Why Must Salesforce Admins Monitor Their Salesforce File Storage?
As businesses become diversified & technological advancements are made, customers demand personalized services, prompting companies to maintain separate accounts & files for each customer. Because of this, it becomes nearly impossible to manage the documents using manual methodologies which results in more automated alternatives being adopted for file management. This is where Salesforce enters the scene, helping companies provide more personalized experiences to customers. But one of the most critical aspects of running a business using Salesforce is managing the massive volume of records, data, files, & documents that are created, moved, modified, & deleted on a regular basis within the very limited storage space. Since companies deal with thousands of customers regularly, there is a constant need to keep track of the primary storage space allotted by Salesforce, when the licenses are purchased. Salesforce Storage: A Brief Introduction Primarily the Salesforce storage is classified into three categories – Salesforce file storage, Salesforce data storage, and Salesforce Big Objects. As the name suggests, file storage is the space allocated for storing important Salesforce files like files & attachments, Salesforce CRM Content, Files home, Documents tab, Chatter files (including user photos), custom File field on Knowledge articles, & assets regarding Site.com. In the same manner, data storage is allocated space used for storing Salesforce records like Cases, Accounts, Notes, Events, Quotes, Leads, Opportunities, Tasks, and much more. And, Big Objects is the space that stores and manages your massive amounts of data on the Salesforce platform. When it comes to storage limits, the Contact Manager, Group, Professional, Enterprise, Performance & Unlimited editions are allocated 10 GB for data storage, plus 20 MB additional data storage per user, and 10 GB for file storage. Only the Salesforce Essentials edition has 1 GB of primary file storage. Salesforce Orgs also offers additional file storage, decided by the number of standard user licenses: The Enterprise, Performance & Unlimited editions receive an extra 2 GB of file storage per standard user license. While the Contact Manager, Group & Professional editions receive an additional 612 MB of file storage per standard user license. Also read: Top 3 Ways to Prevent Hitting the Salesforce Storage Limit in Your Org Monitoring Salesforce File Storage: How & Why Now that you are aware of the fact that Salesforce file storage limits your Salesforce Org, it’s important to always keep a watchful eye on the primary file storage. To check the enterprise’s storage usage, users can simply navigate to Setup & click Storage Usage to view the Limit, Amount Used, Percentage Used, and usage breakdowns of each storage type. Through this, users can also learn about the Top Users of each storage type. In case your Salesforce Org’s file storage limit is exceeded due to any reason, in most cases, Salesforce allows some buffer storage above 100% usage, usually up to 125-150% of the original storage. After even that grace storage is exhausted, new files & attachments will simply not be updated in the storage. This issue has the potential to result in the malfunctioning of critical CRM processes and the consequent disruption of vital business operations. In more severe instances, if the problem with file storage is not promptly resolved, it could put the continuity, growth, and productivity of the enterprise at risk. In most cases when enterprises run out of their allocated Salesforce file storage, the admin receives a warning email from Salesforce instructing them to either clean up the Salesforce instance by deleting not frequently used files or purchase more file storage space from Salesforce. Deleting files might not be feasible for the enterprise because of various internal policies & external guidelines governing regulatory compliance & retention. And additional file storage may be out of the question owing to the hefty, recurrent costs associated with it. Also, Read: 5 Effective Strategies for Organizing and Managing Files in Salesforce XfilesPro: A Savior in Salesforce File Storage Issues The limitations of the Salesforce file storage, the need to purchase additional storage, & the struggle to migrate important files from the third-party storage (being used before implementing Salesforce) can easily be resolved by integrating the Salesforce system with an external storage platform. This is where XfilesPro, an advanced file management & external collaboration application, emerges as a much-needed savior. XfilesPro can easily help Salesforce users migrate their Salesforce files/attachments to any external Cloud of their choice, thereby freeing up space in the primary file storage. The files/attachments can be seamlessly stored in cloud platforms like SharePoint, AWS S3, Google Drive, and OneDrive. Not only does the application move files to external storage cutting down expenses, but it also gives you the ability to organize the files with a smart folder structure for easy accessibility thereby saving time and enhancing productivity. We also offer secure sharing, community file management, seamless internal and external collaboration, a user-friendly interface, and other features that simplify document management for Salesforce users. What’s more is that XfilesPro future-proofs the file storage by optimizing it, brings down the file storage costs, & offers a more seamless file management experience in Salesforce. Now XfilesPro offers document generation, which means that you can now generate documents and store them all using one platform. To know more about how XfilesPro DocuPrime can further simplify document management visit our website. Admins, you can now stop worrying about those dreaded emails notifying you that Salesforce file storage is exceeding its limits. With XfilesPro you can effortlessly manage and optimize storage without compromising access to important files. Say goodbye to storage stress and hello to smooth, hassle-free file management! Schedule a quick personalized demo to see the application in action. AMARLAL
