Stronger Together: DataArchiva is Now Part of XfilesPro
If you’re a Salesforce customer, you don’t need an introduction to XfilesPro and DataArchiva. Trusted by over 1,000 companies, XfilesPro elevates Salesforce users’ document management experience through seamless external storage integration (SharePoint, AWS S3, Google Drive, OneDrive) and a powerful DocGen suite for document generation and lifecycle management. DataArchiva, on the other hand, offers a fully-fledged platform to archive and back up Salesforce data. Both XfilesPro and DatArchiva have become popular applications in the Salesforce ecosystem over the years. Now, both platforms have united as one! Yes, that’s no mistake you read — XfilesPro and DataArchiva have come together under one roof for the next level of innovation. Previously part of CEPTES Software, DataArchiva officially transitioned to XfilesPro Labs in 2024 following a strategic de-merger. Why did this happen? This move strengthens XfilesPro’s vision of delivering an all-encompassing document and data management suite for Salesforce customers. How does this transition affect XfilesPro and DataArchiva customers? Let’s find out! What Does This Transition Mean for Our Customers? With DataArchiva becoming a part of XfilesPro, we are excited to provide our customers with expanded access to enterprise-grade archiving and backup solutions alongside our industry-leading document management and generation capabilities. Here’s what is in store for our customers; One Suite, Zero Hassle Managing documents and data across different vendors can be complex and time-consuming. With XfilesPro and DataArchiva now under one suite, our customers can seamlessly handle both structured and unstructured data within Salesforce. This unified approach simplifies workflows, reduces integration challenges, and eliminates the hassle of juggling with multiple providers. Exclusive Offers for Customers As part of this integration, existing XfilesPro customers will have access to exclusive discounts, personalized deals, and tailored integrations with DataArchiva. This ensures a smooth transition for those looking to expand their data management strategy without disrupting the operations. Through this, we aim to reward loyalty while making enterprise-grade solutions more cost-effective for our customers. Future-ready Data and Document Management Businesses need a long-term approach to managing their Salesforce data and documents to ensure compliance and scalability as they grow. With XfilesPro and DataArchiva combined, organizations can implement a long-term strategy for secure storage, structured archiving, and seamless retrieval for efficient and optimized performance in the long run. Enhanced Compliance and Performance With AI-powered data archiving and automated backup capabilities, businesses can now ensure complete audit readiness and robust data security as optimized storage solutions reduce unnecessary costs, improve system performance, and keep compliance risks at bay. Whether it’s industry regulations or internal governance policies, our combined suite keeps the customers ahead with best-in-class compliance measures. Looking Ahead: The Future of Unified Data and Document Management The integration of DataArchiva into XfilesPro was just the beginning. As we continue to evolve, we deliver smarter, more efficient, and future-ready solutions with a major focus on; More AI-driven Automation Leveraging advanced AI intelligence, we enhance search capabilities, compliance monitoring, and lifecycle automation for increased efficiency and productivity. Stronger Salesforce Integrations Our commitment to seamless connectivity continues to grow, expanding integrations across multiple Salesforce Clouds and industry-specific applications, ensuring effortless data management. Smarter Governance and Retention Policies We empower enterprises with intelligent governance tools and enable them to define and enforce customized data and document retention policies. A Future-Ready Suite for Salesforce Enterprises The integration between XfilesPro and DataArchiva goes beyond product expansion—it marks a significant step toward creating a seamless, all-in-one document and data management ecosystem within Salesforce. From efficient file collaboration and automated workflows to structured data retention, XfilesPro customers now have a 360-degree solution to streamline critical business information. And the best is yet to come! If you’re an XfilesPro customer, now is the perfect time to explore DataArchiva’s solutions and unlock exclusive benefits. To know more about XfilesPro and DataArchiva, get in touch with us today! Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
XfilesPro Labs: The Journey, the Vision, and What’s Next for You
