How to Store Salesforce Files in Amazon S3 Using XfilesPro: A Comprehensive Guide
We know that you are using Amazon S3 to store your files. If you are not, you might be pondering using the platform for some needs. We are sure you will either be in the former or the latter stage. So, we start with a few questions for you. Are you really aware of the absolute potential of your S3 platform? Did you ever consider the possibility of S3 as a repository for your Salesforce files? We will make this more interesting. Check the below calculation for your consideration. As you can learn from the data, the storing cost on Amazon S3 costs nearly 97% less compared to storing it on Salesforce. We hope we got your attention! Keeping your Salesforce files on the S3 bucket will help you save pennies. And, there is no application like XfilesPro that understands this possibility. Before delving deeper into how XfilesPro leverages the S3 platform to keep your files, let’s briefly discuss S3. AWS S3: The Sky-high Depository An Amazon S3 bucket is a public cloud storage resource available in Amazon Web Services (AWS) Simple Storage Service (S3) platform. The S3 buckets are similar to file folders and can be used to store, retrieve, back up, and access objects. This is one of the best ways for large businesses and organizations to store their files in a strong and reliable platform. How XfilesPro Moves Salesforce Files to Amazon S3 Being the most trusted and #1 document management solution, XfilesPro connects Salesforce with your S3 platform. Without even the need for an additional connecting tool, XfilesPro establishes a seamless and powerful integration between both cloud environments. And, post-integration, the application automatically migrates your Salesforce files to Amazon S3 externally to optimize your storage space so that you no longer have to worry about overburdening your storage space or hitting the storage limit. Yeah, that’s all about that! By now, you understood how to store your Salesforce files in Amazon S3 with the help of the most trusted file management app for Salesforce. So, here is the time to learn about the benefits that this integration provides. Cost Effectiveness As we have already seen above, with S3, you will be saving a huge amount of money. As XfilesPro frees up the file storage space of Salesforce, you can ward off the requirement to purchase extra storage space from the biggest CRM platform providers at a hefty price. Instead, you can invest in S3 which is a cost-effective approach for your business. Learn more about how you can manage Salesforce files cost-effectively here. Ease of Migration If you are denying integrating your external storage to S3 thinking of the process of migration, you still have not gotten a clear picture of XfilesPro. Apart from automating the migration of new files that get generated within the CRM platform, XfilesPro can move the huge volume of files that is already present in your Salesforce file storage space. It’s XfilesPro’s Initial File Offloading functionality that helps with the migration of existing files in one go to the external storage. The best part is that when migrating files in large volumes, XfilesPro will also preserve the hierarchy of your files! Customized Folder Structure This is a capability that keeps XfilesPro a cut above the rest! Since Salesforce has limitations in arranging your files in a preferred way, XfilesPro has a solution to tackle this challenge. With XfilesPro’s Folder Structure feature, you will get an advanced option to arrange your files in S3 in a certain format that makes sense to your business. When the files are well organized in S3 and put up in the right folder structure, you can access the files very easily and experience a very streamlined process. To delve deeper into the folder structure capability of XfilesPro, check here. The Easiness in File Management Easy file management comes as a result of auto file migration and customized folder structure. These are capabilities that save your day as they provide you with extreme flexibility and advancements, eliminating manual efforts behind many works associated with Salesforce file management. Moreover, when you achieve a streamlined workflow, you can save significant work time, resulting in enhanced productivity. Realtime File Collaboration Since working in an organization, it is highly critical to share files among workers for modifications. Sometimes, it’s even required to files to your external users for their contribution. However, it takes a lot of time to pass files from person to person. Understanding this challenge, XfilesPro empowers both your internal teams and external users to collaborate on files in real-time. This is an intelligent strategy that helps you achieve effective file collaboration in Salesforce that brings out potential benefits to the team. Over to You! By now, you saw a detailed picture of how XfilesPro helps you store Salesforce files in Amazon S3. If you’re curious to learn more about the integration process or the benefits that XfilesPro unleashes for your business, schedule a demo with one of our product experts today. AMARLAL
9 Ways Salesforce Customers Can Use XfilesPro
On this 9th anniversary of XfilesPro, it feels surreal to look back and realize that it has grown to help several Salesforce customers at crucial times. With its ingenuity and instructive solution qualities, XfilesPro tops the AppExchange for file management and storage optimization in Salesforce. This blog provides a summation piece on how customers can use XfilesPro in Salesforce. To store Salesforce files in SharePoint XfilesPro is a file storage management app, and SharePoint is one of the external cloud storage it supports. SharePoint has always been a reliable option for storage and several XfilesPro customers are preferring it for their Salesforce. By using SharePoint, one can have seamless folder management along with many other possibilities. Another thing to be noted is that it has exclusive features for SharePoint users. To store Salesforce files in S3 Amazon Simple Storage Service is a service that provides object storage via a web service interface. This has been serving as a dynamic storage service. This is the most preferred option when it comes to enhancing your Salesforce storage through external storage support. Since it has unlimited scalability, there is no particular limit for storage. To store Salesforce files in OneDrive Microsoft OneDrive is considered one of the perfect cloud solutions that help in connecting all your business files. It makes more sense for large enterprises to have all their files stored in one place. Its rapid sync and multiple accounts are features that make it more desirable. XfilesPro supports the usage of OneDrive as an external storage optimization. To store Salesforce files in Google Drive Google Drive is a common usage for all your files to be stored. With getting your Salesforce files saved online and accessing them from anywhere, Google Drive is pretty much used by all types of users. You can securely edit and collaborate with others making the process of file optimization easy. XfilesPro also provides an option of Google Drive for having your files getting stored externally apart from Salesforce storage. XfilesPro also supports Team Drive. To store Salesforce files in On-prem systems This is the most interesting