Struggling with File Size Limits in Salesforce? Here’s Why AWS S3 is the Answer
Among all Salesforce users, one question is constant: ‘What would happen if we reach the defined limit for the file size in Salesforce?’ Even businesses that are new to the Salesforce ecosystem look for options to migrate files externally to avoid reaching the file size limit in Salesforce. One such platform where you can move your files is S3, cloud storage provided by AWS. Let’s dig in and see how AWS S3 is the answer to reaching the Salesforce file size limit. Reaching File Size Limit in Salesforce? Salesforce is powerful for managing customer relationships, but it comes with storage limitations, especially when it comes to file size and data storage caps. Standard Salesforce file size limits restrict individual files to a maximum of 2 GB (with some features capped at just 25 MB), and the total storage allocation can fill up fast, especially for file-heavy use cases like customer documents, contracts, product manuals, and more. As your Salesforce org grows, uploading large volumes of files like PDFs, images, videos, or reports can lead to bloated storage and increased costs. While compressing files or deleting old data are temporary fixes, they aren’t scalable or compliant in the long run. This is where AWS S3 becomes a reliable and scalable solution. Instead of forcing all files into Salesforce’s native storage, offloading them to S3 lets you sidestep limits while still maintaining full accessibility from within Salesforce. XfilesPro is a globally recognized and reliable Salesforce file management solution that offers automated export, customized folder creation, bi-directional sync, and security while maintaining easy access to all the files. Advanced Enterprise-Grade File Management and External Collaboration Solution Download the Datasheet Store Salesforce Files in AWS S3 Amazon Simple Storage Service (S3) is a robust, cost-effective cloud storage platform trusted by enterprises worldwide. It allows you to store and retrieve unlimited amounts of data, making it an ideal external storage solution for Salesforce files. Key Benefits of Storing Salesforce Files in AWS S3: Scalability: No file size restrictions, enabling unlimited storage for high-volume or large files. Cost Efficiency: Pay-as-you-go pricing with tiered storage classes significantly reduces storage costs. Security & Compliance: Enterprise-grade security features including encryption, access control, and audit logging. High Availability: Built-in redundancy and reliability with 99% durability. Direct Access: Files stored externally can be accessed via secure links or directly within Salesforce UI with proper integration. Native Salesforce Storage vs AWS S3 Feature Native Salesforce Storage AWS S3 External Storage Maximum File Size 2 GB per file (often 25 MB in certain contexts) Virtually unlimited; individual objects up to 5 TB Total Storage Capacity Tied to user licenses (e.g., 10 GB + 20 MB/user) Unlimited (pay‑as‑you‑grow) Cost Structure Included with licenses, but expensive at scale Pay only for what you use; tiered pricing (Standard, Infrequent Access, Glacier) Performance & Latency Subject to Salesforce API limits and org load High throughput with regional buckets; integrates via SDK/API Security & Compliance Standard Salesforce encryption and sharing rules Enterprise‑grade encryption, IAM policies, VPC endpoints, and detailed audit logs Data Durability Managed by Salesforce (99.5% SLA) 99% durability across multiple AZs Access Patterns Best for frequently accessed record attachments Ideal for large archives, infrequent retrieval, or media assets Backup & Lifecycle Manual export or third‑party tools Built‑in lifecycle policies, cross‑region replication, and versioning XfilesPro to Integrate Salesforce with S3 for File Storage XfilesPro is a powerful Salesforce file management application that seamlessly connects your Salesforce org to external cloud storage platforms like AWS S3. With XfilesPro, you can bypass Salesforce storage limitations without compromising user experience or data security. Why Use XfilesPro for Salesforce S3 Integration Seamless Integration: Store files directly to S3 from within Salesforce while maintaining file visibility in the record page. Custom Folder Structure: Automatically create and manage folder hierarchies based on Salesforce record logic. Automating Folder Structure and Document Organization for Financial Enterprise Using XfilesPro Get the Case Study Bi-directional Sync: Keep files updated between Salesforce and S3 with real-time sync. Access Control: Leverage Salesforce role-based permissions to control file access. Link Sharing: Share secure file links via email or portals, reducing file duplication. Automation & Metadata: Auto-tag files with metadata, enabling intelligent file classification and smart search. Auto‑Export & Archival Policies: Set retention rules so that files older than a certain date move from Salesforce to S3 archival tiers. One‑Click Secure Sharing: Generate time‑bound, signed URLs for external stakeholders, right from the Salesforce UI. Role‑Based Access Controls: Leverage Salesforce profiles and permission sets to govern who can upload, view, or delete files, even though they’re living in AWS. These aren’t just common features of XfilesPro for file management in Salesforce; rather, they offer businesses an edge to become a part of smart and automated document management. The app transforms your file storage from a static repository into an intelligent, policy‑driven system by integrating Salesforce with AWS S3 for hassle-free file management. Final Thoughts Handling ever‑growing file volumes in Salesforce can derail performance and inflate costs if left unchecked. By integrating AWS S3 as your external storage layer, you unlock limitless scalability, robust compliance controls, and significant cost savings. Pairing this with XfilesPro’s deep automation and tight security alignment ensures that your files are not just stored efficiently, but are also organized, discoverable, and governed according to your Salesforce logic. Whether you’re a small team battling an unexpected spike in media uploads or an enterprise facing stringent audit requirements, the AWS S3 + XfilesPro combination future‑proofs your document strategy. Ready to break free from storage constraints? Explore a demo of XfilesPro today and see how easy it is to elevate your Salesforce file management. RitikaTrying humane approach to marketing without leaving the algorithm behind All Posts
How to Manage Files Across Salesforce Multiple Orgs or Divisions
