In our Success Calendar, 2022 couldn’t get any better! – Thanksgiving Edition
XfilesPro was bound with blessings this year. 2022 turned out to be a good year than we expected it to be. We came across several ups and downs but this time, the grass was greener on our side. This was the year wherein ordinary opportunities were turned into blessings. We started off the year with a long list of challenges. What would life be like if there were no inner demons to face right? But as the saying goes “No Pain, No Gain”, we moved mountains to reach where we are now. This Thanksgiving season, we are taking the opportunity to thank all our customers and partners who have helped us to come this long way and reach our destination of success. This could not be stressed more because nothing would have been possible if we did have our amazing customers who have been there for us for a very long time. We have had an excellent array of partners lined up to help us take XfilesPro to the next level. This will eventually help us to serve more customers with a better reach. We are more than thankful for all our partners teaming up and collaborating with us. 2022 was the year wherein the maximum number of customers was onboarded. We entered several markets and industries. Complex file management challenges were sorted out and deciphered which lead to accelerating the business growth of several of our clients. This was the year wherein the maximum number of features such as Folder/File Syncing, and SharePoint Tagging were included in XfilesPro. FiDo was our newest addition to the family hailing to be the product mascot. Lately, we entered into the world of auto document generation with XFP’s new app Our most innovative and fast-moving product, XfilesPro turned 9 years old this year. Looking back at its success, we were completely flabbergasted and happy at the same time. XfilesPro still continues to be the number 1 application for file management in Salesforce on AppExchange. The act of thanking people who have been on your journey only increases the potential to gain more. This is a perfect example as we were awarded the below awards as a testimonial of our ingenuity and delivering what we promised. APAC Partner of the Year 2022 (ISV Innovation Category) Partner Innovation Award 2022 (ISV Innovation Category) Salesforce India Partner Ideathon Award 2022 Such awards boost our confidence and give us more strength to come up with phenomenal record-breaking ideas. Salesforce has helped to a great length and has been a leading light in helping us to reach where we are today. One advantageous thing is that the ball of creativity is always in our court. It is up to us to carve it out and throw it to our present and potential customers. We are always keen on how we work and the excellent team working with us has helped us reach these feats. During Thanksgiving, just like how a food coma leaves you standstill for a while, if your Salesforce is vulnerable with the increased storage, optimize it with XfilesPro and get it cracking like before. There is nothing that XfilesPro can’t do when it comes to filing management and storage optimization. This is a perfect win-win situation for you as well as ourselves. Why wait, Schedule a call with our industry experts and avoid this uphill process of deleting or moving the files manually to external storage and come out of the wash. AMARLAL
Make your Thanksgiving Special with these Salesforce File Management Tips
Finally the time has come for one of the most awaited festivals of the year. The Harvest Festival, more commonly known as Thanksgiving Day, is just around the corner. This annual national holiday in the United States and Canada bears its origin from people celebrating and thanking God for the bountiful harvest and other blessings of the past year. In the US, Thanksgiving Day is observed on the fourth Thursday of November which corresponds to 26th November this year. This federal holiday is often full of pomp and color and is a great time to exchange gifts with loved ones and share beautiful Thanksgiving messages. The festival is also synonymous with the special Thanksgiving meal which includes the traditional fare of turkey, bread stuffing, mashed potatoes, cranberry sauce, and pumpkin pie. Parades and football games also have long associations with the holiday. The popular Thanksgiving Day parade organized by Macy’s department store in New York typically features marching bands, performers, and elaborate floats. In the spirit of Thanksgiving, we too are extremely thankful for the overwhelming response our file management and collaboration application, XfilesPro has received in the past financial year. A great number of Salesforce enterprises have implemented XfilesPro to efficiently manage their Salesforce files and attachments. In return for the benefit of Salesforce admins, we too would like to shed some light on effective document management best practices. Without doubt, Salesforce is now the #1 CRM platform trusted by thousands of users ranging from individuals to big corporations. At the enterprise level, Salesforce document management is one of the major business operations. It helps Salesforce users in creating, storing, modifying, transferring, copying, and deleting necessary documents in an efficient manner. Some of the effective best practices are as follows: Native Modules for Document Management– The Salesforce platform has five off-the-shell in-built modules that help the users in handling important documents and aid in efficient content management. These include: Attachments, Documents Tab, Files Home, Salesforce Knowledge, and Salesforce CRM Content. Document Organizing– Salesforce CRM Content can be used to classify Salesforce documents according to different criteria thereby streamlining the process of document searching. This increases the accuracy as well as the speed of the document search process. Automate Document Management– Salesforce CRM Content also provides several automation tools that allow users to subscribe to specific authors, files, topics, or complete libraries to keep them abreast with necessary latest updates. This gives the ability to use relevant marketing materials for increasing sales and knowledge-sharing. Mass uploading Salesforce Documents– A Salesforce admin can use the Data Loader tool to add multiple documents, files, and links or update necessary documents with the same ID in Salesforce CRM Content Libraries. Through this they can update the knowledge database and create a backup for necessary CRM records in a systematic manner. Integration with External Storages– The Salesforce CRM can be connected with external file storage systems to conveniently access and manage the external files via Salesforce interface. Using external systems also helps to combat the challenges of limited storage space. Deploying External Document Management Solutions– To overcome the severe limitations of the Salesforce native options, a relevant external document management solution can be implemented. Such solutions facilitate seamless integration with different systems without much hassle and exuberant costs. Also read: Document Management in Salesforce: A Brief Introduction to its Best Practices Most Salesforce admins will vouch for the file management capabilities of XfilesPro that facilitates seamless storage and collaboration of files with various external systems. Using this highly customizable and admin-friendly application, Salesforce admins can collaborate with Cloud-based storage systems like Google Shared Drive, OneDrive, Amazon S3, SharePoint, and Dropbox and On-premise systems like SMB, SFTP, and Network Drive. To know more about XfilesPro and how it can facilitate external system integration with Salesforce, please get in touch with us. AMARLAL
