Salesforce x OneDrive Integration: A Guide to Make Them Work Hand in Hand
With Salesforce as your CRM platform, the only fact that can be difficult to process is its limited file storage space. There is no escape from this. The one thing that can help you come out of it is creating a foolproof plan. With our decades of experience and rich industry knowledge, we can say that integrating Salesforce with a reliable external storage platform to move and keep files in it is the most recommended solution for this. The question here is which are those powerful external storage platforms. With the roaring buzz for OneDrive, in this blog, let’s look into the reasons why you need to leverage the popular file storage platform to store your Salesforce files. Let’s begin step by step. Why Does Salesforce Need an External Integration? For many reasons, Salesforce Admins are still tackling ways to free up their overloaded file storage space in the CRM platform. Below are the two major reasons why it’s high time to look for a better way to keep your Salesforce files in external storage through integration. Minimal Room for Storage On the first purchase, Salesforce provides 10GB of file storage space, and once that is completely consumed, then purchasing Salesforce storage cost per GB is the only way. Skyrocketing Storage Expenses Never underestimate that you will be getting storage for a cheaper price from the biggest CRM provider. Here everything is pricey and storage of all tops the bar. Why OneDrive to Optimize Your Salesforce File Storage? OneDrive is one of the best storage clouds that provides you with great reliability and is user-friendly. With its enormous storage space, getting Salesforce files stored is not going to be a problem anymore. Also, taking into account its cross-platform compatibility, it’s more preferred by businesses and enterprises. OneDrive offers a large storage capacity, helping you make itself a repository for your migrated Salesforce files. Additionally, the platform is built with several advanced security features, which ensures that users’ files are secure and protected from unauthorized access. In a nutshell, this compressive software bundle provides a seamless work environment, making it more harmonious. Discover how to transform your Salesforce file management needs through Salesforce – OneDrive integration here: Now, let’s have a look at the benefits of this powerful connection between Salesforce and OneDrive. More Space, More Possibilities By storing Salesforce files in OneDrive, you’re saying goodbye to the limited file storage in the former. Instead, say hello to increased storage and a streamlined workflow. With an ample amount of space in OneDrive, you no longer need to worry about hitting the storage cap or the consequences following such as high cost and poor performance of the app. Cross-platform Collaboration With this ability of OneDrive, users can access their files from any device and work on them. The files in OneDrive are easily accessible to all the users across devices that are synchronized with the OneDrive platform. Top Tier Team Collaboration If the right permissions are granted, the users can access the files and work on them simultaneously. Either by sharing the links of the files directly or by following certain sign-in protocols, the files can be accessed, and more than one user can work on it collaboratively at the same time. Effortless File Backup Solution With the continuous upload of files, there is a high chance that the files can get lost or would be misplaced. But with OneDrive, you will never miss a file. The files automatically undergo a backup and your files are safe enough to store. How to Integrate Salesforce and OneDrive Although there are many ways to connect Salesforce and OneDrive, the most recommended practice is to use the #1 file management app for Salesforce – XfilesPro. Making headways since its inception, XfilesPro has been doing a marvelous job and the reasons to acquire it are not just constrained as a connector. It is an application that provides you with an overall enhanced file management experience in Salesforce. What Does XfilesPro Do? To address your concerns regarding the growing volume of Salesforce files, XfilesPro establishes a strong integration between the CRM platform and your OneDrive without the support of an additional connector. And post-integration, the application automatically moves your files from Salesforce to OneDrive externally so that your file storage space remains free up. The best part is that in addition to OneDrive, XfilesPro also supports other file storage platforms such as SharePoint, Google Drive, AWS S3, and on-premise platforms. If you wish to learn more about XfilesPro and how the app can integrate your Salesforce and OneDrive, hit us up today. Achieve No-code Integration Between Your Salesforce and OneDrive Discover the easiest way to connect your Salesforce with OneDrive for a Seamless Document Management Experience Download 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
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 & OneDrive Integration – How to transform your Salesforce file management needs
