WEBINAR: Reimagine Salesforce File Management with XfilesPro
Managing critical business operations leveraging digital platforms is one of the mainstream digital transformation strategies and for many good reasons. As the creation and sharing of documents while using multiple digital platforms are so widespread today, it completely makes sense that enterprises are putting a lot of focus on managing all their documents efficiently in a highly organized way. With the evolution of paperless offices and work-from-anywhere culture, the need & importance of a centralized file management system has significantly increased as the volume of files getting generated today is much higher than it used to be in the past. For Salesforce customers dealing with a lot of files, has its own pros & cons. On one hand, when a lot of files show that they are accelerating their digital transformation journey & growing as a business, the other side of this has a lot of challenges in terms of file management, storage management, file accessibility, file visibility, file collaboration among various internal & external users, etc. XfilesPro has been instrumental in offering top-class Salesforce file management services for over the years now and the AppExchange solution is only getting better with time. With a client base of over 400 companies across a wide variety of industries and 500K+ active users, XfilesPro is the #1 file management solution for Salesforce today. Join our expert panel on Thursday, March 10th, at 11:00 AM EST to learn how you can maximize the power & ROI of your Salesforce app through advanced automated file management with XfilesPro. The live session will also talk about how enterprises are reimagining their file management experience in today’s work-from-anywhere world with optimized storage usage & cost management, seamless file collaboration, uninterrupted file accessibility, 100% file visibility & control in Salesforce with XfilesPro. As the importance of managing files in business is soaring, this webinar could be a game-changer for your business as an efficient way of file management will not only help you handle business better but also this will boost the overall ROI. Our experts will also help you understand how various external cloud storage systems such as SharePoint, AWS S3, Google Drive, OneDrive as well as On-prem systems can be used as an extended storage for your Salesforce files. What can you expect from the webinar? How to control the file usage & manage storage space in Salesforce How efficiently files can be moved to external storage systems without losing access How to build a highly customized & organized folder structure to improve user experience And Most importantly, how to tap maximized ROI from your file management solution for Salesforce WEBINAR DETAILS Topic: Reimagine Salesforce File Management with XfilesPro File Storage Management, File Archiving, Organized Folder Structure & ROI DATE & TIME: 10th March, 2022 | 11:00 AM EST Register here. Looking forward to hosting you. Checkout the XfilesPro datasheet here. AMARLAL
Top 7 Factors That Differentiate XfilesPro From Other File Management Solutions for Salesforce
Last Updated: September 22, 2023 If you are a Salesforce customer, you might know that dealing with a large number of files within the app is always troublesome considering the platform limitations. Being the #1 CRM provider in the world, Salesforce powers organizations to boost their sales, marketing & customer service processes. However, it can’t be considered as an advanced document management system because the platform doesn’t include this in its core capabilities. The presence of multiple IT systems and, the trend of adopting different cloud platforms for running a business while using Salesforce as the centralized CRM means, files will be generated from different sources & ultimately get stored within the Salesforce app. Now with the limited file storage space that Salesforce offers, it becomes extremely challenging to maintain all the documents in one place with easy access, collaboration, and sharing. This is why the need for a powerful document management system becomes essential to drive higher business efficiency & harbor customer success. And XfilesPro masters the art of document management in Salesforce. What is XfilesPro? XfilesPro is an enterprise-grade file management application for Salesforce. Available on the AppExchange, this 5-star rated application offers seamless integration between Salesforce & other external file systems such as SharePoint, Amazon S3, OneDrive, Google Drive, and On-prem. XfilesPro customers easily move Salesforce files to their external storage without losing access to their Salesforce files. This ensures Salesforce org never runs out of its file storage limits while customers can save high storage costs. Along with this, XfilesPro also offers multiple additional features to improve the Salesforce CRM experience while managing documents efficiently. Salesforce compatibility is one of the best functionalities of XfilesPro as it can be used for all types of major Salesforce apps including Sales Cloud, Service Cloud, Industry Cloud, Platform Apps, AppExchange Applications, Salesforce1 mobile, etc. Objectives to use XfilesPro XfilesPro is being used by Salesforce customers to meet certain key file management objectives. Some of them are; Better Storage Optimization: With external storage integration, customers can optimize their Salesforce file storage. This will help them to always be within the allocated file storage limits and prevent paying additional storage upgrade costs. Enhanced File Collaboration: With XfilesPro, users can seamlessly collaborate on files with different internal & external users. This includes file sharing, view, access, edit, and much more. To maintain security standards, access control features are in place. Centralized Content Management System: Customers use XfilesPro to build a highly centralized content or document management system that can bring documents from multiple Salesforce apps, or connected external platforms & keep them in one place for better business results. 