Using the cloud, don’t forget about your storage
As when we get down into a conversation with the executives about cloud, very often one misconception is held, that cloud simply means a computing platform. However, the conception is not very surprising as the computing part carries the application that is visible for everyone. This is however one of the major roles played by the cloud. Also read-Why Must Salesforce Admins Monitor Their Salesforce File Storage? Today we will discuss about one more component, of the cloud, which is equally important; if not more than the computing part. This is one layer that holds and controls all the data that are created and consumed by the applications. Hence, it can be said that cloud storage is highly critical, as the modern cloud architecture pattern requires applications to store data within a separate persistent service, rather than locally in the application. To put it in other words, good cloud practices always encourages the creation of a stateless architecture, that completely prevents the data from being lost. However, making the cloud computing decision is not an easy one – cloud relatively provides for limited computing options. But the storage domain is quite complex with several and persistent storage options. Moreover, each of them have a different structure, usage and function. How to determine the best cloud storage option for your business purpose? The fact is that, selecting the perfect storage option is not something to be done within a whim. It is something so complex that an independent and strategic approach is required to consider tradeoffs across major five dimensions. These dimensions are the following: The storage cost per storage unit Storage as well as the retrieval performance The storage availability and durability The process of adaptability of storage structure and access The major storage security So, the next question that arises is which type of cloud storage is best? Let’s look at some of options and their pros and cons: Disk Pros: The fast access to data and as well exclusive usage by each of the compute instance Cons: Quite a limited growth without any kind of interruption after initial provisioning Caching Pros: It can always be shared among multiple compute instances and provides rapid access to data Cons: Requires the application development knowledge to be used effectively File Pros: Provides the highly scalable, durable structure of files, can grow on demand and is easily shared Cons: The access time is slower with higher latency; requires some high-bandwidth network The bottom line Hence, it can be concluded that whenever you create a cloud solution, it is always necessary to sort through many cloud storage, as well as the persistency services to choose the correct form for your business. This selection requires planning and consideration what most organizations initially anticipate, and certainly this is more than what’s required to make the correct cloud computing choice. Hence, the requirements must be carefully thought about before selecting the storage solution. To know more about XfilesPro , get in touch with our team. Check the AppExchange page here. AMARLAL
Understanding Salesforce File Storage Limitations
Over the past two decades, Salesforce has established itself as the leading CRM provider worldwide. Thousands of businesses, both large and small, across various industries have used it to enhance their sales and service processes. Salesforce offers numerous benefits that contribute to consistent and smooth performance. However, some functionalities are limited to maintain high performance and reliability. And one of the most noticeable limits is related to file storage. In this blog, we’ll take a closer look at Salesforce’s file storage limits and explore some of the key challenges businesses often face. How Salesforce File Storage Works Whenever users upload, generate, or receive files, such as documents or email attachments, in Salesforce, those files are stored in the platform’s primary storage. This applies to both standard and community users. By default, Salesforce provides 10 GB of file storage per org for editions like Contact Manager, Group, Professional, Enterprise, Performance, and Unlimited. The Essentials edition, however, includes only 1 GB per org. On top of this base storage, additional file storage is allocated per user license, depending on the edition. Enterprise, Performance, and Unlimited editions receive an extra 2 GB of storage per user license, while Contact Manager, Group, and Professional editions get 612 MB per user license. If you’re interested in understanding Salesforce file storage pricing in detail, be sure to check out the comprehensive breakdown available. Common Challenges with Salesforce File Storage Salesforce enforces specific limits on file sizes and sharing to ensure smooth platform performance and data security. These limits impact your storage management and collaboration workflows. Therefore, knowing them helps you plan smarter and avoid surprises. Salesforce File Size Limit Salesforce doesn’t only have limited storage space – it also restricts the size of individual files that can be stored within the app. Below are the file size limits: Salesforce Files (like files in libraries, Chatter, and on records): up to 2 GB per file Attachments (on records in Lightning Experience): up to 2 GB per file Documents, Knowledge Attachments, and Chat files: up to 5 MB per file So, even if you have enough storage overall, some files might be too big to upload. It’s important to keep these limits in mind when managing your files. Salesforce File Sharing Limits Apart from the above limits on storage and size, there is also a limit on how many times a file can be shared. This stands at 2,000 times, including sharing with records, people, and groups. Consequences of Ignoring Salesforce File Storage Limits For businesses generating a high volume of files or large-sized files within their Salesforce environment, running out of allocated file storage is inevitable. As storage nears its limit, users like sales reps and service agents begin to face delays and disruptions in their daily operations. Uploading new files becomes a challenge, leading to slowed workflows, hindered customer service, and, in severe cases, a breakdown in core business processes. To make matters worse, purchasing additional storage from Salesforce can be expensive. There’s also the issue of file accessibility; anyone with the link can view a file, even if they’re outside the Salesforce team, posing serious risks for sensitive or private information. Exceeding Salesforce file storage limits doesn’t just affect performance; it increases costs and security concerns. How to Get Around the Salesforce File Storage Limitations? Once you encounter the above challenges, it becomes essential to seek possible solutions to prevent exceeding your Salesforce storage limits. When you analyze all the options, you can categorize them into three main categories: Option 1: Purge some old files to optimize your storage Option 2: Upgrade storage by paying an additional cost to Salesforce Option 3: Move files to a relatively low-cost and long-term external storage space without losing access to your files If you are considering the first option, deleting older files from the org, it is advisable to consult the compliance team. In many cases, internal policies and regulatory requirements prohibit the deletion of data and mandate long-term retention. Hence, file deletion is rarely a sustainable solution, as ongoing business growth will continuously generate more data. The second option, purchasing additional storage from Salesforce, also presents challenges. The added storage cost is significantly high, and frequent upgrades put a strain on the IT budget. The Smart Way Forward: External File Storage Integration If you’re looking to manage
One XfilesPro License Cost is now less than a cup of coffee – How?