Last Updated: September 22, 2023 Does your business use Salesforce CRM to operate sales or customer service? Do your users often grumble about the limited file storage space they have? Do you find storage upgrades expensive & disorganized? If your answer is YES to the above questions, then we have the perfect solution for you to come out of Salesforce file storage limitations & enhance your file management experience. Salesforce is an amazing CRM, a real productivity booster for any business. However, you need to accept the fact that it is not a storage system. So, smart customers always find alternatives to address Salesforce storage challenges with external cloud file storage options. Now accelerate your success on the world’s #1 CRM along with a complete document management system, powered by XfilesPro. Connect your external document management platform such as OneDrive with your Salesforce in minutes with the help of XfilesPro and store all your Salesforce files in OneDrive automatically. Resolving Salesforce File Storage Challenges with OneDrive Integration A number of Salesforce customers leverage their OneDrive storage as an extended file storage space for Salesforce files. OneDrive is a Microsoft cloud service that comes with 1 TB* of storage space which can be used to store documents. It is a very popular document management platform which is highly scalable. Compared to Salesforce’s additional file storage, OneDrive is very much less priced & users can increase the storage up to 5 TB. Files stored in OneDrive can be shared & accessed seamlessly from anywhere through all connected devices. Also read: How to Overcome the Pitfalls in Salesforce File Storage Management with OneDrive Integration Owing to such large storage space & features, Salesforce can be easily integrated with OneDrive in a bid to ultimately enhance its file collaboration and document management capabilities. Let’s have a look at some of the primary reasons to opt for this integration; Simplified Document Management – Many enterprises deploy OneDrive to take care of their documents containing customer contacts, accounts, and other business information that needs to be tracked. By integrating Salesforce with OneDrive, you can easily monitor these aspects while making document sharing, updating, and management much easier. Better Team Collaboration – Perhaps the best benefit of Salesforce integration with OneDrive is the improved file collaboration. Such integration allows Salesforce users to easily maintain and share multiple documents among various departments, thus enabling direct and swift collaboration. Improved Data Security – The Salesforce & OneDrive integration allows users to view, edit, or share documents using a single platform, thereby eliminating the need to switch systems frequently. As adequate permissions and authorization rights to access these documents are in place, there is no need for greater admin security. Cost Savings – As Salesforce storage cost is on the higher side, moving & storing files in OneDrive is always cost-effective. This prevents Salesforce users from buying additional storage from Salesforce & allows them to save high costs. How to Connect Your Salesforce with OneDrive? There are multiple options to connect Salesforce with OneDrive for file movement. Some are ready-to-use and others need to be built from scratch. Files Connect is one such tool provided by Salesforce to connect external platforms like OneDrive with Salesforce. With this, users can move files from Salesforce to OneDrive. However, Files Connect has certain limitations. Building an in-house app is always expensive & time-consuming. If you need more features, then the timeline will increase and you also need to hire experts. Considering this, smart Salesforce customers always look at AppExchange where they can get ready to use & feature-rich file management applications that can really connect both Salesforce & OneDrive for file movement. XfilesPro is the #1 file management application available on the AppExchange which can really transform the file management experience in Salesforce by seamlessly integrating it to any external file storage like OneDrive. Files from Salesforce will automatically move to OneDrive & your user will never experience storage or performance issues. XfilesPro setup is fast & easy once the application is installed from the AppExchange. It comes with a highly admin-friendly user interface & navigation within the app is simple. Why choose XfilesPro over Files Connect or any custom app? XfilesPro is highly advanced & it comes with 10+ in-built features. The popular application supports all major Salesforce apps, Salesforce1 mobile, AppExchange apps, Community portals, and force.com apps. Apart from integrating external storage with Salesforce, XfilesPro can boost your business productivity with futuristic features like smart folder structure, large volume file offloading, bi-sync of files, folder sync, tagging, file collaboration, and much more. Our application powers a 360-degree document management system that enables enhanced doc management, document collaboration, seamless file sharing, storage management & cost reduction, and centralized document management. In addition to OneDrive, XfilesPro can also integrate other popular external platforms like Amazon S3, Google Drive, SharePoint, and on-premise file systems. To learn more about XfilesPro capabilities & how the application can be used for your file management needs in Salesforce, please request a demo. AMARLAL
