Top 5 Benefits of Integrating Salesforce with Your External Storage for File Management
If you have been using Salesforce for a while to boost sales processes and customer experience, you must have heard about the need for ‘external storage integration.’ The high chances are that you have probably ignored learning about that ‘integration’ since it was not relevant to you at that point. But now? Do you think that Salesforce-external storage integration is still beside the point? Please don’t answer ‘yes,’ until you learn about the benefits of this intricate yet potential combination. In the context of Salesforce file management, external storage integration is a key that will drive unimaginable business results beyond file management. Let’s discuss a few benefits in this article. Optimize The File Storage Space Your business grows by the day so your Salesforce files. The large volume of files within the CRM platform will create nothing less than an overloaded storage space that causes the poor performance of the Salesforce application. What is the solution you think here to overcome this challenge? Deleting unwanted files? A big ‘No’ as your compliance demands the retainment of files. So, what’s the other option? Here’s where the integration between Salesforce and the external system comes into play. Having your CRM app integrated with an external storage platform, you can migrate your files from the former to the latter, which will help you maintain a freed-up file storage space. Learn how to optimize Salesforce file storage while using a 3rd-party app here. Reduce A Large Amount Of Cost This is a follow-up to the above strategy. When integrating Salesforce with your external storage to optimize the file storage space, you are opening a big door to a highly cost-effective approach. Let us explain how; If your files grow uncontrollably within Salesforce and you don’t prefer to move them out of the production Org, it’s certain that you will hit the file storage limit either today or tomorrow. In such a situation, it’s imperative to purchase additional storage space from Salesforce but is a cost-demanding approach. Instead, if you leverage the Salesforce – external storage integration and migrate files to your preferred external storage, you can save a huge amount of money. The second instance is because of the additional integration tool. If you invest in a file management solution that doesn’t require an extra connector to integrate between Salesforce and the external storage, you can again cut back on expenses. Enhance The File Collaboration Most of your Salesforce files need inputs from many people including internal teams and external users. However, this always comes as a very long task as people share inputs one after another because there’s no way you can collaborate on files in real time. But with a modern file management solution with advanced capabilities for real-time file collaboration, you can empower authorized users (internal and external) to contribute to files in real time. Through this approach, you can save a lot of time and experience a very streamlined workflow that results in improved productivity. Adherence To Compliance It’s your compliance that demands you to retain files under any circumstances. And, it’s the same compliance that asks you to own complete authority over your files. So, you can accomplish both these major regulatory demands through an effective integration between Salesforce and your external storage system. Let’s see how. As already discussed, keeping your Salesforce files externally in your storage system will help you retain your files for the future, so that you can use the information that a file carries whenever required. Next, if you choose a powerful solution for external integration, that will empower you with the ownership of your files, (which your compliance mandates) you will be controlling who can view and access those in the external storage, helping you rest assured about its absolute security. Strong Security To Files Not only through access control, effective integration between Salesforce and your external storage system also ensures that your files are highly secured in the external environment. There are next-gen applications that deliver a wide variety of capabilities to bolster the security of your files. Encryption at Rest is one of those examples of a security standard. Get All In One With XfilesPro With all that discussed, do you think connecting Salesforce with external storage is to the point for your business? If ‘yes,’ try out XfilesPro to make the connection seamless. The application helps you automatically migrate Salesforce files to your preferred external storage platforms such as SharePoint,Amazon S3, Google Drive, OneDrive, and On-premise systems. With XfilesPro, you will not only be able to process an easy integration, but it will also help you accomplish each of the above strategies including storage space optimization, low cost, file collaboration, compliance, and security. If you wish to learn more about XfilesPro, schedule a demo with one of our product experts. AMARLAL
Live Webinar: Store, Manage, and Access Documents in Salesforce with XfilesPro
