Salesforce x OneDrive Integration: A Guide to Make Them Work Hand in Hand
With Salesforce as your CRM platform, the only fact that can be difficult to process is its limited file storage space. There is no escape from this. The one thing that can help you come out of it is creating a foolproof plan. With our decades of experience and rich industry knowledge, we can say that integrating Salesforce with a reliable external storage platform to move and keep files in it is the most recommended solution for this. The question here is which are those powerful external storage platforms. With the roaring buzz for OneDrive, in this blog, let’s look into the reasons why you need to leverage the popular file storage platform to store your Salesforce files. Let’s begin step by step. Why Does Salesforce Need an External Integration? For many reasons, Salesforce Admins are still tackling ways to free up their overloaded file storage space in the CRM platform. Below are the two major reasons why it’s high time to look for a better way to keep your Salesforce files in external storage through integration. Minimal Room for Storage On the first purchase, Salesforce provides 10GB of file storage space, and once that is completely consumed, then purchasing Salesforce storage cost per GB is the only way. Skyrocketing Storage Expenses Never underestimate that you will be getting storage for a cheaper price from the biggest CRM provider. Here everything is pricey and storage of all tops the bar. Why OneDrive to Optimize Your Salesforce File Storage? OneDrive is one of the best storage clouds that provides you with great reliability and is user-friendly. With its enormous storage space, getting Salesforce files stored is not going to be a problem anymore. Also, taking into account its cross-platform compatibility, it’s more preferred by businesses and enterprises. OneDrive offers a large storage capacity, helping you make itself a repository for your migrated Salesforce files. Additionally, the platform is built with several advanced security features, which ensures that users’ files are secure and protected from unauthorized access. In a nutshell, this compressive software bundle provides a seamless work environment, making it more harmonious. Discover how to transform your Salesforce file management needs through Salesforce – OneDrive integration here: Now, let’s have a look at the benefits of this powerful connection between Salesforce and OneDrive. More Space, More Possibilities By storing Salesforce files in OneDrive, you’re saying goodbye to the limited file storage in the former. Instead, say hello to increased storage and a streamlined workflow. With an ample amount of space in OneDrive, you no longer need to worry about hitting the storage cap or the consequences following such as high cost and poor performance of the app. Cross-platform Collaboration With this ability of OneDrive, users can access their files from any device and work on them. The files in OneDrive are easily accessible to all the users across devices that are synchronized with the OneDrive platform. Top Tier Team Collaboration If the right permissions are granted, the users can access the files and work on them simultaneously. Either by sharing the links of the files directly or by following certain sign-in protocols, the files can be accessed, and more than one user can work on it collaboratively at the same time. Effortless File Backup Solution With the continuous upload of files, there is a high chance that the files can get lost or would be misplaced. But with OneDrive, you will never miss a file. The files automatically undergo a backup and your files are safe enough to store. How to Integrate Salesforce and OneDrive Although there are many ways to connect Salesforce and OneDrive, the most recommended practice is to use the #1 file management app for Salesforce – XfilesPro. Making headways since its inception, XfilesPro has been doing a marvelous job and the reasons to acquire it are not just constrained as a connector. It is an application that provides you with an overall enhanced file management experience in Salesforce. What Does XfilesPro Do? To address your concerns regarding the growing volume of Salesforce files, XfilesPro establishes a strong integration between the CRM platform and your OneDrive without the support of an additional connector. And post-integration, the application automatically moves your files from Salesforce to OneDrive externally so that your file storage space remains free up. The best part is that in addition to OneDrive, XfilesPro also supports other file storage platforms such as SharePoint, Google Drive, AWS S3, and on-premise platforms. If you wish to learn more about XfilesPro and how the app can integrate your Salesforce and OneDrive, hit us up today. Achieve No-code Integration Between Your Salesforce and OneDrive Discover the easiest way to connect your Salesforce with OneDrive for a Seamless Document Management Experience Download Datasheet Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