7 Reasons to Choose XfilesPro Over Similar Salesforce File Management Applications While most of the file management applications for Salesforce offer similar kinds of features, there are certain aspects where XfilesPro has a distinctive edge over its competitors. Let’s have a sneak peek of 7 top reasons why Salesforce customers choose XfilesPro; Easy Setup & Quick Configuration Integrations are always complex & time-consuming. While most of the file management applications are complicated to set up & use, XfilesPro comes with a super easy setup & configuration process. You can start moving your Salesforce files to external systems within minutes. Connect with us to set up the app & start a free trial. Highly Reliable XfilesPro is a 9+ years old product with a track record of delivering excellent customer service. With over 100+ reviews on the AppExchange, the application is rated as a 5-star. On the other hand, we are known as one of the most trusted Salesforce partners & currently serve 1000+ global customers. Read what customers say about XfilesPro. Aligned with the Salesforce Ecosystem As a product, XfilesPro is completely aligned with the Salesforce ecosystem & it’s future. As mentioned earlier in the blog, XfilesPro supports all major Salesforce apps, AppExchange apps, force.com apps, and Salesforce1 mobile. Large Volume File Migration One of the most unique capabilities of XfilesPro is that the application can migrate a large number of files from Salesforce & offload it to the external storage system. The process is easy, automated, and highly reliable. This will help customers optimize their file storage space immediately. A customer can use this feature as many times as they want. Bi-directional Syncing of Files Files moved from Salesforce to the external storage are synced from both sides. So a user having access to both applications can view, access, edit, and share files from either end. If a file is being edited from one side, the changes will automatically reflect in the other app as well. Another benefit of this feature is that non-Salesforce users can upload files to the external system, and Salesforce users can view it within their app. Folder Structure & Syncing The beauty of XfilesPro is that it offers not one, but two folder design options. Users can keep migrated Salesforce files within specific folders in their external system. Folder structure either can follow a template offered by XfilesPro, or customers can build custom folders. For customers moving to Salesforce from a legacy system, their existing files/folders can be synced to their new Salesforce app using XfilesPro. Community User File Migration XfilesPro supports Experience Cloud. Files getting uploaded from community users can be moved automatically to the external storage without any manual intervention. So, there you have it! These conclude some of the most prominent differences between XfilesPro & other file management solutions in the market. We hope that this detailed comparison we provided helps you make a well-informed decision for your organization in terms of choosing an efficient & cost-effective file management solution. In case you still have any doubts about XfilesPro or want to know more about its integration & external collaboration capabilities, get in touch with our experts & get all your doubts cleared. You can also schedule a quick demo to understand the features of the application better. AMARLAL
What’s New in the File Management Scene in Salesforce in 2022?
We’re well into 2022 by now & believe us when we say that this year is going to be a lot different. Especially when considering the manner in which files are handled in the Salesforce system. It’s no secret that because of the ongoing pandemic which forced everyone to work remotely, the world has witnessed several technological advancements. But this rapid digital transformation means that enterprises now need to adapt themselves accordingly. It’s all in the ‘company’ you keep One industry sector that never stopped working, even during the pandemic, was the healthcare sector. In fact, owing to the unprecedented increase in the number of patients, healthcare service providers generated more files & documents than ever. Whether it’s the patient records, insurance documents, hospital bills, or any other document, they all needed to be stored & properly managed. The same is the case with the financial sector where documents such as balance sheets, cash flow statements, budget reports, tax returns, etc put a strain on the Salesforce file storage. Another enterprise sector that reeled in the after-effects of the pandemic & remote working was the education sector. With classes & courses going online, there was an exponential increase in the number of files like student applications, student records, their financial documents, & more. Education service providers, using the Salesforce cloud platform to run their business, definitely struggled with the efficient management of these files. Increased Need for File collaboration While companies continue to leverage Salesforce CRM to track leads, forecast, & manage accounts, in 2022 more & more companies are utilizing different other cloud technologies to better connect with their clients, customers, & partners. This multi-cloud environment makes it difficult for several people to view, access, & work on the files at the same time, which increases the need for seamless file collaboration. Internally, Salesforce offers ‘Salesforce Files Connect’ that allows users to share & collaborate on files, store files privately, manage version updates, and follow files that are important to them. Yes, we’re aware of Salesforce’s internal functionality for collaboration & document management, but looking at the coming trends, all we can say is that using specific content management systems to store documents & manage other business operations will become the need of the hour. Third-party file collaboration service providers help to extend upon the Salesforce functionality, boost cross-departmental collaboration among teams, as well as help save on the number of licenses that need to be purchased. File syncing or sinking? Managing files & documents is a crucial part of every business. But since the business processes run across multiple systems, the files & documents are created and stored in a number of different places. For the business processes to run smoothly in 2022, all Salesforce users will need to have access to the relevant files at all times; making file visibility & file accessibility major concerns in the coming years. This holds true even for the Org’s community users that need to have access to the files concerning them. Along with the