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For decades, the transportation & logistics industry has grappled with issues like outdated infrastructure, siloed & inaccurate data, disconnected customer experiences, and dissatisfied customers.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
How Did XfilesPro Deliver a Superior Salesforce File Management Experience to a Popular Legal Enterprise
In due course of time, XfilesPro has carved out a solid niche for itself in the Salesforce ecosystem & emerged as the #1 application for file management. This is largely because the default file storage is limited & additional storage space is costly so most enterprises look for solutions that can help them manage their Salesforce files efficiently. In this article, we’re going to discuss a similar use case of a Salesforce-using legal firm that also leveraged XfilesPro in its system to collaborate with AWS S3. A brief introduction to the enterprise Our client, one of the USA’s leading law firms, is a specialist in handling mass tort litigation cases and has helped thousands of injured & mistreated people get the maximum possible compensation. They also have been crucial in representing leading personal injury & mass tort firms in a variety of litigation cases. Started with the mission to provide the best possible legal representation to everyone, our client puts its’ customers first & offers them faster service. To effectively achieve business success, they were trusting the world’s #1 cloud platform, Salesforce, to handle their business operations. This meant a lot of files & attachments were being generated in their system as they strived to manage their existing as well as past legal cases. Also, in order to manage the sheer volume of legal cases, the Salesforce firm was making extensive use of a third-party legal case management AppExchange application, Litify. Though the app helped them manage & optimize their processes and workflows, it also contributed to increasing the volume of files. Also read: How XfilesPro helped an Australian non-profit organization manage 6K+ files and efficiently store them in Amazon S3 Elaborating upon their file management challenges Being a popular player in the legal sector, our client’s customer base was growing exponentially each day. This meant that a multitude of customer-related Salesforce files & attachments were being generated on a daily basis in their Org. To add fuel to the fire, the third-party AppExchange solution, Litify, that they were using to simplify their legal case management, was also generating a horde of files & attachments of its own. Since all the files were directly stored in the primary file storage of their Salesforce Org, it began filling up sooner than they had anticipated. This became such a big problem for them that they resorted to purchasing additional file storage space from Salesforce in a bid to have more storage space for the newly-generated files. But this led to an even graver situation as this put an extra burden on their storage budget since the additional storage was slightly costly; not to forget that it’s a recurring cost. Not only the storage costs but even file accessibility & visibility were a big challenge for them because of the dearth of a proper folder structure in their primary storage. This also made searching for particular files a very tedious task. But above all, the thing that bothered them the most was the compulsion to retain all case & customer-related files for a minimum of 7 years, courtesy of the different retention & compliance guidelines (both internal & industry-directed) that governed them. Also read: How XfilesPro helped a leading US Insurance service provider reduce significant Salesforce file storage costs How did XfilesPro come into the picture? To realize their dream of efficient & hassle-free file management in Salesforce, our client was on the lookout for a robust application that was capable of managing their files and attachments with the highest level of efficiency. This is how they landed upon XfilesPro’s AppExchange page & got in touch with the support team, following which they were highly impressed with the app’s advanced capabilities. Widely rated as the most trusted & preferred Salesforce file management solution in the market, XfilesPro quickly understood the client’s storage limitations & management complexities. After thoroughly analyzing their Salesforce Org & all the possible use cases as well as after discussing with multiple stakeholders, our Salesforce file management experts created a personalized integration roadmap for them to manage the primary Salesforce file storage through seamless integration and collaboration. Leveraging AWS S3 to simplify file management Considering the nature of their business, complexities, retention needs, & compliance demands, they felt it best to leverage their existing AWS S3 external storage to manage the Salesforce files. Using XfilesPro, they seamlessly integrated their Salesforce Org with AWS S3 storage in very simple steps & migrated all their important Salesforce files & attachments from the primary storage to the S3 external storage. As a considerable chunk of files was moved out, it instantly freed up & optimized the file storage space. XfilesPro also allowed them to create an intelligent folder structure in the S3 storage where all the files & attachments, from both the Salesforce Org & the third-party application, could be properly organized, based on pre-defined criteria. Through this functionality of the robust file management platform, the client was also able to resolve their file accessibility & visibility issues as all files were extremely easy to access, view, edit, share, download, or even delete (right from within Salesforce) because of being organized into different folders. And not to forget that since the Salesforce files & attachments no longer needed to be kept in the primary file storage, they could be retained for as long as required according to the retention & compliance guidelines. This allowed them to easily comply with all the stringent compliance directives that were governing their enterprise. After leveraging XfilesPro in their Org, the legal firm also stopped purchasing additional storage space & consequently reduced their file storage costs by 80%, without any effect on their ongoing business operations or the user experience. What’s more, is that after using XfilesPro to integrate the Salesforce & AWS S3 systems the legal enterprise also noticed a significant increase in their overall return on investment (ROI) because of the 80% reduction in storage costs & 5 times improvement in terms of performance. Thereby,