Are you a Salesforce user? If so, you’ve likely heard of XfilesPro—the #1 document management solution for Salesforce. Trusted by over 1,000 companies and 550K+ users across industries, XfilesPro redefines document management. With seamless storage integration (SharePoint, AWS S3, Google Drive, OneDrive) and a powerful DocGen suite for document generation and lifecycle management, XfilesPro delivers a complete, efficient, and secure document experience for businesses. Recently, XfilesPro took one of the biggest leaps in its history. Launched in 2014, XfilesPro has spent over a decade revolutionizing document management as a flagship CEPTES product. In 2024, it took a bold new step, de-merging to become an independent entity, ready to drive even greater innovation, namely XfilesPro Labs. Why did this transition happen? Moreover, what does this shift mean to you if you’re one of our customers or a Salesforce customer? Let’s find answers to your questions in this article. Firstly, let’s look into CEPTES Software. A Key Player in the Salesforce Ecosystem Launched in 2010, CEPTES Software is a one-stop destination for enterprises across sectors seeking Salesforce and partner solutions with a strong presence in the US, APAC, and ANZ. CEPTES offers several Salesforce services like digital transformation, multi-cloud implementation, data cloud, data integration and migration, product and solution development, advisory, DevOps, QA services, and Agentforce. The company primarily focuses on industries including fintech, logistics, media, telecom, hi-tech, retail, manufacturing, digital commerce, health-tech, and real estate. With over 15 years of proven expertise, CEPTES has successfully partnered with more than 1000 customers globally and is a distinguished Salesforce Summit Partner and three-time Partner Innovation Award winner. The significant transformation that happened in the evolution of the organization was when Saksoft announced the acquisition of CEPTES Software in 2024. A leading technology provider offering application engineering, data analytics, cloud, infrastructure, cybersecurity services, quality assurance and testing, Saksoft obtained CEPTES to deliver comprehensive, data-driven solutions tailored to the specific needs of its customers across industries. The Vision: Why XfilesPro Labs? The transition to become a distinct enterprise wasn’t just a change in our functional structure. It was a strategic move to drive faster innovation, deeper specialization, and a stronger customer experience. A More Focused Approach As a standalone company, XfilesPro Labs can fully concentrate on transforming the document and data management realm within the Salesforce ecosystem. Greater Agility The shift to XfilesPro Labs empowers us for quicker decision-making, faster product enhancements, and better responsiveness to customer needs. Stronger Innovation With a dedicated team and resources, we are poised to introduce cutting-edge solutions that redefine document and data management for businesses. Commitment to Salesforce-First Excellence As a Salesforce-first expert, XfilesPro Labs will continue refining its products to seamlessly integrate with and enhance the Salesforce experience. What’s Next for You: The Future of XfilesPro Labs The transition to XfilesPro Labs is more than just a change in our business model. It’s more about how our customers benefit from this shift. Here’s what the foundation of XfilesPro Labs means to our customers; Enhanced Product Innovation XfilesPro Labs pushes the boundaries of document management in Salesforce by introducing cutting-edge features and AI-driven enhancements. This transformation ensures that innovation remains at the forefront, delivering continuous improvements to optimize workflows. So, customers can expect faster, smarter, and more intuitive solutions that evolve with their business needs. AI-powered Document Management With the introduction of next-gen advancements like X-agent, the AI-enhanced assistant for the XfilesPro product suite, our customers can experience an entirely new level of intelligent document handling. Here, automated workflows will eliminate manual processes and improve efficiency while ensuring accuracy and compliance. More Flexibility and Scalability XfilesPro Labs is designed to support businesses of all sizes with scalable solutions tailored to their unique requirements. Whether it’s automated storage for large datasets, advanced compliance measures, or secured cross-team collaboration, customers will have the flexibility to choose what suits them best. This ensures seamless adaptability to their changing document management needs. Unmatched Customer Support Operating as an independent entity allows XfilesPro Labs to invest even more in customer success. From dedicated training programs to personalized support, businesses will receive hands-on assistance at every stage. Most importantly, our commitment to customer experience ensures faster issue resolution, deeper product understanding, and long-term value for every user. However, the inception of XfilesPro Labs goes beyond innovation and building trust. The transformation also paved the way for DataArchiva’s union with XfilesPro Labs. You read it right! DataArchiva is Now a Part of XfilesPro Labs Another exciting milestone we crossed in this journey was when DataArchiva (previously a CEPTES product), an advanced data management suite for Salesforce, merged with XfilesPro Labs. This strategic move sets us up to strengthen our position as a leading provider of document as well as data management solutions for Salesforce. The integration of DataArchiva with XfilesPro Labs offers; End-to-End Document Management With DataArchiva joining with XfilesPro Labs, our customers can have a unified solution for both document and data management within Salesforce. XfilesPro ensures external document storage and collaboration, while DataArchiva offers Salesforce data archiving and backup solutions based on requirements. Together, they create a comprehensive suite that simplifies Salesforce data