaborate, and share documents on one platform. The app optimizes file storage, simplifies document generation, and increases ROI by 3X. Plus, our passionate tech team is always here for you, ready to turn your questions into solutions and ensure every interaction feels seamless and supportive. To understand how XfilesPro can help you overcome the challenges we explained above or any other particular challenge you may have, please get in touch with our experts. You can also schedule a quick demo with us to see the app in action. FAQs What is the alternative to Salesforce file storage? An alternative to Salesforce file storage is XfilesPro. It integrates seamlessly with external cloud storage solutions like SharePoint, Google Drive, or Amazon S3, allowing businesses to offload large files. You can reduce Salesforce storage costs, manage files efficiently, and enjoy better collaboration. What is the cost of Salesforce file storage? Salesforce file storage can be expensive, with additional storage costing approximately $5 per GB per month. Why are Salesforce file storage costs so high? Salesforce offers limited file storage with its plans, and purchasing extra storage space can become costly. This pricing model is designed for businesses with smaller storage needs, but it can pose challenges for growing organizations. 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
What’s New in the File Management Scene in Salesforce in 2022?
We’re well into 2022 by now & believe us when we say that this year is going to be a lot different. Especially when considering the manner in which files are handled in the Salesforce system. It’s no secret that because of the ongoing pandemic which forced everyone to work remotely, the world has witnessed several technological advancements. But this rapid digital transformation means that enterprises now need to adapt themselves accordingly. It’s all in the ‘company’ you keep One industry sector that never stopped working, even during the pandemic, was the healthcare sector. In fact, owing to the unprecedented increase in the number of patients, healthcare service providers generated more files & documents than ever. Whether it’s the patient records, insurance documents, hospital bills, or any other document, they all needed to be stored & properly managed. The same is the case with the financial sector where documents such as balance sheets, cash flow statements, budget reports, tax returns, etc put a strain on the Salesforce file storage. Another enterprise sector that reeled in the after-effects of the pandemic & remote working was the education sector. With classes & courses going online, there was an exponential increase in the number of files like student applications, student records, their financial documents, & more. Education service providers, using the Salesforce cloud platform to run their business, definitely struggled with the efficient management of these files. Increased Need for File collaboration While companies continue to leverage Salesforce CRM to track leads, forecast, & manage accounts, in 2022 more & more companies are utilizing different other cloud technologies to better connect with their clients, customers, & partners. This multi-cloud environment makes it difficult for several people to view, access, & work on the files at the same time, which increases the need for seamless file collaboration. Internally, Salesforce offers ‘Salesforce Files Connect’ that allows users to share & collaborate on files, store files privately, manage version updates, and follow files that are important to them. Yes, we’re aware of Salesforce’s internal functionality for collaboration & document management, but looking at the coming trends, all we can say is that using specific content management systems to store documents & manage other business operations will become the need of the hour. Third-party file collaboration service providers help to extend upon the Salesforce functionality, boost cross-departmental collaboration among teams, as well as help save on the number of licenses that need to be purchased. File syncing or sinking? Managing files & documents is a crucial part of every business. But since the business processes run across multiple systems, the files & documents are created and stored in a number of different places. For the business processes to run smoothly in 2022, all Salesforce users will need to have access to the relevant files at all times; making file visibility & file accessibility major concerns in the coming years. This holds true even for the Org’s community users that need to have access to the files concerning them. Along with the file accessibility issues, file syncing is also a major concern in 2022. In short, the changes made in the file within the user’s local drive may not necessarily reflect in the file in Salesforce & vice versa. File syncing becomes more important than ever as employees continue to work remotely & have the constant need to access their files from anywhere. Is AppExchange your go-to as well? It’s predicted that in the coming years, a lot of enterprises will use additional applications & solutions to supplement the existing functionalities of Salesforce. And for that purpose, almost all of them turn towards AppExchange, Salesforce’s very own marketplace. Enterprises can use various AppExchange solutions & custom-built solutions (created on the Force.com platform) to automate & simplify several business processes. The only downside of implementing these solutions is the sheer volume of files, documents, & attachments that are generated from them. Also since these files are stored in the primary file storage of Salesforce, it will put the enterprises at risk of exceeding the file storage limits in Salesforce. Not to mention the increased difficulty in collaboration on these files & the added responsibility of having to extend the file management capabilities to these files as well. Therefore, enterprises will have to look for solutions that will take this burden off their shoulders & let them focus on their core business. Salesforce collaboration is the future Having discussed all the above-mentioned factors with you, it’s safe to say that looking at the current trends regarding file management in Salesforce, in 2022, Salesforce file collaboration will be the determining factor for success. By collaborating the Salesforce system with an external storage system on their choice & by taking advantage of its advanced capabilities in that process, enterprises can completely transform the way in which files are managed in their Org. Integration between the two systems can help Salesforce organizations leverage the best features from both the systems while saving up on the file storage costs & making the user experience between the two technologies seamless. This integration will also be crucial in increasing productivity and efficiency for users. Popular storage solutions like SharePoint, Google Drive, OneDrive, Amazon S3, etc will prove to be game-changers in this process. To make the process of integration between Salesforce & the external storage solution seamless & hassle-free, Salesforce admins can make use of either Salesforce-native solutions or third-party AppExchange applications. XfilesPro, the #1 file management & collaboration solution for Salesforce, is one such solution that allows companies to migrate their files to different external systems including cloud storages (SharePoint, AWS S3, Google Drive, OneDrive, & Dropbox) & on-premise systems (SFTP, SMB, & Network Drive). 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. To gain more insight into the application, you can
