How Does XfilesPro Make Document Sharing Secure and Seamless in Salesforce?
Every business is built on teamwork. And, the success of teamwork is defined by effective communication and collaboration among teammates. One of the key components of efficient collaboration is document sharing inside Salesforce. Whether it’s sharing reports, proposals, presentations, or other vital documents, the ability to seamlessly exchange information inside the CRM is crucial for boosting productivity and innovation. It’s the driving force behind achieving business goals. The most popular document management application for Salesforce, XfilesPro understands the significance of securely and effortlessly distributing documents within the Salesforce platform. So, XfilesPro offers many advancements to streamline this everyday process. The Enhanced Security Model for Document Exchange XfilesPro provides two distinct capabilities based on whom you share the document in order to facilitate the information exchange between multiple parties. Let’s look into each of those. Internal Document Sharing: Here is where you can share files, documents, and information within a team or organization. This type of sharing occurs among employees, departments, or project teams who work together within your company. The key purpose of internal document sharing is to effectively collaborate, communicate, share knowledge, and enable workflow management for your employees. To ensure security during this process, XfilesPro upholds certain standards. XfilesPro permits only authorized persons to share documents with other users, profiles, and groups. Here, Admins have complete control over deciding who can be entitled as authorized users and the authorized users can decide who can view, edit, and delete a file. This means that any unauthorized individuals do not share or access your Salesforce documents so you can rest assured about its security. External Document Sharing: This involves sharing documents and information with individuals or entities outside of your organization. To be specific, external document sharing occurs with external stakeholders such as leads, vendors, partners, customers, or suppliers. The key purpose of this way of document sharing is to enhance collaboration and communication with external parties, which is vital to the business’s success. To ensure security during external document sharing, XfilesPro has a specific criterion to meet. While sharing a document, the owner of the document needs to share a password-protected link via email to the external user. This link is one-time usable and has a certain validity time defined by the owner. Therefore, it is ensured that the document remains inaccessible to irrelevant users without the owner’s permission. In brief, XfilesPro leaves no stone unturned to cause a security breach on a document while sharing with internal or external people. Going Above and Beyond to Preserve Document Security XfilesPro’s commitment to security extends beyond document sharing. As you know, XfilesPro takes care of your complete document management in Salesforce. To not let your business suffer from the limited storage space of the CRM app, XfilesPro moves your files from Salesforce to any of your preferred external storage including SharePoint, AWS S3, Google Drive, and OneDrive. Here, most users are worried about document security post-migration to external storage. The good news is that XfilesPro has many more advanced capabilities that safeguard your documents in the outside repository. Here are two of them. Access Control: This is the fundamental component of document security which empowers Admins to provide user/profile level control on document creation, deletion, download, and upload. That means Admins can define which user/profile should obtain different kinds of document control in the external storage. Access Control plays a crucial role in safeguarding the confidentiality of the file and mitigating risks of breaches. Folder/File Preserve: You can leverage the benefits of Folder/File Preserve functionality by enabling the document deployment to a particular user/group/profile. This functionality ensures that only people who belong to any of these categories will be able to access a particular document. Here also, the owner can decide who needs to be added under any of these categories and what documents they can use. Again, security is guaranteed! In a nutshell, XfilesPro delivers superior functionalities to ensure document security in Salesforce. If your business wants to secure Salesforce documents with XfilesPro, please connect with one of our 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
How Xfilespro Has Transformed to 10x Faster: A Comprehensive Guide
When a business looks to leverage an advanced application to manage documents better in Salesforce, they expect the app to meet their document management needs efficiently as well as perform faster without impacting user experience. A document management application needs to be seamless & easy to use, especially when a user is dealing with a large number of documents daily. As the #1 document management application built for Salesforce, XfilesPro is well aligned with today’s business demands & customer needs. To take our application to greater heights, we started a journey to become ’10X faster & we are happy that we accomplished that in a quick period. A Journey of Continued Innovation and Success Being a decade-old document management application for Salesforce, XfilesPro is the most trusted choice for Salesforce customers from around the globe ranging from multiple industries. From entering into the ecosystem as an application to optimize the Salesforce file storage space to a fully-fledged platform that mitigates a wide range of pain points of the users related to document management, XfilesPro has taken a significant transformation over the years. Today, XfilesPro is capable of elevating the document workflow, offering innovative functionalities such as automated document generation in Salesforce, eSignature, external storage integration, seamless collaboration, etc. Let us make it more clear. If your business demands integration between your Salesforce with SharePoint, AWS S3, Google Drive, or OneDrive