governance while enhancing operational efficiency. Unmatched Compliance and Security Managing both structured and unstructured data is now more streamlined while staying audit-ready for our customers. Advanced security protocols safeguard sensitive information, while automated compliance measures help meet regulatory demands with ease. This allows businesses to focus on growth without worrying about data security and compliance challenges. One Ecosystem, Boundless Innovation By combining archiving, backup, storage, collaboration, and automation, XfilesPro Labs revolutionizes how enterprises handle Salesforce data. With a relentless focus on innovation, customers can expect smarter, faster, and more scalable solutions for their ever-growing data and document management needs. Thank You for Being Part of Our Story Our journey to XfilesPro Labs was revolutionary. At the heart of this journey are our customers, partners, and stakeholders who have placed their trust in XfilesPro, shaping our growth and success. Over the past decade, what began as a simple storage integration tool
Introducing X-agent: Our AI Assistant for the XfilesPro Product Suite
Artificial Intelligence is no longer a futuristic concept—it’s here, transforming how businesses operate. From automating workflows to delivering intelligent insights, AI is driving efficiency, productivity, and smarter decision-making across industries. In the Salesforce ecosystem, AI-powered innovations like Agentforce are revolutionizing how businesses interact with data, automate processes, and make informed decisions. With AI reshaping industries, XfilesPro has taken the next big leap by introducing X-agent—our AI-powered assistant designed to redefine Salesforce document management, document generation, and data archiving & backup. X-agent + XfilesPro: A New Era of Smart Productivity AI is transforming SaaS applications by automating tasks, enhancing accuracy, and delivering intelligent insights. In Salesforce document management, AI enables smart classification, intelligent search, predictive analytics, and automated content generation. Beyond documents, AI enhances Salesforce data archiving and backup by predicting storage needs, ensuring compliance, and detecting anomalies in real-time. X-agent empowers businesses with AI-driven efficiency across their entire document and data lifecycle. Why We Introduced X-agent? With Agentforce redefining the Salesforce AI experience, businesses need intelligent automation to stay ahead. Our goal has always been to simplify document and data management, and AI is the perfect enabler. By integrating X-agent across XfilesPro and DataArchiva, we aim to: Eliminate manual inefficiencies with AI-driven document organization, categorization, and retrieval. Enhance compliance & security through AI-powered Salesforce data archiving, anomaly detection, and policy enforcement. Enable intuitive search with NLP, allowing users to find documents and data effortlessly. Predict storage needs & optimize data management, ensuring cost efficiency and seamless operations. With AI becoming a fundamental pillar of digital transformation, our move into AI wasn’t just about innovation—it was a necessity to keep our customers ahead in an AI-first world. How X-agent Transforms Salesforce Document & Data Management X-agent isn’t just another AI assistant—it’s designed to revolutionize how businesses interact with their documents and data within Salesforce. Here’s how X-agent empowers XfilesPro and DataArchiva users: Seamless Document Management (XfilesPro File Management) Instantly find, categorize, and retrieve files with AI-powered search & smart recommendations. AI-Driven Document Generation (XfilesPro Doc Gen) Generate contracts, invoices, and reports effortlessly with context-aware automation. Smart Data Archiving & Backup (DataArchiva) AI predicts storage needs, automates retention policies, and detects anomalies for enhanced compliance. Conversational AI for User Queries With NLP, users can interact with their data and documents through natural language. AI-Powered Smart Search No more struggling with file structures—X-agent understands natural language queries and delivers precise results. Intelligent Alerts & Notifications X-agent automates real-time updates, ensuring users stay informed about critical actions. Automated Compliance Monitoring X-agent tracks transactions, monitors regulatory adherence, and generates audit-ready reports. With X-agent, we’re not just adding AI—we’re redefining how businesses manage, govern, and optimize their Salesforce document and data management. The Future: What’s Next for X-agent? Basic AI capabilities are already live in our latest releases, and a full version of X-agent will roll out soon—bringing more intelligent automation, predictive insights, and AI-driven workflows. Here’s what’s coming: Advanced AI Models: X-agent will continue evolving, making document and data management smarter and more intuitive. AI-Driven Enhancements: Expect powerful features like predictive workflows, automated approvals, and intelligent compliance monitoring. Salesforce AI Ecosystem Integration: We’re working on deeper integration with Einstein AI, Agentforce, and other Salesforce AI tools. The future of AI-driven document and data management is here—and X-agent is leading the way! Stay tuned as we shape the next generation of Salesforce document management and data automation. The AI Revolution Starts Now The AI-powered future of Salesforce document management and data archiving is already here – X-agent is leading the way. Businesses that embrace AI today will gain a competitive edge, optimizing operations, improving compliance, and unlocking new levels of efficiency. Get in touch with us to learn more about X-agent. Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