feature of XfilesPro. Not only does it support cloud storage services, but also provides the support of On-prem storage systems to have your files stored. The on-premises storage that is supported by XfilesPro is SFTP, Network Drive, and SMB. It gives its customers of all kinds a 360-degree solution when it comes to external storage optimization. To manage Community User Files Having a large enterprise with several files and users to manage, it sometimes becomes difficult to keep an eye on all the operations. With the integration of XfilesPro into your Salesforce, all the files are managed along with the community member’s files too. It is highly a tedious task that XfilesPro is going to get you sorted. To keep files in a highly structured way using folders Being a huge enterprise, we know that you deal with a huge number of files from different Salesforce org or departments. Hence having it structured is a monotonous task to cope with. XfilesPro offers a customizable folder structure that the customers get their hands on. To migrate a large volume of files from Salesforce XfilesPro supports the migration of large files at once from your Salesforce storage to external storage. This helps in a faster and more secure way to optimize your Salesforce file storage. With our expertise of 9 years in the industry, this feature is regarded as the most useful. To implement a centralized file management system with Salesforce XfilesPro helps in implementing a centralized file management system in Salesforce. This helps in the better optimization of the storage in Salesforce. Internal and external teams can collaborate on the centralized files to improve the file management system and productivity. Now that you have come across our top 9 ways of using XfilesPro, why wait? We are the perfect solution for getting your Salesforce storage optimized. Our product experts will be more than pleased to answer all our queries. Schedule your call today and be lucky enough to avail yourself of our anniversary surprises. AMARLAL
Integrating Salesforce with Amazon S3 for External File Storage: All You Need to Know
Last Updated: September 13, 2023 Business success largely depends on connecting with potential customers in a meaningful way & also through the platforms that they choose. Salesforce as a CRM has been allowing businesses to achieve the same & also consistently. With its world-class products, Salesforce has been pivotal in many company’s sales, marketing, and customer service success for the past several years. Organizations are leveraging Salesforce’s Customer 360 platform to obtain better business visibility, minimize sales cycles, deliver improved customer service, and make informed business decisions. On the flip side of the coin, while allowing customers to accelerate their success on its CRM platform, Salesforce has also set certain restrictions in order to maintain the high performance and consistency of its premium applications. Primary application storage limit is definitely one such limitation, and businesses often find it difficult to address. Storage upgrades come at a high price & purchasing additional storage space from Salesforce is always a tricky decision to make. Integrating Amazon S3 with Salesforce for Storage Collaboration Organizations that are joint customers of Salesforce & Amazon, always have the option to extend their Salesforce file storage by connecting the CRM platform with their Amazon S3 system. With this, Salesforce files can be seamlessly moved and stored in relatively less-priced S3 storage for a long period of time. This cross-platform integration is extremely effective in resolving challenges related to Salesforce file management including limited storage, easy collaboration, unlimited sharing, and dealing with large file sizes. On the other hand, Amazon offers S3 storage as one of the most popular object storage services that ensures industry-leading scalability, information availability, security, & performance to its users. In addition to the above features, S3 also offers a simple interface and robust document management capabilities including collaboration, sharing, and access. Why choose S3 for Salesforce file storage? Some of the primary reasons to choose S3 for Salesforce file storage are: Lower Investment – In contrast to adding more storage space at the expense of additional cost, or increasing the number of Salesforce licenses, enterprises can simply leverage their S3 storage to offload Salesforce files. This will also make collaboration easy among large teams & reduce the overall costs. Store Large Documents – As Salesforce restricts the upload of large-size files to its CRM, S3 can make it possible & allows organizations to manage large files with ease. Businesses can ensure seamless business operations every time & this will also enhance productivity. Quick Inter-entity Linking – Quick linking is another beneficial feature of S3 to Salesforce integration. It allows users to link specific documents with other business entities, like marketing campaigns, opportunities, quotes, sales documents, and case studies, from right inside the system. By integrating, users can also edit, retrieve, and share documents from within the Salesforce UI itself. Folder Structures – With S3, Salesforce users can also keep their files in a highly structured way within multiple folders. They can also create sub-folders, & custom structures to fit their business needs. Also Read: Salesforce File Management: Storage & External Collaboration (A Complete Guide. XfilesPro Enabling Salesforce – Amazon S3 Integration Instead of performing the complex integration between Salesforce & AWS S3 themselves, most Salesforce customers look for other solutions that can streamline the integration processes. These include the native Salesforce Files Connect framework, simple custom-built integration applications, & different ready-made 3rd-party applications. One of the best places to look for third-party solutions is the Salesforce AppExchange. Here is where admins will come across our advanced Salesforce file management & external storage collaboration application, XfilesPro. Learn more: Effortlessly Store Salesforce Files In S3 With XfilesPro: A Step-By-Step Guide XfilesPro helps enterprises seamlessly store & collaborate their Salesforce files with AWS S3, owing to its powerful integration capabilities. This highly popular application can enable a 360-degree collaboration between the systems and help enterprises resolve their Salesforce file management issues. XfilesPro’s other features like folder structure, bi-directional sync of files, large-volume file export, folder syncing, file sharing, community user file management, and much more make the app #1 in its segment & a must-have Salesforce admin application. Using XfilesPro, Salesforce users can also cut back on their file storage costs significantly & do away with the need to purchase any additional file storage space from Salesforce. In addition to AWS S3, users can also use XfilesPro to integrate their Salesforce CRM with various other external file storage systems like OneDrive, SharePoint, Google Drive, and on-premise platforms. Learn more: How To Store Salesforce Files In Amazon S3 Using XfilesPro: A Comprehensive Guide Looking for Salesforce AWS integration to store Salesforce files in S3 storage? Please request a XfilesPro demo. AMARLAL
