In 2020, Get Rid of High Salesforce File Storage Costs with XfilesPro
We have together completed another lap around the sun & entered into a new year as well as a new decade. 2020 is going to be decisive for fast-growing enterprises as this year will set the platform for them in order to help them accelerate their journey from where they are now to where they want to be after a decade. 2020 has a lot to offer to Salesforce and it’s ecosystem. The future journey is going to be epic & as a Salesforce customer, you will be enabled with cutting-edge technological innovations. Salesforce has been helping enterprises transform their business and offers them the fastest and most comprehensive way to put their customers at the center of everything they do. In the last few years, Salesforce users have encountered some sort of challenges when it comes to their file storage usage & costs. Of late, they have discovered new ways to get rid of that also. However, XfilesPro has been the most preferred & effective solution for most of the leading Salesforce customers. With its amazing features, intuitive functionalities, high level of scalability & customizability; XfilesPro helped businesses of all nature & size store all their Salesforce files in any external Cloud or On-premise storage system without impacting the user experience. This helped them manage Salesforce file storage usage & reduce Salesforce file storage costs driving seamless integration & collaboration. As a Salesforce admin, you might be often asking yourself; Is it easy to manage file usage? Can I store our Salesforce files externally with seamless collaboration & integration? Can I save recurring file storage costs? Yes, yes, and yes. Want to know how? Check these slides below to know more about XfilesPro, it’s features, benefits, and use cases. For more info, please Schedule a Demo now! AMARLAL
Highlights of the Webinar on Salesforce File Storage
n n n n We would like to thank you for attending our latest webinar on Salesforce file storage titled “The Art of Managing Salesforce File Storage Cost-effectively”. It was a pleasure hosting so many of you and we firmly believe the information that we shared during the session was informative. By now you must have got a full recap of the webinar along with other assets in your email from our support team. For those who missed the webinar this time, nothing to worry. We are going to give you all the highlights of the webinar here in this post. n The speakers of the webinar were Harish, Rachana & Nandakumar who are the core team members of XfilesPro. Harish started the webinar by giving an overview of Salesforce file storage and addressing the current challenges faced by most of the Salesforce customers when it comes to Salesforce file storage. As Salesforce offered additional storage cost is very high, most of the enterprises look for alternative strategies in order to manage their files and attachments. Storing Salesforce files in external storage systems is one of the best strategies which many of us consider. But, what about other related challenges with this including file accessibility, integration, collaboration, etc.? There comes XfilesPro. n Rachana, who is the Customer Success Manager of XfilesPro introduced the application and briefly talked about how it is efficiently addressing Salesforce file storage challenges with its unique features and capabilities. Salesforce customers can use XfilesPro to store & collaborate unlimited files in any external storage systems (Cloud/On-premise) with seamless integration & collaboration. She also talked about a couple of awesome real use cases of our current customers and how XfilesPro helped them save huge file storage costs. n During the closing minutes of the webinar, Harish took us on a short drive into the top XfilesPro features and benefits and explained how XfilesPro has mastered the art of Salesforce file storage management cost-effectively. Today, XfilesPro has a strong customer base with over 100 customers spanning over every industry. n Thank you again for joining the webinar & making it a huge success. We will be shortly going to announce our next webinar date and title of this webinar series on Salesforce file storage. Please follow us on our social channels to get all the updates about the upcoming webinar. n You can have a look at the webinar recording here & can download the webinar deck here. n If you have similar challenges, please schedule a demo with our team today. nn n n n AMARLAL
Webinar: The Art of Managing Salesforce File Storage Cost-effectively
We are all set to begin our most-awaited series of webinars on Salesforce file storage. The request for this webinar series was at the peak after our successful webinar series on Salesforce data storage. In our upcoming webinar, we are going to have a deep dive into Salesforce file storage challenges and best-in-class tips and tricks to overcome them. If you are a Salesforce CRM user, there are high chances of you dealing with a lot of files & attachments. With time & growing business, enterprises add more number of users and also start using Salesforce more extensively. This will accumulate a huge volume of files & attachments. There will be a time when this will hit the file storage cap. How to deal with this? Deleting files which you don’t need? Does that sound practical? It doesn’t & it won’t work on a long-run. We often see enterprises want to use external storage systems for their Salesforce file storage. Is it that easy? Actually, it is. However, storing & collaborating Salesforce files in any external storage system needs a secure setting with a strategic approach. You need to execute a seamless integration between your Salesforce system & desired external storage. All these needs expertise along with highest technical