WEBINAR DIGEST: Integrating Salesforce & SharePoint using XfilesPro
Our much-awaited webinar session has finally happened and right off the bat we would like to thank everyone for the phenomenal response we received. The session was housefull and the response is incredible. But even the people who missed attending the live session can reap the rewards. For their benefit, we bring this article which will quickly walk them through everything that went down in the event. The webinar was aimed at discussing the intricacies of executing Salesforce-SharePoint integration with the intelligent use of the XfilesPro application. The action-packed 30 mins long discussion began with our Sales Head, Rakesh N Rao shedding some light on the various key advantages of using external storage systems as means of replacing the primary Salesforce file storage. Not only does the use of external storage systems help in overcoming the limitations of native Salesforce file storage but it also has other benefits like file storage optimization & storage costs reduction. Followed by this, he moved on to discussing why the XfilesPro application is the most optimal solution when it comes to integrating different external storage systems with the native Salesforce application. He also mentioned some of the premium cloud-based storage solutions as well as the on-premise storage options that can be integrated using XfilesPro. Followed by this, he moved on to explaining why SharePoint storage is the #1 option when it comes to document management and actualizing an efficient file management strategy in Salesforce. Subsequently, our Product Consultant, Vedant Srivastava took over and gave everyone a quick demo of XfilesPro & how it can be set-up in the Org. If you wish to see the slideshare presentation of the webinar, please visit: During the course of the webinar, he also showcased three customer use cases belonging to the industry leaders from the logistics, educational & media industry & highlighted their specific Salesforce file management challenges. He also explained how each one of them addressed those challenges through efficient SharePoint integration using XfilesPro & what benefits they achieved. Towards the end of the insightful session, our Salesforce file management experts quickly summarized the advantages of using XfilesPro & how it can help Salesforce enterprises harness the untapped power of SharePoint. Following this, they answered a few of the questions posed by the webinar attendees after which the session was successfully concluded. Here is the full recap of the webinar session: There is a lot more in stock for our Salesforce customers as new and exciting webinars are planned for the coming months. Please follow us on our social media handles for latest updates about the upcoming webinars. AMARLAL
WEBINAR: Carrying out SharePoint & Salesforce Integration using XfilesPro
With new technical advancements cropping up each day, it becomes imperative for organizations to keep on updating themselves to maintain an edge over their competitors. For companies, their voluminous amount of files and attachments pose a great threat in achieving a streamlined file management experience. With Salesforce CRM being introduced in the market, companies now receive additional assistance in managing their business operations. But even while using this platform, the challenges with managing the files remain tedious and never-ending. If your Salesforce organization is also looking for a solution to your file management woes, then may we suggest having a crack at using SharePoint storage. Steadily emerging as one of the most popular document management and storage platforms today, SharePoint is already being used by a huge chunk of Fortune 500 companies. Using SharePoint’s exceptional storage, retrieval, searching, archiving, tracking, and file management features, your company can easily overcome the issues related with limited Salesforce file storage and high additional storage costs. By opting for a collaboration between these two platforms, your company can generate more leads, make better-informed decisions, and drive home success and growth. In this direction, we are hosting a live webinar in the upcoming month which will focus on the several intricacies of carrying out the Salesforce-SharePoint integration with the intelligent use of the XfilesPro application. Our webinar ‘Integrate SharePoint & Salesforce using XfilesPro- An Advanced File Management & Collaboration Solution for Salesforce’ is happening on 4th March, Thursday at 11 AM EST. In this webinar, we’ll discuss the key advantages of using external storage systems, like SharePoint, as means for actualizing an efficient file management strategy in Salesforce in order to better manage the file storage. We will also shed some light on the crucial role played by XfilesPro in carrying out this integration in a completely seamless and hassle-free manner as well as some of the important use case scenarios of the past. So don’t miss out on this exciting opportunity to take your Salesforce file storage to greater heights and entirely revamp your file management experience. Register for our upcoming webinar here and reserve your spot today. Date: 4th March, Thursday Time: 11 AM EST 9:30 PM IST AMARLAL
