XfilesPro is Now SOC 2 Type II Compliant: What Does it Mean for Our Customers
We jump for joy when achieving something extraordinary. This time, we’re beyond excited! We’re proud to announce that XfilesPro is now SOC 2 Type II Compliant – a major milestone in our commitment to providing secure services and delivering trust to the customer. This recognition is extra special because it’s a testament to our consistent efforts in maintaining the highest standards of confidentiality, integrity, and availability of our solutions. What is SOC 2 Type II Compliance? The Service and Organization Controls (SOC) 2 is a report based on the Auditing Standards Board of the American Institute of Certified Public Accountants (AICPA) SSAE 18. SOC 2 Type II is an audit resulting in a report covering a specified period of time and includes auditing both the design and operating effectiveness of controls, whereas Type I covers a specific point in time. SOC 2 Type II includes principles for data security, availability, confidentiality, privacy, and transaction processing integrity. Why Does SOC 2 Type II Compliance Matter? At XfilesPro, achieving SOC 2 Type II Compliance isn’t just a badge of honor. This validates that our data handling processes and internal controls are not only in place but have been consistently maintained and reviewed over time. For our customers, it offers a powerful reassurance that our solutions and services are handled with the highest levels of accountability. In an era where digital threats continue to grow, compliance is more than just a requirement—it’s a strategic imperative. With SOC 2 Type II, we stand ready to meet the expectations of modern industry standards and navigate the landscape of data security with confidence. What Does the SOC 2 Type II Compliance Mean for Our Customers? XfilesPro’s SOC 2 Type II Compliance is more than a security milestone—it’s a promise of consistency, transparency, and unwavering trust for them. This achievement validates that our security practices aren’t just one-time efforts but are deeply integrated into our day-to-day operations. This helps our customers rest assured that we not only meet security standards but continuously monitor, improve, and mitigate potential risks. Most importantly, it reinforces our long-standing commitment to data privacy, ensuring our solutions are handled with the highest level of care, responsibility, and protection. Moreover, this ensures; Security Assurance SOC 2 Type II compliance assures that security controls are not only properly designed but also operate effectively over time, providing real and reliable protection for our solutions. Improved Operational Efficiency The continuous auditing and monitoring required for SOC 2 Type II pushes us to regularly refine and optimize our internal processes. This leads to smoother operations, fewer inefficiencies, and a stronger foundation for scalability. Competitive Advantage Following the Type II Compliance sets XfilesPro apart from others who may not meet the same security and compliance standards. It builds confidence among customers and partners, positioning us as a trusted and reliable solution provider. What’s Next for Us? Crossing SOC 2 Type II Compliance is not the end of the road—it’s a stepping stone toward even greater security and compliance excellence. To the customers of XfilesPro’s document management and generation apps for Salesforce, we will continue to strengthen our security practices and internal controls to stay ahead of evolving risks. Likewise, customers of DataArchiva—our comprehensive data management suite, including archiving and backup solutions for Salesforce—can also take confidence in this milestone, which reinforces our promise of delivering secure, reliable, and compliant solutions. We also need to mention that this achievement would not have been possible without the relentless dedication, collaboration, and expertise of our incredible team. As we celebrate this success, we also want to reaffirm our determination to provide secure solutions, uphold transparency, and maintain the highest standards of trust and integrity in everything we do. At XfilesPro, security isn’t just a checkbox—it’s a core value we live by. 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
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
A Decade of XfilesPro: Pioneering Document Management in Salesforce for 10 Remarkable Years!