skills. Well, this is your opportunity. This 30 minutes action-packed webinar will help you understand the best strategy on how to manage your Salesforce file storage by securely shifting all your files & attachments to an external system without impacting the user experience. Hosted by team XfilesPro, the webinar will talk about best practices of Salesforce file storage & collaboration in an external storage system including both Cloud & On-Prem. You will also see how to integrate Salesforce-AWS, Salesforce-Google, Salesforce-OneDrive, Salesforce-Dropbox, Salesforce-Any On-Prem Storage System for seamless external file storage with a purpose to reduce high file storage costs. Being the most trusted external file storage & collaboration solution for Salesforce, XfilesPro has been the #1 solution for quite a long time now. Salesforce customers from varied industries & of different sizes are using XfilesPro for their file management & saving huge storage costs. To know more, please check XfilesPro AppExchange Page. Webinar Details Title: The Art of Managing Salesforce File Storage Cost-effectively Date: 27th August 2019, Tuesday Time: 10:00 AM EST Duration: 30 Minutes Our webinars are usually housefull. Don’t get left behind. Register your spot now. Register Here We will share the webinar recording & other resources to the registered members. AMARLAL
Why choose XfilesPro for Salesforce external file storage in Google Drive?
Choosing the best external storage system in order to store and collaborate Salesforce files is a crucial job. Organizations must consider various aspects of external storage systems and how well it can blend with their business model, in order to get the best results. External storage is of two types: Cloud & On-premise. Our XfilesPro customers use different external storage systems such as AWS, Google, Dropbox, OneDrive, etc. to store their Salesforce files. In this blog, we are going to discuss why you must consider using XfilesPro if you are looking to store your Salesforce files in your Google Drive. XfilesPro has been introducing new features in every new release to help its users across domains to optimize their Salesforce file storage as well as to extend their workflow at a rapid pace. However, when it comes to using Google Drive for external file storage, XfilesPro offers a wide range of features that are well integrated with the advanced Google components. Some of these features are; Bidirectional sync Uploading and syncing files have made simplified with XfilesPro. It was earlier difficult for users to upload and manage files because of one-sided sync. XfilesPro now offers bidirectional sync to make your file management experience seamless. Users using Google Drive can use this feature to both upload and manage files within Google Drive. Once you configure Google Drive as your external storage, XfilesPro enables you to upload files from your Drive, and have them in your Salesforce record and vice-versa. The process of uploading the files can be done from anywhere keeping the files in Google Drive. Folder creation Users can now organize their files the way they want using this XfilesPro feature. New folders and subfolders can be created within a record and all the files can be organized. This feature will help you keep one stack of files separately from the other bunch in an organized way. This will help the user to navigate through the right folder. So, if you want to organize your Salesforce files inside your Google Drive, XfilesPro is the perfect solution for this. Bread crumb view This feature ensures smooth navigation from your Salesforce Org to your Google Drive using XfilesPro. This feature not only helps you with navigating folders within Salesforce but at the same time no need to access Google Drive for the same. XfilesPro breadcrumb view feature allows users to access all their files within one particular folder. This will make it easy for the user to move from one folder to another and select files to upload in them. Everything in one place. Map folders to an existing folder Users were facing difficulties while placing their files and whenever they upload new files, one of the structures was getting disturbed. Now if you are using Google Drive for external file storage, XfilesPro can address this with the mapping of existing folders. Users can map their existing folders and also connect with the same without trobling other folders. This assures seamless upload using XfilesPro. Users can always choose an existing Google Drive folder at the time while setting up a storage system to upload all the files to that existing Google Drive folder. At the same time dodge manual downloading of the files and then uploading them in a new folder. Edit content option for Google Drive This feature is only applicable to organizations, using Google Drive as their external file storage. Users can edit content, attachments, and documents. Team Drive support If you want to use Team Drive for your Salesforce file storage, XfilesPro supports this as well. We have recently implemented Team Drive for one of our clients. Check here. ALSO READ: Are you still paying additional Salesforce file storage cost? Get in touch today! XfilesPro has been the first choice external file storage and collaboration solution for many Salesforce users. So, if you have a large no. of Salesforce Attachments or Files, you can store all your files in your preferred external Cloud (AWS S3, GDrive, Onedrive, etc.) or On-premise (FTP, SMB, Shared Drive, FILE) storage system with seamless integration & collaboration implementing XfilesPro. XfilesPro offers a bunch of additional benefits to users using Google Drive for their external file storage. Get in touch today to avail a demo. AMARLAL
Are you still paying additional Salesforce file storage costs?