Make your Thanksgiving Special with these Salesforce File Management Tips
Finally the time has come for one of the most awaited festivals of the year. The Harvest Festival, more commonly known as Thanksgiving Day, is just around the corner. This annual national holiday in the United States and Canada bears its origin from people celebrating and thanking God for the bountiful harvest and other blessings of the past year. In the US, Thanksgiving Day is observed on the fourth Thursday of November which corresponds to 26th November this year. This federal holiday is often full of pomp and color and is a great time to exchange gifts with loved ones and share beautiful Thanksgiving messages. The festival is also synonymous with the special Thanksgiving meal which includes the traditional fare of turkey, bread stuffing, mashed potatoes, cranberry sauce, and pumpkin pie. Parades and football games also have long associations with the holiday. The popular Thanksgiving Day parade organized by Macy’s department store in New York typically features marching bands, performers, and elaborate floats. In the spirit of Thanksgiving, we too are extremely thankful for the overwhelming response our file management and collaboration application, XfilesPro has received in the past financial year. A great number of Salesforce enterprises have implemented XfilesPro to efficiently manage their Salesforce files and attachments. In return for the benefit of Salesforce admins, we too would like to shed some light on effective document management best practices. Without doubt, Salesforce is now the #1 CRM platform trusted by thousands of users ranging from individuals to big corporations. At the enterprise level, Salesforce document management is one of the major business operations. It helps Salesforce users in creating, storing, modifying, transferring, copying, and deleting necessary documents in an efficient manner. Some of the effective best practices are as follows: Native Modules for Document Management– The Salesforce platform has five off-the-shell in-built modules that help the users in handling important documents and aid in efficient content management. These include: Attachments, Documents Tab, Files Home, Salesforce Knowledge, and Salesforce CRM Content. Document Organizing– Salesforce CRM Content can be used to classify Salesforce documents according to different criteria thereby streamlining the process of document searching. This increases the accuracy as well as the speed of the document search process. Automate Document Management– Salesforce CRM Content also provides several automation tools that allow users to subscribe to specific authors, files, topics, or complete libraries to keep them abreast with necessary latest updates. This gives the ability to use relevant marketing materials for increasing sales and knowledge-sharing. Mass uploading Salesforce Documents– A Salesforce admin can use the Data Loader tool to add multiple documents, files, and links or update necessary documents with the same ID in Salesforce CRM Content Libraries. Through this they can update the knowledge database and create a backup for necessary CRM records in a systematic manner. Integration with External Storages– The Salesforce CRM can be connected with external file storage systems to conveniently access and manage the external files via Salesforce interface. Using external systems also helps to combat the challenges of limited storage space. Deploying External Document Management Solutions– To overcome the severe limitations of the Salesforce native options, a relevant external document management solution can be implemented. Such solutions facilitate seamless integration with different systems without much hassle and exuberant costs. Also read: Document Management in Salesforce: A Brief Introduction to its Best Practices Most Salesforce admins will vouch for the file management capabilities of XfilesPro that facilitates seamless storage and collaboration of files with various external systems. Using this highly customizable and admin-friendly application, Salesforce admins can collaborate with Cloud-based storage systems like Google Shared Drive, OneDrive, Amazon S3, SharePoint, and Dropbox and On-premise systems like SMB, SFTP, and Network Drive. To know more about XfilesPro and how it can facilitate external system integration with Salesforce, please get in touch with us. AMARLAL
Salesforce File Management for Standard Users & Community Users