Are you still stuck with that Extra storage space in Salesforce? If yes, then it’s time for you to think again!! Today let us discuss about some ways in which, you can reduce that extra payment to Salesforce. Selecting the appropriate CRM system has been a daunting task. This is indeed considered as one of the most important and effectual decision for business owners. It is highly necessary to evaluate each considered solution before settling down to any platform. One of the crucial factors for such surveillance is the huge cost. XfilesPro is proud to take you to a tour of the various ways with the help of which you can achieve best Salesforce cloud storage solutions. Such additional expenses may lead the user to pay more at the end of the day with twice the amount which was initially intended. One such instance is, Salesforce. Users must know that over the years, business ventures have been growing with Salesforce, so does their data and files. Hence, a limit in the storage capacity arrives eventually. XfilesPro assists you to store all your files with ease and simplicity within an external storage of your own choice. Also read: Are You Still Paying Additional Salesforce File Storage Cost? XfilesPro claims, to save almost 45% of your native Salesforce storage cost and having the license cost per month even cheaper than a cup of coffee. But the question is how? Let us have a look. The Productive Approach Seamlessly integration with thousands of apps can store your files safely with XfilesPro. Amazon S3 and Google Drive storage options, combining with more, to apprehend an intelligent Salesforce file storage app, XfilesPro works for the faster results. Hence, less storage cost. The Easy Mobility Option Deeming with the access to securely move your files XfilesPro claims to save your thousands of dollars. Just as it is done on your desktop, users can attach any number of files via the attachment section. Case Logs, Legal Docs and even Marketing Collateral can be quickly added. Therefore, you do not have to add any further expenses to store such important documents. A Simplified Control Compliance and governance have been a seamless part of the way you work in the clouds, XfilesPro is said to quickly manage all the documents, along with easing up the existing storage facility at the same time. Just install the app, configure the storage option and you are ready to reduce the Salesforce storage usage to 90%, along with viewing all your existing files in Salesforce. Folder Hierarchy Organized and synchronized in the way to manage files, XfilesPro allows for managing all files and sort the data in an order desired. Searching for files in a vast ocean is like indeed finding a pin, hence the Folder Hierarchy, steps in and links all the object to the respecting folders. This makes XfilesPro more user-friendly and less complicated. Lightning Customized Component As seen XfilesPro have been guided with many essential features for its users. One of the most unique feature is to let use or re-use or even integrate any standard or custom object, applications, third-party application, communities, Salesforce1 or any other VF page. Upgraded and completely modified. To know more about XfilesPro , get in touch with our team. Check the AppExchange page here. AMARLAL
Salesforce costing you too much? XfilesPro can become your Storage Saving Account
In order to boost business productivity, most enterprises choose to implement a customer relation management (CRM) solution so as to automate critical business processes. But when it comes to selecting the right CRM platform for your business, it can prove to be quite a daunting task and is often the most difficult decision an owner makes. With a range of different options available, it is important to properly evaluate each one of them & critically judge each factor before settling for a platform. One such critical factor that needs the most consideration is the cost of the CRM platform. Upon purchasing the CRM solution, many customers have later discovered that in addition to the license price, additional costs also need to be made to diligently utilize the CRM software. These often include costs for either customizing the platform, integrating other solutions with it or for simply accessing the data from a mobile device. Therefore one needs to carefully examine these hidden costs as well while making the choice. Though most CRM vendors advertise their ability to build a powerful view of the customer through sophisticated use of their solution, their pricing can be anything but clear & often entails hidden fees that rack up over time. As a result, users may end up paying almost twice as much as the cost that was initially intended. In this article, we will discuss the hidden costs associated with CRM solutions like Salesforce. The Hidden Costs in Salesforce If you have not been living under a rock, you would be well aware of Salesforce, the #1 CRM solution in the market. This cloud-based CRM platform helps enterprises focus on their customer service, analytics, marketing automation, & application development, while letting them stay connected with their customers, partners, prospects & much more. Now even though Salesforce has one of the lowest total cost of ownership (TCO) among all enterprise CRM platforms due to various reasons, its licensing costs are just the tip of the iceberg. As the CRM solution has numerous hidden features available, in order to properly customize it as per your business requirement involves certain hidden fees or