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
Understanding Salesforce File Storage Limitations
Over the last two decades, Salesforce has emerged as the #1 CRM provider in the world. Thousands of businesses from different verticals & sizes are relying on the massively popular Salesforce applications to boost their sales & service processes and also trusting its robust platform to build powerful business applications. Though Salesforce offers a multitude of benefits in order to ensure consistent & hassle-free performance every time, the CRM giant also limits some of its functionalities in order to maintain its high performance & consistency. One such notable limitation is storage. Please note that any Salesforce org has three default storage spaces including files, data, and big objects. In this blog, we are going to focus on Salesforce file storage & will discuss some of the Salesforce file storage limitations. Whenever a user uploads/generates/receives files (commonly notes & email attachments) of any type while using Salesforce, they get stored in a primary repository within the app. This applies to any standard user as well as a community user. How much file storage space do you have in your Salesforce org? When it comes to default file storage; Salesforce editions such as Contact Manager, Group, Professional, Enterprise, Performance & Unlimited get 10 GB space per org, while the Essentials edition gets only 1 GB. In addition to this, every Salesforce org offers some additional file storage space to standard users depending on the edition and the number of user licenses. Enterprise, Performance, & Unlimited editions get an additional 2 GB of file storage per user license, while Contact Manager, Group, & Professional editions get 612 MB per user license. What is the maximum size of file that you can upload in Salesforce? Salesforce doesn’t only have limited offered storage space, it also limits the file size when it comes to storing it within the app. Below are the file size limits; Salesforce Files (Files home, in libraries, in Chatter posts and comments, on a record’s Files related list): 2 GB Attachments (On a record’s related list in Lightning Experience. (In Lightning Experience, attachments are added as Salesforce files): 2 GB Documents, Salesforce Knowledge Attachments & Chat: 5 MB Each Please get more details