WEBINAR SYNOPSIS: File Archiving: The Future of Salesforce File Management
Our much-awaited webinar session finally happened last week and without further ado we thank everyone for such a phenomenal response. A big thank you to everyone who made the session a great success. But even the people who missed attending the live session can reap the rewards as we bring this article which will quickly walk them through everything that went down in the event. The webinar, that was aimed at introducing & discussing the revolutionary ‘file archiving‘ capabilities of the XfilesPro application, was hosted by two of our eminent Product Consultants, Vedant Srivastava and Sutirtha Roy. The action-packed 30 mins long discussion began as Vedant gave everyone present there a brief overview of the primary file storage in Salesforce followed by discussing the common challenges faced due to unmanaged exponential files growth. Whether it is the difficulty in managing large volumes of Salesforce files or the struggles of an unstructured file/folder system or simply the difficulties that arise during setting up collaboration among files. Vedant explained how all those challenges could easily be addressed by simply integrating different external Cloud (SharePoint, AWS S3, Google Drive, OneDrive & Dropbox) and on-premise (FTP, SMB & Network Drive) storages with the Salesforce system. It was then that he explained how XfilesPro was the ultimate solution to overcoming the Salesforce file management problems & setting up the integration between external storages and Salesforce. He explained its multifold features in great detail and also shed light on some of its primary benefits like 80-90% file storage costs savings, easy set-up & implementation, faster ROI and support for multiple storages. Don’t worry if you missed the live session. We got you covered with the recording of the session here. After this he finally moved on to the main topic of the webinar session and discussed file archiving with everyone. He meticulously explained how archiving a large volume of Salesforce files and attachments to different external storages was now possible with the help of XfilesPro. Not only can such trigger-based archiving job be automated and auto-scheduled to reduce repetitive manual intervention, but it also has no impact on the ongoing business processes. He also talked about the role seamless file archiving played in creating a centralized file management system by promoting community file management, file/folder syncing, internal team collaboration, collaboration with external users, better file management in proper folder structures, and an overall improvement in user experience. This was followed by Sutirtha taking over to show a quick demo of XfilesPro & how easily it can be set-up in the Org. During the course of the webinar, three customer use cases belonging to the industry leaders from the logistics, educational & financial industry were also showcased. After highlighting the specific challenges they faced in Salesforce file management, they went on to explain how each one of them addressed those challenges by implementing the next-gen file archiving strategies of XfilesPro in their Org & what benefits they achieved. You can also see the slide-by-slide presentation of the complete webinar here. Towards the end of the insightful session, our Salesforce file management experts quickly summarized the advantages of using XfilesPro’s seamless file archiving capabilities to completely revamp the way files/attachments are managed in Salesforce. Following this, they answered a few of the questions posed by the webinar attendees after which the session was successfully concluded. There is a lot more in stock for our Salesforce customers as new and exciting webinars are planned for the coming months. Please follow us on our social media handles for latest updates about the upcoming webinars. 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. Please get in touch with us or simply schedule a quick live demo here to see everything for yourself. Sambitwww.xfilespro.com
How to Overcome the Pitfalls in Salesforce File Storage Management with OneDrive Integration
