Why Document Management in Salesforce is Important? 5 Reasons
Data and documents are at the center of every business process in Salesforce. However, the profuseness of documents always creates challenges for users as an effective Salesforce Document Management System is not everyone’s forte. Having said that, your challenges in managing Salesforce documents shouldn’t impede the growth of your business. As a Nitro study reports, 50% of employees spend productive time creating and managing documents, which shows the minimal time they have left to focus on their high-value work. The only solution for this challenge is embracing a robust document management solution for Salesforce! Before learning how can such a solution help you, let’s take a look at document management in Salesforce. What is Salesforce Document Management System? Document management in Salesforce refers to how a company handles its day-to-day documents within the CRM platform. This includes creating, organizing, storing, accessing, and managing files such as PDFs, Word documents, JPGs, and PPTs. Documents come through many means, such as email attachments, manual uploads, or 3rd-party apps. Whether the business falls in the range of a small, medium, or large scale, users are required to manage a plethora of documents. Document Management Features in Salesforce Salesforce is now more than just a CRM, it’s a full-blown ecosystem that powers businesses with automation, AI, and analytics. Let’s explore Salesforce document management capabilities: XfilesPro The One-Stop Solution for Advanced Salesforce Document Management Download the Free Datasheet! Attachments Attachments provide a basic way to add files directly to Salesforce records. Users can upload supporting documents such as receipts, invoices, or contracts. Key Features: Quick and easy way to attach files to records Allows users to reference documents within customer or project records Limitations: There is no version control, making it difficult to track file updates Limited metadata support, reducing searchability Documents Tab The Documents Tab allows businesses to store and organize files within individual Salesforce records, such as accounts, opportunities, and cases. This feature is particularly useful for attaching contracts, proposals, or invoices to specific business transactions. Key Features: Simple document storage within Salesforce records Supports basic file uploads and downloads Useful for record-specific file management Limitations: Cannot be used for global file sharing across the organization Lacks advanced document lifecycle management tools Salesforce Knowledge For businesses managing articles, FAQs, and documentation in a structured format, Salesforce Knowledge could be the best solution. It serves as a self-service knowledge base where employees and customers can easily find solutions without repetitive inquiries. Articles can be linked to cases and records, making it highly beneficial for customer support teams. Key Features: A centralized knowledge base for quick access to information Supports article categorization and search functionality Can be linked to customer support cases for improved service efficiency Limitations: Primarily designed for knowledge management, not general file storage Limited customization for broader document workflows Files Home Files Home serves as a centralized hub where users can store, manage, and collaborate on documents within Salesforce. It provides a unified view of all files associated with records, making organization and retrieval seamless. Users can upload various file types, including documents, spreadsheets, presentations, and images. Key Features: Centralized file storage with easy access to related records Supports multiple file formats Integration with Chatter and Communities for enhanced collaboration Limitations: Limited metadata support for files Lacks advanced document management capabilities Salesforce CRM Content Salesforce CRM Content is a dedicated content management system designed for organizing, sharing, and tracking documents across an organization. It includes version control, document categorization, and advanced search functionality, ensuring you can efficiently manage files. Additionally, it enables access permissions and workflow automation for document approvals. Key Features: Advanced file organization with version control Granular access permissions for document security Approval workflows for compliance and document governance Limitations: Requires a separate license and additional configuration Not cost efficient Not the best choice for teams needing lightweight file management Why You Need A Salesforce Document Management Solution It’s widely held that businesses managing millions of documents can benefit from document management solutions. This belief is true considering the advantages that the implementation of a document management system (DMS) in Salesforce can drive for your business. XfilesPro Choosing The Right Document Management Application For Salesforce Get the Free Datasheet! While Salesforce offers several capabilities for document management, many organizations seek the support of a 3rd party document management solution that covers their end-to-end requirements. Five reasons why a Salesforce document management system is important: Overcoming Salesforce Storage Limit Salesforce’s limited file storage makes it challenging to manage a high volume of documents within the CRM. However, a smart document management system can help by automatically offloading large volumes of documents from your Org, freeing up space. This not only optimizes storage but also enhances platform performance, and reduces load time enabling efficient document management in Salesforce. Huge Cost Saving Once you exceed the Salesforce file storage limit, you need to upgrade the storage space for a certain cost. What if that space also gets exhausted? You will upgrade it again. But how long can this strategy last as a sustainable approach, considering the money loss associated with it? With an efficient Salesforce document management solution, you can address this concern by eliminating the need for storage upgrades. Documents are moved out of Salesforce, and the file storage space is always freed up. Enhanced Business Efficiency Adopting a Salesforce document management system boosts your productivity by reducing the time and effort needed to build, manage, and store documents. For instance, bulk contract creation, approval, and storage on a different platform can be automated in Salesforce. The more you minimize document management time, the more time workers have to focus on strategic tasks, speeding up decision-making and boosting overall efficiency. Seamless Scaling As your business grows, so does the number of documents you need to manage. With a Salesforce document management system, whether you’re scaling in terms of geographic regions, departments, or product lines, the system grows with you. It gives you the capacity to manage an increasing amount of content