expenses. Several types of Salesforce hidden costs have been detailed below: Salesforce Data & File Storage Limits Perhaps the most crucial yet potentially expensive aspect of Salesforce hidden costs is the data & file storage in the Salesforce system. When it comes to storage limits, there are different allocations for different Salesforce editions like Contact Manager, Group, Professional, Enterprise, Performance & Unlimited. All Salesforce editions are all allocated 10 GB for data storage plus 20 MB additional data storage per user. The primary file storage for all editions except Essentials is capped at 10 GB, with the Essentials edition getting only 1 GB of primary file storage. The Enterprise, Performance & Unlimited editions receive an additional 2 GB of file storage per standard user license. The Contact Manager, Group & Professional editions receive an additional 612 MB of file storage per standard user license. Over time as the enterprise begins to reach its storage capacity, they are left with options to either purge data & files or archive redundant data & files from the system or simply purchase additional storage space from Salesforce. For an additional 500 MB data storage, enterprises need to shell out a whopping $125/month while this cost is at $5/month for 1 GB additional file storage. Considering this is not a one-time investment, enterprises may end up paying more than their annual license cost in additional storage costs. Also read: Why Must Salesforce Admins Monitor Their Salesforce File Storage? Salesforce Service & Support Costs In order to effectively utilize the Salesforce CRM platform, it needs to be properly set up, properly configured, periodically cleansed & handled by trained users. As part of its subscription plan, Salesforce offers a basic support option, the ‘Standard Success Plan’, which includes access to online case submission, 12/5 support via phone, & two-business day response time. But if customers require more advanced service, a paid Premier Success Plan also exists where Salesforce offers 24/7 assistance, faster 1-hour responses, & access to an expanded Salesforce training course. Naturally this package is costly because to avail it, enterprises need to pay an additional 20% of their license list price in case of Professional & Enterprise editions. Salesforce CRM Access via Mobile Devices The Salesforce CRM can also be accessed through a free mobile service called Mobile Lite, allowing users to access critical information from anywhere. But this solution has very restricted functionality & doesn’t even include some essential features like access to custom objects, configuration customization, and much more. Therefore most users choose to upgrade this solution. Salesforce users can choose to avail the complete & upgraded version of Salesforce Mobile, which though is free for customers of the Salesforce Unlimited edition, but comes at a price of additional $50 per user per month for the users of Professional & Enterprise editions. API Calls Limits Put simply, the API call limits determine the number of times the CRM system can transact with external information sources, that is, can either send or receive information. They come in handy when a big data project has to be planned or integrations with different marketing solutions have to be made. In both the cases, the API calls can burn through rapidly. Though users are advised to exercise due diligence when using their API calls, in case they still go over their daily API call limit (15,000+ per organization per day), they are left with only two options: either purchase additional user licenses or upgrade all existing users to the most expensive Salesforce Performance edition. Offline Access Another important factor behind Salesforce CRM’s popularity is its offline accessibility. All key customer relationship management information can still be easily accessed even when there is no internet connection or the Salesforce system is offline. A Salesforce native service called ‘briefcase’ offers both online and offline versions of the CRM services though it still has a number of limitations like lack of cases, forecast & reports. For Salesforce customers with
Exceed the Salesforce File Storage Limit – A Complete Guide
Salesforce is a great CRM tool for businesses of various sizes and it’s efficient solutions including Chatter make it a leading collaboration platform.nnHowever, there is a common question that stands often, how to manage file storage space and what are the options where we can store files inside the Salesforce? The perfect answer for this would be, store files in a place, where file accessibility won’t be a challenge. nnLet’s have a sneak peek of what are the points we need to consider while deciding on our Salesforce file storage. The Salesforce Files (formerly Chatter Files) Before Salesforce Files there were the Chatter Files. Chatter is majorly focused on enabling users to collaborate seamlessly. This is also done to enable much easier cooperation through a social enterprise environment.nFiles are an intrinsic part of document collaboration, hence, it makes sense to integrate them with the social side of things, which results in turbo-charging your organization. Salesforce files do a similar thing by integrating Chatter with Salesforce CRM Content and thereby, allowing users to access and share the files stored there. This is also done if they have the right permission.Using the Salesforce files, individuals can actually upload files privately until they have