Last Updated: September 22, 2023 A typical sales cycle consists of multiple numbers of contacts, emails, opportunities, accounts, proposals, quotes, and also maintains a lot of documents of different types & needs including files, notes, and attachments. Often it becomes challenging for a sales rep to manage this much information of a single customer. And there are many such customers and information related to them which each sales rep has to deal with. Same with service agents as well in order to deliver seamless customer service. To keep all this information, you need a lot of storage space as well. Salesforce offers different types of storage options to keep specific types of information. All the files that are generated while using the CRM automatically get stored in a dedicated file storage space. This includes files generated by standard users, community users, files from 3rd-party AppExchange apps connected with the CRM, Chatter files, and other custom Salesforce apps. The default file storage space is limited in Salesforce as it is primarily not a storage system. Once users run out of their allocated file storage, either they need to buy additional storage from Salesforce or need to find another way to optimize the existing storage. Are you among the customers who are still upgrading expensive additional file storage space from Salesforce? To help you prevent paying high Salesforce file storage costs, XfilesPro offers an advanced file management application to manage a large number of Salesforce files with ease. With XfilesPro, Salesforce customers can automatically move Salesforce files to any external document storage system of their choice. This could be cloud document storage systems like SharePoint, Amazon S3, OneDrive, Google Drive, or On-prem storage systems. Before learning more about XfilesPro, let’s see how much file storage space you get in Salesforce & what are the costs associated with it. How much file storage space do you have in Salesforce? Currently, Salesforce offers 10GB of file storage per org for Contact Manager, Group, Professional, Enterprise, Performance, and Unlimited Editions. The Essential edition is allocated 1GB of file storage per org. Orgs are additionally allocated file storage based on the number of standard user licenses. In Enterprise, Performance, and Unlimited Editions, orgs are allocated 2 GB of file storage per user license. Contact Manager, Group, Professional Edition orgs are allocated 612 MB per standard user license, which includes 100 MB per user license plus 512 MB per license for the Salesforce CRM Content feature license. An org with fewer than 10 users will receive a total of 1 GB of per-user file storage rather than a 100 MB per-user license. What is the file size limit in Salesforce? The file size that is usually seen, is the 2 GB upper limit. In fact, this is the maximum size allowed by the Salesforce system. Since Salesforce has always been integrating with other applications, it should fit all those limits where they are applied. For instance, if there is a 10 MB limit to the file sizes in Google Drive. In a similar manner, the 5 MB single file or the 10 MB file for attachment should not necessarily be a limit by Salesforce, but one must adhere to it. Why is XfilesPro a Better Choice for Salesforce Storage Management? With XfilesPro, Salesforce customers can completely avoid paying additional file storage costs as they can easily move files from Salesforce to less expensive secondary storage spaces. This migration ensures Salesforce app never hits its storage limits while files are also accessible. Using XfilesPro for Salesforce not only makes the CRM efficient but also allows customers to use a comprehensive document management system with SharePoint, S3, OneDrive, or Google Drive. Apart from integrating Salesforce with external storage systems for file migration, XfilesPro also offers multiple other features such as folder structure for files, file syncing between systems, community portal file migration, one-time migration of large volumes of files, Salesforce1 mobile support, and more. This ensures customers optimize their file management experience in Salesforce & maximize their ROI as well. Want to explore XfilesPro’s awesome features and outstanding capabilities? Get your hands on this datasheet and discover what XfilesPro can do for you! Quick to Setup & Easy to use XfilesPro can be installed from AppExchange. With a quick setup process, the app can be ready to use within minutes. The simple UI & admin-friendly in-app guides make XfilesPro one of the most easy-to-use applications. Powerful capabilities XfilesPro can easily process files of any type & size. While doing large file offloading from Salesforce to an external system, XfilesPro ensures the highest speed & security. XfilesPro can also deal with large-size files very easily. Superior versatility XfilesPro gives you all the options to manage files in Salesforce without any hassle. It supports both Lightning & Salesforce1. Additionally, XfilesPro can work seamlessly with any Salesforce app such as Sales Cloud, Service Cloud, as well as Experience (Community) Cloud. Customers can also move files generated from any 3rd-party AppExchange app to their external storage system using XfilesPro. Benefits beyond cost Though XfilesPro is considered a massive storage cost saver for Salesforce customers. However, there are benefits such as better file collaboration, easy file sharing, intelligent folder structure, syncing, etc. that make the app more powerful & popular. Does your business deal with a lot of files? Is additional storage costs a burden for your business? Make the smart choice & get in touch with us for a quick XfilesPro demo to see how the application can make Salesforce file storage management easy & cost-effective. AMARLAL