to enable document migration from the former to the latter, XfilesPro acts as the perfect integration tool. Faster, Smarter, Better: The XfilesPro Advantage With all those advancements to offer, XfilesPro further upgraded by embracing the face of rapid implementation and processing methods that are newer and agile, with modern features that fulfill users’ needs. There are some prominent aspects that define the meaning of 10x faster for XfilesPro. Let us look briefly at each of those. Faster to Install and Configure: Unlike other document management apps, XfilesPro doesn’t require complex configuration processes or comprehensive documentation to get done with its installation. Instead, it acts as a self-guided application that provides easy, in-app steps to establish a seamless integration between Salesforce and your preferred external storage system, eliminating the need for extensive technical expertise or assistance from the support team. Users can easily navigate through the setup process, customize settings according to their preferences, and start using the application without encountering major hurdles. In fact, XfilesPro enforces a Do-it-Yourself (DIY) model, which ultimately results in faster implementation time, enhancing user satisfaction by minimizing frustration, complexity, and time. Faster Adoption and Usage: As the adoption is faster, XfilesPro reduces the comprehensive learning curve by empowering users to become proficient with the app more quickly. This leads to increased productivity as they can leverage XfilesPro’s file management capabilities sooner, resulting in time savings and efficiency gains. Additionally, faster adoption also ensures quicker deployment of XfilesPro’s advancements, such as improved document workflow, streamlined processes, and better collaboration among team members. Another greater benefit of XfilesPro lies where it functions as an admin-friendly application that is powered by intelligent automation. The application automates the end-to-end document management processes and eliminates unnecessary human interaction which causes productivity disruptions. Moreover, XfilesPro ensures extreme convenience for users by allowing them to create customized folder structures in Salesforce, tag content against specific columns in SharePoint, and upload multiple files with the added convenience of drag-and-drop functionality. This delivers a seamless experience managing files. Faster ROI: The faster it is, the quicker the Return On Investment it means. Firstly, XfilesPro drastically reduces the time and resources required for deployment, which ultimately drives cost savings associated with the implementation efforts. Additionally, the faster implementation and the adoption of the app make the users capable of experiencing its cutting-edge functionalities including seamless collaboration, which empowers the sales team with swift deal closure and the support team with quicker customer query resolution. This accelerated time-to-value also adds to ROI enhancement. The Fast Track to Success The conveniences that a 10x faster application like XfilesPro can bring to a growing business are enormous. Better Customer Experience: As XfilesPro enables quicker customer query resolution and improved on-time delivery of requirements, it results in high customer satisfaction. Reduced Time to Value: By expediting the adoption process, businesses can promptly integrate XfilesPro into their workflows, which helps users start leveraging its advanced capabilities without delay. Process Improvement: With XfilesPro, businesses can automate many routine file management tasks in Salesforce that implement smarter workflows and drive efficiency. So, why can’t you benefit from the ‘10x faster’ app to deal with your Salesforce files? To learn how XfilesPro can drive your success,connect with us. 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
AIKYAM 2024: Unveiling the Ne(X)t Wave of Document Management in Salesforce
It’s been a months-long wait that will end in a few hours. From the last AIKYAM that basked on the glory of Vibrant, Vivid, and Vogue to AIKYAM 2024 which brings the future of tech driven by multiple technological advancements including AI — we are pumped up like never before to experience AIKYAM this time. This year, the flagship tech event of CEPTES exposes the potential of Ne(X)t Wave, Envisioning the Future of Tech to the world. What ignites our spirit is that XfilesPro is becoming bigger, better, and more advanced to empower the document management realm of Salesforce, where AIKYAM 2024 will be the big stage to embark on this new journey. Moreover, by putting an end to our anticipation, the ‘X’ is being unveiled at AIKYAM this time. If you’re curious about the surprise ‘X’ factor, keep reading this article. We will reveal more about it in the later part. XfilesPro to Write a New Chapter by Breaking the Ground During AIKYAM XfilesPro doesn’t need an introduction to Salesforce users. Being the #1 document management solution for a decade, XfilesPro always went above and beyond to address the challenges of Salesforce customers in managing their documents within the CRM. From automated document generation and document storage in the external system to enabling seamless and powerful collaborative capabilities, XfilesPro is the one-stop platform a user needs today. Still, many more advancements are on the way. Considering the evolving and growing demand for various capabilities to streamline document management operations, XfilesPro is all set to release further innovations on the big stage of AIKYAM 2024. This includes eSign, Contract Lifecycle Management (CLM), automated document review and approval process, etc., which means that XfilesPro is gearing up to bring out advanced functionalities to fulfill the users’ document lifecycle management within Salesforce. And, we can’t leave unsaid the fact that there is no platform better than AIKYAM to present what is new in store for us. As our superior product is stepping to the next level during the tech event, we are also thrilled to showcase the future of document management. The Much-awaited Announcement of ‘X’ It’s time to talk about the ‘X’ factor that you are eagerly awaiting. As you have already assumed, ‘X’ is going to be the advanced and upgraded version of XfilesPro. As the document management solution is becoming more robust with Ne(X)t wave of innovation powered by next-gen capabilities, intelligent AI, and Analytics, XfilesPro eventually turns to the critical ‘X’ factor in the Salesforce realm. Why does ‘X’ hold so much relevance? You ask? There are a lot of benefits that ‘X’ can drive to Salesforce customers today. Some of them are; Xtra cost savings Xceptional document control Xcelerated workflows Xclusive document collaboration Xpress file backup, archive, and migration Xpert document creation Needless to say, the future looks bright and promising for ‘X.’ By welcoming more applications and capabilities under its roof backed by AI, ‘X’ will be the critical factor for Salesforce customers in no time. Pioneering the Future at AIKYAM 2024 AIKYAM 2024 will be the platform where the future of AI meets the document management realm in Salesforce. We are glad to witness how XfilesPro and the ‘X’ factor open the door to a revolutionary future for Salesforce users. With many more surprises to be unveiled, stay tuned for more updates about AIKYAM 2024. 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
How Strategic Document Management in Salesforce Saves Time & Cost?
How much time does your team spend on creating, storing, accessing, and modifying documents inside Salesforce? Did you ever recognize the monetary loss that indirectly happens due to such an inefficient document management approach? Studies have widely shown that processes like document generation, navigation, and migration claim huge productive hours for employees.
5 Things You Shouldn’t Do at Salesforce Sydney World Tour 2024
The countdown to the most prominent tech event of the year has begun. Salesforce World Tour Sydney 2024 will happen in a few days. If you are one of those in-person attendees, you must be getting your ducks in a row to fly to the Southern Hemisphere. While you’re staying incredibly excited to be a part of the much-awaited Salesforce World Tour, here’s our helping guide to making the most out of it. Reading through the blog, you will discover the top five things that you shouldn’t do during the event. So, let’s get started. Don’t Forget to Pre-register for the Event As the future of business is coming to Sydney, you need to expect a massive crowd of global Trailblazers. So, it’s mandatory that you need to pre-register for the event for you and the team to avoid the last-minute hassle. Although the days are counted for the event, you can still register for the Sydney World Tour for the regular charge. Pick how you want to enroll your name as a general attendee, Salesforce Partner, or Salesforce employee from the list and get yourself/team registered. Once you pre-register, make sure you arrive early for the event on D-day to collect the badges that Salesforce has made for you. Don’t Go to the Event Without Having an Agenda If you wish to experience World Tour Sydney 2024 to its fullest, you must build an agenda by considering key sessions and events. Check the full agenda from Salesforce, choose the events that align with your business goals, and customize your own agenda for the World Tour. Do note that your event list must include key Partner Sessions, Customer 360 Theatre and Workshop Sessions, keynotes of popular speakers, important booth visits, and finally the most exciting Demo Jam. If you look forward to elevating your document management experience in Salesforce, add a meeting with team XfilesPro to your agenda. At our Platinum Sponsor booth, we will showcase effective strategies to better manage your documents in Salesforce. For your in-depth learning about document management, we’d like to welcome you to our live Theatre Session at Partner Theatre 1 at 9:20 AM. Moreover, our team will present an outstanding demo of XfilesPro at Demo Jam so that you can see the app real. So, mark your calendars! Don’t Miss the Chance to Find Solutions for Your Challenges World Tour Sydney is not just an event to meet the Trailblazer Community. It’s the place where you find answers to your questions and solutions to your challenges. Prior to the event, make sure that you have noted down the operational pain points of your business on your iPad or notes so that you can stop by the partner booth where the right solution is presented. Gain more clarity on the solution and clear your doubts by talking to the execs present at the booth. Please note that you can even receive a free demo to see the solution in action and some discounts if luck is on your side. Don’t Forget to Visit XfilesPro’s Platinum Sponsor Booth As we have already mentioned above, team XfilesPro will be awaiting your visit to our Platinum Sponsor booth. Our team will showcase an advanced document management solution that can elevate your document management experience in Salesforce. From one-click document generation inside Salesforce and storing it in an external repository to enabling collaboration for team members, we will be demonstrating a one-stop solution for your end-to-end document management requirements. Moreover, we will also present the expertise of our data archive, backup, and seeding applications for Salesforce and how they can help users manage data in a more organized and easy way. You can also explore the live demos of our apps and grab the amazing discount we have for your in-person visit. So, don’t forget to stop by us! Don’t Miss to Join Salesforce+ if You’re Not Attending In-person Can’t make it to the Down Under hub for World Tour Sydney? Fret no more, you can watch the complete event virtually through Salesforce +, which will stream live. Even if you wish to watch the event later, you can do it through this platform at any time. So, do register yourself for a never-like-before virtual experience. See You at Sydney Just like you, we’re also thrilled to reunite with Trailblazers after a year-long wait. We hope the factors mentioned above can help you attend World Tour Sydney more effectively without missing out on key things. Hope to see you soon! Save a slot to meet with team 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
Why You Shouldn’t Miss XfilesPro’s Theatre Session at Salesforce World Tour Sydney 2024?