file accessibility issues, file syncing is also a major concern in 2022. In short, the changes made in the file within the user’s local drive may not necessarily reflect in the file in Salesforce & vice versa. File syncing becomes more important than ever as employees continue to work remotely & have the constant need to access their files from anywhere. Is AppExchange your go-to as well? It’s predicted that in the coming years, a lot of enterprises will use additional applications & solutions to supplement the existing functionalities of Salesforce. And for that purpose, almost all of them turn towards AppExchange, Salesforce’s very own marketplace. Enterprises can use various AppExchange solutions & custom-built solutions (created on the Force.com platform) to automate & simplify several business processes. The only downside of implementing these solutions is the sheer volume of files, documents, & attachments that are generated from them. Also since these files are stored in the primary file storage of Salesforce, it will put the enterprises at risk of exceeding the file storage limits in Salesforce. Not to mention the increased difficulty in collaboration on these files & the added responsibility of having to extend the file management capabilities to these files as well. Therefore, enterprises will have to look for solutions that will take this burden off their shoulders & let them focus on their core business. Salesforce collaboration is the future Having discussed all the above-mentioned factors with you, it’s safe to say that looking at the current trends regarding file management in Salesforce, in 2022, Salesforce file collaboration will be the determining factor for success. By collaborating the Salesforce system with an external storage system on their choice & by taking advantage of its advanced capabilities in that process, enterprises can completely transform the way in which files are managed in their Org. Integration between the two systems can help Salesforce organizations leverage the best features from both the systems while saving up on the file storage costs & making the user experience between the two technologies seamless. This integration will also be crucial in increasing productivity and efficiency for users. Popular storage solutions like SharePoint, Google Drive, OneDrive, Amazon S3, etc will prove to be game-changers in this process. To make the process of integration between Salesforce & the external storage solution seamless & hassle-free, Salesforce admins can make use of either Salesforce-native solutions or third-party AppExchange applications. XfilesPro, the #1 file management & collaboration solution for Salesforce, is one such solution that allows companies to migrate their files to different external systems including cloud storages (SharePoint, AWS S3, Google Drive, OneDrive, & Dropbox) & on-premise systems (SFTP, SMB, & Network Drive). By using XfilesPro, users can not only optimally manage their Salesforce files & optimize the native file storage but can also cut back on their file storage costs significantly & enhance the business growth, without compromising on their user experience. To gain more insight into the application, you can
Why Top Transportation & Logistics Service Providers Trust XfilesPro for Efficient File Management in Salesforce
For decades, the transportation & logistics industry has grappled with issues like outdated infrastructure, siloed & inaccurate data, disconnected customer experiences, and dissatisfied customers. To add fuel to the fire, the current COVID-19 health crisis has increased customer expectations & changed the regulations, thereby forcing the industry to evolve. Because of this, digitization & globalization have become imperative for the smooth functioning of the industry. Salesforce CRM for Transportation & Logistics Industry To be able to compete & thrive in this new environment, companies in the transportation & logistics industry need to keep up with the noteworthy transformations in the technology sector. One such technological advancement that the logistics industry experts greatly emphasize is the use of Salesforce CRM. Salesforce gives enterprises from the T&L industry the ability to track their customer’s experience from the initial quote to the delivery fulfillment. By connecting all the business processes, like sales, service, marketing, & customer experience, in a single platform, Salesforce helps such enterprises perform all logistics-related operations seamlessly. Building out business processes in Salesforce allows logistics companies to communicate with their customers better, improve the digital infrastructure, and track loads more effectively. Here are some of the top benefits of using Salesforce for the transportation & logistics segment: Automation of Complex Business Processes Improved Sales & Marketing Operations Easier & Seamless Team Collaboration Insightful Reporting Elevated Customer Services & Improved Customer Satisfaction In addition to using Salesforce, most third-party logistics companies also leverage different AppExchange applications to better manage their end-to-end business processes. These include popular cloud computing solutions such as Revenova, Lanetix, Resilinc, CloudSense, NeuroRed, & many more. These applications built exclusively on the Salesforce platform, help deliver unprecedented business results, grow revenues and profits, & improve operational efficiency. Check out: CL Services, a top US-based 3PL service provider optimized their Salesforce file storage with XfilesPro Major Roadblocks to Superior Business Efficiency With the introduction of technological advancements, like Salesforce, and the prevalent use of 3rd-party custom applications, built on the Force.com platform, it would seem like enterprises in the T&L industry have everything they need. But that’s not the case. Even when using Salesforce, there are several challenges that these enterprises encounter daily. The 3rd-party logistics service providers usually have numerous business verticals such as supply chain, tracking & tracing shipments, warehousing, partner management, document management, customer support, & many more. To perform all these functions, they often deal with plenty of processes, people, products, & documents. But managing such a massive volume of files & documents within Salesforce is a great hassle in itself. Different Salesforce documents and