Phew…Just like that, our first baby turns ten! Who knew that time could fly this fast? It seems like just yesterday we introduced our most intelligent and adorable kid to the Salesforce world. Today, he has grown to be the one-stop solution for Salesforce users around the globe for their document management needs. If you’re wondering who we are talking about – it’s our Gen Z kid XfilesPro. From the launch in 2012 as EXTFM to a big brand name XfilesPro provides solutions for document management challenges in Salesforce, the journey of our flagship application has been incredible and upwards. Today, it’s delivering two on-demand solutions for Salesforce users — file management and document generation apps with advancements that no one else provides. We will tell you more about XfilesPro’s journey. A decade ago, XfilesPro stepped into the booming Salesforce ecosystem as an app supporting AWS S3. Later, we advanced the solution by extending its wings to SharePoint, Google Drive, OneDrive, and On-premises platforms. So, XfilesPro can now help #AwesomeAdmins get rid of their ever-complicated task – document management in Salesforce. The admins can move their growing volume of files from Salesforce to their preferred external storage in order to free up storage space and achieve peace of mind. This is the magic that XfilesPro’s file management application does. The best part is that it’s not only the external integration or file migration functionality that the next-gen application provides. There are a lot of other capabilities that make XfilesPro a complete document management system and a cut above the rest. Enhanced File Collaboration: XfilesPro’s Bi-sync functionality plays a big role here. It syncs Salesforce records with respective files in the external storage so that the modifications on files can be reflected in both platforms. This streamlines the file collaboration as internal employees can work on files within Salesforce while external users modify the files in the external storage and can have the real-time changes reflected. A Centralized File Management Process: XfilesPro nurtures a centralized file management system where different external systems can be integrated with Salesforce through a single-point file management system. Be it a 3rd party or an AppExchange app you’re integrating with Salesforce, your external storage will be the centralized file location where the user can access and edit files. Customized Folder Structure Creation: Since Salesforce poses limitations in creating folder formats, XfilesPro empowers them to build their preferred structure in the external storage so that the files can be arranged in a way that makes sense to their business. Here, XfilesPro provides two options, template folder structure and custom folder structure. The former is an easy-to-understand folder format that comes by default with XfilesPro, where users can easily access files. And, the latter helps the users to customize their folder structure as per the business requirements. Massive File Migration in One-Go: If the customer has already accumulated certain volumes of files in their Salesforce file storage, XfilesPro can easily push them to the external repository in one shot by maintaining the hierarchy between files. Enhanced File Security: XfilesPro understands the users’ concerns regarding the security aspect of storing Salesforce files in an external storage location. Here’s where XfilesPro’s Access Control functionality comes into play, ensuring that authorized users gain the ultimate control to decide who can view and access their documents. Significant Cost Savings: The cost of additional storage purchases from Salesforce may not sound cost-effective for your business. Since XfilesPro optimizes the storage space and eliminates the need for storage upgrades, customers can save exorbitant money. Also, Read: XfilesPro 9-Years Of Journey – Top Highlights Now, let’s talk about the recent and biggest addition we have made to the XfilesPro family — XfilesPro DocuPrime. It’s the modern auto document generation app for Salesforce that automates the generation of documents of any type, size, and volume 100% natively within the CRM platforms. So, the users can eliminate the manual efforts of creating a document as the application automatically fetches data from multiple Salesforce objects and fills out the respective spaces to generate documents. With added functionalities like support for popular 3rd party eSigns, customized template creation, and template import, XfilesPro DocuPrime reinvents the never-ending, tedious document generation process of Salesforce users. With two superior applications, XfilesPro provides a holistic platform for Salesforce users to generate and manage documents within the CRM with zero human involvement and in a way like never before. Through this elevated document management experience, the users can drive their attention back to strategic business goals without being worried about the growing volume of documents. This is what makes XfilesPro a fully-fledged document management system for Salesforce. So, where does XfilesPro stand today? With the ground-breaking addition of DocuPrime to the family, we started experiencing the tremendous growth of XfilesPro in the world of Salesforce. With a strong background of 500+ customers from around the world with 500k+ user licenses that have been granted to be renowned as the most trusted and recommended document management suite for Salesforce, XfilesPro has come a long way in a span of 10 years. And, with the announcement of Captain FiDo in 2022 as the official mascot, the brand value of XfilesPro scaled to the next level in a way like never before. In addition, it takes immense pride to bask in the glory of five stars in AppExchange for the app. Altogether, we should say, that it’s been a decade of unstoppable progress in XfilesPro’s history. But, XfilesPro’s innovation doesn’t stop here. The application will go above and beyond every year to accomplish the growing and evolving requirements of the customers by continuing to push the envelope. Because XfilesPro is 10 years stronger and prouder now! Meanwhile, look into the Top 3 Moments During XfilesPro’s 9th Anniversary Event Finally, big cheers to XfilesPro’s customers, leadership team, employees, and partners for their continued striving and efforts to meet excellence. This note would never be complete without acknowledging their significant contributions. So, repeat after us, a decade of