Beyond Business: The Vision and Values of XfilesPro
Whether intentional or not, every company upholds certain values. At XfilesPro, our values are not just principles. We live by our beliefs and ensure that they resonate with our hearts. That way, we accomplish XfilesPro’s business objectives with a sense of fulfilment. What We Do at XfilesPro? We are a dedicated Salesforce partner focused on transforming the digital landscape through advanced applications on AppExchange. Previously part of CEPTES, we evolved into an independent ISV entity, namely XfilesPro Labs in 2024 by marking a new chapter in our journey of innovation and growth. We leverage the latest technological advancements to resolve the complex challenges of Salesforce users and make their lives easier. To achieve this goal, we build comprehensive applications in-house. Over the years, we have empowered Salesforce users to efficiently create, store, and collaborate on documents through our applications — XfilesPro Doc Gen for automated document generation and XfilesPro for document storage and collaboration. Similarly, we handle their data archival and protection demands through DataArchiva’s native, external, and backup applications. Recently, we rolled out two more apps, one for automated email management and the other for data extraction from Salesforce documents. Named Xmailbox and Xtract, both applications leverage the power of Artificial Intelligence. With over 1,000 customers across 20+ countries and 15+ years of rich experience, XfilesPro has become a trusted partner for businesses seeking comprehensive, unified solutions to manage documents effortlessly and reliably. Principles That Drive Us Forward Since our inception, we have focused on excelling in business while doing good for our people and the communities we serve. Our exceptional values set us apart in terms of culture and help us foster a robust relationship with our employees, customers, and investors. Our Vision We envision transforming the digital landscape with solutions that inspire growth, elevate innovation, and exceed expectations in every client partnership. Our Mission We aim to continuously innovate and redefine digital solutions, enabling our clients to grow, excel, and stay ahead in an ever-evolving digital landscape. Artboard-34 Our Values We uphold the highest ethical standards in every partnership, prioritizing collaboration, innovation, integrity, and customer success—all while staying true to our core values. Our values are; The Pillar of Leadership at XfilesPro Strong leadership is the foundation of meaningful principles. We are proud to have Mr. Harish Kumar, the founder and CEO of XfilesPro, at the helm of our journey, whose vision drives innovation, fuels growth, and upholds our core values of integrity and customer success. His forward-thinking leadership ensures a dynamic and purpose-driven future for XfilesPro. “Beyond business, XfilesPro serves some purpose that shapes our identity. We aim to create lasting values for the people and communities, which is also integral to our definition of success,” says Harish Kumar. With Harish, we have a group of people who work together to accomplish XfilesPro’s goals. We understand the gravity of our company’s principles and strive to uphold them in every decision. It’s our determination to fulfill XfilesPro’s principles. We are a team! We are XfilesPro! Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
XfilesPro Introduces X-impact: Empowering Communities & Creating Change
Every year, AIKYAM sets the stage for something bigger and better. This year, the flagship annual tech conference at XfilesPro announced the arrival of AI-powered innovation across our product ranges. Our product experts rolled out two AI-enhanced applications for Salesforce, namely Xmailbox for automated email communication and Xtract for data extraction from documents. Although AIKYAM’s commitment to tech innovation reached its peak, the event had more in store for humanity and the community. It was the official unveiling of X-impact, the philanthropic arm of XfilesPro. As a company that has long been committed to giving back to the community, XfilesPro saw the need to bring its efforts under a larger, more structured initiative — that’s how the idea of X-impact was born. And AIKYAM 2025 served as its perfect launching pad. Driving Meaningful Change We are proud to be an organization with a strong social conscience and a history of conducting meaningful CSR activities. We believe that every drop counts and every step toward the community can have a huge impact. With this vision, X-impact is dedicated to empowering underserved communities — primarily through educational support and hunger relief. As mentioned earlier, AIKYAM was the foundation stone of X-impact. During the event, we took the first step toward fulfilling our CSR mission by raising ₹1.5 lakhs in just 5 hours. We couldn’t be prouder of this incredible milestone and the great minds who contributed to making this possible. To