Top five XfilesPro capabilities which make it the #1 Salesforce external file storage solution
As a Salesforce external file storage solution, XfilesPro has been clinical in offering best in class external file storage and collaboration services to multiple Salesforce users from varied industries. In order to make the solution more efficient, we keep on adding new features and enhance the existing ones in each of our new releases. Apart from reducing significant Salesforce file storage costs, XfilesPro is extremely popular among Salesforce admins because of its ease to use and automation capabilities. Today, XfilesPro delivers more than just Salesforce external file storage services. It’s highly efficient features have made it one of the must have applications for any Salesforce admin. The current version of the solution has plenty of amazing features which can make life easy for a Salesforce admin. Let’s have a look into the top five XfilesPro capabilities which make it the first choice external file storage solution for Salesforce. Also read: Top-Notch Salesforce File Management Capabilities of XfilesPro: Top 10 customer Appreciations A gamut of external storage options XfilesPro is compatible with most of the external Cloud as well as On-premise storage systems. Currently, the application supports external cloud storage systems such as Amazon S3, OneDrive, Google Drive, Dropbox, Box etc. and also supports any kind of local/on-premise storage systems such as SFTP, FTP, File System, Shared Drive, Shttps://xfilespro.com/top-notch-salesforce-file-management-capabilities-of-xfilespro-top-10-customer-appreciations/MB Windows Share etc. Recently we customized the solution and added Team Drive as one of the external storage options for one of our customers. Easy file migration utilities (Import/Export) File migration utilities feature allow Salesforce admins to seamlessly import files or attachments from any external system to their Salesforce system and also export any number of files or attachments from their Salesforce system to an external system. One of our customers recently used this feature to link over 6000 files from another CRM with their Salesforce system and then export all the files to Amazon S3. Using this feature Salesforce admins can quickly and securely share and link files to/from their Salesforce system. Custom folder hierarchy This feature allows an admin to manage all the files at the same time and also sort/synchronize all the files in an order s/he wants. Custom Folder Hierarchy links all the objects to their respective folders. Most of the unlinked files get directed to the document folder in the external storage to keep all the files synchronized and managed. This is one of the most favorite features for many of XfilesPro users. An automated solution XfilesPro has multiple automation capabilities. With performing simple settings, admins can make external file storage process simple and automated. Few of the notable XfilesPro automated processes are; Email attachments auto export to external storage. Email-to-case attachments auto export to external storage. Auto file migration to external storage after the lead conversion. Auto creation of default files/folders on every newly created record. Single-click automated Amazon S3 configuration. Easy drag-and-drop file upload. Auto file collaboration without affecting user-experience. And much more. Highly Compatible XfilesPro is a highly compatible solution which can be used in Lightning, Classic, & Salesforce. The solution works with Sales Cloud, Service Cloud, Community Cloud & Platform, as well as can be used by a Salesforce customer from any industry and of any size. The solution is also highly customizable to meet specific business needs, supports chatter files, multi-file uploads and allows file upload of any size. Conclusion XfilesPro offers plenty of other features and benefits which makes the application extremely popular among Salesforce users. Salesforce admins are using XfilesPro for various use-cases including Salesforce external file storage, Document management & collaboration, Secured file sharing, Import/export of Salesforce files, Compliance management, File management for communities/customer portals, File management for internal portals, and Managing sensitive files on-premise for security. Get in touch with our sales and support team to know more. AMARLAL