7 Reasons Why You Should Store Your Salesforce Files In SharePoint, From An #AwesomeAdmin’s Perspective.
Most Salesforce Admins do not believe when we say that managing documents in Salesforce can be easy and automated. We got them completely as we understand that Salesforce is a bit tricky when it comes to file management. Because the CRM platform comes with limited file storage space, the overgrowth of the files would fail the admins to operate the application effectively. Migrating files from Salesforce to an external storage is its only solution. If you’re already using SharePoint, the popular storage system, don’t look further than it as SharePoint provides a lot of advancements to store your Salesforce files externally. Before discussing those factors, let’s take a brief look at SharePoint. A Little Light on SharePoint SharePoint is a proprietary, web-based collaborative platform that integrates natively with Microsoft 365. It’s one of the most popular document management and storage platforms today with over 100 million users worldwide. SharePoint has been making it easy for customers to set up a centralized, password-protected space for safe and secure document sharing, downloading, editing, and uploading. Now, the point of discussion is on the integration of SharePoint and your Salesforce. As you already know, you need to partner with a solution provider for this. To make your life easier, we’d recommend you use XfilesPro, the #1 file management app for Salesforce.XfilesPro integrates Salesforce with your SharePoint without even the need for an additional connector. And post-integration, the application automatically migrates your files from Salesforce to SharePoint in pre-defined intervals and by following the hierarchy of the files. The best part is that apart from SharePoint, XfilesPro also supports other file storage platforms such as AWS S3, OneDrive, Google Drive, and on-premise platforms. With that note on the functionality of XfilesPro, let’s discuss the seven factors why you need to store your Salesforce files in SharePoint by leveraging the power of XfilesPro. Learn why XfilesPro is the most preferred app to connect Salesforce and SharePoint for file storage here. A Slim Wallet Solution Trust us, purchasing additional storage space from Salesforce might break your bank! When sharing files to SharePoint externally, you are saving a huge amount of money associated with the purchase of extra storage space from Salesforce. In addition, as XfilesPro eliminates the need for an additional connector to integrate both platforms, you’re once again receiving an opportunity to save pennies. A Huge Storage Suite With the SharePoint-Salesforce Integration, the need for your file storage out of the Salesforce environment is satisfied with the huge storage capacity provided by SharePoint. The biggest urge for file storage optimization is met. End-to-end Process Automation With the power of XfilesPro, you can automate your file migration process and eliminate manual efforts behind managing files in SharePoint. At the same time, if you want to opt for the manual workflow, XfilesPro also provides the ability to carry out file management in your preferred way at your convenience. Leveraging SharePoint Tagging In search of the right file, sometimes naming conventions will also not be a best practice in a huge directory of files. But with the feature of SharePoint tagging, XfilesPro allows you to apply metadata labels or tags to documents, list items, and other types of content in SharePoint. These tags can be used to categorize and organize content based on different attributes, such as keywords, topics, or themes. Discover how a two-decade-old IT firm automated the migration of Salesforce Files to SharePoint with XfilesPro. Future-proof Security of Files Firstly, there are certain security measures that SharePoint offers to safeguard your files within its platform. On top of that, XfilesPro delivers security expertise including Access Control and Encryption at Rest that helps you to rest assured that no unauthorized users are accessing your files. Real-time File Collaboration Since your Awesome Admin role has never experienced anything like file collaboration in Salesforce, XfilesPro gives you that golden opportunity to collaborate on files in real-time in SharePoint. This is a great chance to eliminate the endless time required for file modification by several users. Enterprise-level File Management Experience By managing Salesforce files in SharePoint with XfilesPro, you’re stepping into the modern document management world, where automation rules the game and everything is controlled by you. Explore how Salesforce-SharePoint integration helps you transform your Salesforce file storage needs here. Huh… That seems like a lot of reasons to choose SharePoint as a repository of migrated Salesforce files. But the only necessity is XfilesPro! If you wish to learn more about how to use your SharePoint platform to keep your migrated Salesforce files, schedule a demo with one of our product experts. Achieve No-code Integration Between Your Salesforce and SharePoint Discover the easiest way to connect your Salesforce with SharePoint for a Seamless Document Management Experience Download Datasheet Sambitwww.xfilespro.com