ensure that our CSR funds are utilized effectively for the well-being of those in need, we collaborate with multiple NGOs focused on education and hunger-relief initiatives. Through them, we use the fund to bring educational reforms & hunger relief. Creating Lasting Impact Giving back to the community is ingrained in our values. At XfilesPro, we take pride in being a member of the Pledge 1% movement, which offers a flexible framework for companies across all industries and sizes to contribute a portion of their employee time, products, profits, or equity toward creating a meaningful social impact. All these initiatives are aimed to fulfill one goal — to serve those in need. We believe X-impact can make impactful changes in some of their lives and bring smiles to their faces. Therefore, our commitment to making positive differences in the community and for the underprivileged will be continued through X-impact. Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
Introducing Get Files: An Advanced XfilesPro Feature for Easier Document Sharing & Collaboration
Simpler document sharing and enhanced document collaboration are becoming more critical in business. Understanding the high and evolving demand for document-sharing capabilities among Salesforce users, XfilesPro has rolled out a new feature ‘Get Files’ in its latest release. It’s the advancement our application offers for Salesforce customers to streamline their daily document management experience. In this blog post, let’s discuss how Get Files empowers Salesforce users to ease their workflow. What is Get Files? Get Files is a new XfilesPro feature using which Salesforce customers can get required files from external users faster. The external users can share files through email and those will be automatically stored within the right folder. That means no manual hassle with a faster and more reliable process. This feature will take XfilesPro’s document management capabilities to a whole new level and add more power to the application’s document collaboration abilities. XfilesPro has been a pioneer in offering document generation, eSign, storage, and collaboration solutions to its global customers through AppExchange. How Does Get Files Work? Get Files adopts a link-sharing method to initiate the file-transferring process. Here, Salesforce users can easily generate a unique link directly from the XfilesPro application and share it with relevant stakeholders (external users) via email. Once the external users (partners, customers, etc.) receive the Get Files link, they can use the ‘Upload Files’ button to import any number of documents on the go. As mentioned above, these documents will be directly stored in the integrated external system inside the adequate folder so that your Salesforce file storage remains unaffected and document collaboration, access becomes hassle-free. In brief, the Get Files feature simplifies the file-sharing process for a better workflow. Now, let’s look into the benefits of this latest XfilesPro advancement. Simplified File Sharing Process It’s no longer manual uploading or sharing files in Salesforce, which often comes with complexities. With ‘Get Files,’ sharing Salesforce files and documents is like a cakewalk that gets done in a matter of a few clicks. No matter if it’s one or a large number of documents, this link-sharing feature allows you to upload documents to Salesforce in a shot. Efficient Document Collaboration Beyond fostering a seamless file-sharing experience, Get Files nurtures enhanced collaboration for Salesforce users. Whether it’s sharing project updates, soliciting feedback, or collaborating on documents, the innovative functionality empowers your team members and external people to simultaneously and efficiently work on documents regardless of their location or time zone. Centralized Document Management Having multiple platforms to store, access, and manage documents is highly onerous. Through Get Files, XfilesPro efficiently addresses this challenge by consolidating the file-sharing process within the app, resulting in centralized file management and organization for users. Here, your external system acts as a unified storage location to store all the uploaded documents, eliminating the need for disparate storage solutions. Robust Security Measures XfilesPro understands the importance of safeguarding sensitive information a document contains. This is the reason Get Files adopts strong and stringent security standards to secure your documents. From encryption protocols to access controls, the feature ensures the security and privacy of your files, giving you peace of mind. Seamless Integration If you’re wondering if the arrival of Get Files would cause any inconvenience to your existing workflow, fret no more! This advanced feature adheres to your processes and productivity tools. No matter if you leverage Email Clients, project management platforms, or cloud storage services, Get Files complements your existing toolkit, enhancing efficiency and collaboration across the board. Now that you understand the potential results that Get Files can drive for your business, you’re curious to explore the feature in action. To see how Get Files works for your business, schedule a demo with one of our product experts! Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
Why is XfilesPro the Top Choice for Salesforce Document Storage and Collaboration with SharePoint?