If you’re a Salesforce admin managing files for both Standard Users and Community (now called Experience Cloud) Users, you already know how tricky things can get. As your business grows, managing Salesforce files becomes more complex. With different types of users interacting with your system in different ways, it’s no longer just about storing files—it’s about managing them smartly. Let’s dive into why file management looks different for each user type and how you can streamline the process to cut costs, boost efficiency, and keep everything running smoothly. Why File Management for Different User Types Matters in Salesforce As more and more documents are stored in Salesforce, the need for effective Salesforce file storage management becomes critical. Without the right strategy, storage limits, especially from Experience Cloud Users, can quickly turn into a costly bottleneck. Standard Users vs Community Users: How File Usage Differs It’s critical to understand that Standard Users (internal employees) and Experience Cloud users (external partners, clients, customers, etc.) interact with files differently, which means their file management needs differ as well. Here’s what Standard Users usually do: Upload internal documents (contracts, sales decks, case files) Download and update the docs regularly Attach files to Opportunities, Cases, Accounts, Contacts Share files internally between departments Experience cloud Users’ file habits look a little different: Upload proof documents (like warranty claims, invoices, certifications) Attach supporting files to service requests or cases Sometimes mass uploading large files (especially if you’re in industries like insurance or manufacturing) Need access to public docs (guides, FAQs, manuals) without logging internal storage hours Salesforce Storage Problem: Native Limits and Hidden Costs Salesforce file storage isn’t unlimited. Salesforce gives you a certain amount of file storage: 10 GB base per org 2 GB per user license (depending) It might not seem like much until one customer portal user uploads a 25MB file across 300 cases. Multiply that by hundreds of users, and suddenly your Salesforce storage is maxed out. Both Standard and Community Users share the same storage pool, but they use it very differently. Community Users tend to upload more files, often large ones. And once you hit that storage limit? You pay. A lot. Compared to external cloud storage, it’s massively overpriced, and it’s recurring. So every month, you’re spending real money just to keep files you rarely even open. Curious about Salesforce file storage costs and how to fix them? This isn’t just about cost, it also creates challenges like: Duplicated files: External users may upload the same files multiple times. Orphaned attachments: Files may be uploaded but never linked to a specific record. Lack of folder structure: Without a solid file organization plan, you end up with a messy, hard-to-navigate file system that wastes time and resources. Smarter Salesforce Document Management with Structured Folders Get the Datasheet! You need a solid strategy that’s both collaborative and organized. That means looking into external storage solutions, automating how files are organized, and making sure access is secure based on who’s trying to access what. It’s all about maximizing efficiency while avoiding any hidden costs! But How to Build a Collaborative File Management Strategy? Assess File Usage Across User Types Understand the file operations each user type performs. What do Standard Users need? What do Community Users require? This will help you create a unified strategy. Implement External Storage Integration By moving documents to external storage solutions like AWS S3, OneDrive, or SharePoint, you’re instantly offloading files from Salesforce. Enable Bi-Directional Sync This ensures files are updated across systems, so every user has the most recent version, whether they’re working in Salesforce or external storage. Role-Based Access Control Customize file access based on user roles to keep your data secure. Standard Users may have broader access, while Community Users get tailored permissions. Automate Folder Creation and File Organization Setting up automated rules will ensure files are always organized according to business requirements. Secure External Sharing for Community/Experience Users Allow seamless file sharing externally, but ensure security and compliance by limiting access to only necessary files/people. XfilesPro for Salesforce Document Management for Unlimited Storage, Secure Collaboration, and Effortless Sharing Integrate External Storage with Salesforce! XfilesPro: Powering Unified File Management for Salesforce Users XfilesPro makes it easy to connect both Standard and Community Users to external storage. This integration allows your team to continue using Salesforce without running into storage limitations, while also ensuring your files are always available. Here’s how XfilesPro supports this strategy: File Migration Community Portal files are efficiently offloaded to external storage through scheduled automation. Auto-Folder Structure XfilesPro automatically organizes files into structured folders based on Salesforce records, reducing the need for manual organization. File Access from Salesforce No need to leave Salesforce. You can access, preview, and manage files from external storage directly within Salesforce. File/Folder Bi-Sync Files sync in real-time between Salesforce and external storage. Any update is immediately reflected across both platforms, so everyone stays on the same page. File Sharing Share files securely with an external one-time password-protected link. Get XfilesPro from AppExchange! Key Benefits of a Collaborative Approach When you implement a unified file management strategy with XfilesPro, here’s what you can expect: 85%+ Reduction in Salesforce Storage Usage: Offload files to external storage and dramatically reduce the amount of space used in Salesforce. Faster