files such as invoices, packing lists, export licenses, purchase orders, bill of lading, airway bill, delivery order, letter of credit dock, warehouse receipts, insurance papers, load order, & certificate of origin have to be dealt with daily. This can become a huge challenge if the enterprise doesn’t have a proper file management strategy in place. Coincidentally, the more users, partners, customers, vendors, & other different systems the 3PL company has, the more documents it generates in Salesforce. And the more documents it generates, the more it needs to focus on managing those documents efficiently. Therefore, it is always a problem of plenty that makes the need for a file management strategy even starker. In other words, though Salesforce & the 3rd-party custom applications have been exceptional in helping 3PL companies manage their operations better, managing the large number of files has never been easy due to the limited nature of the allocated file storage. And when dealing with so many documents, enterprises are bound to eventually run out of the allocated storage. XfilesPro: The Comprehensive File Management Strategy for T&L Companies When looking to overcome the limitations of the file storage in Salesforce, a lot of 3PL companies initially think of purchasing additional storage space from Salesforce because it seems like an easier approach. But once they realize that it’s a pretty hefty & recurrent expense, they quickly look for other solutions to their problems which is when they truly realize the importance of adopting comprehensive file management strategies in their Salesforce Org. XfilesPro is one such comprehensive file management & external collaboration strategy that is trusted by various transportation & logistics service providers across the world. The solution, designed especially for Salesforce, works well with solutions like Sales Cloud, Service Cloud, Experience Cloud, & other custom Salesforce solutions. Using the app, companies can seamlessly migrate their important files to different external systems including cloud storages like SharePoint, AWS S3, Google Drive, OneDrive, & Dropbox, and on-premise systems like SFTP, SMB, & Network Drive. Gain more insight into the application by downloading this product datasheet. By using XfilesPro, users can not only optimally manage their Salesforce files & optimize the native file storage but can also cut back on their file storage costs significantly & enhance the business growth, without compromising on their user experience. Now let’s discuss how XfilesPro’s unmatched capabilities can be of tremendous help to companies from the transportation & logistics vertical in meeting their file management goals in Salesforce. Large Volume Initial File Offloading Sometimes 3PL companies have a large volume of already-existing Salesforce files (closed shipment details, old freight records, old customer documents, closed customer support tickets, etc) within their Org that though are not in active use but do take up storage space, leading to different challenges. XfilesPro has an amazing ‘initial file offloading’ feature, utilizing which such files can be easily migrated to the external storage automatically, without any manual intervention. Centralized Content Management Experience Since 3PL companies deal with a multitude of files & documents, it’s very common for these files to be scattered across multiple systems like Salesforce, cloud storage, on-premise storage, community portal, etc. XfilesPro intelligently links all such files and documents to specific Salesforce records in the Org, allowing them to be managed from a single location in the external storage. This lets the T&L companies enjoy a seamless & centralized content management experience. Also read: Why is
Salesforce File Storage Limit Exceeded? Some Use Cases & Tips to Prevent Hitting Storage Limits
In today’s world where businesses are becoming multifarious, customers are demanding personalized services. To consistently meet evolving customer demands & stay ahead of competitors, technology adoption at an early stage is elemental. Salesforce, being the #1 CRM in the world has been embraced by thousands of businesses around the globe to drive forth innovation & digital transformation. However since it is a multi-tenant environment, there are certain restrictions in place to maintain the speed & performance of the platform. Though maintaining separate files & accounts for each customer is beneficial for delivering personalized experiences, it results in a large volume of files accumulating within Salesforce, which takes up a lot of storage space. Most businesses experience Salesforce storage limits exceeding within the first two years. Managing large volumes of files in Salesforce is a daunting task that brings a lot of related challenges. We will highlight a few common industry use cases where businesses found it difficult to manage a sheer number of files in Salesforce. We will also discuss the strategies they implemented to optimize their Salesforce file storage to prevent hitting their storage limits. Before discussing the Salesforce file storage challenges & solutions, let’s have a look at how much file storage space you get in Salesforce. Also Read: Top 3 Ways To Prevent Hitting The Salesforce Storage Limit In Your Org What are Different Types of Storage in Salesforce? Salesforce classifies storage into three key categories: Data Storage, File Storage, and Big Objects – each playing a crucial role in managing business data efficiently. Data Storage: This is where Salesforce stores records from standard and custom objects like Accounts, Contacts, Leads, and Cases. As businesses scale, the increasing volume of records can quickly consume available storage. File Storage: This category is dedicated to attachments, Salesforce Files, Chatter files, and documents. While essential for document management, Salesforce’s storage limits can make handling large volumes of files a challenge. Big Objects: Designed for massive datasets, Big Objects enable businesses to store and manage billions of records without affecting CRM performance. They are ideal for archiving historical data, system logs, and large-scale records that need long-term retention. Handling data and file storage in Salesforce are completely different. In this blog let’s understand Salesforce file storage, what contributes to Salesforce file storage, and the key factors