Most multinational companies (MNCs) use multiple Salesforce orgs across different regions, and for good reasons. Multi-org setups allow companies to manage operations independently across geographies, subsidiaries, or business units, each with its own processes, data models, and compliance needs. This approach helps maintain flexibility while adhering to regional regulations and business goals. While this approach solves many operational challenges, it also creates new ones. Files get scattered, data becomes disconnected, and teams struggle to access the documents they need quickly. This slows down collaboration, leads to duplication of work, and causes storage costs to climb higher than expected. Whether it’s sales teams, support teams, or partner networks, everyone ends up wasting time switching between orgs or resorting to emails and external drives just to find basic information. That’s why global businesses using the Salesforce multi-organization strategy must rethink their approach. By centralizing file management across Salesforce orgs, they’re making life easier for their teams, providing quick access to the right files, less duplication, better storage use, and peace of mind with legal compliance. Everything teams need, all in one place. Why Companies Use Salesforce Multiple Orgs Companies don’t choose multiple orgs just for their own sake. Often, it’s driven by practical needs. Sometimes it’s due to simple issues like file size limits or storage capacity. Other times, it’s more complex factors like data residency rules, legal compliance, or operational independence across countries or business units. Salesforce has multiple orgs that exist to help businesses remain flexible and compliant across various markets. However, without an effective file management strategy, these multiple orgs can lead to operational difficulties. The Hidden Problems of Managing Salesforce Multiple Orgs When organizations run multiple divisions under different Salesforce orgs, managing documents often turns into a frustrating task. Instead of being valuable assets, files become a problem. Here are some questions you might have Why Can’t I Just Find That File?! When using Salesforce multi-org, every org becomes its own data island. Imagine trying to renew a global customer contract. Your US team needs to see a signed agreement uploaded in the UK org. Without a simple, centralized way to access files, teams often get stuck. They either need admin approvals, log into multiple orgs, or manually export and share files, just to complete basic tasks. That’s hours wasted. Wait…Is This The Final Document? Without proper syncing, you end up with multiple versions of the same file in different orgs. Sales accidentally shares an outdated pricing sheet because the latest version was in a different org. And your business risks losing the deal or delivering the wrong information to the customer. Why Does My Storage Bill Look Like a Phone Number? Salesforce storage is expensive, and when multiple orgs store files separately, you pay for the same storage problem multiple times. Let’s break it down step by step: You have 5 orgs. Each org costs $5/month/GB for file storage. Total cost per GB across 5 orgs = 5 × $5 = $25/GB/month. If you store 50GB total (across all orgs), it would be: 50GB × $25/GB = $1,250/month just for storing 50GB of files. Now, imagine scaling this to hundreds of GBs or even a few TBs, and your storage bill quickly spirals out of control. Get a detailed cost analysis of Salesforce file storage here! Audit Time? Brace for the Panic. Managing sensitive data across multiple Salesforce orgs gets risky. You can’t easily track who accessed what file or where confidential documents are stored. This creates gaps during GDPR, HIPAA, or financial audits. During an audit, the legal team asks for a report on customer document access. You need to pull file activity from five different orgs, wasting days while auditors wait, turning what should be a routine process into a last-minute scramble. Why Am I Always Asking for Files? When files are stuck in their respective orgs, cross-divisional collaboration breaks down. Teams waste time on back-and-forth emails asking for files instead of focusing on actual work. For example, your customer support team needs an onboarding document uploaded by sales. Still, because it’s stuck in a different org, support teams are left chasing people for files, delaying responses, and frustrating customers. Customers Notice When You Don’t Have It Together When customer documents are split across orgs, there’s no single source of truth. Customers receive inconsistent information, or worse, you delay responses because internal teams can’t find what they need. This leads to missed opportunities, slower customer service, and damages your brand reputation. Read More: Understand Salesforce file storage limitations So, how do leading companies overcome these challenges? Let’s explore the best ways to simplify and centralize Salesforce file management Top Ways to Manage Salesforce Files Across Multiple Orgs or Divisions Working with multiple Salesforce orgs is a task in itself, and as your business scales, it’s crucial to have strategies that scale with you. Documents are at the heart of every business process, and without a proper system in place, things can quickly get disorganized, messy, and non-compliant. That’s exactly why major enterprises and MNCs are moving towards centralized file management. Here are proven, actionable strategies to help you manage Salesforce files the right way: Use a Centralized External Storage Solution Instead of endlessly buying more Salesforce storage, where your bill starts to look like a phone number, smart businesses are opting for external storage solutions. Platforms like SharePoint, AWS S3, Google Drive, and OneDrive offer robust document management capabilities with more flexibility and lower costs. Automate File Offloading Manually moving files out of Salesforce is tedious and error-prone. Automating file offloading seamlessly shifts inactive or large files to external storage based on custom rules to save storage space, reduce clutter, and keep your Salesforce orgs running smoothly. Create a Consistent, Structured Folder System A scattered file system slows everyone down. That’s why having a well-structured folder hierarchy is key, especially when managing multiple Salesforce orgs or divisions. By implementing a standardized folder structure (based on accounts, opportunities, case types, or departments or org), you
A Detailed Analysis of Salesforce File Storage Cost with Pricing Calculations