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
The Definitive Guide to XfilesPro’s Advanced Bi-Sync Component for Seamless Salesforce File Management
We are back yet again with yet another comprehensive article in order to introduce and explain the finer fundamentals behind our file management & external storage collaboration application, XfilesPro. In our previous post, we discussed some of the features and functionalities of the List component of the XfilesPro application. Now is the time to discuss the other component of XfilesPro, the distinctive Bi-sync component. But before we proceed to that, let’s have a quick recap to brush up your knowledge about XfilesPro. As we already highlighted, XfilesPro is an advanced file management & external storage collaboration solution, designed especially keeping Salesforce solutions like Service Cloud, Sales Cloud, Experience Community Cloud, Salesforce Platform, and other custom-made solutions (built on the Force.com platform) in mind. Using XfilesPro, users can efficiently manage their Salesforce files by seamlessly integrating various external storages like SharePoint, Amazon S3, OneDrive, Google Drive & some on-premise storages with the native Salesforce system. The application also lets them easily enable a 360-degree file collaboration while also letting them experience centralized content management with efficient file & folder hierarchy management, multi-org file integration service, community portal collaboration, and all this while reducing their file storage costs drastically (nearly 70-80%).To read the comprehensive product datasheet, please visit this page. Now coming to the topic of XfilesPro’s Bi-sync component, it was designed to give the XfilesPro-using Salesforce customers a ‘Lightning Experience’. Similar to the List component, the Bi-sync component is also a kind of related list component that can be added to the record layout. The only difference is that it offers an option to sync files bi-directionally, i.e., both the files dropped directly into the record folder as well as the files present in the external storage can be synced to respective Salesforce records. The Bi-sync component offers users an option to navigate into their integrated external storage directly from the Salesforce UI & also allows them to preview the migrated files (actually in the external storage) from the Salesforce UI itself. Like the List component, Bi-sync component also saves up the internal Salesforce file storage by directly moving the uploaded Salesforce files to the respective external storage. As the Bi-sync component is an augmented & advanced version of the List component, it possesses some basic functionalities of the same. As we have already discussed some of those features in our previous blog about the List component, we will be focusing on the remaining set of functionalities, particular to the Bi-sync component, in this article. In order to check out the basic features, please read our previous blog post here. Folder Management Capabilities: Create Folders First of all, the Bi-sync component of XfilesPro lets the users easily create one or more sub-folders, inside the primary record folder, which allows them to maintain the Salesforce files separately. For this they simply have to click the adjoining button, enter the desired name & the new folder will be created. Rename Folders With the Bi-sync component of XfilesPro, it’s also very easy to change the names of the already-existing folders in the console. For this users simply have to choose the specific folder that they want to rename and click on the button after which they have to enter the updated name in the prompt and click on ‘Save’. On the main console, the folder will now appear with the updated name. Delete Folders Not only adding & renaming, even deleting folders is extremely simple when using the Bi-sync component of XfilesPro. Users just have to click the Delete button next to the folder and the selected folder will be permanently deleted from the Salesforce console. Search Files & Folders When using the Bi-sync component of XfilesPro, users also have the option to search for specific Salesforce files & folders. They can do so by simply putting the name of the file or folder they want to locate in the search tab and the file will promptly appear on the console. Template Features Another interesting functionality in the Bi-sync component of XfilesPro is the way it lets users design templatized folder designs for specific records in the Salesforce UI. XfilesPro users can easily create a predefined set of folders for every record under the particular Salesforce object. For this users just have to choose the record under which they want to add the folders, approve the action & the folders will be added under the selected Salesforce record. Mass Upload in Sub-folder After creating sub-folders in the Salesforce record, the users of XfilesPro’s Bi-sync component can also upload multiple Salesforce files/attachments to those sub-folders in just one click. Other Actions in Sub-folder And not only uploading, a plethora of different actions can be performed on the sub-folders created in the Bi-sync component of XfilesPro. These actions include managing columns in the sub-folders, sharing those sub-folders, creating templates in those sub-folders (explained above), deleting them, downloading them and even creating more sub-folders in those sub-folders. With this we come to the end of our article discussing the Bi-sync component of XfilesPro and hope it helped you understand the component as well as its various functionalities in a better manner. In case you still have any questions or doubts, we’ll be happy to resolve them for you. Please get in touch with us or simply schedule a quick live demo here to see everything for yourself. AMARLAL