to consider when managing it. The Salesforce Files (Formerly Chatter Files) Before Salesforce Files there were the Chatter Files. Chatter is majorly focused on enabling users to collaborate seamlessly and enable easier cooperation through a social enterprise environment. Files are an intrinsic part of document collaboration, hence, Salesforce files integrate Chatter with Salesforce CRM Content and allow users to access and share the files stored there. Using the Salesforce files, individuals can upload files privately until they have decided upon sharing them. They can also subscribe to files and 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 documentation 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 often used to store marketing materials or support-related documents. It allows you to store templates, standard marketing collaterals, and corporate files that sales or support teams can use when interacting with customers. Team members can easily customize these templates and use them per their requirements. Additionally, you can be part of multiple libraries and access them through the Libraries tab. This is not it, you can also 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. One drawback that can be registered here, is that you cannot have nested folders. Each Library will be like a flat folder in which you are not allowed to have sub-folders. The Salesforce Attachments One more traditional way of storing Salesforce files is Salesforce Attachment which allows you to attach files and documents to individual records. This works well when short sales cycles are generated, with a small number of files per record. The file size is also limited to 25 MB per file. Posting a file in the Chatter feed will automatically show it in the notes and attachment section of that specific record. The Documents This is where you can store web resources like logos, HTML banners, and also 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. How Did Your Salesforce File Storage Limit Exceed? Let’s have a look at how companies generate files and what consequences they face once they accumulate a large volume of files in their Salesforce org. With a huge volume of old or unused files If you have been using Salesforce for a long time, you must find a large chunk of obsolete files. These files might be related to old customers, closed cases, lost accounts, old email attachments, etc. Though your sales or service team does not require these files, they reside within the app and occupy storage. This results in storage shortages over time. File generation from multiple sources If you have a huge Salesforce standard user base (sales & service) and they upload a large number of files daily, you might run out of allocated file storage space faster than usual. This might happen to specific industry customers such as healthcare, financial, logistics, legal, and insurance who deal with more documents. All these industries also deal with files that are larger in size. Files getting uploaded from community users Enterprises with community users and
Why Must Salesforce Admins Monitor Their Salesforce File Storage?
As businesses become diversified & technological advancements are made, customers demand personalized services, prompting companies to maintain separate accounts & files for each customer. Because of this, it becomes nearly impossible to manage the documents using manual methodologies which results in more automated alternatives being adopted for file management. This is where Salesforce enters the scene, helping companies provide more personalized experiences to customers. But one of the most critical aspects of running a business using Salesforce is managing the massive volume of records, data, files, & documents that are created, moved, modified, & deleted on a regular basis within the very limited storage space. Since companies deal with thousands of customers regularly, there is a constant need to keep track of the primary storage space allotted by Salesforce, when the licenses are purchased. Salesforce Storage: A Brief Introduction Primarily the Salesforce storage is classified into three categories – Salesforce file storage, Salesforce data storage, and Salesforce Big Objects. As the name suggests, file storage is the space allocated for storing important Salesforce files like files & attachments, Salesforce CRM Content, Files home, Documents tab, Chatter files (including user photos), custom File field on Knowledge articles, & assets regarding Site.com. In the same manner, data storage is allocated space used for storing Salesforce records like Cases, Accounts, Notes, Events, Quotes, Leads, Opportunities, Tasks, and much more. And, Big Objects is the space that stores and manages your massive amounts of data on the Salesforce platform. When it comes to storage limits, the Contact Manager, Group, Professional, Enterprise, Performance & Unlimited editions are allocated 10 GB for data storage, plus 20 MB additional data storage per user, and 10 GB for file storage. Only the Salesforce Essentials edition has 1 GB of primary file storage. Salesforce Orgs also offers additional file storage, decided by the number of standard user licenses: The Enterprise, Performance & Unlimited editions receive an extra 2 GB of file storage per standard user license. While the Contact Manager, Group & Professional editions receive an additional 612 MB of file storage per standard user license. Also read: Top 3 Ways to Prevent Hitting the Salesforce Storage Limit in Your Org Monitoring Salesforce File Storage: How & Why Now that you are aware of the fact that Salesforce file storage limits your Salesforce Org, it’s important to always keep a watchful eye on the primary file storage. To check the enterprise’s storage usage, users can simply navigate to Setup & click Storage Usage to view the Limit, Amount Used, Percentage Used, and usage breakdowns of each storage type. Through this, users can also learn about the Top Users of each storage type. In case your Salesforce Org’s file storage limit is exceeded due to any reason, in most cases, Salesforce allows some buffer storage above 100% usage, usually up to 125-150% of the original storage. After even that grace storage is exhausted, new files & attachments will simply not be updated in the storage. This issue has the potential to result in the malfunctioning of critical CRM processes and the consequent disruption of