User Access: Standard and Community Users get faster access to files with a more streamlined system. Lack of folder structure: Without a solid file organization plan, you end up with a messy, hard-to-navigate file system that wastes time and resources. Enhanced Compliance and Security: With role-based access, audit logs, and secure sharing, your files are always protected. Future-Proof Scalability: As your business grows, so does your file storage. External storage offers scalability that Salesforce cannot provide on its own. Conclusion Managing Salesforce file storage doesn’t have to be a hassle. With the right strategy — one that integrates external storage, supports role-based access, and automates file management — you can solve your storage challenges and optimize your system for both Standard
Managing your Salesforce Files in a Superior Manner: XfilesPro’s Auto-Export Feature
Managing the immeasurable number of files and attachments in the Salesforce Org becomes a hassle for most of the enterprises. XfilesPro is one of the top AppExchange applications for file management and external storage collaboration that lets enterprises seamlessly store and collaborate their Salesforce files and attachments with various external storage solutions such as OneDrive, Google Drive, SharePoint, Amazon S3, DropBox and many more. This application performs exceptionally well with Service Cloud, Experience/Community Cloud, Sales Cloud, and Salesforce Platform. This highly customizable and admin-friendly application helps Salesforce customers not only reduce their file storage costs significantly (nearly up to 70%), but also seamlessly enable 360-degree file collaboration including integration with various external storage systems. Enterprises can also experience a centralized content management system, efficient file and folder hierarchy management, multi-org file integration service, capacity to undertake large volume file migration as well as community portal collaboration. Learn more about XfilesPro’s file management capabilities. Usually when enterprises implement XfilesPro for managing the files in their Salesforce Org, they are burdened by an enormous amount of such files and attachments, sometimes over 100 GBs. Upon successful implementation of the application, using the Limitless Initial Offload feature they move these files to their desired external storage platform, at once. But after this initial offload, the subsequently generated files and attachments have to be monitored and periodically moved to the external storage. To ease the burden of a Salesforce admin and to do away with the constant regulation and supervision of files, XfilesPro introduced the Auto-Export feature. With this feature, the XfilesPro application itself takes care of the Salesforce files and periodically moves them to the external storage system integrated with the Salesforce application. This can be done on an hourly, daily, weekly or monthly basis or at the end of the day, or even weekly; as is deemed necessary by the Salesforce admin when he sets the batch and time interval for the file export process. There are several advantages of this feature: No Manual Intervention – The application automatically takes care of the file export process, which cuts back the need for any kind of manual labor. No File Limitations – Due to this feature, XfilesPro can manage millions of files and records without any difficulties. No Supervision Required – As the entire process is automatic, no supervision from the Salesforce admin is required, which gives him sufficient time to focus on other things. One Time Execution – The batch and time interval for the export process has to be set only once, after which the application manages the files automatically, based on the set parameters. Enhanced Security – In case of any process failure which is rare, files will not be lost as XfilesPro engine smartly handles and re-initiate migration of those files. If you want to know more about the Auto-Export feature or about the XfilesPro application, please get in touch with our system experts here or set up a free demo here. AMARLAL
Community Cloud ⇆ Experience Cloud: How is this switch important for you
The exigency to create a digital presence has never been so high as is during these changing times. The COVID-19 pandemic has revealed certain things about the digital transformation. First, that digital experience is crucial for a business’ survival, and second, that end-users expect easy and intuitive online interaction with companies. This interactive digital experience offered by the companies is what connects the customers to the digital transformation, thereby empowering them to engage further and take action themselves. Keeping this need for digital transformation in mind, enterprises must focus on certain factors that are pivotal in making this leap into an all-digital world: Firstly enterprises must pay attention to gaining customer experiences, getting them to the market quickly, and then aligning them with the changing market trends. Secondly the customer interactions must be kept as personalized and actionable as possible, which is directly linked to the ease of business processes that empower customers to take action. Finally, a