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
Exploring Salesforce File Storage Options by Unleashing the Power of XfilesPro
Being the #1 CRM in the world, Salesforce is the most preferred platform to run business by enterprises from multiple industries. Running a big business comes with incoming files on a daily basis. With the piling up of files, the need for optimizing file storage has become very important. Organizations have highly dependent policies on collecting, storing, retaining, accessing, and using files. But is the Salesforce storage very flexible? Is it dynamic enough to accumulate your day-to-day files in its limited storage? Of course, NO! That’s why we say the integration between Salesforce and a reliable external storage platform is your solution for file storage concerns. So, XfilesPro is built with advanced capabilities to support varied external file storage platforms. What is XfilesPro? XfilesPro is the #1 file management app for Salesforce that helps you optimize your Salesforce file storage space. The application automatically moves your growing file volumes from Salesforce to your preferred external storage systems such as SharePoint, Amazon S3, Google Drive, OneDrive, and On-premise platforms. This is a great step toward optimizing your file storage space and regaining the performance of your CRM. The best part is that, XfilesPro integrates your preferred external storage with Salesforce without even the need for an additional integration tool. Let’s take a look at each of the storage platforms that you can leverage with XfilesPro. SharePoint SharePoint is a popular web-based collaborative platform owned by Microsoft. It seamlessly integrates with Microsoft 365 and is primarily known as a document management and storage solution. With XfilesPro, the users can have the great chance to leverage the SharePoint Tagging functionality along with the abundance of the storage space provided by the platform. Learn more about Salesforce-SharePoint integration here. AWS S3 Amazon Simple Storage Service (Amazon S3) stands as a top-tier object storage solution, recognized for its exceptional scalability, data reliability, security, and speed. You can leverage Amazon S3 for safeguarding and storing any volume of files and data, serving a wide spectrum of purposes, including data lakes, websites, mobile apps, backup and recovery, archiving, corporate applications, IoT devices, and extensive big data analysis. Google Drive Google Drive is one of the most popular cloud storage services available today. IT’S a free service from Google that allows you to store files online and access them anywhere using the cloud. Google Drive also gives you access to free web-based applications for creating documents, spreadsheets, presentations, and more. The service syncs stored documents, photos and more across all the user’s devices, including mobile devices, tablets and PCs. Learn more about Salesforce – Google Drive integration here. OneDrive Microsoft OneDrive is a file hosting service allowing you to store, share and sync your files. OneDrive also works as the storage backend of the web version of Microsoft 365 Office. OneDrive offers 5 GB of storage space free of charge, with 100 GB, 1 TB, and 6 TB storage options available either separately or with Microsoft 365 subscriptions. Discover the tips to store Salesforce files in OneDrive here. On-premise Platforms On-premises storage is when data or files are stored on local hardware, such as servers, computers, or other devices. For example, if you purchase a server and set it up at your office, you and your team can store your data on that server. The server is controlled, administered, maintained, procured, etc. by your company and its in-house IT team, or an IT partner. Some of the examples for on-premises platforms that XfilesPro supports are SMB, SFTP, and Network Drive. That’s all about the external file storage options XfilesPro provides. If you wish to learn more about the integration part, please schedule a demo with one of our product experts. Experience the Potential of Modern File Management in Salesforce Discover how to efficiently manage your growing Salesforce files without hitting the storage cap Download the Datasheet Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
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 Role of Salesforce File Management in Streamlining Your Workflow
Managing a big volume of files and information is common in every business process. However, when you juggle multiple processes on different IT systems, it means that your files can be generated hugely and stored in a number of different locations. When it comes to the uninterrupted flow of your business, you need to have access to your critical files at any time seamlessly. Just because of the reason that the files are in different locations, you can’t let any trouble happen with your business. For this, you need to make sure that you are processing a very streamlined file management experience in Salesforce. Because an efficient file management system is key to advancing your workflow. In this article, let’s discuss the importance of a smart file management approach in Salesforce. To Overcome the Fear of Storage Limitations Salesforce always gives only 10GB of file storage per Org. But with the amount of file accumulation, it is difficult to carry on the day-to-day work requirements relying on this small amount of storage. As the files mount up within the Org, you will experience a dip in the performance of your Salesforce application. At first glance, there appear to be two potential solutions for the storage limit challenge. The