Learn Everything About XfilesPro’s Smart Folder Structure Capability for Improved Salesforce File Management
Most of us prefer to lead an organized life by organizing things and actions in our preferred way. Because we know how positively it affects our well-being and activities. If you’re a Salesforce Admin, the organization takes a crucial role in your workflow. This is mostly because of one reason — you’re inundated with a massive volume of files that keeps growing per day. So, you have no go other than organizing your Salesforce files in a way that makes sense to your business process to achieve a seamless workflow. However, organizing files in the preferred format is not a cakewalk in Salesforce. As you already know, Salesforce poses certain limitations when it comes to the creation of customized folder structures. So, what’s the solution? If you ask us, XfilesPro! Little Light on XfilesPro Being the #1 file management app for Salesforce for a decade, XfilesPro automatically moves files from Salesforce’s primary storage space to your preferred external storage such as SharePoint, Amazon S3, Google Drive, OneDrive, and On-premise platforms. This helps the users keep their file storage space optimized and experience an enhanced file management workflow. in between, learn why is XfilesPro the Most Comprehensive File Management Solution in Salesforce Why XfilesPro’s Folder Structure Matters As XfilesPro understands Salesforce admins’ long desire to obtain a proper folder structure, the application helps them create their preferred folder format in the external storage. This functionality helps the users to arrange the migrated files in the external environment in a way that their business demands. To meet every business requirement, XfilesPro delivers two types of folder structure options. Template Folder Structure: It’s the default folder structure XfilesPro delivers to users when they don’t opt for a customized file format and look forward to achieving an easy-to-understand one. Custom Folder Structure: This is a great option for users to customize and create a folder structure exactly as per their business demands so that they can process highly efficient operations. With both these in-demand options, let’s see the benefits of XfilesPro’s smart Folder Structure capability. Easy Searchability: A well-planned folder structure enables users to easily categorize and organize their files, making it easier to find specific files when needed. Efficient Operation: Having files properly organized as per the business demand, the users can conduct highly efficient and quick operations by avoiding confusion regarding the location of any file. Improved Productivity: When the operation is seamless and efficient, it will in turn result in the high productivity of the workers. Our customers have been using this and we are filled with applause. Check out this testimonial from one of our trusted customers after using our folder structure. XfilesPro is a great solution for integrating Salesforce with SharePoint. We were able to integrate XfilesPro to SharePoint on multiple objects as well as add different default template folders on new records for each object. Their Support has been very responsive and helpful during online meetings and emails. If you are looking for more such AppExchange reviews of XfilesPro, check here. There are a lot more benefits that XfilesPro’s Folder Structure functionality can unleash for users. If you’re wondering how it can elevate your workflow, schedule a demo with one of our product experts. AMARLAL
8 Ways XfilesPro Automates File Management Process in Salesforce
In the modern age, automation is the key to running any operation. In such an era, if you’re still managing your massive file volumes in Salesforce manually, you are behind the times. Being a popular file management application for Salesforce, XfilesPro leverages the power of automation to make Awesome Admins’ life easier in many ways. In this blog, let’s discuss those 10 aspects where XfilesPro automates your file management process in Salesforce. Your File Migration is Automated With the #1 file management app, you can seamlessly integrate Salesforce with your preferred external storage platform such as SharePoint, Amazon S3, Google Drive, OneDrive, and On-premise platforms. And, after the integration, the application completely automates the migration of the newly formed files from Salesforce to your external storage by following your criteria and in the time intervals you define. Archive Your Existing Files If you’ve been using Salesforce for a while, the chances are high that you accumulate a large volume of files in Salesforce. With XfilesPro’s Initial File Migration functionality, you can automatically archive your existing file volumes from Salesforce to your external storage in one go by preserving the hierarchy. Automatic Creation