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: 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
WEBINAR DIGEST: Integrating Salesforce & SharePoint using XfilesPro
Our much-awaited webinar session has finally happened and right off the bat we would like to thank everyone for the phenomenal response we received. The session was housefull and the response is incredible. But even the people who missed attending the live session can reap the rewards. For their benefit, we bring this article which will quickly walk them through everything that went down in the event. The webinar was aimed at discussing the intricacies of executing Salesforce-SharePoint integration with the intelligent use of the XfilesPro application. The action-packed 30 mins long discussion began with our Sales Head, Rakesh N Rao shedding some light on the various key advantages of using external storage systems as means of replacing the primary Salesforce file storage. Not only does the use of external storage systems help in overcoming the limitations of native Salesforce file storage but it also has other benefits like file storage optimization & storage costs reduction. Followed by this, he moved on to discussing why the XfilesPro application is the most optimal solution when it comes to integrating different external storage systems with the native Salesforce application. He also mentioned some of the premium cloud-based storage solutions as well as the on-premise storage options that can be integrated using XfilesPro. Followed by this, he moved on to explaining why SharePoint storage is the #1 option when it comes to document management and actualizing an efficient file management strategy in Salesforce. Subsequently, our Product Consultant, Vedant Srivastava took over and gave everyone a quick demo of XfilesPro & how it can be set-up in the Org. If you wish to see the slideshare presentation of the webinar, please visit: During the course of the webinar, he also showcased three customer use cases belonging to the industry leaders from the logistics, educational & media industry & highlighted their specific Salesforce file management challenges. He also explained how each one of them addressed those challenges through efficient SharePoint integration using XfilesPro & what benefits they achieved. Towards the end of the insightful session, our Salesforce file management experts quickly summarized the advantages of using XfilesPro & how it can help Salesforce enterprises harness the untapped power of SharePoint. Following this, they answered a few of the questions posed by the webinar attendees after which the session was successfully concluded. Here is the full recap of the webinar session: 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: Carrying out SharePoint & Salesforce Integration using XfilesPro
With new technical advancements cropping up each day, it becomes imperative for organizations to keep on updating themselves to maintain an edge over their competitors. For companies, their voluminous amount of files and attachments pose a great threat in achieving a streamlined file management experience. With Salesforce CRM being introduced in the market, companies now receive additional assistance in managing their business operations. But even while using this platform, the challenges with managing the files remain tedious and never-ending. If your Salesforce organization is also looking for a solution to your file management woes, then may we suggest having a crack at using SharePoint storage. Steadily emerging as one of the most popular document management and storage platforms today, SharePoint is already being used by a huge chunk of Fortune 500 companies. Using SharePoint’s exceptional storage, retrieval, searching, archiving, tracking, and file management features, your company can easily overcome the issues related with limited Salesforce file storage and high additional storage costs. By opting for a collaboration between these two platforms, your company can generate more leads, make better-informed decisions, and drive home success and growth. In this direction, we are hosting a live webinar in the upcoming month which will focus on the several intricacies of carrying out the Salesforce-SharePoint integration with the intelligent use of the XfilesPro application. Our webinar ‘Integrate SharePoint & Salesforce using XfilesPro- An Advanced File Management & Collaboration Solution for Salesforce’ is happening on 4th March, Thursday at 11 AM EST. In this webinar, we’ll discuss the key advantages of using external storage systems, like SharePoint, as means for actualizing an efficient file management strategy in Salesforce in order to better manage the file storage. We will also shed some light on the crucial role played by XfilesPro in carrying out this integration in a completely seamless and hassle-free manner as well as some of the important use case scenarios of the past. So don’t miss out on this exciting opportunity to take your Salesforce file storage to greater heights and entirely revamp your file management experience. Register for our upcoming webinar here and reserve your spot today. Date: 4th March, Thursday Time: 11 AM EST 9:30 PM IST AMARLAL