initial option involves deleting old files, but this may not be advisable since these files could hold valuable business opportunities in the future. On the other hand, the second solution entails purchasing additional storage space from Salesforce, but this can be costly. Our Recommendation: XfilesPro, the #1 file management app for Salesforce helps you move your growing volume of Salesforce files to your preferred external storage platform such as AWS S3, SharePoint, Google Drive, OneDrive, and on-premises system in order to free up storage space, which is a great way to overcome the challenges associated with storage limitations. Learn more about Salesforce file storage limitations here To Better Organize Files The concept of better file management in Salesforce starts with excellent organization. Having your files organized in a way that makes sense to your business will help you look for them faster. Keep in mind, not having a proper folder structure to store your files will drive unimaginable troubles, including productivity disruption. Our Recommendation: XfilesPro has the capability to create a customized folder structure as per your requirement so that you can arrange your files in your preferred format or hierarchical order. To Experience Exceptional File Collaboration You are not only the one who will work on a file. There are a lot of employees who are supposed to modify a file. Since there are limitations to collaborating on files in real-time for many users, the process demands a lot of time. The file has to pass from user to user or department to department for modification, which will take an indefinite period of time for completion. Our Recommendation: XfilesPro empowers you to collaborate on files in real time. This is a great capability that will allow your internal teams and external users to contribute to a file live that will boost file management experience and overall productivity. Learn more about how to collaborate effectively on files in real time here. To Enhance Productivity If your Salesforce Org is unaffected by the growing number of files and you are able to conduct seamless access to files, you will experience a bump up in the productivity of employees. Because when you are well aware of your files and where each and every file is located and named per se, there is no disruption in the workflow, facilitating increased productivity. Moreover, since you can leverage the power of automation to move the files out of Salesforce and optimize the storage space, the employees can focus on their core operations and contribute more to your business. Our Recommendation: Get your file management in Salesforce to do the work for you. Simply integrate it with your desired external storage and get your hands on other important works. Promised Security Every business is a file-sensitive business. There is no file that can be exposed outside of file management because it is less important. So, you need to make sure that unauthorized users do not access your files. Our Recommendation: With XfilesPro’s Access Control capability, you can control who can view and access your files. In other words, you will be the ultimate owner of your files and you can rest assured about its absolute security. Wrapping it Up With all the recommendations that we have provided, you must be wondering how XfilesPro can streamline your file management experience in Salesforce. We recommend you that try the #1 file management app and experience the advancement that it provides to elevate your game. Let’s start this by scheduling a demo. AMARLAL
What’s the Impact of Limited Storage Space in Salesforce File Management?
Here’s the nightmare that will never end in the life of a #Salesforce admin — file storage limit. As Salesforce comes with very limited storage space, the admins are always afraid about hitting the storage cap. Not only the storage space overloading, the worst part is that there are a lot of other challenges with the limited file storage space. To run your business efficiently, you need to be aware of those challenges and the impact that can have on your operations. To get a better hang of it, let’s dive into it in this blog. Unable to Manage Large Files or Large Volumes of Files Your Salesforce files can come in any size and quantity. You will generate small-sized files and files that come in bigger sizes such as presentations, and video and audio files. And, it’s obvious that with the surge in the number of big-sized files, the file volume within the CRM platform will also increase. This will be an uphill battle as the management of files in large sizes and volumes will cause troubles in the management of files including uploading, accessing, editing, and deleting. That means, your entire file management experience will be completely disrupted. To know about the limitation in Salesforce storage spaces, check here. Drastic Reduction in Collaboration and Productivity Teams interact with each other through the process of collaboration. It is a game-changer contributing to any organization’s success. When the files are more and the storage space is limited in Salesforce, this process cannot take place seamlessly. Due to improper file and storage management in Salesforce, the users will fail to collaborate effectively, which will impact the overall productivity of the employees. Increased Costs for File Storage If you are thinking that purchasing additional storage space from Salesforce is a solution for the limited storage space, we want you to know that it will break your bank. No matter if your company is a small scale or an enterprise, the cost associated with extra storage purchase may not sound cost-effective for your business considering its high charge. So, think before acting, is that something your growing business wants? Challenges with File Visibility and Accessibility Just like the troubles in Salesforce file collaboration, the limited Salesforce file storage can drive uneasiness in the visibility and accessibility of files within the org. If the Salesforce application loads very slowly, you can’t easily access and edit the files during emergencies. And, this will lead to a lot of escalations and result in catastrophe among the teams. Inability to Manage Massive Files of Community Users Being a Salesforce Admin, one task that you need to take is the management of