consistent ecosystem must be ensured across a multichannel customer journey so as to facilitate better customer retention. Owing to these requirements, Salesforce came up with the idea of revamping and relaunching the Community Cloud as the Experience Cloud mission and roadmap. The Experience Cloud is a digital experience platform that supports enterprises in quickly building inter-linked CRM-powered digital experiences for their customers, partners, and employees. Loaded with features from the Salesforce CMS, the Experience Builder, and several prepackaged apps, the Experience Cloud allows companies to create and deliver personalized content across different websites, portals, mobile apps, and storefronts. With Experience Cloud, organizations can quickly and easily build websites, mobile applications, and other such digital touchpoints in order to engage their customers and digitize business processes so as to move ahead in the online-first world. Customers stand to gain a competitive edge over their rivals because they can launch fast, connect every experience to data, and tie everything together across a seamless customer journey. Experience Cloud is also a part of the newly introduced Salesforce ‘Digital 360’, along with other existing components within the Salesforce Customer 360 platform, namely Marketing Cloud and Commerce Cloud. Altogether these components help market leaders in transforming their customer engagement and accelerating growth in this digital, work-from-anywhere world. It gives customers a scalable and data-driven source for personalizing their customer experiences, right from marketing emails and timely ads to online shopping and curbside pickup. XfilesPro helps Salesforce customers having community portals, manage their community user generated files to store in external systems in order to optimize their native file storage with seamless collaboration. To know more, please get in touch with us. AMARLAL
How to Efficiently Manage Community Portal Files in Salesforce with XfilesPro
As a comprehensive platform that enables businesses to streamline any of their critical processes, Salesforce has been exceptional in the last two decades. With over 150,000+ customers from multiple industries and sizes, today Salesforce is offering a full suite of solutions spanning across sales, service, marketing, commerce, analytics, Customer 360 platform, etc. In order to maintain top-notch org performance and business productivity, the CRM giant has limited some of its capacities. Storage is one of those. A Salesforce org comes with a limited amount of data & file storage, and anything additional to these comes with a hefty price. To ensure you never run out of your storage and operate the business in a highly optimized org, enterprises adopt various long-term data & file management strategies. For example, in order to optimize the data storage, leading enterprises implement an intelligent archival plan, while to deal with a growing number of files of large sizes, they look for external storage integration. However, things become a little more obscure, when the volume of files is million in number & you need a robust system in place to manage those files cost-effectively. Companies use Salesforce Community Cloud to connect with their customers in a better way. Enterprises having a community portal (Salesforce Community Cloud License) with a lot of community users who consistently generate a lot of files, often find them in the middle of a crisis where they left with no option other than purchasing additional storage with a very high price, or delete old files or build a solution that can help them store the files somewhere else. So what are the challenges that Salesforce customers face when it comes to managing a huge pile of files coming from multiple community users? Here are the top three basic challenges; Limited native file storage – Unable to optimize High recurring (additional) file storage costs – More investment External file storage & collaboration – Need of a solution to enable this External file storage & collaboration comes with its own set of challenges. Choosing the right external storage system to integrate with Salesforce Collaborating files seamlessly with the external system Automating the entire process without any manual intervention Migrating large volume of files (Initial process) Defining the folder structure – Where to store the community user files in the remote storage Centralized content management system – Managing files from one place Customizing the solution to any extend – Meet evolving business needs ALSO READ: Salesforce-SharePoint Integration – How to Transform your Salesforce File Storage Needs How to Implement a Strategic Approach with XfilesPro? In order to manage the huge volume of files generated by the community users, enterprises need to implement a future-proof file management strategy where they can rise above the limited native storage & make their file storage unlimited with external storage collaboration using advanced file storage & collaboration solutions for Salesforce like XfilesPro. Choose your External Storage Choose from a range of options to integrate from various external Cloud (SharePoint, OneDrive, Amazon S3, Google