vital business operations. In more severe instances, if the problem with file storage is not promptly resolved, it could put the continuity, growth, and productivity of the enterprise at risk. In most cases when enterprises run out of their allocated Salesforce file storage, the admin receives a warning email from Salesforce instructing them to either clean up the Salesforce instance by deleting not frequently used files or purchase more file storage space from Salesforce. Deleting files might not be feasible for the enterprise because of various internal policies & external guidelines governing regulatory compliance & retention. And additional file storage may be out of the question owing to the hefty, recurrent costs associated with it. Also, Read: 5 Effective Strategies for Organizing and Managing Files in Salesforce XfilesPro: A Savior in Salesforce File Storage Issues The limitations of the Salesforce file storage, the need to purchase additional storage, & the struggle to migrate important files from the third-party storage (being used before implementing Salesforce) can easily be resolved by integrating the Salesforce system with an external storage platform. This is where XfilesPro, an advanced file management & external collaboration application, emerges as a much-needed savior. XfilesPro can easily help Salesforce users migrate their Salesforce files/attachments to any external Cloud of their choice, thereby freeing up space in the primary file storage. The files/attachments can be seamlessly stored in cloud platforms like SharePoint, AWS S3, Google Drive, and OneDrive. Not only does the application move files to external storage cutting down expenses, but it also gives you the ability to organize the files with a smart folder structure for easy accessibility thereby saving time and enhancing productivity. We also offer secure sharing, community file management, seamless internal and external collaboration, a user-friendly interface, and other features that simplify document management for Salesforce users. What’s more is that XfilesPro future-proofs the file storage by optimizing it, brings down the file storage costs, & offers a more seamless file management experience in Salesforce. Now XfilesPro offers document generation, which means that you can now generate documents and store them all using one platform. To know more about how XfilesPro DocuPrime can further simplify document management visit our website. Admins, you can now stop worrying about those dreaded emails notifying you that Salesforce file storage is exceeding its limits. With XfilesPro you can effortlessly manage and optimize storage without compromising access to important files. Say goodbye to storage stress and hello to smooth, hassle-free file management! Schedule a quick personalized demo to see the application in action. AMARLAL
How to Store Salesforce Files in External Storages using XfilesPro: Steps to Follow
As the #1 CRM provider in the world for over a decade now, Salesforce has been helping businesses of every size & type unlock a strategic approach for 360-degree business growth with multiple business process automation. The platform has been a real savior for leading enterprises in streamlining crucial sales, marketing, service processes, and delivering exceptional customer service with improved sales and reduced costs & time. In order to keep the application performance intact, Salesforce has certain controls in the platform and limited allocated file storage is one of the top aspects to mention. Salesforce users dealing with a lot of files and email attachments often look for a long-term file management strategy in order to optimize their file storage usage and reduce the storage costs as any additional storage provided by Salesforce comes with a hefty price. Integrating external Cloud (SharePoint, S3, Google Drive, OneDrive, etc.) & On-premise (Network Drive, SMB, SFTP) storage systems have proven to be one of the most adopted & efficient strategies that help Salesforce users store their files in their preferred external system with a seamless 360-degree file collaboration. XfilesPro, the #1 file management & collaboration solution for Salesforce enables Salesforce files to automatically get stored in the external storage without impacting the native file storage & keeping the usage under control. The integration not only allows Salesforce users to avoid paying high recurring additional storage costs but also enables their application up & running without any hurdle. So, let’s have a look at how a Salesforce admin can start storing their Salesforce files in any of the external storage systems using XfilesPro. Step – 1 Install XfilesPro from the AppExchange The first step is to log in to https://appexchange.salesforce.com/ & type ‘XfilesPro’ in the top search bar. Click on the XfilesPro app icon to go to the listing page. Click on ‘Get it now’ to install the app. 3.1x Step – 2 Configure (Integrate) external storage in a few clicks The next step is to configure the preferred external storage within a few clicks. Once the external system is configured, it will be seamlessly integrated with your Salesforce Org & you can proceed with the next step to start setting up XfilesPro components. 2.9x Step – 3 Set up the XfilesPro components for desired objects Once you are done setting up the external storage, next you can set up the XfilesPro components for the desired objects. Add XfilesPro components to the record page layout of the desired object from ‘Page Layout Editor’. 2.9x Step – 4 Start exporting & uploading the files to the external storage There we go. You are now all set to start uploading the files from your Salesforce Org to the external storage. This can be done with a simple drag & drop. 2.9x You can also upload multiple files at the same time. Files of any size & type (ppt, docx, pdf, xlxs, etc.) can be uploaded to the external storage as well. Watch the video to see how external storage systems (SharePoint, AWS, Google Drive, OneDrive, Dropbox, On-premise) can be integrated with Salesforce in order to store Salesforce files with seamless collaboration. XfilesPro is advanced file management & collaboration application for Salesforce that offers a wide range of file management solutions including external file storage, file collaboration, centralized content management, community collaboration, file/folder hierarchy management, multi-org file integration & large volume file migration, all with a high degree of customizable capabilities & in-built features to meet complex Salesforce file management requirements. To know more & see a live demo, please get in touch here. AMARLAL