XfilesPro’s List Component: Making File Management in Salesforce Easy & Better
Our application, XfilesPro, was launched back in 2013 to help Salesforce customers around the globe easily manage the innumerable amount of files & attachments in their Salesforce Org. Following that, we have constantly released subsequent versions of the application where new features and capabilities have been added to improve the overall experience. To define XfilesPro, it is an advanced file management & external storage collaboration solution for Salesforce which makes managing files in Salesforce extremely hassle-free. Being one of the top AppExchange applications for file management, it lets enterprises seamlessly store and collaborate their Salesforce files/attachments with various external storage solutions such as SharePoint, OneDrive, Google Drive, Amazon S3, DropBox as well as in different on-premise storages. Using XfilesPro, Salesforce customers can not only reduce their file storage costs significantly (by nearly up to 70%), but also seamlessly enable a 360-degree file collaboration, involving integration with various external storage systems. Not only this, our highly-customizable application performs exceptionally well with Service Cloud, Sales Cloud, Experience/Community Cloud, Salesforce Platform, and other custom made solutions built on the Force.com platform. Recommended reading: XfilesPro V6.0: Assess & evaluate all that’s brand new This article is intended to make Salesforce users aware of the unique List component of XfilesPro. XfilesPro’s List component is a kind of related list component that can be added to the record layout and acts as an alternative to standard Salesforce Attachments/Files related list. The List component console ‘lists’ down the names and certain details of each file that is moved to the integrated external storage, while offering an option to preview those migrated files from within the Salesforce UI. One of the primary benefits is that when making use of the List component, the Salesforce files uploaded are directly moved to the respective external storage without consuming any of the internal Salesforce file storage. Below mentioned are some of the other prominent features of the List component of the XfilesPro application: File Uploading Functionalities : Point & Click Upload When using the List component, XfilesPro offers simple point & click functionalities to its users which allows them to simply select their desired file/attachment and then click on the button for their desired action: upload, delete, download, etc. They work well for both single as well as multiple Salesforce files at once. Drag and Drop Upload Another way of uploading Salesforce files/attachments in the List component of XfilesPro is by directly selecting the file and then dragging & dropping it to be uploaded. Mass Upload Lastly, when using XfilesPro’s List component, the users also get the option to upload multiple files/attachments at once in a single click. Here it is important to remind that there are still some file upload size limit in different external storages. Note: After uploading files in the List component, they will still be accessible from the component. However, they will actually reside in integrated external storage. Mass File Functionalities : Mass Download Using the mass download functionality of XfilesPro in the List component, the users will be able to select multiple files & attachments at once and then download them by clicking on the download button. Following this, these files will be downloaded in the form of a zip file. Mass Share XfilesPro’s List component also allows Salesforce users to select multiple files/attachments to be shared within the system or with someone outside of the Salesforce system. For this users simply have to select their desired files, then click on the share button and the files will be shared in the form of an email. Mass Delete Another exciting feature of XfilesPro’s List component is its functionality to mass delete multiple files and attachments in a single click. Users have to just select those specific Salesforce files and then click on the delete button after which the files will be permanently deleted from the system. Manage Columns Using the List component of XfilesPro, it’s extremely easy to include and manage additional columns on the component. The users simply have to decide and select the columns that they want to add to the component and then click on the apply button, after which the columns can be seen on the List component. Add Notes When using the List component of XfilesPro, adding special notes to the Salesforce files and attachments is not only possible but also very easy. For this, users just have to click on the ‘Add Note’ button, following which they can add whatever text they want to put as the description for that specific file. That note will be then added to the Salesforce file as its metadata. Download & Delete Even downloading or deleting specific Salesforce files and attachments is straightforward and trouble-free when using XfilesPro’s List component. To do this, users simply have to select that specific file and click on the button for their desired action, after which that file will either be downloaded from the console or be deleted permanently. We hope this article helped you understand the List component as well as its various functionalities in a better manner. In case you still have any questions or doubts, we’ll be happy to resolve them for you. 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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
Why you should consider using SharePoint as your Salesforce Secondary File Storage
