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
WEBINAR RECAP: One-Click Document Generation in Salesforce & Auto-Storage in an External System: The Big Surprise Unveiled
We did it for you! We hosted yet another webinar session that gave us a feather in the cap! It takes us immense pleasure to let you know that XfilesPro’s latest webinar held on 6th July 2022 on ‘One-Click Document Generation in Salesforce & Auto-Storage in an External Sysytem’ became an outstanding turnout. We hosted many people who joined us live from all over the world! We’ve been blown away by the participants’ overpowering response and we thank everyone from the bottom of our hearts for their valuable presence in our live event that marked our big success. If you haven’t attended the webinar because of any restraints and now FOMO gets a hold of you, we dedicate this blog to you. Here’s a quick tour of all the occurrences that took place in the insightful session that can give you a high-level picture of something you missed out on! XfilesPro – The Next-Gen File Management Application for Salesforce For us, no way is better than beginning with XfilesPro! Priyadarshi Sahu, one of our speakers, set the webinar in motion by recounting an intelligent approach toward file management automation in Salesforce, which is nothing but the implementation of XfilesPro. He dived deep into the five-star-rated AppExchange application’s expertise to migrate massive files from Salesforce to any external system (OneDrive, SharePoint, Google Drive, Amazon S3, etc.) of the user’s choice with just a click, at lightning speed. With his exposition of ‘Auto File Export,’ an important functionality and calling card of XfilesPro, the joiners got a deeper understanding of how the product can make their life easier and more productive. As the audience got more excited to learn further, Priyadarshi expounded on various other features of XfilesPro, including file collaboration, external file integration, folder management, and file preview — which made the attendees bounce off the walls. Now came about the most exciting part of Priyadarshi’s session — What’s New with XfilesPro? Indeed, this was something many guests seriously looked forward to as they are using XfilesPro and are thrilled to explore more capabilities of it. Below are the two recent updations in XfilesPro that Priyadarshi kept in store for everyone: Tagging for SharePoint: A feature that allows users to save tags against files on the file system as well as in SharePoint Document Libraries to describe what the content contains and what it does. File Sync in Google Drive: An intelligent yet easy option to map the users’ existing files in Google Drive or in their on-premise storage system that can also preview in Salesforce. With all that said, Priyadarshi concluded his session by demonstrating a bird’s eye view of XfilesPro in terms of numbers, which shed light on some interesting facts about the leading app and its dominance in the industry. Announcing DocuPrime – The Next Big Thing Now the time has reached to make the big announcement all were excitedly waiting for! To blow the gaff, Sutirtha Roy, the Senior Consultant – CEPTES SOFTWARE, took the stage and unveiled DocuPrime, our latest native AppExchange application to automatically generate documents in Salesforce. Sutirtha explained at length how DocuPrime can open door to automation and how easily it eliminates manual efforts and time required to create error-free documents. Indeed, the announcement of DocuPrime during the webinar knocked down the audience with a feather. As the discussion progressed, we got the audience’s pulse, which made us excited to reveal more about this new product from the house of CEPTES. Sutirtha delivered an insightful take on the next-gen capabilities of DocuPrime (other than automated document generation) including unlimited versioning of templates, document preview, workflow & lightning flow, and eSignature. Altogether, Sutirtha’s take clearly showed what all capabilities can make DocuPrime stand out from the pack! How XfilesPro & DocuPrime Go Hand in Hand —The Twin Power Now that everyone understood that DocuPrime had something to do with XfilesPro as the former enables document generation in Salesforce and the latter allows its auto storage in an external system. This was just what we wanted to offer through our novel concept named ‘The Twin Power’ or ‘The Power of Two’ — a powerful association between DocuPrime and XfilesPro that can use across different functions of an enterprise. Taking the concept to the next level, Sutirtha gave a live demo of the whole process — from generating a document in Salesforce to storing it in an external system — all with just a few clicks. It’s Time to Wrap Up! As Sutirtha winded up his session, there were plenty of questions poured into us from the attendees’ side! Our speakers answered a few of them in the final Q&A session and left the others with a promise that we would get back to them via email. And, that’s it! Our much-awaited webinar buttoned up on a high note. If you want to see the slide-by-slide presentation of the complete webinar, do check it out here! Else, if you prefer to watch the recorded version of the webinar, we’ve got that also for you. Watch it here now! Don’t forget to share this blog and stay tuned for more exciting updates to level up your Salesforce journey! AMARLAL