Picture this: Your Salesforce instance is running smoothly, sales teams are collaborating effortlessly, and customer interactions are being logged without a hitch. But then, a notification pops up: Storage Limit Reached. Now, you’re faced with a dilemma: either pay hefty fees for additional storage or scramble to delete files. Sound familiar? If so, you’re not alone. Salesforce file storage cost is one of the critical challenges for organizations using the CRM for their operations. Salesforce is an incredible platform, but storage costs can creep up on businesses, turning into a silent budget drainer. You might be getting the best outcome in managing customer details through Salesforce, but in a highly likely scenario, you might also be spending an unexpected amount of money on it. Let’s break down how Salesforce file storage costs work, what’s eating up your space, and how you can cut costs without compromising data access. How Much Does Salesforce Storage Cost? Salesforce provides a default file storage limit that varies by edition. For Professional, Enterprise, Performance, and Unlimited Editions, the base allocation is 10 GB per organization. The Essentials Edition, however, is allocated 1 GB of file storage per org. If your organization exceeds these limits, additional file storage can be purchased at $5 per GB per month. While this Salesforce file storage pricing may seem manageable initially, continuous uploading of files—such as contracts, images, emails, and reports—can quickly escalate storage needs along with Salesforce storage pricing, potentially diverting funds from more strategic business initiatives. Calculate Salesforce File Storage Pricing Understanding how storage is calculated is the first step to managing it effectively. Salesforce storage costs depend on the type and volume of data stored. This means organizations must frequently evaluate their file storage usage to prevent unnecessary expenses. Organizations can calculate these costs using the following steps: Check Storage Usage: Navigate to Setup > Storage Usage in Salesforce to see how much space is consumed by files, records, and Big Objects. Identify High-Storage Objects: Evaluate which files, attachments, and records are consuming the most space. Calculate Additional Storage Costs: If usage exceeds the default limit, multiply the extra storage needed (in GB) by Salesforce’s additional storage cost ($5 per GB per month). Assess Growth Rate: Estimate future file storage needs based on historical growth trends. Implement Cost-Effective Strategies: Consider external storage solutions like XfilesPro to avoid excessive Salesforce storage fees. Reduce Salesforce File Storage Pricing with Enterprise-Grade File Management and Collaboration Solution Get the Datasheet Types of Salesforce Storage and Their Functions Salesforce organizes storage into three primary categories, each impacting costs differently: File Storage File storage in Salesforce is used to store attachments, images, documents, and any files uploaded by users. This is one of the biggest contributors to storage consumption, especially for industries that manage a high volume of contracts, PDFs, media files, and reports. Since file storage has a fixed limit based on edition, exceeding this can lead to additional costs unless files are archived or stored externally. Get the detailed Salesforce File Storage Guide Data Storage Data storage refers to the storage space occupied by Salesforce records, including standard and custom objects. This includes customer data, transactional records, and any structured data within Salesforce. Objects such as Accounts, Contacts, Leads, Opportunities, and Cases consume data storage. Businesses with high transactional volume need to monitor this closely to avoid exceeding limits. Big Object Storage Big Objects are designed to store and manage massive datasets while keeping performance optimal. Unlike regular data storage, Big Objects allow organizations to maintain historical records without consuming traditional storage space. These are commonly used for long-term data retention, audit logs, and large-scale reporting. Since they are designed for scalability, they help reduce dependency on expensive standard storage limits. Hidden Costs of Using Salesforce While the upfront costs of Salesforce storage are clear, there are several hidden expenses that organizations often overlook. Many times Salesforce additional file storage pricing increases the overall burden on business expenses that companies forget to review. Salesforce data & file storage limits: Salesforce storage costs can escalate quickly. Data storage is 10 GB plus 20 MB per user, while file storage varies by edition. Extra storage costs $125/month per 500 MB (data) and $5/month per GB (files). This Salesforce storage pricing may appear to have some use, but over time, it only adds to the expense. Salesforce service & support costs: A paid Premier Success Plan exists where Salesforce offers 24/7 assistance, faster 1-hour responses, & access to an expanded Salesforce training course for an additional 20% of the license list price in case of Professional & Enterprise editions. Salesforce CRM access via mobile devices: Salesforce users can choose to avail the complete & upgraded version of Salesforce Mobile. It is free for customers of the Salesforce Unlimited edition, but comes at an additional $50 per user per month for users of Professional & Enterprise editions. API call limits: Users are advised to exercise due diligence when using their API calls. In case they go over their daily API call limit (15,000+ per organization per day), they are left with two options: either purchase additional user licenses or upgrade all existing users to the most expensive Salesforce Performance edition. Offline access: A Salesforce native service called ‘briefcase’ offers both online and offline versions of the CRM services, though it still has several limitations, like a lack of cases, forecast & reports. For Salesforce customers with the Enterprise & Unlimited plans, the briefcase is available free of charge. For users with the Salesforce Professional edition, it comes at an additional price of $25 per user per month. Salesforce File Storage Pricing vs External Cloud Storage Costs Check out a brief description below to understand the approximate costs for additional file storage beyond Salesforce’s included quota. Storage Volume Salesforce (Enterprise/Unlimited)(Additional file storage at $5/GB/mo) External Cloud Storage (e.g. AWS S3)(Typical cost $0.023/GB/mo) 10 GB $50/mo ($600/yr) $0.23/mo ($2.8/yr) 100 GB $500/mo ($6,000/yr) $2.30/mo ($27.6/yr) 1 TB $5,000/mo ($60,000/yr) $23.00/mo ($276/yr) Salesforce (Enterprise/Unlimited) includes a base
How to Keep Your Salesforce File Storage Unaffected by 3rd-party Apps Generated Documents?