When it comes to business operations, Salesforce and SharePoint are a popular dynamic duo. Businesses unanimously agree that the power of this duo truly serves potential results that impact business success. While discussing Salesforce-SharePoint integration, for document storage and collaboration, one common solution that often comes up is XfilesPro. Have you ever wondered how XfilesPro became the most recommended solution for integrating these two giant platforms? This article details the nuances of leveling up document handling experience with XfilesPro by building a synergy between Salesforce and SharePoint. Before getting into its details, let’s discuss the significance of integrating Salesforce with SharePoint. Why is Salesforce-SharePoint Integration Required? While Salesforce has many functionalities for uploading and managing documents inside the CRM, it doesn’t come free from limitations. The users experience challenges with limited storage, high storage upgradation charges, folder structure creation, collaboration, accessibility, etc. We have to admit that Salesforce is a CRM, not a DMS. To address these hurdles before they impact productivity, companies adopt document-based collaboration systems like Microsoft SharePoint that streamline document dealing and collaborative experience. Because building a powerful bridge between Salesforce and SharePoint offers various benefits that can boost the efficiency and effectiveness of your business operations. Cost Savings Salesforce’s storage cost can be substantial. It can quickly add up as your business grows and accumulates files inside the Org. However, the integration with SharePoint unleashes the opportunity to leverage the extensive storage capacity of this system, resulting in high-cost savings. Easy Document Access Salesforce limits document access to every department to ensure security. However, this can cause operational challenges as cross-functional teams can’t access required documents. The Salesforce-SharePoint integration plays a critical role here as the wide and secure accessibility of SharePoint permits authorized users to access documents. Enhanced Collaboration The seamless integration between Salesforce and SharePoint allows teams to effortlessly share, access, and manage documents within the Salesforce environment by leveraging SharePoint’s powerful document management capabilities. This provides real-time updates and collaboration on shared documents, ensuring users access the latest information. The XfilesPro Way of Integration XfilesPro is the #1 document management app that establishes a strong and seamless integration between Salesforce and SharePoint. This connection takes place so easily that you can immediately embark on a new document management journey. Post integration, XfilesPro enables you to automate the migration of files from Salesforce to SharePoint (including your big-sized files) so that your Salesforce file storage space will remain optimized. Here, XfilesPro identifies SharePoint as a reliable and comprehensive external repository for migrated documents offering superior functionalities for a modern document management experience. Let’s look into how XfilesPro adds more value to your Salesforce-SharePoint integration endeavor. Quick and Seamless Integration XfilesPro adopts a highly streamlined process to establish the connection between your CRM app and the external storage. The best part is that this connection comes with zero coding requirements! Here, XfilesPro eliminates the complexities typically associated with integrating two cloud platforms, providing an intuitive interface that doesn’t require technical expertise. Since it’s a fast & hassle-free integration, the entire process gets done in a short time so you can experience advanced document management in minutes. Unlimited and Centralized Storage Once the large volume of documents is moved from Salesforce to SharePoint, the file storage space of the CRM app gets optimized and unburdened. Here, the document migration is not a one-time job, instead, it’s a recurring process that secures the storage space irrespective of the document growth. This in turn creates unlimited space in Salesforce and a centralized document management location in SharePoint. Having a centralized storage space, your authorized users can easily access documents, eliminate the search through multiple systems, and work on documents in real time. Robust Document Security Whether it’s NDA, proposals, quotes, or contracts, every document should be secured while using and when sharing it with other users. XfilesPro ensures the security and seamlessness of document sharing in both these scenarios with its advanced functionalities. When it comes to document sharing, our application offers an enhanced security model in which specific capabilities ensure document security while sharing it with internal teams as well as external parties. On the other hand, to safeguard the documents while using them, XfilesPro imposes Access Control, which permits only authorized users/teams to access specific documents. Similarly, users can also leverage XfilesPro’s Folder/File Preserve functionality that enables document deployment to a particular user/group/profile. Strong Compliance Adherence Different industries uphold different compliance standards. If your business belongs to any such industry that demands the retention of documents for several years (eg: healthcare, legal, finance, real estate, government), the limited file storage space of Salesforce will throw a spanner on this action. However, you can easily overcome this challenge with XfilesPro. As the application pushes your documents to SharePoint, you can stay worry-free about the small storage allocation by Salesforce and retain the documents for any number of years in SharePoint. Here, XfilesPro helps you strongly adhere to your compliance guidelines that insist on document preservation. SharePoint Tagging Support The greatest advantage XfilesPro unleashed to reinforce the Salesforce-SharePoint integration was its support for the Tagging feature. XfilesPro enables Tagging for Salesforce files in SharePoint, which is the assignment of categories or descriptive words to content, using labels. These tags serve as metadata that categorizes content based on various attributes such as topic, project, department, or any other relevant criteria, helping to easily filter and locate the files. Adding more value to the Tagging functionality, XfilesPro also supports Custom Tags and Auto Tags. In these, the former are the user-defined label attributes that can be applied to documents, items, or pages while the latter are automated metadata or label assignments applied to documents based on predefined rules. The highlight here is that you can provide unlimited Tags using XfilesPro. Field Service Lightning Support If your business belongs to an industry that demands field service agents, you must be leveraging Salesforce Field Service Lightning (FSL). It’s a system made by Salesforce to help companies that provide on-site services to better organize their work. As XfilesPro offers support to FSL, SharePoint