Drive, Dropbox) or On-premise (SMB, SFTP, Network Drive). The integration allows a better content management system for your entire community users & collaborate the files with the external storage. Storage Optimization & Cost Savings The integration will automatically store all the incoming community user-generated files in the chosen external storage & enable you to never run out of the primary file storage. This means no need for additional storage & high storage investment. Centralized Content Management System Drive high-degree of file collaboration with your internal as well as community users by ensuring files are managed centrally but available for all to share, view, download & edit. Better Community Collaboration Salesforce community portal integration delivers more capabilities to community portal users and thus extending the capacities deeper into the Salesforce ecosystem. Store Files in the Right Folder – Sorted & Synchronized File Management A highly customizable file & folder management allows the business process to be embedded in the way files and folders need to save into your external storage. You can save specific community portal user-generated files in pre-defined specific folders automatically with zero human intervention. Highly Customizable – Use the way you want The solution is highly flexible & can be customized to any level based on specific Salesforce community file management needs. Collaborate External Files into the Salesforce System Files staying in the external storage with a particular folder structure can be synced/linked with the respective records in the Salesforce system using the XfilesPro Bi-directional sync components. Manage all the files under one roof Link the files scattered in different storage systems such as On-cloud, On-premise, Community portal, and Salesforce system and manage them all from one place (external storage) by linking them with the Salesforce record. Large Volume File Migration Migrate a large volume of community portal files from your Salesforce system to any external system seamlessly without impacting any of your on-going business processes. To know more about XfilesPro & it’s capabilities in managing Salesforce community portal files, please get in touch with our Salesforce file management experts today. AMARLAL
Integrating Salesforce with Amazon S3 for External File Storage: All You Need to Know
Business success largely depends on connecting with potential customers in a meaningful way & also through the platforms that they choose. Salesforce as a CRM has been allowing businesses to achieve the same & also consistently. With its world-class products, Salesforce has been pivotal in many company’s sales, marketing, and customer service success for the past several years. Organizations are leveraging Salesforce’s Customer 360 platform to obtain better business visibility, minimize sales cycles, deliver improved customer service, and make informed business decisions. On the flip side of the coin, while allowing customers to accelerate their success on its CRM platform, Salesforce has also set certain restrictions in order to maintain the high performance and consistency of its premium applications. Primary application storage limit is definitely one such limitation, and businesses often find it difficult to address. Storage upgrades come at a high price & purchasing additional storage space from Salesforce is always a tricky decision to make. Integrating Amazon S3 with Salesforce for Storage Collaboration Organizations that are joint customers of Salesforce & Amazon, always have the option to extend their Salesforce file storage by connecting the CRM platform with their Amazon S3 system. With this, Salesforce files can be seamlessly moved and stored in relatively less-priced S3 storage for a long period of time. This cross-platform integration is extremely effective in resolving challenges related to Salesforce file management including limited storage, easy collaboration, unlimited sharing, and dealing with large file sizes. On the other hand, Amazon offers S3 storage as one of the most popular object storage services that ensures industry-leading scalability, information availability, security, & performance to its users. In addition to the above features, S3 also offers a simple interface and robust document management capabilities including collaboration, sharing, and access. Why choose S3 for Salesforce file storage? Some of the primary reasons to choose S3 for Salesforce file storage are: Lower Investment In contrast to adding more storage space at the expense of additional cost, or increasing the number of Salesforce licenses, enterprises can simply leverage their S3 storage to offload Salesforce files. This will also make collaboration easy among large teams & reduce the overall costs. Store Large Documents As Salesforce restricts the upload of large-size files to its CRM, S3 can make it possible & allows organizations to manage large files with ease. Businesses can ensure seamless business operations every time & this will also enhance productivity. Quick Inter-entity Linking Quick linking is another beneficial feature of S3 to Salesforce integration. It allows users to link specific documents with other business