Imagine this scenario. Finally, your dream of starting your own business sees the daylight. Your company hits the market, so you’re keen on taking it forward. You ponder on all ways to start it in full zeal considering different aspects of a business. That is when you came across Salesforce, the #1 CRM in the world. You embraced the cloud software to find more prospects, close more deals, and deliver a higher level of customer service. And, to make operations more streamlined, you purchase 3rd-party apps for automatic eSigns and document generation. Now comes the hindrance. The 3rd-party apps create documents in huge volumes, heralding the exceeding of the Salesforce file storage limit. Obviously, the following consequence will be a drastic impact on the workflow. If you have envisioned the scenario, think about your possible approach toward this challenge. How will you manage the documents efficiently without letting your Salesforce file storage be overburdened by it? If you think buying additional storage space from the biggest CRM provider could be a solution, here’s the warning — it might break your bank. So, What’s Next? You need to push documents out of Salesforce! You read it right. To optimize the Salesforce file storage space, you need to move the Salesforce documents that have been generated through 3rd-party applications to external storage. So, the next question is how to do that. The wise strategy you can adopt here is to hire an external document management solution for Salesforce. And, we have no recommendation other than XfilesPro as it’s the most trusted and installed document management app for Salesforce today. A Little Light on XfilesPro The #1 document management app for Salesforce, XfilesPro leverages its rich industry knowledge of a decade to meet the document management challenges of CRM users. The application helps you to automatically move the Salesforce documents generated through 3rd-party apps to any of your preferred external cloud storage including SharePoint, Google Drive, OneDrive, and AWS S3 so that your Salesforce storage limit won’t be exceeded. What’s Beyond Document Migration? The magic of XfilesPro doesn’t end by moving your Salesforce documents out of the CRM platform. You can also explore many other advancements as mentioned below; Gives the Perfect Folder Structure You Always Asked For XfilesPro offers a standout advantage, simplifying your life in a significant way. As Salesforce doesn’t provide a built-in folder structure, XfilesPro empowers the users to create a folder format in the external storage to arrange files in a way that makes sense to their business. This helps the admins access files without any confusion. Meanwhile, discover more about XfilesPro’s Smart Folder Structure capability. Your Files are Secure Like Never Before Understanding your concerns regarding file security, XfilesPro leverages the Access Control functionality, helping you protect your files from unauthorized access in the external storage. With this, you have full control over who can view, edit, and download the transferred files, alleviating any concerns you may have about the security of your valuable data. File Collaboration is Finally Sorted XfilesPro recognizes the common frustration of waiting endlessly for multiple people to make modifications to a file. Because the extensive back-and-forth process can seriously hamper productivity. Understanding the gravity of this challenge, XfilesPro’s Bi-sync functionality enables the real-time reflection of the modification made in Salesforce records on respective files in the external storage and vice versa. That means the internal teams can work on Salesforce files while external users can work on files in the external storage and have the changes updated on both platforms simultaneously. This ensures a real-time file collaboration experience like never before. Learn how to revolutionize your Salesforce file collaboration with XfilesPro here. Saving High Storage Cost Repeating the warning we gave you at the beginning of this article — buying additional storage space from Salesforce is never a budget-friendly choice for your growing business. Thanks to XfilesPro, you are no longer required to upgrade your storage space for a huge cost as the application moves your Salesforce documents to external storage, helping you optimize the storage space effectively without spending pennies. The benefits of using XfilesPro to migrate the salesforce files generated through external apps don’t end here. If you wish to learn how XfilesPro can prevent your Salesforce from hitting the storage limit, connect with one of our experts today. AMARLAL
XfilesPro’s Guiding Principles: A Closer Look
“Quality is our commitment to excellence, ensuring that we deliver the highest standards of products and services to our customers.” XfilesPro came to the market in the year 2013. With the pondering thought of how to augment the file management experience in Salesforce, our experts sat together and birthed XfilesPro. The managing of files in Salesforce was taking a toll on the #AwesomeAdmins and this was the time even when the best practices of file management in Salesforce were not of any use. With the advent of XfilesPro in the AppExchange in the year 2013, there has been no looking back. With over 500 customers and 500K+ licenses, our customers are happy and exuberant as XfilesPro helped them automate their file migration process from Salesforce easier. Captain FiDo, our product mascot, joined XfilesPro to lead our customers on the right path. For the past year, FiDo has been monitoring the file management process and is also a constant support to its users. In this blog, FiDo is going to direct you toward our core values and the reason for our success. Also read: Everything You Need to Know About Captain FiDo Hi. I am FiDo. Your best companion to help you enhance your file management process in Salesforce with XfilesPro. As much as I have observed, the reason why XfilesPro still tops the bar of file management in AppExchange is because of our core values which are explained in detail below. Growing Together By integrating XfilesPro into your Salesforce, the scale of your success will be grown to a higher level. As we gain more customers results in our growth, by using XfilesPro, the organization also has its own set of perks. All our customers have increased their ROI, enhanced better productivity, had smooth file management in Salesforce, and many more after integrating Salesforce into Xfilespro. Customer Success XfilesPro gives its first preference to its customers. It makes sure that the requirements are met and also in some cases customizes the capabilities