Document Management Revolution: Highlights from Our London World Tour
Blowing the Trailblazer community away with some groundbreaking announcements on the ‘AI revolution,’ World Tour London buttoned up on a high note! Experiencing the potential of the event firsthand, we must say that World Tour London is your ticket to the future of tech. Because, Salesforce has launched its first-ever dedicated AI Center in London to deal with rising customer demand for the technology. This new space will allow industry experts, developers, and customers to collaborate on innovation and develop new skills. “AI has the potential to drive major growth for UK businesses – with the UK AI market predicted to reach over $1 trillion by 2035. To realize this opportunity, industry-leading experts must work together to develop innovative solutions and overcome obstacles,” says Zahra Bahrololoumi, CEO of Salesforce UK. Moreover, Salesforce has introduced over 200 new Data Cloud Connections, including integrations with social media giants Snapchat, LinkedIn, and Meta during the event. So, how can we resist ourselves from saying that World Tour London is a gateway to the future of tech? A One-of-a-kind Experience For XfilesPro, World Tour London was an outstanding opportunity to extend our footprint in the UK market. We debuted the event as a sponsor that brought a fully-fledged document management solution to empower Salesforce users. Here’s how our World Tour day at ExCel London went. Showcased the XfilesPro Potential We were thrilled to witness how the XfilesPro booth turned out to be a crowd-puller at the World Tour London. Trailblazers from around the world and varied industries including education, finance, and technology joined our experts to discover how XfilesPro can level up and streamline their document management experience in Salesforce. While a huge number of booth visitors showed interest in exploring our document generation application, the number of attendees wanting to learn more about the storage and collaboration app was even more. Based on their requirements, compliance needs, and challenges, Salesforce users voiced a variety of concerns. The best part was that XfilesPro knocked everyone’s socks off with its advanced functionalities! Our ground-breaking solution is a perfect fit for the European market as XfilesPro is packed with multiple functionalities along with security features. Customers can not only generate and store documents in their preferred location using XfilesPro, but the app offers eSignature, secure document sharing, secure document access, seamless collaboration, and much more. We were delighted to see the response and can’t wait to work with new European businesses. Building Global Connections Beyond hosting an amazing crowd at the booth, World Tour London also provided us with an opportunity to extend our network to hundreds of more Trailblazers. We were immersed in the pool of innovation seekers and business leaders who look forward to scaling nothing less than excellence in their business. We met, exchanged ideas, and talked business, all while having enormous fun. Needless to say, the post-event networking was the cherry on top, which opened the door to more business opportunities for us. We received a lot of partnership proposals, product queries, and many other chances to win together with the growing community. “World Tour London hit it out of the park! We met some tech enthusiasts who were in search of solutions for their document handling challenges. I’m glad they found XfilesPro” Says Harish Kumar, CEO & Co-founder of CEPTES Meeting More Trailblazers Although we connected with a massive crowd during World Tour London, we would like to meet many more. Because we understand that it’s high time Salesforce users need to supercharge their document management operations using XfilesPro. So, our team has decided to stay in London for some more days. We will meet our customers, partners, and anyone interested in elevating their business with us. If you missed visiting our booth during the event and would like to meet the team, please schedule a meeting. They are thrilled to see you! The Bottom Line World Tour London was a spectacular experience. We have witnessed the magic of CRM + AI + Data + Trust in building business. With the amazing memories and opportunities we gathered, here we bid adieu to one of the much-awaited Salesforce Tours by expressing heartfelt gratitude to every Trailblazer who joined us. See you next time! Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
Top 3 Reasons to Meet Team XfilesPro at World Tour London