of Folders and Sub Folders With the next-gen potential of XfilesPro’s Bi-sync functionality, you can automatically create folders or sub-folders (as per your requirement) in the external storage upon every respective record creation in Salesforce. This is a great help in streamlining your everyday workflow. Your Community User Files are Automatically Moved Don’t assume XfilesPro can only move the files generated by Standard users. It can also migrate the files that are uploaded by any number of Community users through the Community Portal of Salesforce. So, you don’t need to worry about hitting the storage cap because of the abundance of the files from Community users. Files From 3rd-party Apps will be Automatically Migrated When using Salesforce, you use many 3rd-party applications for varied purposes. Leading document generation app XfilesPro DocuPrime is an example of one such 3rd-party app that most users integrate with Salesforce. However, those apps generate large amounts of files, which raises a threat to the file storage space. XfilesPro resolves this challenge by moving the 3rd-party apps generated files also to the external storage. Learn about the tips and tricks to manage files from 3rd-party apps here. That being said about the primary ways of automation that XfilesPro unleashes, there are some secondary influences that such ways can have. 6: Automatic Enhancement in Productivity As XfilesPro automates and takes care of the file management process, employees can focus on strategic goals, which improves their productivity. 7. Automatically Creating a Streamlined Workflow Through varied means of automation, your team can experience a very efficient and easy process of file management in Salesforce. 8. End-to-end Process Automation It’s automaton. Complete automation. As you determine, XfilesPro automates your whole file management process within the biggest CRM platform. Wohooo… It sounds like a complete game of automation. If you’re curious to learn how XfilesPro can automate your file management requirements in Salesforce, please connect with us today. Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
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
6 Reasons Salesforce Users Prefer Google Drive Integration with XfilesPro
If you had done some amount of research on top integration options for Salesforce in the context of file management, you would have seen a common name in all the findings – Google Drive, the popular cloud-based file storage. And, the other name that tops the list as the best integration tool for both platforms would be XfilesPro. Have you ever wondered why these platforms are a match made in heaven when it comes to Salesforce file management? There are certain functionalities that keep XfilesPro a cut above the rest of the integration tools for Salesforce. And here’s the cherry on top—XfilesPro integrates without the need for additional tools, you can manage your Salesforce files, documents, and attachments within Google Drive effortlessly. This makes file management simple, cost-effective, and streamlined, giving you more time to focus on what really matters. Before delving deeper into it, let’s take a look at XfilesPro. The #1 File Management App for Salesforce As your Salesforce files grow in high volumes, XfilesPro addresses this challenge by automatically moving the files from the CRM platform to your preferred external storage, which in this case is Google Drive. The file migration helps optimize your file storage space and experience an enhanced and seamless workflow in Salesforce. The other external storage platforms that XfilesPro supports are SharePoint, OneDrive, and AWS S3. Learn more about Salesforce-Google Drive integration for file storage in this datasheet Now, let’s look into the top six factors that make users choose Google Drive as an external repository for their migrated Salesforce files. 1. More Space Than A Clown Car By leveraging XfilesPro’s file migration capability between Salesforce and Google Drive, you shall be granted a prestigious golden ticket to an expansive storage capacity inside the latter. This will ultimately eradicate the need to continuously procure additional Salesforce file storage space from Salesforce, thereby saving precious time, cost, and resources. 2. Keep Your Files in One Place, Unlike Your Socks Salesforce files are just like a pair of socks, you know they’re there, but getting your hands on them when you need them? That’s another story. However, with XfilesPro, your client documents, invoices, or project files, everything is right where you expect it to be, neatly organized into proper folders. So, it’s no longer a big hurdle to access or search files. 