Discover the most powerful XfilesPro features for your Salesforce file storage: “Import/Export”
Since it’s AppExchange launch, back in 2012, XfilesPro has proved to be one of the most robust & strategic solutions when it comes to Salesforce file management. Enterprises from across multiple industries like finance, healthcare, education, & many more have trusted XfilesPro and used it for their Salesforce file storage needs. Offering integration services with various external storages, XfilesPro has soon become the #1 file management application on the AppExchange market. A Little About XfilesPro To simply define XfilesPro, it is an advanced file management & collaboration solution for the Salesforce system which was designed to help enterprises achieve their goal of efficient, cost-effective Salesforce file management. Using XfilesPro, users can easily store their important files/attachments in different external cloud (SharePoint, AWS S3, Google Drive, OneDrive & Dropbox) and on-premise (SMB, SFTP & Network Drive) storages with complete file accessibility. Also read: How To Store Salesforce Files In External Storages Using XfilesPro: Steps To Follow The XfilesPro application has an array of robust features that enable its users to avail a highly optimized, streamlined & seamless file management experience in Salesforce. These include awesome features like file archiving, bidirectional sync, folder hierarchy, file drag & drop, intelligent file/folder creation, and much more. More such beneficial features are added in the application’s each new release, just like the new import/export feature that takes the application experience to a whole new level. ON-DEMAND WEBINAR: File Archiving: The Future of Salesforce File Management Let us tell you how you can use XfilesPro’s new import/export features to control your files in a simplified way. Export If your Salesforce file storage space consumption has increased over time then you can use XfilesPro to instantly reduce it by almost 80-90%. This feature is especially useful for Salesforce enterprises from the industries that deal with a lot of files & attachments across objects. By using the ‘Export’ feature, such enterprises can easily export the files & attachments (stored in their Salesforce Org) to any external storage of their choice, all in a single call. In just a few simple steps, enterprises can start exporting their files instantly. Once the export process is executed successfully, the exported files can be easily viewed in the external storage. Not only this, XfilesPro also lets the admins open those exported files from within the Salesforce Org, which can then be easily viewed in a reduced size. Select your external storage provider, choose object and set your filter criteria 2. Start the export process 3. View your exported Salesforce files Import If there is ever a need to access and bring back the Salesforce files that are stored in the external storage, it can easily be accomplished by using the ‘Import’ feature of XfilesPro. The import feature allows admins to link the files & attachments stored in the external storage to a Salesforce object in the form of an ‘attachment’, without physically moving the files back into the Salesforce Org. This prevents the primary Salesforce file storage space from being again filled up during the file import process. Once the import process is completed, the imported files can be viewed within the Salesforce Org. Here are the simple steps that admins need to follow to import the files & attachments. Select the external storage system from where you want to import the files 2. Start importing your files. You will receive an email once the process is completed With the introduction of the latest import/export feature, using XfilesPro to manage the Salesforce file storage has become even more cost-effective & easier. In addition to offering a strategic & efficient approach to store files in the preferred external cloud/on-premise storages, XfilesPro is now also powered with unique features that make it an ideal application for efficient Salesforce file management. With many progressive Salesforce companies making XfilesPro their first choice for file management, what are you waiting for? The price of an XfilesPro license for a month is now cheaper than a cup of coffee. Don’t waste time and get in touch with us today to know more about the application or schedule a demo here. AMARLAL
A Complete Understanding of Salesforce File Storage with XfilesPro