World Tour London is back! And, we have good news! We couldn’t be more proud and thrilled to announce that XfilesPro, the #1 document management application for Salesforce is making its debut at the best of World Tours as a proud Sponsor. Our team is heading to London to showcase the X-factor in the document management realm of Salesforce. As you’re excited to explore 70+ sessions, mind-blowing demos, and the top innovations powered by CRM, AI, Data, and Trust, here’s why you shouldn’t miss joining team us at ExCeL London on 6th June 2024. Showcasing the X-factor for Salesforce Document Management At World Tour London, XfilesPro is presenting a comprehensive suite for all your document management needs in Salesforce. Our platform is fully-fledged, advanced, and capable of accomplishing your everyday requirements to deal with Salesforce documents — from its creation to approval and storage in a secure environment. Here’s a brief overview of the capabilities you would explore upon meeting our team at the World Tour. 1.A Superior Solution for Automated Document Generation Joining us, you will discover the cutting-edge functionalities of XfilesPro’s document generation app for Salesforce. Right from pulling data from various objects to creating the document either by importing your template or building a new one, XfilesPro’s document generator accomplishes document production in Salesforce with the power of automation. Using the app, you can create documents of any type, size, or quantity without your involvement. 2. Later, Route it for Approval and eSign Once the document is generated in the Org, it’s time to channel it for review and approval by several users. With XfilesPro, you can automate this hectic process and eliminate the long waiting time associated with the multiple review and final approvals. And, after the approval, the document will land in the hands of authorized people for eSign. 3. Finally, Store the Documents in a Repository You’re done with review, approval, and eSign. Now, it’s time to store your documents somewhere out of Salesforce considering the limited file storage space of the platform. XfilesPro allows you to transfer documents from Salesforce to any of your preferred, secured external systems (SharePoint, OneDrive, AWS S3, & Google Drive) so that your file storage will never get exhausted. The best part is that since the external storage is owned by you, you will gain 100% ownership and control over your documents and no one else. Finally, once the documents are moved to the external repository, you have accomplished the lifecycle of your documents. That means a meet-up with team XfilesPro at World Tour London will give you the best opportunity to elevate your document management experience in Salesforce. We’re presenting you with a single platform for end-to-end document handling, which eliminates the need to switch between apps or deal with multiple vendors for different purposes. Not this alone, upon meeting us, you will also get the chance to discover the potential of many more applications including Salesforce data archive and backup, and no-code integration. Plus, there will be a door to join our Partner Program and our growing community. So, shall we meet and help each other? Don’t forget to stop by our booth at ExCel London! Before that, please book a slot here to avoid the rush! Looking forward to seeing you! Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
Why Should You Join XfilesPro at Salesforce World Tour Essentials Dubai 2024?
The future of business is coming to Dubai, and so are we! We’re immensely proud to announce that we are a Gold Sponsor of Salesforce World Tour Essentials Dubai 2024! While the global Ohana gathers to discover new product innovations and the winning formula of CRM + AI + Data + Trust, we can’t resist joining the enthusiastic crowd. So, we’re meeting you at the Madinat Jumeirah Conference Centre, Booth Number 3 on 16th July 2024 with solutions for some of your major pain points using Salesforce. Unveiling Innovative Products at World Tour Essentials Dubai As the world steps into a new era of technology at World Tour Essentials Dubai, team XfilesPro is thrilled to expand our horizon further in the Gulf Tiger. We will not only connect with business leaders and tech enthusiasts at the biggest annual event but also look forward to meeting our customers and learning from them about their new requirements. Along with XfilesPro, we’re bringing a wide range of advanced applications to the event that are capable of resolving potential challenges of Salesforce users. You will explore solutions for efficient document and data management, seamless Salesforce integration, real-estate automation application, and many more upon joining us. So, make sure you meet our team at World Tour Essentials Dubai! Why You Need to Join Team XfilesPro? We welcome you to Booth 3 to not miss an opportunity to explore the futuristic innovations in the document management realm of Salesforce. We’re proud to present XfilesPro as the fully-fledged solution for your end-to-end requirements for dealing with documents from its generation stage to getting them approved and stored in a secure environment. Let’s take a brief look at the advancements of XfilesPro before you head to our booth. Document Generation: This is the modern application you need to automate your daily document generation process in Salesforce. With XfilesPro’s auto document generation tool, you can create documents in bulk in any format either by using your existing template or building a new one. Needless to say, the application charts the way to increased process efficiency, reduced time, and productivity boost for your business. Review, Approval, and eSign: Once the document is created, automatically route it for final review, approval, and eSign by multiple users and eliminate the repeated manual work and waiting time associated with it. Through review and approval automation with XfilesPro, you can streamline the workflow, ensure compliance, and accelerate the decision-making process with ease. Storage and Collaboration: Here’s where XfilesPro addresses the limited file storage concerns in Salesforce. As the growing documents eat up the file storage, XfilesPro helps you optimize the space by enabling the automatic movement of documents from Salesforce to any of your preferred external storage (SharePoint, AWS S3, OneDrive, Google Drive) by establishing a quick, seamless, and no-code integration between both platforms. So, you can rest assured about the freed-up storage space every time. In short, XfilesPro offers a comprehensive and one-stop platform to accomplish the lifecycle of your Salesforce documents. And, it also means you need to stop by our booth and talk to our experts! They are eager to help you by; Presenting live demonstrations highlighting the advanced functionalities of XfilesPro Learning your challenges and what you’re looking forward to achieve Explaining how XfilesPro can help you scale document management efficiency in Salesforce Mark your calendar and join us at Salesforce World Tour Essentials by scheduling a meeting. Looking forward to hosting you! Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