In today’s world of digitalization, businesses often find different strategic methods to improve their customer relationships & data management process. In the pursuit to achieve these goals, companies adopt multiple technology platforms. Salesforce is one such innovative platform that enterprises use to manage their sales, service, and marketing processes in order to optimize marketing campaigns, maximize lead acquisitions, minimize sales cycles, deliver top-grade customer service, and maintain long-term customer relationships. With a growing business, every enterprise encounters faster data growth, and managing a large volume of data efficiently is becoming a key differentiator. When you have a big team operating from multiple locations, managing critical business information with easy access and seamless collaboration often becomes cumbersome. Salesforce as a platform can significantly accelerate sales & boost customer service workflows. However, when it comes to document management, there are certain limitations as this is not a part of Salesforce’s core capabilities. In order to optimize their document management process & get the best results, enterprises usually look for alternative platforms that can help them accomplish this. And what can be better than SharePoint? Understanding SharePoint SharePoint is one of the leading document management & storage platforms. Powered by Microsoft, SharePoint offers organizations an advanced, highly configurable, and relatively cost-effective document storage & collaboration platform. Through its cloud-based application SharePoint Online, & the in-house application SharePoint On-premise, SharePoint has a user base of over 100 million worldwide. Top 5 Benefits of SharePoint for Document Management Managing documents using SharePoint is a smart choice considering the powerful capabilities of the tool. SharePoint can easily make your entire document management process automated, organized, and efficient. Let’s have a look at the top 5 benefits of using SharePoint for document management. Collaboration A large number of users can collaborate on single or multiple documents at the same time with ease. This is one of the most popular SharePoint features. Collaboration helps faster turnarounds & increased productivity. Flexibility SharePoint offers one of the most flexible & configurable platforms. The tool can be easily integrated with any external system & businesses can also customize it as per their business requirements. Security Microsoft has properly taken care of the security aspect of this tool. Documents can be stored safely with access controls, view restrictions, and robust servers. Version Control SharePoint’s file versioning capability allows the admin or owner to maintain a proper version history in an easily accessible location. This is very much required when a large number of users collaborate on files as every change is captured & saved separately with an audit trail. This makes SharePoint secure also. Better Accessibility & Easy Retrievals SharePoint offers seamless accessibility to the files through an easy-to-use UI along with a modern search feature. Users can find files easily with a faster retrieval process. Also Read: Document Management in Salesforce: A Brief Introduction to its Best Practices SharePoint for Salesforce Document Management As we already mentioned in this blog, Salesforce is not built for document management as it is not coming under its core purpose, just like SharePoint can not manage customer relationships. Both platforms are built for different business objectives & integrating both will do wonders for a business. Joint customers of Salesforce & SharePoint can leverage both these platforms to transform two of their most critical business processes i.e. running business processes such as sales, marketing, and service on Salesforce by managing all the business information on SharePoint. This integration makes more sense as Salesforce offers minimum storage to keep files, while SharePoint can manage massive volumes of files with ease & also in a highly cost-effective way. Benefits of using SharePoint to Store Salesforce Files Integrating Salesforce & SharePoint offers a plethora of benefits for the joint customers. Customers can have a powerful integrated CRM & Document Management System, which allows them to manage their sales, and service processes better while keeping all the files in a centralized location. Let’s have a look at some of the key benefits of connecting Salesforce with SharePoint. Cost Savings As you might know, Salesforce allows a limited volume of files (10 GB) to be stored in its system & every time customers go for storage upgrades, this results in high additional costs. Storing Salesforce files in SharePoint will definitely reduce massive storage costs & sales/service agents can work more efficiently without facing storage or performance issues. SharePoint offers 1TB of storage space excluding 10GB storage per license purchased. Managing Large Size Files SharePoint can manage large-size files with ease (50 MB) which is a big challenge in Salesforce. So, Salesforce users can upload files of larger sizes & experience hassle-free document management. Better File Collaboration SharePoint is favorably popular for its robust document collaboration capabilities. Moving Salesforce files to SharePoint will allow users to collaborate on files without any crises. Organized File System As Salesforce doesn’t offer any kind of folder structure to keep files, moving documents to SharePoint allows customers to organize files under specific folders as folders can be created in SharePoint. This will improve user experience as well as file accessibility. Better Document Management As Salesforce is not a document management system, when integrated with SharePoint, all the SharePoint document management features can be applicable to Salesforce files as well. This includes versioning, access control, unified search, document approvals, sharing, etc. This definitely allows Salesforce users to leverage a world-class document management system. How to Integrate Salesforce with SharePoint for Document Management? There are multiple ways to integrate both Salesforce & SharePoint for document management. However, most of the organizations adopt one method among the below three. Files Connect Custom Application AppExchange Application Salesforce Files Connect can be used to set up an integration between both platforms. However, this has certain limitations in terms of features & functionalities. Building a custom app in-house can do the job, however, this can be expensive and time-consuming. Custom applications will never give you capabilities beyond basic requirements. The third option is finding a ready-to-use application from AppExchange. Salesforce offers thousands
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