If you have ever kept your clients waiting, then be pretty sure that you have at one point or the other let them down. Sales has indeed become an integral part of all the enterprises and the core of all businesses these days. Throughout the entire lifecycle of any client, there are huge number of contacts, reports, opportunities, accounts and large number of documents of different types and needs. Since the requirement is always different, they also have different kind of storage and management which would cater to the perfect purpose. When it comes to file storage then, Salesforce has a complete different kind of storage system, that would take utmost care to reduce the stress level over your memory. Hence, it will help you increase your space and let your venture grow in a better manner. It also has an agile approach towards storing the files. Salesforce over the years has dealt with various types of documents and files. In fact, they have been constantly improvising to cater to all the latest technologies and need. Initially, it was only restricted to few types of files, the system has been upgraded to accommodate every kind of file. However, one of the most critical factors is the cost of the solution, as it turns out, it can sometimes be misleading. Many customers later discover, that in addition to the actual known price, there are some forced payments, which you have to clear to utilize the Salesforce file storage software more diligently. The cost of this file storage has always interrupted with many organizations workflow, especially the SMB’s. To relief this pain point, XfilesPro has been with organizations and help them get store their files with their own storage system at a less cost coverage. Salesforce File Size Limitations: The file size that is usually seen, is the 2 Gigabyte upper limit. This is in fact the maximum size allowed by the program. Since Salesforce has always been integrating with other applications, it should conform to all those limits where they are applied. For instance, if there is a 10 Megabyte limit to the file sizes in Google Docs. In a similar manner, the 5MB single file or the 10 MB file for attachment should not necessarily be a limit by the Salesforce, but one must adhere to it. Achieving the Competitive Edge with XfilesPro It’s Cost Effective: You can always and easily save your money with XfilesPro, in case anytime you have exceeded your storage limit from Salesforce. There is no Size Limitation: If you are thinking about attaching any file of any size and type, then its high time you should choose for XfilesPro. Most Compatible Network: XfilesPro will assist you in establishing the most compatible and authentic network for your file storage. It’s a Lightning Ready App: It is a Lightning Ready application with 3.8 version, to provide a better and efficient support. To know more about XfilesPro, get in touch with our team. Check the AppExchange page here. Also read:9 Ways Salesforce Customers Can Use XfilesPro AMARLAL
Using the cloud, don’t forget about your storage
As when we get down into a conversation with the executives about cloud, very often one misconception is held, that cloud simply means a computing platform. However, the conception is not very surprising as the computing part carries the application that is visible for everyone. This is however one of the major roles played by the cloud. Also read-Why Must Salesforce Admins Monitor Their Salesforce File Storage? Today we will discuss about one more component, of the cloud, which is equally important; if not more than the computing part. This is one layer that holds and controls all the data that are created and consumed by the applications. Hence, it can be said that cloud storage is highly critical, as the modern cloud architecture pattern requires applications to store data within a separate persistent service, rather than locally in the application. To put it in other words, good cloud practices always encourages the creation of a stateless architecture, that completely prevents the data from being lost. However, making the cloud computing decision is not an easy one – cloud relatively provides for limited computing options. But the storage domain is quite complex with several and persistent storage options. Moreover, each of them have a different structure, usage and function. How to determine the best cloud storage option for your business purpose? The fact is that, selecting the perfect storage option is not something to be done within a whim. It is something so complex that an independent and strategic approach is required to consider tradeoffs across major five dimensions. These dimensions are the following: The storage cost per storage unit Storage as well as the retrieval performance The storage availability and durability The process of adaptability of storage structure and access The major storage security So, the next question that arises is which type of cloud storage is best? Let’s look at some of options and their pros and cons: Disk Pros: The fast access to data and as well exclusive usage by each of the compute instance Cons: Quite a limited growth without any kind of interruption after initial provisioning Caching Pros: It can always be shared among multiple compute instances and provides rapid access to data Cons: Requires the application development knowledge to be used effectively File Pros: Provides the highly scalable, durable structure of files, can grow on demand and is easily shared Cons: The access time is slower with higher latency; requires some high-bandwidth network The bottom line Hence, it can be concluded that whenever you create a cloud solution, it is always necessary to sort through many cloud storage, as well as the persistency services to choose the correct form for your business. This selection requires planning and consideration what most organizations initially anticipate, and certainly this is more than what’s required to make the correct cloud computing choice. Hence, the requirements must be carefully thought about before selecting the storage solution. To know more about XfilesPro , get in touch with our team. Check the AppExchange page here. AMARLAL