Everything You Need to Know About Captain FiDo: XfilesPro’s New Mascot
XfilesPro is an application that has been in the industry for a short while and has achieved awe-inspiring success. It is at the pinnacle of file management and external storage optimization in Salesforce for a reason. When Salesforce file storage hits the zenith, the only option left to you is to buy some into the bargain Salesforce storage or maybe delete or move some files to external storage. The very thought of it is very exhausting. When you are a part of a swamped work schedule, this will really not be an ideal solution in this realistic situation. That is where XfilesPro fits into the equation. XfilesPro helps with maximizing your Salesforce ROI by assisting you to optimize your file storage by integrating it with the external storage system of your choice. There are also several other options such as auto file export, folder management, file collaboration, community user support, template creation, and many more. So, hands down this is the best product if you are on the lookout for one that is deployed to carry out your internal file management in addition to several features. With its new version revamp, XfilesPro has added some new innovations. The most eminent one is document generation. The chances of getting your document automation and file management all in one provider are as rare as a good luck four-leaf clover. So, it’s a cinch. There is nothing to think about. This deal is something you will not regret. To have a finer and more extensive knowledge of the topic, schedule a call now with our product experts. This magnificent product has now come up with a product mascot FiDo to assist you in your ocean of file management. We are delighted and content and looking for more prosperous success in the coming years. Dolphins (FiDo) The first thing that crosses your mind when you hear the word dolphins is that they are cute and friendly and each time you see them do an acrobatic spin, your heart goes wow. Have you ever wondered how come they do these tricks and play games perfectly when told to? It is because they are also one of the smartest species of animals apart from humans. Though they are not as sharp as a tack like humans, they are definitely a quick study when compared to other animals. It is said that they have analogous personalities to humans. There are stories in the past wherein they have helped sailors to reach their destination or back them up if they miss their direction in the sea or ocean. They are the most social animals one can ever come across. They are also curious and can also understand some social cues and respond accordingly. On that account, we have chosen a dolphin as our product mascot. Hence we are here to proudly present you to FiDo ( Fi -> File management & Do -> Document Generation). XfilesPro x FiDo We are bringing the ‘Ocean Theme’ for product branding as we believe data is an ocean & innovation is limitless. Captain FiDo (File+Document) will be one of our prime ocean characters & product mascots. Why a dolphin? Because he is intelligent, he excels in delivering results to the highest standards, is a savior & is an empathetic leader. That’s exactly what XfilesPro is! Yes! That is what our team believes. We will tell you why! XfilesPro is one of the smartest applications one can find on AppExchange for file management and dolphins take the prize home when it comes to being the smartest among the animals. We can’t ignore the fact of how user-friendly XfilesPro is just like the dolphin being the most social animal present. The peculiar personality of being curious and an empathetic leader is something XfilesPro and dolphins have in common. What better correlation than an XfilesPro with a dolphin? Hence we chose FiDo to lead us throughout our XfilesPro journey from here on. So in your ocean of files, our captain FiDo is here to help you manage and also make them more efficient along with document generation. With all this new ingenuity and innovation, XfilesPro is pumped up to a new version with a lot of possibilities and new exciting features. If not now, then when would you go for XfilesPro? The product is getting better and better each day and we are looking forward to adding you to our family. If you are interested in having your files managed efficiently, talk to our experts and let’s break the bubble of file inefficiency and welcome coherence. AMARLAL
XfilesPro 3.0 is Now all set to Transform File Storage Needs in Salesforce