entities, like marketing campaigns, opportunities, quotes, sales documents, and case studies, from right inside the system. By integrating, users can also edit, retrieve, and share documents from within the Salesforce UI itself. Folder Structures With S3, Salesforce users can also keep their files in a highly structured way within multiple folders. They can also create sub-folders, & custom structures to fit their business needs. Also Read: Salesforce File Management: Storage & External Collaboration (A Complete Guide. XfilesPro Enabling Salesforce – Amazon S3 Integration Instead of performing the complex integration between Salesforce & AWS S3 themselves, most Salesforce customers look for other solutions that can streamline the integration processes. These include the native Salesforce Files Connect framework, simple custom-built integration applications, & different ready-made 3rd-party applications. One of the best places to look for third-party solutions is the Salesforce AppExchange. Here is where admins will come across our advanced Salesforce file management & external storage collaboration application, XfilesPro. Learn more: Effortlessly Store Salesforce Files In S3 With XfilesPro: A Step-By-Step Guide XfilesPro helps enterprises seamlessly store & collaborate their Salesforce files with AWS S3, owing to its powerful integration capabilities. This highly popular application can enable a 360-degree collaboration between the systems and help enterprises resolve their Salesforce file management issues. XfilesPro’s other features like folder structure, bi-directional sync of files, large-volume file export, folder syncing, file sharing, community user file management, and much more make the app #1 in its segment & a must-have Salesforce admin application. Using XfilesPro, Salesforce users can also cut back on their file storage costs significantly & do away with the need to purchase any additional file storage space from Salesforce. In addition to AWS S3, users can also use XfilesPro to integrate their Salesforce CRM with various other external file storage systems like OneDrive, SharePoint, Google Drive, and on-premise platforms. Learn more: How To Store Salesforce Files In Amazon S3 Using XfilesPro: A Comprehensive Guide Looking for Salesforce AWS integration to store Salesforce files in S3 storage? Please request a XfilesPro demo. Sambitwww.xfilespro.com
XfilesPro 2.0 – Adorn with it’s Next-gen Salesforce File Management Capabilities
XfilesPro revamped. Yes, you heard it right. XfilesPro which is the best file management solution for Salesforce has now become more powerful than ever. The latest version of the application offers a full suite of advanced Salesforce file management & collaboration solutions that will take your CRM experience to a whole new level. Enterprises can now revolutionize their Salesforce system with a future-proof file collaboration strategy leveraging the cutting-edge XfilesPro functionalities & can unleash the power of unlimited file storage. Let’s have a sneak peek of some of the XfilesPro latest standard features & capabilities: An Advanced File Management & Collaboration Solution Collaborate with external file storage solutions seamlessly within Salesforce & unleash the power to extend file management with various other solutions and business with Salesforce Sales Cloud, Service Cloud, and Community Cloud. Integrate Cloud/On-premise Storage Solution Get a range of file storage options to integrate from multiple external Cloud storage platforms like (SharePoint, OneDrive, Amazon S3, Google Drive, Dropbox) to On-premise systems like (SMB, SFTP, Network Drive). This integration provides all the options to choose a better content management system for your entire organization & collaborate with the Salesforce system. Storage Optimization & Cost Savings Rise above the Salesforce file storage limitations & unlock the potential of connecting any cost-effective external storage platforms thereby future-proofing on your storage cost. Centralized Content Management System Work collaboratively with your internal Salesforce as well as external users by ensuring files are managed centrally but available for all the teams to share, view, download, and edit. Salesforce Community Collaboration Salesforce community portal integration brings more capabilities to community portal users and thus extending the capabilities deeper into the Salesforce ecosystem. Define Intelligence on File/Folder Creation A highly customizable file & folder management allows any business process to be embedded in the way files and folders need to save into their external storage. Pre-defined templates help businesses to create default folders/files for better file management. Tailor-made Solution – Build an exclusive process as per customers personal specifications XfilesPro is extremely customizable which helps customers to blend it as per their unique business specifications. This makes the solution very unique and blended giving the customer amazing ROI from it. As a highly customizable solution, XfilesPro also offers a bunch of custom features. Let’s have a look at those: Highly Customizable – Build your own hierarchy The solution is highly flexible & can be customized to any level