Leveraging your Salesforce File Storage: On-premise Storage System Collaboration using XfilesPro
Most of the enterprises today are faced with the massive challenge of managing the immeasurable number of files and attachments in their Salesforce Org. XfilesPro, one of the top Salesforce AppExchange solutions, was designed keeping in mind this issue with file storage. This highly customizable and admin-friendly application was launched to help Salesforce customers seamlessly store and collaborate their files and attachments with various external storage systems. Using XfilesPro, Salesforce admins can significantly reduce their file storage costs while seamlessly enabling a 360-degree file collaboration strategy. When it comes to storing the most confidential files in a secure manner, many organizations prefer to keep these files on the on-premises (Local/Non-Cloud) system, in many cases on a traditional file server. On-premises refers to local hardware, which means the files are stored on local servers, computers, or other similar devices. These on-premise systems are treated as capital expenses and are purchased once. On-premise storage systems offer absolute control over infrastructure and files with the added benefit of security. Some of the key benefits of on-premise systems are mentioned below: The storage resources are procured, owned, and managed by the enterprise itself. The enterprise can exert complete control over and is fully responsible for securing the storage resources and the files. The on-premises storage resources are completely dedicated to the company only. The capital investment for on-premises systems is typically a one-time cost. Also read: XfilesPro 2.0 – Adorn with it’s Next-gen Salesforce File Management Capabilities XfilesPro can easily be implemented to collaborate the native Salesforce system with various On-premise systems like SMB, SFTP, and Network Drive. XfilesPro enables systems connected via the Server Message Block (SMB) network protocol to access and share files from other local computers very easily. Using the Secure File Transfer Protocol (SFTP), that provides access to remote systems to deliver secure communications, alongside XfilesPro is the optimal method for secure file transfer. When using a corporate network, a network drive can provide easy access to customer information stored on it. Even though a network drive is almost similar to a local disk drive, the most prominent difference is in the manner of file transfer. In a network drive, the files are transferred from a remote system to the internal servers over a secured network connection. Using XfilesPro can greatly simplify the processes involved in transferring these files while also offering additional security. To know more about on-premises system collaboration using XfilesPro, please get in touch with us. There are several challenges associated with on-premises storage systems: File sharing between offices is challenging High maintenance cost Lack of mobility Lack of administrative control To overcome these challenges while still enjoying seamless collaboration with external storage systems, various cloud-based options are also available in the market. Cloud storage involves storing data on remote servers or hardware that are maintained by a third-party service provider. As you can expect, cloud storage is almost always cheaper than on-premises solutions. By using cloud storage, enterprises can buy a specific amount of storage space based on their organization\’s needs. Another benefit of cloud storage is the ability to access files from anywhere, anytime. Keeping these benefits in mind, XfilesPro also offers seamless collaboration with various cloud-based storage systems such as OneDrive, Amazon S3, Google Drive, SharePoint, and Dropbox. Some of the significant functionalities such as an efficient file and folder hierarchy management, centralized content management system, large volume file migration, multi-org file integration, and community portal collaboration help XfilesPro in integrating the Salesforce system with external systems. To know more about external storage collaboration using XfilesPro, set up a free demo today. AMARLAL
How to Optimize Salesforce File Storage while using a Third-party Application – A customer use case
As the world’s #1 CRM provider, Salesforce has been enabling multiple businesses with its world-class Sales, Service, Marketing, Community Cloud offerings, and helping them achieve crucial business goals. In order to meet modern-day customer demands, Salesforce frequently streamlines its features in order to help enterprises address their customer needs. To enhance the overall productivity and achieve certain business benefits in less time, enterprises using a Salesforce system often take the AppExchange route. AppExchange is the world’s largest app marketplace where over 3600+ apps are listed with over 3+ million installations. When a Salesforce customer uses any third-party application or any AppExchange managed package, they usually customize it in order to integrate seamlessly with their central Salesforce system and experience a centralized content management system. However, files generating from the third-party apps that get stored in the Salesforce primary file storage is a worry. Salesforce file storage comes with limited space and running out of the storage is very obvious. As additional storage costs are always on the higher side, enterprises often look for an efficient file management strategy. This is where XfilesPro comes into the picture and helps Salesforce customers future-proof their file storage with seamless external system integration. Let’s have a look at a customer use case & see how they optimized their file storage with XfilesPro. CL Services is a leading 3PL company dedicated to delivering the highest level of service in the logistics industry. They were using a third-party transportation management solution (AppExchange Managed Package) to manage shippers, brokers, and 3PL partners. This managed package was automatically generating a lot of files internally. They have generated a massive volume of files (430GB) & reached almost 155% of their allocated file storage. They