If you have been using Salesforce for a while, you must have faced the inconvenience that the growing volume of files created in your org. The overloaded file storage space must have brought you nothing less than a horrific file management experience in Salesforce. Have you thought about overcoming this hurdle? Or have you already taken preventive measures against it? If you’re in the first category, you know that reducing the file volume in Salesforce is not a solution as your growing business mandates more and more files. So, you can think only about a solution that can eliminate the hurdles of managing a huge number of files within the Salesforce Org. If you’re truly on the search for a solution to overcome the file management challenges, we suggest you achieve peace of mind with XfilesPro. With this no.1 file management application in AppExchange, you can simplify the complexities that growing file volumes bring in your workflow and elevate your file management experience in Salesforce. If you are curious to learn more about XfilesPro, we welcome you to join our upcoming webinar on 15th June 2023 where we will talk about how to efficiently Store, Manage, and Access Documents in Salesforce with XfilesPro. Our key speakers Sambit Samant (Principal Consultant, Product) and Shreshth Tiwari (Lead Consultant, Product) will expound on; Challenges in Document/File Management Best Ways to Manage Large Volumes of Documents in Salesforce How to Overcome Storage Limitations How to Enhance File Management Experience How to Access Files Easily Join us at 3:30 PM AEST or 11:00 AM EDT at your convenience by registering here. Hope to see you in the webinar! AMARLAL
How To Auto Move Files from Salesforce’s Notes & Attachments to Your External Storage
Are you worried about exceeding the file storage limit in Salesforce? And, figured out that moving files hitting Salesforce’s Notes and Attachments to an external storage could be its solution? Yes! But you don’t know how to move files. If you’re biting your nails about the manual migration of files from the CRM platform, rest assured that it’s smooth sailing from here onwards. In this how-to blog, we are providing you with a clear-cut picture of how you can auto-move files from your Salesforce Notes and Attachments to any of your preferred external storage. Before that, let’s have a look at the Notes and Attachments in Salesforce. Notes and Attachments in Salesforce – The Unpopular Gem Salesforce files are all filled in under one single file repository in its file storage. Be it how many records you create, they all are stored under one location. Notes and attachments in Salesforce display all the files of a particular record. Also, this comes in handy with a lot of hindrances such as limited file storage space, minimal file collaboration, zero folder structure, and many more which is not an ideal solution. Big businesses always have their files incoming continuously and henceforth the above drawbacks will be some pain points that they have to come across daily. Most of the time, files get accumulated in Notes and Attachments are through; Email Attachments Third-party applications Manual upload On that brief about the Notes and Attachments feature of Salesforce, let’s look into the most recommended way of transferring files from there to your preferred external environment. How to Make the Auto Migration Possible? The best solution that has worked when it comes to moving the files from Salesforce is introducing a third-party application that helps in file automation within your Salesforce. And we have never had a better option than XfilesPro for this problem. Trust us, the perks are promising and have been proven effective over the years. If you are curious enough to know about XfilesPro, keep reading especially the below segment. XfilesPro: The Most Trusted File Management App for Salesforce To address your Salesforce file storage management challenges, XfilesPro automatically moves files from the Notes and Attachments section of Salesforce to your preferred external storage such as SharePoint, Google Drive, OneDrive, AWS S3, or On-premises platform (SFTP, Network Drive, SMB) so that your CRM platform will remain unburdened of a massive volume of files. And, what about the story post-migration? You are going to maximize the ROI by leveraging the advancements through the next-gen capabilities of XfilesPro. Preferred Folder Structure Formation This is one of the prominent benefits that XfilesPro provides to make your life easier. Since Salesforce does not offer a folder structure option for the users, XfilesPro helps you arrange files in your preferred format in folders. So, you can easily access files without any hassle in the external storage platform. Learn more about XfilesPro’s Smart Folder Structure capability here. Utmost File Security To ensure the files are untouched by unauthorized users in the external environment, XfilesPro delivers an Access Control capability. Through this, you can control who can view, edit, and download the migrated files so that you no longer need to be worried about the security of your files. Real-time File Collaboration XfilesPro understands that it takes forever to get a file modified by many people. When the files pass from user to user for their contributions, the time period that it takes is enormous and it will affect the productivity of people. However, with XfilesPro, both your internal teams and external users can collaborate on files in real time as we provide a centralized file management experience. Discover how to revolutionize your Salesforce file collaboration with XfilesPro here. Increased Cost-effectiveness You don’t need to purchase additional storage space from Salesforce anymore (which comes with hefty charge). Since XfilesPro eliminates the huge spend on the purchase, you can save your pennies. That’s for now! Still, there are a lot of benefits that are unsaid about moving files from Notes and Attachments to the external storage. If you’d love to learn about how our application can help your business, get in touch with us today. AMARLAL
What’s the Impact of Limited Storage Space in Salesforce File Management?