3. Unidirectional Movement? No, Thanks Gone are the days of worrying about file syncing between platforms. With XfilesPro’s Bi-sync functionality, you can seamlessly sync your Google Drive files with their respective records in Salesforce—and the best part? It works both ways! Whether you’re updating files in Salesforce or Google Drive, the changes reflect instantly on the other platform, keeping everything in perfect sync. 4. The Art Of Collaboration XfilesPro has enabled better collaboration and more efficient file management, allowing both your internal teams and external users to collaborate on files in real time in the Google Drive location. This is a great step toward ensuring a highly efficient workflow with no waiting period for a modified file from another employee or user. 5. File Security Like Never Before XfilesPro understands the users’ concerns regarding the security of their files. The application ensures that your migrated files from Salesforce are highly secured in Google Drive. With XfilesPro’s Access Control capability, you can control who can view and access your files in Google Drive, helping you safeguard them from unauthorized users. 6. Budget-friendly Fix With XfilesPro, you get all the functionality you need while keeping your budget in check. It’s a win-win situation that empowers your team to focus on productivity without worrying about a thing. No more stress about storage limits or file management headaches. Curious to know how? Firstly, through the integration and file migration between both platforms, XfilesPro eliminates the need to purchase additional storage space from Salesforce, which is higher in charge. Secondly, as XfilesPro doesn’t require an extra connector (which comes with a price) to establish the integration, you’re again saving money. So, it’s a double win! Wrapping Up Hope you learned why Google Drive is one of the most recommended choices as a repository for migrated Salesforce files. If you’re pondering integrating the cloud storage platform with Salesforce and finding XfilesPro is the right app to get hands-on, schedule a demo with one of our product experts to learn more. Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
Top Strategies for Organizing And Managing Files in Salesforce
As a Salesforce user, you’re well aware of the challenges that come with managing files in a business environment. The constant influx of files on a daily basis can quickly become overwhelming. But fear not! This information serves as your trusted file management guru, providing invaluable insights and solutions to help you effortlessly navigate through this challenge and tame your file management experience within the #1 CRM platform. For this, let us introduce you to XfilesPro, the most recommended and trusted file management app for Salesforce. With the decade-old app, you can automatically move the growing volume of Salesforce files to your external storage such as SharePoint, Google Drive, OneDrive, AWS S3, or an On-premises platform (SFTP, Network Drive, SMB) to keep your storage space optimized and deliver an enhanced file management experience. Now, let’s see how the next-gen expertise of XfilesPro can help you better organize files within Salesforce. Below are some of the most relevant tips that will help in giving you a clear-cut roadmap on the tips and tricks on following the best practices to have your files systematized. Formulating a Robust Naming Strategy When in the middle of a huge volume of files, always keep in mind to come up with a good naming convention. If you have your files named appropriately as per the contents in them, it’s a win-win. Searchability and transparency top the bar if your naming strategy is sorted. Insider Tip:If you’ve chosen SharePoint as the repository for your migrated files, your job is easy. XfilesPro supports the Tagging functionality of SharePoint, helps you tag content against specific columns so the uses can access it easily. Effective File Storage Framework If your files are not in place, you are in big trouble! There will be files coming from different departments of your organization and placing them in the right folder is something of paramount importance. Hence having a good folder structure plays a big role in the picture. Insider Tip: As Salesforce poses limitations in arranging files in users’ preferred folder format, XfilesPro unleashes its unique Folder Structure functionality, helping users to arrange files in folders in a way that makes sense to their business. Leverage Cloud-based External Storage One of the best ways to have your file storage in Salesforce optimized is by integrating your CRM platform with an external cloud storage. Because this helps you push the growing volume of files from the former to the latter, keeping your file storage space optimized. Insider Tip: XfilesPro integrates Salesforce with your preferred external storage such as SharePoint, Google Drive, OneDrive, Amazon S3, on premises platforms without even the need for an additional integration tool. This helps you to move the files externally and free up the storage space in Salesforce. Optimize Your Third-Party App-generated Files Since you are working on the Salesforce CRM for your business workflow, your Salesforce will be integrated into a lot of third-party applications for varied purposes such as eSign and auto document generation that create a huge volume of files. One of the best ways to optimize your