WEBINAR DIGEST: Reimagine Salesforce File Management with XfilesPro
The first of many webinars planned this year is finally done & dusted. As always, it was a phenomenal turnout as many attendees joined the live session. So, before going any further, we would like to thank each and everyone who joined us for the live webinar session. But not everyone was free with their time as many people who had registered were unable to attend because of various restraints. This is why for their perusal, here is a written account of everything that went down in the webinar. The live webinar began with our Senior Customer Success Engineer, Sutirtha Roy greeting & welcoming everyone for the session about strategies to reimagine & revamp the file management systems in Salesforce using the most comprehensive file management solution in the market, XfilesPro. The basic agenda of the webinar, optimally managing the Salesforce files so as to extract maximum ROI, was introduced to everyone. He briefly explained to the attendees why XfilesPro is hailed as the #1 Salesforce file management enabled by over 400+ customers worldwide. From supporting several external cloud (SharePoint, Google Drive, AWS S3, OneDrive) & on-premise (SMB, SFTP, Network Drive) storages to being compatible with a horde of Salesforce apps, AppExchange solutions, custom solutions, & even Salesforce1, XfilesPro has it all. And owing to its advanced features & capabilities, the app guarantees 80%-90% file storage costs savings & faster ROI. Want to have a quick look at the webinar presentation? We got you covered! Just see this Slideshare. Taking over, our Associate Vice President of the Product (Sales) branch, Rakesh Nagendra talks volumes about the impressive numbers backing up XfilesPro before moving on to discuss the various file management challenges Salesforce users face on a daily basis. These can be as basic as file storage optimization to more advanced challenges like large volume file migration, file/folder syncing, & file visibility and accessibility. He also explained how XfilesPro played its part in helping users overcome each of those challenges. Talking about rising above the advanced challenges to efficient Salesforce file management, he explained how some of XfilesPro’s advanced capabilities like initial file offloading (for large volume file migration), intelligent folder management (for organized folder structure), & folder syncing (for advanced file collaboration) were of tremendous help. Moving on, Sutirtha Roy again took over to talk about some of the success stories where customers who struggled with different file management challenges used XfilesPro in various ways to overcome those challenges. After all of the insightful discussion, a quick demo of the application was already given. Here our experts showed how easy it was to upload files to & from the external storage using the bi-directional sync functionality of XfilesPro, what the files export function looked like in reality, & how seamlessly files & folders could be synced with the help of XfilesPro. After the demo, there was a small Q&A session where the experts answered some questions & queries put up by the attendees, following which the webinar session was adjourned. For a more in-depth understanding of the events of the webinar, please have a look at this recording of the session. We hope this short description was of some help to the users that weren’t able to attend the webinar in person. But don’t be disheartened, there are a lot more exciting events & webinars in store for Salesforce users this year. Looking forward to hosting you again in the future! So, stay tuned till the next time. AMARLAL
WEBINAR SYNOPSIS: File Archiving: The Future of Salesforce File Management
Our much-awaited webinar session finally happened last week and without further ado we thank everyone for such a phenomenal response. A big thank you to everyone who made the session a great success. But even the people who missed attending the live session can reap the rewards as we bring this article which will quickly walk them through everything that went down in the event. The webinar, that was aimed at introducing & discussing the revolutionary ‘file archiving‘ capabilities of the XfilesPro application, was hosted by two of our eminent Product Consultants, Vedant Srivastava and Sutirtha Roy. The action-packed 30 mins long discussion began as Vedant gave everyone present there a brief overview of the primary file storage in Salesforce followed by discussing the common challenges faced due to unmanaged exponential files growth. Whether it is the difficulty in managing large volumes of Salesforce files or the struggles of an unstructured file/folder system or simply the difficulties that arise during setting up collaboration among files. Vedant explained how all those challenges could easily be addressed by simply integrating different external Cloud (SharePoint, AWS S3, Google Drive, OneDrive & Dropbox) and on-premise (FTP, SMB & Network Drive) storages with the Salesforce system. It was then that he explained how XfilesPro was the ultimate solution to overcoming the Salesforce file management problems & setting up the integration between external storages and Salesforce. He explained its multifold features in great detail and also shed light on some of its primary benefits like 80-90% file storage costs savings, easy set-up & implementation, faster ROI and support for multiple storages. Don’t worry if you missed the live session. We got you covered with the recording of the session here. After this he finally moved on to the main topic of the webinar session and discussed file archiving with everyone. He meticulously explained how archiving a large volume of Salesforce files and attachments to different external storages was now possible with the help of XfilesPro. Not only can such trigger-based archiving job be automated and auto-scheduled to reduce repetitive manual intervention, but it also has no impact on the ongoing business processes. He also talked about the role seamless file archiving played in creating a centralized file management system by promoting community file management, file/folder syncing, internal team collaboration, collaboration with external users, better file management in proper folder structures, and an overall improvement in user experience. This was followed by Sutirtha taking over to show a quick demo of XfilesPro & how easily it can be set-up in the Org. During the course of the webinar, three customer use cases belonging to the industry leaders from the logistics, educational & financial industry were also showcased. After highlighting the specific challenges they faced in Salesforce file management, they went on to explain how each one of them addressed those challenges by implementing the next-gen file archiving strategies of XfilesPro in their Org & what benefits they achieved. You can also see the slide-by-slide presentation of the complete webinar here. Towards the end of the insightful session, our Salesforce file management experts quickly summarized the advantages of using XfilesPro’s seamless file archiving capabilities to completely revamp the way files/attachments are managed in Salesforce. Following this, they answered a few of the questions posed by the webinar attendees after which the session was successfully concluded. There is a lot more in stock for our Salesforce customers as new and exciting webinars are planned for the coming months. Please follow us on our social media handles for latest updates about the upcoming webinars. AMARLAL
WEBINAR: Introducing the Revolutionary Salesforce File Archiving Capability of XfilesPro
As promised, we are back with yet another insightful webinar episode for our cherished Salesforce customers. And this time it’s going to be better than before: more interesting subject matter, distinguished speakers, and a galore of thought-provoking learning. So let’s not delay this further and introduce everyone to this session’s topic ‘File Archiving: The Future of Salesforce File Management’. For enterprises using the Salesforce CRM to manage their day-to-day business operations, the immense amount of Salesforce files & attachments becomes the foundation of an inefficient file management experience. The challenges in managing those files are definitely never-ending and they are constantly looking for solutions that can ease this tedious process. One such solution is moving the files out of the native storage and into any external storage. Our application, XfilesPro was launched with the intention of simplifying the overall file management processes in Salesforce by offering users the option to integrate their native file storage with different external storages. Salesforce files & attachments can be easily migrated from the allotted file storage to the preferred external storage after XfilesPro establishes a seamless collaboration between the two storage systems. To take the existing capabilities of the file management & collaboration application even further, we have recently added the feature of ‘file archiving’. By archiving the Salesforce files into external storages, the infrequently used files are moved out of the native storage and into the external storage, thereby drastically reducing the burden of files on the primary storage. And this is what this webinar is all about. Therefore we invite everyone to attend our upcoming live session ‘File Archiving: The Future of Salesforce File Management’ happening on 30th June, Wednesday at 11 AM EST. In the webinar, our Salesforce file management experts will discuss how XfilesPro can be used to seamlessly archive a large volume of Salesforce files & attachments to different external cloud & on-premise storage systems, without impacting any ongoing business processes. There is a lot more to learn during the course of this webinar, like recognizing the sources of Salesforce files generation & what challenges their unmanaged exponential growth brings along with it. Attendees will also learn the ideal way to optimize the internal Salesforce file storage as well as understand how revolutionary XfilesPro is in carrying out efficient Salesforce file management. Then we’ll discuss how a large volume of files can be easily archived using XfilesPro, which also enhances the user experience, followed by a quick demo of the app as well as some customer use cases from different industries. So don’t miss out on this exciting opportunity to take your Salesforce file storage to greater heights & revamp your file management experience by learning about archiving files. Register for our upcoming webinar here and save yourself a spot today. Date: 30th June, Wednesday Time: 11 AM EST 8:30 PM IST 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