Here’s the nightmare that will never end in the life of a #Salesforce admin — file storage limit. As Salesforce comes with very limited storage space, the admins are always afraid about hitting the storage cap. Not only the storage space overloading, the worst part is that there are a lot of other challenges with the limited file storage space. To run your business efficiently, you need to be aware of those challenges and the impact that can have on your operations. To get a better hang of it, let’s dive into it in this blog. Unable to Manage Large Files or Large Volumes of Files Your Salesforce files can come in any size and quantity. You will generate small-sized files and files that come in bigger sizes such as presentations, and video and audio files. And, it’s obvious that with the surge in the number of big-sized files, the file volume within the CRM platform will also increase. This will be an uphill battle as the management of files in large sizes and volumes will cause troubles in the management of files including uploading, accessing, editing, and deleting. That means, your entire file management experience will be completely disrupted. To know about the limitation in Salesforce storage spaces, check here. Drastic Reduction in Collaboration and Productivity Teams interact with each other through the process of collaboration. It is a game-changer contributing to any organization’s success. When the files are more and the storage space is limited in Salesforce, this process cannot take place seamlessly. Due to improper file and storage management in Salesforce, the users will fail to collaborate effectively, which will impact the overall productivity of the employees. Increased Costs for File Storage If you are thinking that purchasing additional storage space from Salesforce is a solution for the limited storage space, we want you to know that it will break your bank. No matter if your company is a small scale or an enterprise, the cost associated with extra storage purchase may not sound cost-effective for your business considering its high charge. So, think before acting, is that something your growing business wants? Challenges with File Visibility and Accessibility Just like the troubles in Salesforce file collaboration, the limited Salesforce file storage can drive uneasiness in the visibility and accessibility of files within the org. If the Salesforce application loads very slowly, you can’t easily access and edit the files during emergencies. And, this will lead to a lot of escalations and result in catastrophe among the teams. Inability to Manage Massive Files of Community Users Being a Salesforce Admin, one task that you need to take is the management of the Community User files. The more Community Users you have, the more files will be generated in the file storage space of your Salesforce. That means that the storage space will get filled quickly, which is a difficult undertaking. The growth in files will only result in storage overloading and unproductivity among employees. Explore how to manage Community Portal Files here. Challenges in Integrating Salesforce with 3rd-party Apps You may want to integrate Salesforce with multiple 3rd-party apps for different purposes. Be the integration for document generation, file archiving, or data management, the ultimate objective is to automate and streamline the workflow. However, when integrating certain apps with Salesforce (such as an auto document generator), you are going to generate a large volume of documents that will eat up your limited file storage space. Since the storage limit is not sufficient to accommodate the growing volume of files, you will not be able to establish an effective integration between both platforms. It’s the Wrap By now, you must have learned about the consequences that limited file storage space in Salesforce can have on your workflow within the CRM platform. To smartly address this challenge, we recommend you XfilesPro, the #1 file management app for Salesforce. You can intelligently tackle the limited storage issue with XfilesPro as the application optimizes your file storage space. Let us make this more clear. With XfilesPro, you can automatically move your Salesforce files to your preferred external cloud platform such as Amazon S3, SharePoint, Google Drive, and OneDrive as well as on-premise system. This will be a great way to free up the limited storage space, which will help you achieve a very streamlined file management experience within the Salesforce application. The XfilesPro benefits are; The management of large-sized files and large volumes of files becomes easy as the file storage space is constantly optimized. Facilitate seamless file collaboration among your employees with trouble-free file access. Eliminate the need for costly additional storage purchases, saving your expenses. Simplify the management of numerous files uploaded by Community Users without worrying about overloaded storage space. Similarly, the integration of Salesforce with any third-party app is a tension-free job considering the freed-up storage space. To learn more about how XfilesPro can help your business with a modern and tension-free file management experience for Salesforce, schedule a demo now. AMARLAL