In today’s technology-driven world, Salesforce has become the go-to choice among businesses in respect to CRM platforms. By providing excellent support for the sales and marketing needs of businesses, it enables them to manage customer accounts, opportunities, activities, and much more in an even efficient manner. But a massive volume of diverse content is produced during these processes which is then stored in the Salesforce file storage. Now this content requires regular organizing and management but inherently Salesforce lacks those effective document management and storage efficiency capabilities. The fact that this sensible CRM system is not designed to perform document management functions also contributes to its limitations. Also in the list of drawbacks is the limited amount of native Salesforce file storage. To overcome these limitations, most companies choose to integrate Salesforce with external content management systems. OneDrive, a file hosting service powered by Microsoft, is one such popular solution that enterprises routinely choose for managing and securing their Salesforce files. This article aims to highlight some of the benefits of seamless collaboration between Salesforce and OneDrive & how it extends the CRM’s collaboration and document management capabilities. OneDrive: What Exactly Is It? OneDrive is Microsoft’s file hosting and synchronization service that allows users to securely store their important files in a single place and then access them from virtually anywhere. This easy-to-use cloud storage solution lets users store files and personal data in the cloud, share them with other users, & sync these files across various platforms. Owing to its cross-platform design, OneDrive also makes it easy to collaborate with others in real-time using the Microsoft 365 integration. When it comes to professional purpose, OneDrive for Business is available to offer cloud storage to businesses. Managed by the organization itself, it enables users to share and collaborate on documents with other co-workers. Powered by SharePoint, ODFB grants each individual user a personal storage space while facilitating the collaboration among team members. Why Should You Consider Using OneDrive The cloud storage application has several notable advantages for the user experience: Remote access from any device– OneDrive offers the convenience of flexibility and mobility which comes in handy when employees work remotely or data is stored across multiple locations. This means that all files saved in the OneDrive storage immediately become available across all the devices synchronized with the OneDrive platform. Automatic file back-up– When using OneDrive, the files are periodically and automatically uploaded to the cloud storage which ultimately creates a reliable back-up that can be restored any time. Document sharing & collaboration– Users can easily share files or folders with their team, depending on the permission granted. Files can be shared either through direct link-sharing or link-sharing with some sign-in verification. Collaborative document editing– All the shared documents can be instantly edited in real-time through the co-authoring feature which promotes streamlined collaboration among team members. Top-notch security features– The default security features in OneDrive include not only encrypting data in transit but also providing encryption-at-rest. It also allows users to encrypt specific files when needed, further enhancing security. Teams can also be designed to provide specific access permissions to different users, offering yet another layer of security. Storage space– Essentially OneDrive gives business users up to 1 TB of storage space per user, which is far more than what most users would ever use. OneDrive also provides options to control what files are synced to the personal folder while allowing administrators to easily determine how much storage space each employee is using. Also read: Salesforce & OneDrive Integration – How to transform your Salesforce file management needs The Salesforce-OneDrive integration ultimately paves the way for highly intuitive and centralized document management in the Salesforce ecosystem. Such kind of integration ensures scalability and future-proofing for the Salesforce file storage and the file repository costs. By collaborating with OneDrive inside the Salesforce system, users will also be able to extend the integration functionalities to other Salesforce products such as Salesforce Sales Cloud, Service Cloud, & Experience Cloud. How Is Salesforce-OneDrive Integration Advantageous Listed are some of the ways businesses stand to enjoy from an integration between Salesforce and OneDrive systems: Cost Savings– When using Salesforce, the licensing cost per user is more expensive than purchasing OneDrive for all employees due to which even a full-fledged collaboration between SharePoint and OneDrive is cheaper than purchasing new licenses in Salesforce. Improved Flexibility for the Sales Teams– The Salesforce-OneDrive collaboration helps in saving time and effort by enabling quick and easy access to the required resources. The synchronization between the systems enables real-time interactions and instant notifications regarding any updates. Also read: A Leading Oil & Gas Solution Provider, Stored & Collaborated all their Salesforce Files Externally in OneDrive using XfilesPro Storage for Large Documents– Though OneDrive allows offline file access by syncing with SharePoint, the extensive file support in Salesforce gets restricted to 2GB. After carrying out the Salesforce-OneDrive integration, businesses can bypass the restrictions of space constraints and ensure seamless operations every time. Better Document Management– OneDrive provides automatic file versioning for documents stored in Salesforce and lets users decide what version has to be finalized and what all will be discarded, thereby allowing teams to have better control on their documentations. Along with version control, OneDrive integration also offers online & mobile editing, native sharing capabilities, and custom workflows across both systems, which further simplify the document management process. Strengthened Security– OneDrive enforces adequate permissions and authorization rights in order to access the documents stored in its storage, which can be directly governed by the administrator. Therefore, there is no need for greater admin security after integrating Salesforce with OneDrive system. Better Collaboration among Teams– Along with Salesforce-OneDrive integration comes improved file collaboration. This integration allows the users to easily share and maintain multiple documents among various departments as well as editing them in real-time, thus enabling direct and swift collaboration. Let XfilesPro be your guide for Salesforce-OneDrive Integration If struggling with Salesforce Files Connect is not your cup of