as per the customers’ choice. XfilesPro never fails to disappoint its customers and is always striving to give them what they came seeking. We Innovate XfilesPro is constantly innovating itself to serve its customers better. Pushing boundaries and thinking outside the box has always been their cup of tea to success. XfilesPro is striving to be at the forefront of technology and is committed to breaking the ground and delivering solutions for modern customers. Integrity XfilesPro considers integrity as the bedrock of success. Honesty, transparency, and ethical conduct are something they consider as a mainstay. XfilesPro believes that integrity is essential to succeed and the trust their stakeholders place in it. All the above core values are what made XfilesPro what it is today. Enduring a seamless file management experience in Salesforce today is one of the most essential aspects of success. These guiding principles have served as our beacon, showing us the way and paving the road to success. Together, we wholeheartedly embrace the spirit of creativity, unwaveringly uphold the principles of integrity, and strive to make a positive impact in all our endeavors. That was FiDo helping you understand XfilesPro’s core values from a deeper perspective. We are not anymore just a file management and storage optimization application but also have upscaled our capacity to help you automatically generate documents in Salesforce. XfilesPro and XfilesPro DocuPrime have been working hand in hand and helping several organizations to have their success redefined. If you are looking to know more about how the products work, our product experts are always there to help you comprehend them better. Why wait? Click on the link below and get yourself a free demo. AMARLAL
Top Salesforce External File Storage Options
As the digital load in your Salesforce ecosystem grows, optimizing file storage becomes not just important, but essential for efficiency and cost management. Moreover, many organizations must adhere to strict policies that govern the collection, storage, retention, and access of files to ensure security and compliance. But is Salesforce storage flexible enough to handle all that daily file activity? Unfortunately, it is not. Native Salesforce file storage options provide limited control over file organization, have restricted sharing capabilities, and struggle to scale with increasing file volumes. To make things tougher, the high Salesforce storage price means businesses end up paying premium costs to store growing volumes of data. Integrating Salesforce with a dependable external storage solution can be a transformative step. And that’s exactly what XfilesPro is built for, with powerful features that support a wide range of external storage platforms to help you manage files more efficiently. The application empowers businesses to offload files to leading external storage platforms while staying fully connected to their CRM data. In this blog, we’ll take you beyond the limitations of native file storage. You’ll discover the top Salesforce file storage options, understand why they’re essential for growing businesses, and learn how XfilesPro simplifies Salesforce document management. Salesforce File Storage Limits Simply put, Salesforce was built to manage customer relationships, not to store large volumes of files. However, as the platform’s user base grew, so did requests for more storage. To keep up, Salesforce started offering extra storage, but it came with a cost. And let’s be honest, in today’s world, every extra convenience comes with a price tag. Salesforce Storage Price Salesforce provides limited file storage, typically 10 GB for the entire organization and 2 GB per user license. For small teams, paying $5 per month for each additional GB might be manageable. But scale that across multiple departments, regions, and years, and it quickly turns into a five- or six-figure expense. Understanding the Hidden Cost of Salesforce File Storage Download the Datasheet! Plus, there’s more than just cost to consider: File Management Becomes Inefficient Native Salesforce features for file management fall short when it comes to uploading and retrieving files. The CRM also lacks advanced capabilities such as version control, folder structures, bulk upload options, intelligent search, and easy file sharing. Without these, collaboration across departments feels clunky, and searching for the right file slows productivity Compliance and Security Risks Increase Salesforce’s native storage provides only basic protection, leaving gaps that regulated industries can’t ignore. Beyond the absence of audit trails, encryption, granular permissions, and retention policies, it also lacks advanced tools like real-time monitoring, automated compliance checks, data loss prevention (DLP) rules, and customizable access controls. These limitations make it difficult to safeguard sensitive information, ensure accountability, and meet strict regulatory requirements. Read More: Understanding Salesforce File Storage Limitation Regulated industries like healthcare, finance, and government can’t afford these gaps. That’s why so many organizations are now choosing external document storage for Salesforce. These platforms are purpose-built for document management and offer a wide range of features. They boost collaboration, enhance security, simplify file retrieval, ensure compliance, and reduce Salesforce storage costs significantly. Benefits of Using External Storage Options for Salesforce Files External cloud storage allows users to overcome native Salesforce storage limits while unlocking end-to-end file management capabilities. Let’s break down what external file storage platforms bring to the table, and why they’ve become the go-to solution for modern Salesforce users. Benefit How It Helps Salesforce Users Cost Optimization Instead of paying Salesforce’s premium rates for every GB, external platforms like Amazon S3 or Google Drive reduce storage costs by up to 85%+ compared to native Salesforce storage. Scalability Through Salesforce external storage integration, platforms like SharePoint, Google Drive, and Amazon S3 scale effortlessly as your business grows. In fact, 45% of organizations are actively scaling up their cloud capabilities. Centralized Access Employees currently spend over 5 hours per week just searching for documents. With centralized Salesforce file management, employees find files faster, cut down wasted time, and boost productivity. Advanced File Controls External platforms bring smarter features like tagging, metadata, version history, and role-based permissions. Compliance & Security External storage offers stronger