Salesforce storage is by having them migrated to an external storage location. Insider Tip: As already mentioned, no matter if the files are generated manually or through 3rd-party apps, XfilesPro can migrate them to your preferred external storage platform. Learn how to manage Salesforce files generated from 3rd-party apps here.Streamlining and effectively managing files in Salesforce can be challenging, but working smart is always better than working hard. This blog aims to provide you with the closure you were seeking, along with a valuable bonus – an innovative application called XfilesPro that helps you reimagine your Salesforce file management game, you can bid farewell to the cumbersome task of organizing and managing files in Salesforce, allowing you to work efficiently and smartly, and focus on what truly matters – driving success in your Salesforce implementation. To gain a thorough understanding of this powerful application, schedule a complimentary demo by clicking here. Discover how XfilesPro can revolutionize your file management process and help you achieve greater efficiency and productivity in your Salesforce. Meet the Most Downloaded Document Management App on Salesforce Remove Hurdles From the Ever-complicated Document Management Operations with XfilesPro Download the App Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
Exploring Salesforce File Storage Options by Unleashing the Power of XfilesPro
Being the #1 CRM in the world, Salesforce is the most preferred platform to run business by enterprises from multiple industries. Running a big business comes with incoming files on a daily basis. With the piling up of files, the need for optimizing file storage has become very important. Organizations have highly dependent policies on collecting, storing, retaining, accessing, and using files. But is the Salesforce storage very flexible? Is it dynamic enough to accumulate your day-to-day files in its limited storage? Of course, NO! That’s why we say the integration between Salesforce and a reliable external storage platform is your solution for file storage concerns. So, XfilesPro is built with advanced capabilities to support varied external file storage platforms. What is XfilesPro? XfilesPro is the #1 file management app for Salesforce that helps you optimize your Salesforce file storage space. The application automatically moves your growing file volumes from Salesforce to your preferred external storage systems such as SharePoint, Amazon S3, Google Drive, OneDrive, and On-premise platforms. This is a great step toward optimizing your file storage space and regaining the performance of your CRM. The best part is that, XfilesPro integrates your preferred external storage with Salesforce without even the need for an additional integration tool. Let’s take a look at each of the storage platforms that you can leverage with XfilesPro. SharePoint SharePoint is a popular web-based collaborative platform owned by Microsoft. It seamlessly integrates with Microsoft 365 and is primarily known as a document management and storage solution. With XfilesPro, the users can have the great chance to leverage the SharePoint Tagging functionality along with the abundance of the storage space provided by the platform. Learn more about Salesforce-SharePoint integration here. AWS S3 Amazon Simple Storage Service (Amazon S3) stands as a top-tier object storage solution, recognized for its exceptional scalability, data reliability, security, and speed. You can leverage Amazon S3 for safeguarding and storing any volume of files and data, serving a wide spectrum of purposes, including data lakes, websites, mobile apps, backup and recovery, archiving, corporate applications, IoT devices, and extensive big data analysis. Google Drive Google Drive is one of the most popular cloud storage services available today. IT’S a free service from Google that allows you to store files online and access them anywhere using the cloud. Google Drive also gives you access to free web-based applications for creating documents, spreadsheets, presentations, and more. The service syncs stored documents, photos and more across all the user’s devices, including mobile devices, tablets and PCs. Learn more about Salesforce – Google Drive integration here. OneDrive Microsoft OneDrive is a file hosting service allowing you to store, share and sync your files. OneDrive also works as the storage backend of the web version of Microsoft 365 Office. OneDrive offers 5 GB of storage space free of charge, with 100 GB, 1 TB, and 6 TB storage options available either separately or with Microsoft 365 subscriptions. Discover the tips to store Salesforce files in OneDrive here. On-premise Platforms On-premises storage is when data or files are stored on local hardware, such as servers, computers, or other devices. For example, if you purchase a server and set it up at your office, you and your team can store your data on that server. The server is controlled, administered, maintained, procured, etc. by your company and its in-house IT team, or an IT partner. Some of the examples for on-premises platforms that XfilesPro supports are SMB, SFTP, and Network Drive. That’s all about the external file storage options XfilesPro provides. If you wish to learn more about the integration part, please schedule a demo with one of our product experts. Experience the Potential of Modern File Management in Salesforce Discover how to efficiently manage your growing Salesforce files without hitting the storage cap Download the Datasheet Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