didn’t want to go for additional file storage space as the cost was on an extremely higher side. They were looking to upgrade the third-party application for better business performance, however unable to execute the same as the file storage was piling up & they have already run out of their file storage. XfilesPro helped the customer integrate their Salesforce system with Amazon S3 for external file storage with seamless integration & collaboration. With XfilesPro they migrated all their files from their Salesforce system to AWS automatically without any manual intervention. They never have to take the pain of paying additional file storage costs & were able to reduce the load in their primary file storage. After implementing XfilesPro, their file storage space drastically reduced from 155% to 72% within a few weeks. This integration provided all the options to choose a better content management system for their entire organization & collaborate with the Salesforce system. Talking about the implementation, the customer said “This is a great Salesforce App for migrating Salesforce File Storage to a cloud service such as OneDrive or Amazon Web Services. The team was extremely responsive and kept us aware of the project status the whole way. I would definitely recommend this App and will come back next time I need a project done for Data or File Storage in Salesforce.” XfilesPro offers a range of file storage options to integrate from multiple external Cloud storage platforms like (SharePoint, OneDrive, Amazon S3, Google Drive, Dropbox) to On-premise systems like (SMB, SFTP, Network Drive). The solution supports handling files generated from any third-party app or community portals as well. With its high customizable capability, XfilesPro helps Salesforce customers to blend it as per their unique business specifications. This makes the solution very unique and blended giving the customer amazing ROI from it. To see how XfilesPro can power up your Salesforce file management and help you optimize your storage, please request a demo. AMARLAL
A Look at XfilesPro’s Top Features & Benefits – Your Solution for Limited Salesforce File Storage Challenges
Josh was running a law firm in Seattle, USA and was dealing with a lot of clients. He was quite popular as he was a specialist in offering legal services. He was dealing with a lot of legal cases, documents, and files, which required a powerful system to manage. One fine day, he decided to go for Salesforce as his business was rapidly growing and he was getting more and more clients. Everything was perfect. His efficiency in managing clients has significantly increased. He could now save a lot of time. All thanks to his new Salesforce system. However, he started realizing that the files and email attachments that he is dealing with are taking up a lot of file storage space & he would certainly run out of file storage space in his Salesforce Org. Being a small business owner, going for additional storage space was expensive for him considering the high storage costs. That was some challenge. He didn\’t want to move out of Salesforce as the system really helped him achieve greater success with a 2x productivity growth. This is not only Josh\’s story. There are many organizations that face similar challenges related to Salesforce file storage. Well… Josh was smart enough to look for potential solutions. He looked into the AppExchange. There he discovered XfilesPro. He did his research. Checked the app. Installed & tried a free trial. He was highly impressed & convinced. He quickly got in touch with the XfilesPro support team and wanted them to help him move all his Salesforce files externally in Google Drive with seamless integration & collaboration. Boom. Within less than a day, he got the solution for all his challenges. Now Josh is back to his routine work without worrying about the storage. As the #1 external file storage & collaboration solution for Salesforce, XfilesPro helped 200+ Salesforce customers like Josh efficiently manage their file storage problems and save high on additional storage costs. The application is highly customizable, admin-friendly & works well with Sales Cloud, Service Cloud, Community Cloud, Salesforce Platform, etc. More than just helping them save costs, the application has a nutshell of innovative features and gamut of benefits which makes it distinctive. Let\’s have a sneak peek of them. XfilesPro Features External Cloud/On-premise Storage Support Cloud: AWS, Google Drive, OneDrive, Dropbox On-premise: SMB Windows Share, FTP, FILE Customized Folder Hierarchy The remote storage folder structure can be customized based on object relations. File Management Files can be directly stored in the external storage & managed from the CRM. Templatized Folder Structure Automatic multiple folder creation during each record based on the template. File Export/Import Initial file migration from Salesforce to external storage can be done using \’Export\’ & can be also linked to the Salesforce system using \’Import\’. Bidirectional Sync Manage remote storage files directly from Salesforce. External File Sharing File URLs can be shared via Email with external users who are out of your Salesforce system in order to enable them to preview and download files. Recycle Bin for Deleted Files Any deleted files can be placed in Recycle Bin for future restore. Handling Email Attachments Attachments received through Emails can be automatically moved to external storage. Drag-and-Drop & Multi-file upload Upload one or multiple files at a time by either choosing Drag-and-Drop or selecting files. XfilesPro Benefits Here are some of the top XfilesPro application benefits. File Storage Cost Savings Seamless File Collaboration Multiple External Storage Support Secure File Transfer No Limit – File Size & Volume Unaffected User-experience Easy External File Sharing Lightning & Salesforce1 Support Recycle bin for Deleted Files XfilesPro is a leader in offering external file storage & collaboration solutions for Salesforce, helping multiple industries manage their Salesforce files and attachments. Many top industries including BFSI, Government & Public sector, Manufacturing, Education, Healthcare & Life science, Hi-tech, Non-profits, Legal, etc. have successfully used XfilesPro. So, what are you waiting for? Start your free trial now. For more info please request a demo. Check XfilesPro in the AppExchange. AMARLAL