decided upon sharing them. They can also subscribe to files, get notified when a file has been updated.The process of sharing can be done in the following ways: Sharing with an individual Sharing with the existing groups of people inside Salesforce Sharing with link By indirectly, attaching a Salesforce file to the Chatter feed of a record, as mentioned previously The Salesforce DocumentationnnIt is true that you also have control over the access permissions. Files in Chatter can be: Completely private – No access at all Shared with viewer permissions – Viewer permission to access Editable by collaborators – Collaborator Fully shared – With the owner Salesforce CRM Content This option is mostly being used to store all the marketing collateral or at times even support-related documents. You can indeed store templates and the standard marketing collaterals, publishing the official corporate files, which are to be used by sales or support teams while dealing with customers. In fact, the co-workers can then clone and customize document templates and use it later as per their needs and requirements.You can also be one of the members of multiple Libraries and will be able to see them in the Libraries tab. This is not it, you can as well see them under the Salesforce Files tab. Users can also attach a file stored in a Library, directly to the Chatter Feed of a record.However, one drawback that can be registered here, is that you cannot have nested folders. Each Library will be acting like a flat folder in which you are not allowed to have any kind of sub-folders. The Salesforce Attachments One more traditional ways of storing Salesforce files is Salesforce Attachment. This is the one that allows you to attach files and documents to individual records.However, this works well, when short sales cycles are being generated, with a small number of files per record. The file size is also limited to 25 MB per file. In fact, posting a file in the Chatter feed will automatically show the file in the notes and attachment section of that specific record, just that the type being feed attachment.The limitations of Salesforce Attachments include the following: Lack of sharing via links The lack of version control Absence of sharing permissions The Documents This is where you can indeed store the web resources like logos, the HTML banners and also the Visualforce materials. These are generally such resources, which you plan on using for email campaigns and also for any images that are to be used in a template. The Alternatives If at any point of time you find that storing files in Salesforce is too expensive, or that your needs are not collaborating with what Salesforce provides in terms of file storage and usage, you can always look at cloud storage alternatives that are available; like AWS, Google Drive, Box.com, OneDrive, Huddle or Dropbox. You can even store your Salesforce files in a local storage system. nnXfilesPro is an external file storage and collaboration solution for Salesforce, that can help you store your files easily in your preferred external storage system. This allows you to optimize your primary Salesforce file storage space and reduce high file storage cost. nnGet in touch with XfilesPro team now for a demo. AMARLAL
Salesforce File Storage-An Easy Solution
Anything that can make managing data easy is something you should be considering; Salesforce File Storage is something that you should be looking at. Managing data is a challenge today because there is a huge amount of data that is collected in the regular course of the business day. Storing information, files, and historical data are likely one of the biggest challenges when it comes to managing your data. File Storage File storage is a very important feature in your data management arsenal. The right file storage will help you to manage new data and historical data. When you are choosing a file storage system, there are some key features that you want to look for to ensure that you are getting the most out of your file storage capabilities. Secure environment Ample space Ease of use Secure Environment Your file storage system has to be secure because you cannot risk your data. A data breach is a serious incident that can easily negatively affect your business. A secure environment that you can have complete confidence in is one of the most important things you should be looking for in file storage systems. Security has to be a top priority. Ample Space Ample space is a must as well. You want to be able to have enough room, this may seem like it is something that should be organically understood but it often is not. In some cases, the storage space can be cost prohibitive when you need extra space. You should not have to pay an excessive amount to get the amount of storage that you need. Ease of Use Of course, you want to have access to ease of use capabilities. It is important that you can easily use the file storage capabilities. You should never have to give too much thought to your file storage. It should just be present and easy to use. Finding the right file storage that can combine all the qualities that you have to have and then some can easily make your data management tasks a breeze. Data management including storage should be simplistic yet secure. It should be completely automated with very little input from you or your staff. It should happen naturally without any issue. CEPTES has the solution for your file storage. Once you have the solution that you need, your files can easily be managed. AMARLAL