protections like encryption, access audits, and geo-redundant backups, essential for regulated industries. Read More: Top Strategies for Effectively Managing Files in Salesforce Common Ways to Integrate External File Storage to Salesforce Salesforce external storage integration sounds simple, but not all methods are created equal. Here’s a breakdown of popular approaches and the limitations that can hold your business back: Native Connectors While these are easy to install, native connectors often come with limited customization and may not scale well for complex file management. Many only support basic upload/download functionality and lack advanced file control, automation, or multi-storage flexibility. Direct API Integrations APIs offer flexibility, but they require skilled developers and ongoing maintenance. Even a small API change from the storage vendor can break the integration, leading to downtime. Plus, building and maintaining security compliance for API-based integrations can be expensive and time-consuming. Middleware Platforms (e.g., MuleSoft, Zapier, Workato) Middleware helps you avoid heavy coding, but these platforms often add latency, cost, and complexity. They work best for simple workflows, not robust file storage use cases. You may also hit platform limits or run into vendor-specific compatibility issues. AppExchange Solutions AppExchange apps are popular because they’re easy to install, come pre-tested, and offer plug-and-play functionality for Salesforce users. Many businesses opt for these solutions to quickly connect Salesforce with external storage platforms like SharePoint, Google Drive, or Dropbox, without writing code. XfilesPro, The Most Trusted, Most Reviewed AppExchange Solution for Salesforce Storage. Try it Today! Top 4 Salesforce File Storage Options External file storage solutions are essential for businesses scaling beyond Salesforce’s native file storage limits. They improve performance, reduce costs, and strengthen document control. XfilesPro helps Salesforce users make the most of these platforms by offering seamless integration and advanced file management capabilities without needing extra middleware. Here’s how XfilesPro supports the top storage options:
Salesforce File Management in the Easiest Way: Why XfilesPro?
Did you know that Salesforce’s default file storage space is just 10GB per org? Is that really enough for you to satisfy your storage needs? We don’t think so, and it’s definitely not enough as your business scales. So, the next predicted step is obviously burning your money on purchasing additional storage space from the biggest CRM platform providers. But let us stop you right there. Are you aware of the expenses associated with purchasing additional storage capacity from Salesforce? If you aren’t, we can give you a hint that it will be unaffordable for you. Now, what’s the solution? Do you think that the deletion of some files would help to free up the storage? Not quite, as your compliance will throw a spanner on this action. So, what’s next? Our answer is XfilesPro! The #1 file management app for Salesforce will help you better manage your file storage space as your file volume continues to expand. Let’s see how XfilesPro does this wonder for you. Learn more about Salesforce file storage limitations here. Move Your Salesforce Files Externally XfilesPro is the most recommended application that can establish a seamless integration with your Salesforce to an external file storage platform of your choice in order to migrate files. It connects both platforms without the need for an integration tool and moves the files automatically from the file storage space of Salesforce to your preferred platform including AWS S3, SharePoint, OneDrive, and Google Drive. This setup helps you optimize Salesforce storage space while significantly reducing storage costs, giving you both flexibility and savings in one smooth solution. Migrate Your Pre-existing Massive Volume of Files at Once Over time, as you use Salesforce, you’ll inevitably accumulate a massive volume of files in its storage. But when it comes to moving such a large number of files to an external storage platform, it’s not as simple as hitting send. You need the support of an advanced solution to get this job done. XfilesPro is one such solution that automatically migrates your already existing files in Salesforce to the external environment in one shot by maintaining its hierarchy. This is a calling card of XfilesPro that makes the migration possible with the help of Initial Offloading capability. So, it’s no longer that the migration of existing files would be a challenge — it’s NOT! Learn more about why you need to choose XfilesPro for Salesforce file management here. Move Community User Files to the External Storage The number of files that are generated through your Salesforce Community Users is enormous. These files contribute to hitting the storage limit faster than you’d expect. Understanding this concern, XfilesPro helps you to push the files uploaded by Community Users to your external storage platform automatically and instantaneously. That means you don’t have to worry about hitting the storage limit in the future just because of the great number of files from your Community Users. Manage Files from 3rd party Apps To achieve a streamlined workflow within Salesforce, you seek support from 3rd party apps. However, some of these apps generate a massive amount of files and documents, taking up Salesforce’s primary file storage space. A prime example is XfilesPro DocuPrime, the most trusted auto-document generation app for Salesforce. Undoubtedly, as the files grow in numbers, your storage space will likely be overburdened. To tackle this challenge, XfilesPro migrates the files that get generated through any 3rd-party app to your external storage location by leveraging its Export Utility Trigger so that you can stay tension-free. Charge Zero Maintenance Cost By now, you have learned enough about the capabilities that XfilesPro provides to better manage your Salesforce file storage space. Now, imagine enjoying all these powerful features with zero maintenance costs. Sounds too good to be true, right? The great relief is no longer an imagination but a reality with the #1 document management app for Salesforce. Unlike other solution providers today, upkeep here is zero for all the potential benefits that XfilesPro offers. solution providers today, upkeep here is zero for all the potential benefits that XfilesPro offers. So, why need to wait for more? Schedule a demo! 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 new Christmas Duo is here – Santa and Captain Fido. Plan Your Wish List Now.