XfilesPro 3.0 is Now all set to Transform File Storage Needs in Salesforce
XfilesPro, a next-gen file management & collaboration solution for Salesforce, enables enterprises to integrate external Cloud/On-premise storage systems with their CRM to better manage large files, optimize storage & reduce 70%+ file storage costs. Bengaluru, [March 31st, 2021] – XfilesPro, the most trusted & advanced file management solution for Salesforce is now furnished with new all set features & experience to transform your file storage needs in the world’s #1 CRM platform. In the latest product advancements, the solution has rolled out one of its most anticipated features ‘Auto Export’ (File Archiving Utility) which will help users automatically export files from their Salesforce file storage to any external Cloud (SharePoint, AWS S3, Google Drive, OneDrive, Dropbox) or On-premise (SMB, SFTP & Network Drive) storage without any manual intervention. Apart from this, another notable highlight is the addition of Mass Functionalities (Mass Delete, Mass Sharing, Mass Download). Users can now delete, share, download multiple files at a time with a single click, which will save a huge amount of time. For the customers using SharePoint to store Salesforce files, a lot of new features have been introduced including additional column support. Check out the app here With support for over 7 external Cloud & On-premise storage systems, XfilesPro has redefined Salesforce file management strategies. Apart from huge storage cost reduction, the application offers enterprise-grade content management with a centralized storage system that can manage files from standard as well as community users. The seamless customization, quick setup & admin-friendly capabilities make XfilesPro the most implemented solution in the market. Along with the file management solution XfilesPro, CEPTES also offers end-to-end data management solutions DataArchiva & DataConnectiva for data archiving & DataBakup for data backup & recovery services. CEPTES is widely considered as the expert in offering enterprise-grade file & data management solutions for the world’s #1 CRM platform. Comments on the News “After onboarding over 250 customers from across 10+ industries, I can proudly say that today XfilesPro can handle any complex Salesforce file management needs. With each new release, we have been adding new features that can really help our customers take their file management experience to the next level. I believe the new Auto Export feature can really make things easy for the users apart from helping them reduce massive file storage costs”, said Harish Kumar Poolakade, Co-founder & Head of Products at CEPTES. About CEPTES CEPTES is a leading Salesforce consulting & solution provider with a decade of proven service excellence. With 3 global offices & over 200+ customers across 5 continents, their capabilities spread across multiple industries, technologies & solutions. They are considered as an expert in offering data & file management solutions to businesses of any size & type with their widely popular solutions DataArchiva and XfilesPro. For more information, please visit: www.ceptes.com How the solution works: Watch a quick video. AMARLAL
XfilesPro V6.0: Assess & evaluate all that’s brand new
The bygone year brought unprecedented changes in the business realm and proved to be a serious game-changer. But for our product, XfilesPro, it proved to be an amazing year where it emerged as the most preferred & trusted external file management & collaboration solution among Salesforce users. In 2020, we also made the most number of product releases where we constantly added new features & enhanced the existing ones. Maintaining that trend even in this year, we have just released the latest version of the XfilesPro application and made it live on the AppExchange to help Salesforce customers transform their file storage needs with seamless external file collaboration. XfilesPro V6.0 is equipped with some new features and functionalities while the existing features have been significantly enhanced. Let’s have a sneak peek into some of the exciting latest features that we added in the last release. Handling Special Characters for all Storage Providers – In the latest version, when a Salesforce folder or file name has the below-mentioned special characters in it, that are not supported by the cloud providers, XfilesPro offers the option to replace them with the user-specified characters or with the default characters. Amazon S3 & | ‘ ” < > ~ [ `# } % ] { Google Drive | OneDrive filenames * < > ? : | “ OneDrive folder name * < > ? : | “ tested in drive SharePoint * < > ? : | “ Local providers : * ? ” < > | Note: $ is not supported as a replaceable character for any of the providers. Role & Hierarchy Based Setup (Bi-sync & List components)– In XfilesPro 6.0, now Salesforce admins can assign the action permissions to the users and profiles. If nothing is assigned to the user and profile, then