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 […]

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 […]

File management is one of the most important challenges every Salesforce admin faces. Managing and retaining files are very crucial to any business be it big or small. The problems one can encounter with file management are numerous. There is no dynamic solution within Salesforce to help you free of this misery. Hence with the […]

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 treatin’. Some serious amount of work has to […]

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. […]

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 […]

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 […]

As data & data storage management in Salesforce is more complex & takes away most of the limelight, Salesforce files & file storage management may not seem like the most glamorous topic in the Salesforce workspace. But it’s one of the most important & enterprises that must pay more attention to it. As users need […]

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 […]