Understanding Salesforce File Storage Limitations
Over the past two decades, Salesforce has established itself as the leading CRM provider worldwide. Thousands of businesses, both large and small, across various industries have used it to enhance their sales and service processes. Salesforce offers numerous benefits that contribute to consistent and smooth performance. However, some functionalities are limited to maintain high performance and reliability. And one of the most noticeable limits is related to file storage. In this blog, we’ll take a closer look at Salesforce’s file storage limits and explore some of the key challenges businesses often face. How Salesforce File Storage Works Whenever users upload, generate, or receive files, such as documents or email attachments, in Salesforce, those files are stored in the platform’s primary storage. This applies to both standard and community users. By default, Salesforce provides 10 GB of file storage per org for editions like Contact Manager, Group, Professional, Enterprise, Performance, and Unlimited. The Essentials edition, however, includes only 1 GB per org. On top of this base storage, additional file storage is allocated per user license, depending on the edition. Enterprise, Performance, and Unlimited editions receive an extra 2 GB of storage per user license, while Contact Manager, Group, and Professional editions get 612 MB per user license. If you’re interested in understanding Salesforce file storage pricing in detail, be sure to check out the comprehensive breakdown available. Common Challenges with Salesforce File Storage Salesforce enforces specific limits on file sizes and sharing to ensure smooth platform performance and data security. These limits impact your storage management and collaboration workflows. Therefore, knowing them helps you plan smarter and avoid surprises. Salesforce File Size Limit Salesforce doesn’t only have limited storage space – it also restricts the size of individual files that can be stored within the app. Below are the file size limits: Salesforce Files (like files in libraries, Chatter, and on records): up to 2 GB per file Attachments (on records in Lightning Experience): up to 2 GB per file Documents, Knowledge Attachments, and Chat files: up to 5 MB per file So, even if you have enough storage overall, some files might be too big to upload. It’s important to keep these limits in mind when managing your files. Salesforce File Sharing Limits Apart from the above limits on storage and size, there is also a limit on how many times a file can be shared. This stands at 2,000 times, including sharing with records, people, and groups. Consequences of Ignoring Salesforce File Storage Limits For businesses generating a high volume of files or large-sized files within their Salesforce environment, running out of allocated file storage is inevitable. As storage nears its limit, users like sales reps and service agents begin to face delays and disruptions in their daily operations. Uploading new files becomes a challenge, leading to slowed workflows, hindered customer service, and, in severe cases, a breakdown in core business processes. To make matters worse, purchasing additional storage from Salesforce can be expensive. There’s also the issue of file accessibility; anyone with the link can view a file, even if they’re outside the Salesforce team, posing serious risks for sensitive or private information. Exceeding Salesforce file storage limits doesn’t just affect performance; it increases costs and security concerns. How to Get Around the Salesforce File Storage Limitations? Once you encounter the above challenges, it becomes essential to seek possible solutions to prevent exceeding your Salesforce storage limits. When you analyze all the options, you can categorize them into three main categories: Option 1: Purge some old files to optimize your storage Option 2: Upgrade storage by paying an additional cost to Salesforce Option 3: Move files to a relatively low-cost and long-term external storage space without losing access to your files If you are considering the first option, deleting older files from the org, it is advisable to consult the compliance team. In many cases, internal policies and regulatory requirements prohibit the deletion of data and mandate long-term retention. Hence, file deletion is rarely a sustainable solution, as ongoing business growth will continuously generate more data. The second option, purchasing additional storage from Salesforce, also presents challenges. The added storage cost is significantly high, and frequent upgrades put a strain on the IT budget. The Smart Way Forward: External File Storage Integration If you’re looking to manage