by default the user will be able access the Org-level default app setup. Upload Download Delete Share Auto Export (File Archiving Utility) – With the latest version, Salesforce files and attachments can easily be exported using the Export Utility without any manual intervention. Following is the criterion for the files: Minimum file size- 200 bytes Maximum file size- upto 100 MB SharePoint and OneDrive can be scheduled to auto-export files of upto 8 MB with the help of an additional scheduler code. SharePoint – Additional Column Support from XfilesPro: The latest version of XfilesPro allows the custom columns present in the SharePoint storage to be shown in the Bi-Directional component, as per the customer’s need. About XfilesPro XfilesPro is an advanced file management & collaboration solution designed especially for Salesforce users. Using this application, Salesforce users (both standard & community) can choose among a wide range of external file storage systems to integrate with their native Salesforce application to store Salesforce files of any size externally. These include multiple Cloud platforms like SharePoint, AWS S3, Google Drive, OneDrive, & Dropbox as well as on-premise systems like SMB, SFTP, & Network Drive. With over 200+ customers across the globe, XfilesPro now has over 300K+ licensed users across 15+ industries that enjoy seamless collaboration & multiple other benefits. Try out all the new capabilities by installing the app from AppExchange today. Get started here. AMARLAL
Forget One-By-One! XfilesPro’s Mass Functionalities Are Here
Every Salesforce admin at some point has faced different kinds of challenges because of the limitations associated with internal Salesforce file storage. It may be the back-breaking storage costs or the degradation of the Salesforce CRM’s performance because of the massive file volume or simply difficulty in adhering to the compliance directives. To make life easier for such admins, we came up with an all-round solution called XfilesPro. XfilesPro, easily available on the AppExchange, is an advanced file management & collaboration solution designed especially for Salesforce users. Using this application Salesforce users, both standard and community, can integrate any external Cloud or On-premise storage system of their choice with the Salesforce system and store the Salesforce files externally. Users have the option to collaborate with different external cloud storage systems like SharePoint, AWS S3, Google Drive, OneDrive, & Dropbox as well as on-premise systems like Network Drive, SFTP, SMB when using XfilesPro. Such integration offers benefits like storage optimization, significant cost reduction, productivity enhancement, and a complete centralized content management system. But if you still need more reason to believe us, here are some primary reasons why XfilesPro is an ideal solution for file management in Salesforce: Highly Compatible Network– XfilesPro is a highly compatible solution which can be used in Lightning, Classic, & Salesforce1. The solution works well with Sales Cloud, Service Cloud, Community Cloud & Platform and can be customized to meet specific business needs, support chatter files, and multi-file uploads. Simplified Approach– XfilesPro quickly manages all the files and documents in the file storage along with easing up the existing storage. Admins have to simply install the app, configure their desired storage system and they are ready to reduce their Salesforce storage usage by 80% while still being able to view the files in Salesforce. Lightning Customized Component– Being a Lightning & Salesforce1 mobile-ready application, XfilesPro is fully equipped to provide better and efficient support. It also facilitates easy integration of any standard or custom object, applications, third-party applications, communities, Salesforce1 or any other VF page. No Size Limitation– XfilesPro allows files of all sizes and types to be easily uploaded to the external storage system while ensuring complete visibility and accessibility from inside the Salesforce system. Easy File Migration Utilities– XfilesPro’s simple file migration utilities allow Salesforce admins to seamlessly and securely import files and attachments from any external system to their Salesforce system as well as export any number of files and attachments from their Salesforce system to the external system. Custom Folder Hierarchy– Through XfilesPro, admins can manage all the files using the custom folder hierarchy feature which facilitates easy linking of all the objects to their respective folders while most of the unlinked files are moved to the document folder in the external storage to keep them synchronized and managed as well. Cost-effective– With XfilesPro in place, you can easily save nearly 60%+ of your recurring file storage costs in Salesforce. And in case you have already exceeded your file storage limits, XfilesPro will help you free up your storage space, hence more storage cost reduction. Also read: XfilesPro 2.0– Adorn with it’s Next-gen Salesforce File Management Capabilities As a Salesforce external file storage solution, XfilesPro has been clinical in offering best in class external file storage and collaboration services to multiple Salesforce users belonging to different industries. Apart from reducing the recurring Salesforce file storage costs significantly, XfilesPro’s top-notch file management capabilities, aided by its seamless external collaboration capabilities, make it extremely popular among Salesforce admins. Today, the application