the Community User files. The more Community Users you have, the more files will be generated in the file storage space of your Salesforce. That means that the storage space will get filled quickly, which is a difficult undertaking. The growth in files will only result in storage overloading and unproductivity among employees. Explore how to manage Community Portal Files here. Challenges in Integrating Salesforce with 3rd-party Apps You may want to integrate Salesforce with multiple 3rd-party apps for different purposes. Be the integration for document generation, file archiving, or data management, the ultimate objective is to automate and streamline the workflow. However, when integrating certain apps with Salesforce (such as an auto document generator), you are going to generate a large volume of documents that will eat up your limited file storage space. Since the storage limit is not sufficient to accommodate the growing volume of files, you will not be able to establish an effective integration between both platforms. It’s the Wrap By now, you must have learned about the consequences that limited file storage space in Salesforce can have on your workflow within the CRM platform. To smartly address this challenge, we recommend you XfilesPro, the #1 file management app for Salesforce. You can intelligently tackle the limited storage issue with XfilesPro as the application optimizes your file storage space. Let us make this more clear. With XfilesPro, you can automatically move your Salesforce files to your preferred external cloud platform such as Amazon S3, SharePoint, Google Drive, and OneDrive as well as on-premise system. This will be a great way to free up the limited storage space, which will help you achieve a very streamlined file management experience within the Salesforce application. The XfilesPro benefits are; The management of large-sized files and large volumes of files becomes easy as the file storage space is constantly optimized. Facilitate seamless file collaboration among your employees with trouble-free file access. Eliminate the need for costly additional storage purchases, saving your expenses. Simplify the management of numerous files uploaded by Community Users without worrying about overloaded storage space. Similarly, the integration of Salesforce with any third-party app is a tension-free job considering the freed-up storage space. To learn more about how XfilesPro can help your business with a modern and tension-free file management experience for Salesforce, schedule a demo now. AMARLAL
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
Why XfilesPro is the Most Preferred App to Connect Salesforce & SharePoint for File Storage
Have you ever wondered why XfilesPro stands out from other file management and external storage integration applications for Salesforce, which ranks at the top of AppExchange even after almost a decade of this app coming into the industry? If you ask us, it is because of the capabilities we extend to SharePoint users. XfilesPro is your perfect partner to get your Salesforce file storage optimized by helping you to route a way to the desired external storage. The external cloud storage systems that XfilesPro supports are as follows: SharePoint One Drive AWS S3 Google Drive Along with these, XfilesPro also supports Salesforce file upload into external On-premise systems such as SFTP, Network Drive, and SMB. In this blog, there will be extensive guidance on how Salesforce users have an upper hand when it comes to having their XfilesPro integrated with SharePoint for file storage optimization. SharePoint is the most preferred platform if you are looking for an intranet-based cross-collaboration experience that enables secure sharing, content management, and workflow collaboration features among the employees in your organization. To help both Salesforce & SharePoint users collaborate & maximize the ROI of these platforms, XfilesPro offers exclusive features for the SharePoint platform. Let’s go through the features one by one to understand the efficiency and also how it will enhance your overall workflow. SharePoint Tagging XfilesPro functions as a conciliatory that allows tagging the content against specific columns. It helps the user to make smart arrangements and also to know about the contents of the file without opening it. One can view the same file on SharePoint too with the help of XfilesPro by not changing the template of the file. View Version History While working in an organization, on a day-to-day basis, you stumble upon a lot of document-related queries. Sometimes it can be to draft a document, share a document, view a document, give access to a document, and so on. Thanks to SharePoint, you can control access to the documents that you have ownership of. When putting up a document on intra-style premises, there will be others who have permission to edit or view the document. So, if someone has edited the document, you can view the version history even through XfilesPro without leaving the premises of your Salesforce org and vice versa. Template Creation Whenever you are creating a template in SharePoint, automatically subfolders will be produced as per the requirements. This will avoid the manual creation of folders and subsequently enhance your productivity and help in keeping the files more organized. File Sync XfilesPro mirrors the tagging to either of the storage systems (Salesforce and SharePoint) each time a new file gets added. The above happens due to the Bi-directional Sync feature. File Archiving XfilesPro facilitates having the files archived if not in use and will retrieve them when needed. The archived files can be viewed from either the Salesforce storage or SharePoint at your convenience. SharePoint has always had a close association with XfilesPro. SharePoint users have really been benefited way more than any other external cloud storage users. Most of our customers have been using SharePoint and reaped success when it comes to file management. Rest assured you will not be disappointed by this move. If you are looking for future-proof file management for Salesforce and would like to rev up your file storage optimization in Salesforce, then XfilesPro is your perfect partner. Schedule a meeting now with our product experts to know more about 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