XfilesPro, a next-gen file management & collaboration solution for Salesforce, enables enterprises to integrate external Cloud/On-premise storage systems with their CRM to better manage large files, optimize storage & reduce 70%+ file storage costs. Bengaluru, [March 31st, 2021] – XfilesPro, the most trusted & advanced file management solution for Salesforce is now furnished with new all set features & experience to transform your file storage needs in the world’s #1 CRM platform. In the latest product advancements, the solution has rolled out one of its most anticipated features ‘Auto Export’ (File Archiving Utility) which will help users automatically export files from their Salesforce file storage to any external Cloud (SharePoint, AWS S3, Google Drive, OneDrive, Dropbox) or On-premise (SMB, SFTP & Network Drive) storage without any manual intervention. Apart from this, another notable highlight is the addition of Mass Functionalities (Mass Delete, Mass Sharing, Mass Download). Users can now delete, share, download multiple files at a time with a single click, which will save a huge amount of time. For the customers using SharePoint to store Salesforce files, a lot of new features have been introduced including additional column support. Check out the app here With support for over 7 external Cloud & On-premise storage systems, XfilesPro has redefined Salesforce file management strategies. Apart from huge storage cost reduction, the application offers enterprise-grade content management with a centralized storage system that can manage files from standard as well as community users. The seamless customization, quick setup & admin-friendly capabilities make XfilesPro the most implemented solution in the market. Along with the file management solution XfilesPro, CEPTES also offers end-to-end data management solutions DataArchiva & DataConnectiva for data archiving & DataBakup for data backup & recovery services. CEPTES is widely considered as the expert in offering enterprise-grade file & data management solutions for the world’s #1 CRM platform. Comments on the News “After onboarding over 250 customers from across 10+ industries, I can proudly say that today XfilesPro can handle any complex Salesforce file management needs. With each new release, we have been adding new features that can really help our customers take their file management experience to the next level. I believe the new Auto Export feature can really make things easy for the users apart from helping them reduce massive file storage costs”, said Harish Kumar Poolakade, Co-founder & Head of Products at CEPTES. About CEPTES CEPTES is a leading Salesforce consulting & solution provider with a decade of proven service excellence. With 3 global offices & over 200+ customers across 5 continents, their capabilities spread across multiple industries, technologies & solutions. They are considered as an expert in offering data & file management solutions to businesses of any size & type with their widely popular solutions DataArchiva and XfilesPro. For more information, please visit: www.ceptes.com How the solution works: Watch a quick video. AMARLAL
XfilesPro V6.0: Assess & evaluate all that’s brand new
The bygone year brought unprecedented changes in the business realm and proved to be a serious game-changer. But for our product, XfilesPro, it proved to be an amazing year where it emerged as the most preferred & trusted external file management & collaboration solution among Salesforce users. In 2020, we also made the most number of product releases where we constantly added new features & enhanced the existing ones. Maintaining that trend even in this year, we have just released the latest version of the XfilesPro application and made it live on the AppExchange to help Salesforce customers transform their file storage needs with seamless external file collaboration. XfilesPro V6.0 is equipped with some new features and functionalities while the existing features have been significantly enhanced. Let’s have a sneak peek into some of the exciting latest features that we added in the last release. Handling Special Characters for all Storage Providers – In the latest version, when a Salesforce folder or file name has the below-mentioned special characters in it, that are not supported by the cloud providers, XfilesPro offers the option to replace them with the user-specified characters or with the default characters. Amazon S3 & | ‘ ” < > ~ [ `# } % ] { Google Drive | OneDrive filenames * < > ? : | “ OneDrive folder name * < > ? : | “ tested in drive SharePoint * < > ? : | “ Local providers : * ? ” < > | Note: $ is not supported as a replaceable character for any of the providers. Role & Hierarchy Based Setup (Bi-sync & List components)– In XfilesPro 6.0, now Salesforce admins can assign the action permissions to the users and profiles. If nothing is assigned to the user and profile, then by default the user will be able access the Org-level default app setup. Upload Download Delete Share Auto Export (File Archiving Utility) – With the latest version, Salesforce files and attachments can easily be exported using the Export Utility without any manual intervention. Following is the criterion for the files: Minimum file size- 200 bytes Maximum file size- upto 100 MB SharePoint and OneDrive can be scheduled to auto-export files of upto 8 MB with the help of an additional scheduler code. SharePoint – Additional Column Support from XfilesPro: The latest version of XfilesPro allows the custom columns present in the SharePoint storage to be shown in the Bi-Directional component, as per the customer’s need. About XfilesPro XfilesPro is an advanced file management & collaboration solution designed especially for Salesforce users. Using this application, Salesforce users (both standard & community) can choose among a wide range of external file storage systems to integrate with their native Salesforce application to store Salesforce files of any size externally. These include multiple Cloud platforms like SharePoint, AWS S3, Google Drive, OneDrive, & Dropbox as well as on-premise systems like SMB, SFTP, & Network Drive. With over 200+ customers across the globe, XfilesPro now has over 300K+ licensed users across 15+ industries that enjoy seamless collaboration & multiple other benefits. Try out all the new capabilities by installing the app from AppExchange today. Get started here. AMARLAL