Season’s Greetings y’all !! No one should be alone on Christmas – The Grinch. Even your exceeding Salesforce file storage should not be left unmanaged this Christmas. Watch your step wherever you go, because you may step on a mistletoe. Have you ever gone through such a situation wherein you hit the Salesforce file storage and had nowhere to export your files? All are aware of how pricey the extra Salesforce file storage is. Just as the Christmas saying goes “May your merry be large and your bills be small”, we completely agree with you. Hence to save you from this humbug, XfilesPro Santa is here to save your tinsel from the twist. The real Santa is here. This Santa is special. You will get to know about it in the later part of the blog. Before getting to it, let’s discuss some real-time sorrows. File management in Salesforce is a critical issue that runs around the clock every year considering the limited storage. The Salesforce files uploading to an external platform is really a huge problem to resolve. Christmas is always the time to do something extra. So this year why not treat yourself with the XfilesPro Santa? XfilesPro Santa mainly focuses on Salesforce file storage optimization. Whenever your Salesforce file storage is exceeded, you now know whom to rely upon. If you are still not getting an idea of how effectively the magic of XfilesPro works on your Salesforce files, keep reading through. Suppose with a growing number of users or steady growth of files, your Salesforce file storage exceeded. Now one thing you can do is brainstorm some ideas regarding Salesforce file management best practices. The plausible option you can come across is by Salesforce file upload to an external platform by manual means or by deleting some files and having your Salesforce file storage optimized. Now if you look at the Salesforce file storage costs, you will be at a real disadvantage. With your raging growth, there are high chances even this storage can get depleted soon. But what if just like the magic of the first Christmas snow, there comes a savior to help you vanish all the Salesforce file storage optimization concerns? Acting as a pathway, XfilesPro Santa along with its Captain FiDo elf is going to help Salesforce file upload to an external platform. You can move your desired or all files to any of the external cloud storages such as SharePoint, Google Drive, OneDrive, and AWS S3 or On-Prem systems such as SFTP, Network Drive, and SMB. Just like how Santa has the right idea to meet people once a year, XfilesPro can be initiated once and with the initial file uploading, and then there will be an auto file export done as per the needs. Forget the past with the present of XfilesPro. This merry season, free yourself from pending duties and enjoy Christmas the right way. Let’s make this December worth remembering. Christmas is here. Let’s make peace on Salesforce file storage, goodwill to Salesforce Admins, and make them enhance the Salesforce file storage management game with XfilesPro. XfilesPro is the number one application on AppExchange for file management and external collaboration. With XfilesPro Santa coming to you, 2023 is going to be your most productive year. Schedule a meeting with us and get to know more about XfilePro Santa. Wishing you a Merry and Fruitful Christmas. If you are writing a Santa wish list, you know what product should be the first on it. AMARLAL
In our Success Calendar, 2022 couldn’t get any better! – Thanksgiving Edition
XfilesPro was bound with blessings this year. 2022 turned out to be a good year than we expected it to be. We came across several ups and downs but this time, the grass was greener on our side. This was the year wherein ordinary opportunities were turned into blessings. We started off the year with a long list of challenges. What would life be like if there were no inner demons to face right? But as the saying goes “No Pain, No Gain”, we moved mountains to reach where we are now. This Thanksgiving season, we are taking the opportunity to thank all our customers and partners who have helped us to come this long way and reach our destination of success. This could not be stressed more because nothing would have been possible if we did have our amazing customers who have been there for us for a very long time. We have had an excellent array of partners lined up to help us take XfilesPro to the next level. This will eventually help us to serve more customers with a better reach. We are more than thankful for all our partners teaming up and collaborating with us. 2022 was the year wherein the maximum number of customers was onboarded. We entered several markets and industries. Complex file management challenges were sorted out and deciphered which lead to accelerating the business growth of several of our clients. This was the year wherein the maximum number of features such as Folder/File Syncing, and SharePoint Tagging were included in XfilesPro. FiDo was our newest addition to the family hailing to be the product mascot. Lately, we entered into the world of auto document generation with XFP’s new app Our most innovative and fast-moving product, XfilesPro turned 9 years old this year. Looking back at its success, we were completely flabbergasted and happy at the same time. XfilesPro still continues to be the number 1 application for file management in Salesforce on AppExchange. The act of thanking people who have been on your journey only increases the potential to gain more. This is a perfect example as we were awarded the below awards as a testimonial of our ingenuity and delivering what we promised. APAC Partner of the Year 2022 (ISV Innovation Category) Partner Innovation Award 2022 (ISV Innovation Category) Salesforce India Partner Ideathon Award 2022 Such awards boost our confidence and give us more strength to come up with phenomenal record-breaking ideas. Salesforce has helped to a great length and has been a leading light in helping us to reach where we are today. One advantageous thing is that the ball of creativity is always in our court. It is up to us to carve it out and throw it to our present and potential customers. We are always keen on how we work and the excellent team working with us has helped us reach these feats. During Thanksgiving, just like how a food coma leaves you standstill for a while, if your Salesforce is vulnerable with the increased storage, optimize it with XfilesPro and get it cracking like before. There is nothing that XfilesPro can’t do when it comes to filing management and storage optimization. This is a perfect win-win situation for you as well as ourselves. Why wait, Schedule a call with our industry experts and avoid this uphill process of deleting or moving the files manually to external storage and come out of the wash. AMARLAL