How to Store Salesforce Files in Amazon S3 Using XfilesPro: A Comprehensive Guide
We know that you are using Amazon S3 to store your files. If you are not, you might be pondering using the platform for some needs. We are sure you will either be in the former or the latter stage. So, we start with a few questions for you. Are you really aware of the absolute potential of your S3 platform? Did you ever consider the possibility of S3 as a repository for your Salesforce files? We will make this more interesting. Check the below calculation for your consideration. As you can learn from the data, the storing cost on Amazon S3 costs nearly 97% less compared to storing it on Salesforce. We hope we got your attention! Keeping your Salesforce files on the S3 bucket will help you save pennies. And, there is no application like XfilesPro that understands this possibility. Before delving deeper into how XfilesPro leverages the S3 platform to keep your files, let’s briefly discuss S3. AWS S3: The Sky-high Depository An Amazon S3 bucket is a public cloud storage resource available in Amazon Web Services (AWS) Simple Storage Service (S3) platform. The S3 buckets are similar to file folders and can be used to store, retrieve, back up, and access objects. This is one of the best ways for large businesses and organizations to store their files in a strong and reliable platform. How XfilesPro Moves Salesforce Files to Amazon S3 Yeah, that’s all about that! By now, you understood how to store your Salesforce files in Amazon S3 with the help of the most trusted file management app for Salesforce. So, here is the time to learn about the benefits that this integration provides. Cost Effectiveness As we have already seen above, with S3, you will be saving a huge amount of money. As XfilesPro frees up the file storage space of Salesforce, you can ward off the requirement to purchase extra storage space from the biggest CRM platform providers at a hefty price. Instead, you can invest in S3 which is a cost-effective approach for your business. Learn more about how you can manage Salesforce files cost-effectively here. Ease of Migration If you are denying integrating your external storage to S3 thinking of the process of migration, you still have not gotten a clear picture of XfilesPro. Apart from automating the migration of new files that get generated within the CRM platform, XfilesPro can move the huge volume of files that is already present in your Salesforce file storage space. It’s XfilesPro’s Initial File Offloading functionality that helps with the migration of existing files in one go to the external storage. The best part is that when migrating files in large volumes, XfilesPro will also preserve the hierarchy of your files! Customized Folder Structure This is a capability that keeps XfilesPro a cut above the rest! Since Salesforce has limitations in arranging your files in a preferred way, XfilesPro has a solution to tackle this challenge. With XfilesPro’s Folder Structure feature, you will get an advanced option to arrange your files in S3 in a certain format that makes sense to your business. When the files are well organized in S3 and put up in the right folder structure, you can access the files very easily and experience a very streamlined process. To delve deeper into the folder structure capability of XfilesPro, check here. The Easiness in File Management Easy file management comes as a result of auto file migration and customized folder structure. These are capabilities that save your day as they provide you with extreme flexibility and advancements, eliminating manual efforts behind many works associated with Salesforce file management. Moreover, when you achieve a streamlined workflow, you can save significant work time, resulting in enhanced productivity. Realtime File Collaboration Since working in an organization, it is highly critical to share files among workers for modifications. Sometimes, it’s even required to files to your external users for their contribution. However, it takes a lot of time to pass files from person to person. Understanding this challenge, XfilesPro empowers both your internal teams and external users to collaborate on files in real-time. This is an intelligent strategy that helps you achieve effective file collaboration in Salesforce that brings out potential benefits to the team.Over to You! By now, you saw a detailed picture of how XfilesPro helps you store Salesforce files in Amazon S3. If you’re curious to learn more about the integration process or the benefits that XfilesPro unleashes for your business, schedule a demo with one of our product experts today. Poornima GConnecting businesses with top SaaS and CRM solutions through engaging content All Posts