delivers more than just Salesforce external file storage services. The highly efficient features in the current version of the solution make life easy for Salesforce admins. In order to maintain the efficiency of the solution and make it even more user-friendly, we keep on enhancing the already existing features as well as add new features in each of the new releases. In this respect, we bring to you some of the latest features that we added in the last release. Mass Download Functionality Many Salesforce admins complain that downloading files and attachments from the Salesforce system is a tedious and time consuming process. This is because admins have to meticulously select those files one at a time and then download all of them separately. Then comes the challenge of storing those files in a specific location while keeping the structure intact. To make this tedious process easier for admins, XfilesPro introduced the Mass Download functionality in its latest release. When using XfilesPro, both the List and Bi-Sync component users can easily DOWNLOAD multiple files at a time. They can select a maximum of 10 files at a time and download them as a zip file, so the hassle of storing them together is also eliminated. Mass Sharing Functionality Just like downloading, even sharing files in between internal teams or among the external or community users becomes difficult when performing this action directly from the Salesforce application. The platform allows only one file to be shared at a time. This can again become an extremely taxing task if there is a massive number of files that have to be shared among different users. To simplify this concern, our technical team at XfilesPro came up with the Mass Sharing functionality that can be availed by both List and Bi Sync component users of XfilesPro. With this feature, SHARING multiple files (maximum of 10 files) among different users becomes very easy. Please note: Mass Sharing is not available for Bi-directional component users in Google Drive. Mass Delete Functionality The Salesforce application puts restrictions on the deletion of Salesforce files and attachments as well. At a time, admins can only select one file/attachment to be deleted. This can again prove to be a time-taking process, especially when multiple files have to be deleted. With the introduction of the Mass Delete functionality in the winter release of XfilesPro, both the List and Bi-Sync component users of XfilesPro can conveniently DELETE multiple Salesforce files and attachments in just
XfilesPro New Release: Check What’s New
As we are bringing down the curtains of 2020 & heading towards a new year with new opportunities, new hope, new pledges, and new milestones to achieve, the final XfilesPro release (v 5.11) of 2020 is now Live on the AppExchange. It was an amazing year for XfilesPro where we positioned ourselves as the most preferred & trusted external file management & collaboration solution for Salesforce. In 2020, we extended our footprints to new industries and continents, & successfully onboarded customers of different types & sizes. 2020 also witnessed the highest number of releases as we constantly added new features & enhanced existing ones in the AppExchange solution to help Salesforce customers transform their file storage needs in Salesforce with seamless external file collaboration. When we go down memory lane & see our journey in 2020, it is nothing less than amazing. Some of the top highlights of 2020 are SharePoint integration for Salesforce, Auto Export feature to automatically store Salesforce files in external storage systems, Multi-Org file management, Community user file management, and the list goes on. 2021 is going to be even better and we are committed to making XfilesPro the #1 file management solution for Salesforce backed with powerful in-built feature capabilities & enterprise-grade service excellence. Coming to the final release of the year, version 5.11 comes with a couple of new features & enhancements. Let’s have a sneak peek of those; Features XfilesPro supports Changing of Date format for New Bi-directional component: Now users can change the Date format of the files uploaded in Bi-directional component to dd/mm/yyyy or mm/dd/yyyy format as per their preference. XfilesPro supports Mass Share for both List and Bi Sync components for all the providers (except Google Drive Bi-directional Component): Now XfilesPro users can share up to 10 files at a time using our Mass Share button. This feature is available for all the external storage except Google Drive Bi-directional Component. Enhancement The application had a restriction in file uploading if the name of the file had over 80 characters. However, now the restriction has been removed and the new version of the application will support file uploading with a filename up to 200 characters. Apart from these above feature additions & enhancements, we also made enhancements in the UI, stability & security in order to make the solution future-proof. About XfilesPro XfilesPro is an advanced file management & collaboration solution for Salesforce using which Salesforce users (both standard & community) can integrate any external Cloud (SharePoint, AWS S3, Google Drive, Dropbox, OneDrive) or On-premise (Network Drive, FTP, SMB) storage systems with their Salesforce system in order to store Salesforce files externally. The integration offers benefits including storage optimization, significant cost reduction, productivity enhancement, and a complete centralized content management system. Get the app here. AMARLAL