Increased File Management Workload in Salesforce? XfilesPro’s Bi-sync Feature to the Rescue
Scene opens. Johnny, the CEO of an up & coming legal service provider, can be seen sitting in his cabin. He stares at his screen, then looks at the reports in his hand, & then looks back at the screen. Irritated, he picks up his intercom & dials for Jacob, calling him to his cabin. A few moments later, Jacob meekly walks into the cabin. Jacob is the Salesforce admin the firm had recently hired to manage their operations on the Salesforce cloud platform more efficiently. He sits in front of Johhny after he signals him to take a seat. Looking at Johhny’s expression, Jacob is sure that something’s not right. Johnny: Jacob, didn’t you suggest last quarter that there’s a way in which we could manage our files & attachments in Salesforce better? I am forgetting…what was it…remind me, please. Jacob: Ah Sir, it was using our Google Shared Drive storage for storing the files. I mean moving all the files from Salesforce’s file storage to Shared Drive storage. Johnny: Yes yes, right! Using Google Drive to store files. Now I remember. So, what had you said it will do? Jacob: That it would simplify file management in Salesforce, Sir. The file storage will be freed so the management of files would become easier & we won’t even run into the file storage limit like we did last quarter. It would improve our productivity as well, Sir… Also Read: Top 4 Salesforce File Management Challenges & How To Get Rid Of Those Johnny (cutting Jacob in between): Yes, improve our productivity. That’s what you said integrating Salesforce with Google Drive would do. So, will you please take a look at these numbers and tell me where you see improvement? Go ahead! Jacob (awkwardly shifting in his seat): But Sir, how can I? I mean, the numbers…there will surely be improvements Sir. We just need to be patient. Johnny: This is not a marathon Jacob, where everyone gets a medal for participation so they can run slowly & still be getting something. This is a race! Where only the winner gets the prize! And winners don’t do things patiently. Now you tell me, why is this integration not delivering the desired results? Jacob: Actually Sir, there is some issue with the way we integrated both the systems. You see, even though the systems are connected right now & there is proper migration of files to Shared Drive, there are still some challenges we’re facing. Johnny: Well, go on! What more challenges are you guys facing now? Jacob: Sir, there is the issue of the extra workload. When files are migrated to the external storage, people are forced to switch to the external storage every time a change needs to be made in the files. And then, they have to make the same change again in the file that is visible on the Salesforce console. So, this means extra effort & time to do all this. And only a few employees handle such a vast volume of files, so productivity is bound to be hampered. Johnny: So then what do you suggest we do? We can’t keep on paying for two systems & managing them as well, only to have them deteriorate our business productivity. What’s the solution, Mr. Admin? Jacob: Actually Sir, there is one solution indeed. As many employees were complaining about this issue to me, I went on the AppExchange to look for a solution. And I came across this application called XfilesPro. This is like the #1 application when it comes to file management in Salesforce. And they can help us set up a proper collaboration between Salesforce & Shared Drive. Also Read: Why Is XfilesPro The Most Comprehensive File Management Solution For Salesforce? Johnny: That’s good. But does this application solve our current problem of increased workload? Jacob: Yes yes, Sir, it does! They have this functionality called bi-sync with which our problem can be solved. Because of this, our users will first of all be able to upload those files from any system. Meaning, from Salesforce as well as Shared Drive. And then, those files can easily be viewed also, and right from the Salesforce UI without having to switch systems. And lastly, using this bi-sync feature, users can make changes in the file in one system & the change automatically gets reflected in the file in the other system. So, it cuts back the manual effort we are making right now to edit files in both systems manually. Johnny: Hmm…seems like a good thing. But is there only this bi-sync feature in this XfilesPro app? Nothing else? Additionally, you can have a look at this product datasheet here. Jacob: No Sir. There’s a lot more they offer. There’s something called centralized file management where they let users bring files from different sources & manage them from a single location. Imagine how good it would be for our system! Also, this app is capable of migrating large volumes of files to the external storage, that too without any manual effort from our end. And in case we shift to using any other external storage in the future, XfilesPro supports Salesforce’s integration with different cloud storage like SharePoint, AWS S3, & OneDrive & some on-premise systems as well. Johnny: Sounds nice then. If you feel this application will give me the result I am looking for with the firm, then go ahead with it. Set up a meeting with their team & we’ll discuss the things. So, Johnny is a smart CEO who understood the value of efficient file management in Salesforce brings in the overall business productivity of his legal firm. We hope you’re also a smart Salesforce user who will understand the benefits XfilesPro brings along with it in terms of efficient file management & collaboration in Salesforce. To learn more about the application, please get in touch with our experts. AMARLAL