The Role of Salesforce File Management in Streamlining Your Workflow
Managing a big volume of files and information is common in every business process. However, when you juggle multiple processes on different IT systems, it means that your files can be generated hugely and stored in a number of different locations. When it comes to the uninterrupted flow of your business, you need to have access to your critical files at any time seamlessly. Just because of the reason that the files are in different locations, you can’t let any trouble happen with your business. For this, you need to make sure that you are processing a very streamlined file management experience in Salesforce. Because an efficient file management system is key to advancing your workflow. In this article, let’s discuss the importance of a smart file management approach in Salesforce. To Overcome the Fear of Storage Limitations Salesforce always gives only 10GB of file storage per Org. But with the amount of file accumulation, it is difficult to carry on the day-to-day work requirements relying on this small amount of storage. As the files mount up within the Org, you will experience a dip in the performance of your Salesforce application. At first glance, there appear to be two potential solutions for the storage limit challenge. The initial option involves deleting old files, but this may not be advisable since these files could hold valuable business opportunities in the future. On the other hand, the second solution entails purchasing additional storage space from Salesforce, but this can be costly. Our Recommendation: XfilesPro, the #1 file management app for Salesforce helps you move your growing volume of Salesforce files to your preferred external storage platform such as AWS S3, SharePoint, Google Drive, OneDrive, and on-premises system in order to free up storage space, which is a great way to overcome the challenges associated with storage limitations. Learn more about Salesforce file storage limitations here To Better Organize Files The concept of better file management in Salesforce starts with excellent organization. Having your files organized in a way that makes sense to your business will help you look for them faster. Keep in mind, not having a proper folder structure to store your files will drive unimaginable troubles, including productivity disruption. Our Recommendation: XfilesPro has the capability to create a customized folder structure as per your requirement so that you can arrange your files in your preferred format or hierarchical order. To Experience Exceptional File Collaboration You are not only the one who will work on a file. There are a lot of employees who are supposed to modify a file. Since there are limitations to collaborating on files in real-time for many users, the process demands a lot of time. The file has to pass from user to user or department to department for modification, which will take an indefinite period of time for completion. Our Recommendation: XfilesPro empowers you to collaborate on files in real time. This is a great capability that will allow your internal teams and external users to contribute to a file live that will boost file management experience and overall productivity. Learn more about how to collaborate effectively on files in real time here. To Enhance Productivity If your Salesforce Org is unaffected by the growing number of files and you are able to conduct seamless access to files, you will experience a bump up in the productivity of employees. Because when you are well aware of your files and where each and every file is located and named per se, there is no disruption in the workflow, facilitating increased productivity. Moreover, since you can leverage the power of automation to move the files out of Salesforce and optimize the storage space, the employees can focus on their core operations and contribute more to your business. Our Recommendation: Get your file management in Salesforce to do the work for you. Simply integrate it with your desired external storage and get your hands on other important works. Promised Security Every business is a file-sensitive business. There is no file that can be exposed outside of file management because it is less important. So, you need to make sure that unauthorized users do not access your files. Our Recommendation: With XfilesPro’s Access Control capability, you can control who can view and access your files. In other words, you will be the ultimate owner of your files and you can rest assured about its absolute security. Wrapping it Up With all the recommendations that we have provided, you must be wondering how XfilesPro can streamline your file management experience in Salesforce. We recommend you that try the #1 file management app and experience the advancement that it provides to elevate your game. Let’s start this by scheduling a demo. AMARLAL