based on specific Salesforce file management needs. Collaborate External Files into the Salesforce System Files residing in the external storage with a proper folder structure can be synced/linked with the respective records in the Salesforce system. Build a Central Storage System – Manage all the files under one roof Link the files scattered in different storage systems such as On-cloud, On-premise, and Salesforce system and manage them all from one place (external storage) by linking them with the Salesforce record. Multi-Org File Integration Integrate files from multiple Orgs without hindering the best user experience. Large Volume File Migration Migrate a large volume of files from your Salesforce system to any external system seamlessly without impacting any of your business processes. Salesforce file management has its own challenges, but paying high file storage costs should never be one of them. With XfilesPro, Salesforce customers can not only save significant file storage costs, but they can also seamlessly enable 360-degree file collaboration including integration with various external storage systems, experience a centralized content management system, file/folder hierarchy management, multi-org file integration, large volume file migration, community portal collaboration and much more. To have a look at the revamped solution and learn how it will take away all your Salesforce file management related pains, please schedule a demo. AMARLAL
How XfilesPro helped a leading US Insurance service provider reduce significant Salesforce file storage costs
Businesses of every size and industry using any Salesforce solution usually deal with a lot of files and attachments. As the default file storage space is limited and additional file storage cost is on the higher side, organizations look for a solution that can help them store their Salesforce files in an external storage system. XfilesPro has been widely considered as the #1 external file storage solution for Salesforce and has customers across industries. In this post, we are going to discuss the use case of a leading US insurance service provider and how they used XfilesPro to store and collaborate all their Salesforce files in Google Drive. Roadblock in the path of growth As an insurance service provider, our client was dealing with a lot of customers and their files. The files were big in volume as well as in size. As our client was offering insurances related to multiple sectors including automobile, home, business, health, and personal, the number of their customers were increasing and with that their default file storage space was quickly getting filled up. The recurring file storage cost was rapidly increasing as our client ran out of their Salesforce primary file storage space. They tried using a third-party application to store their Salesforce files, but accessibility and scalability were the concerns. The challenge for them was to implement a new & efficient external file storage solution which can store their Salesforce files externally in Google Drive and also make sure the transition process from the existing file storage application to the new one go smooth without any business interruption. A new blueprint for external file storage To achieve their goal and in order to manage their files and attachments with highest efficiency, our client got in touch with XfilesPro support team and was highly impressed the way XfilesPro manage external file storage with seamless integration and collaboration. Powered to manage files of any size and volume, XfilesPro quickly replaced the existing solution and seamlessly integrated our client’s Salesforce system with their Google Drive for seamless file storage along with secure file transfer. Other compelling XfilesPro features helped our client effortlessly manage their external file storage. Using XfilesPro components, our client directly stored files in Google Drive & managed them from their Salesforce system without impacting user-experience. XfilesPro offered customized folder hierarchy, using which the insurance company managed their remote storage folder structure based on object relations. Bidirectional Sync feature helped them manage remote storage files directly from Salesforce. Files can also be shared with users out of their Salesforce system efficiently. ALSO READ: A Complete Understanding of Salesforce File Storage with XfilesPro Keeping their focus solely on their business and customers nXfilesPro took care of all the file storage woes and helped our client successfully store all their files and attachments externally in Google Drive. Their primary file storage never gets hindered so they keep their complete focus on their business and customers. XfilesPro also reduced huge additional file storage costs and offered a smooth file collaboration without impacting the user experience. If you are also looking to store your Salesforce files and attachments in your favorite Cloud or On-premise storage system, Get in touch with XfilesPro today for a demo. XfilesPro offers highly flexible license costs that will suit your business needs. ALSO READ: How XfilesPro helped an Australian non-profit organization manage 6K+ files and efficiently store them in Amazon S3 AMARLAL