The Salesforce World Tour Sydney 2024 is in a few days and the buzz is definitely building. Like any other Trailblazer, we’re also thrilled to meet thousands of people congregating at ICC Sydney after a year. While the world is curious to witness how AI is transforming industries, XfilesPro is all set to host the Trailblazers as a top-tier Platinum Sponsor of the event. What doubles our joy is that it’s going to be the second consecutive year we are basking in the limelight as a Platinum Sponsor of the Sydney World Tour! Embracing the Power of Double Pride This time, Salesforce is gearing up for a mega event with over 140 sessions to showcase their product innovations and the power of Data + AI + CRM + Trust. For XfilesPro, the World Tour Sydney 2024 is not only a big opportunity to network with the global Trailblazer Community but is a great chance to present the next-gen capabilities of our document management solution to the world. For those innovation enthusiasts, who look forward to streamlining and leveling up their everyday operations, we’re proud to present XfilesPro’s document management solution at the Theatre Session. You heard it right! Theatre Session. Just like last year, we have once again received the golden opportunity to take the stage of the Theatre Session to share insights on ‘Document Management With XfilesPro: Smarter, Faster, Better.’ During the 20-minute live event, our experts Harish Kumar (Director, Co-founder) and Rakesh Rao (AVP, Sales) will take a deep dive into the common challenges associated with managing documents inside Salesforce and the most effective solutions for that. Because we feel it’s high time to help Salesforce users to do their best! Considering the huge volume of documents that mount up within Salesforce, their effective management mostly feels like an intricate task for Admins. During the Theatre Session, our speakers will unveil the best practices to deal with the growing volume of documents inside the CRM using XfilesPro’s advanced document management solution. Harish and Rakesh will offer a glimpse into different use cases depicting the hurdles in document management and XfilesPro’s key role in simplifying those challenges. Joining us, the audience will get a deeper understanding of the advancement of XfilesProand how they can get the most out of the document generation, storage, and collaboration capabilities that the solution offers. Talking about each application, XfiilesPo’s document generation app is designed to automate the creation of bulk documents within Salesforce with an effort of one click. The application provides added functionalities including template import and template creation and customization, access control, eSign attachment, custom note addition, multiple document type support, etc to unburden the complexities. Nextly, XfilesPro’s document management application majorly optimizes your file storage space and comes with additional functionalities such as no-code SharePoint, Amazon S3, OneDrive, Google Drive integration, auto file storage in external systems, easy migration/large file offloading, centralized document management, file archiving, file backup and recovery, folder creation and management, and much more. That means that the audience will gain solutions to their end-to-end document management requirements at the Theatre Session and joining us is crucial for them. If you’re one of those World Tour Sydney attendees, make sure you join us at 9:20 AM in Partner Theatre 1 for an outstanding session with our experts. See You at ICC Sydney Salesforce World Tour Sydney will be more epic than ever this year. If you look forward to getting the most out of the much-awaited tech summit, make sure you visit our Platinum Sponsor booth. We’re thrilled to learn from you how our products can accelerate your business growth. In addition to our document management apps, we will present the expertise of our data archive, backup, and seeding applications for Salesforce and how they can help users manage data in a more organized and easy way. Also, we’re more than happy to present live demos to show you how our apps work best for your demands. Choose a time to join our team at World Tour Sydney 2024! 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
From Sydney with Love: XfilesPro’s Journey At Salesforce World Tour 2023 Revisited
It was an experience like no other. It was a day to remember, a day to savor, and a day that showed us the future. We’re cherishing the moments of Salesforce World Tour Sydney 2023. It feels like just yesterday we returned from the Southern Hemisphere with our hearts filled with inspiration, innovation, and immense joy, which was a testament to our union with global Trailblazers. Now, as the world gears up to witness the magic again at Sydney, we’d love to take a trip down memory lane and look back at one of the most splendid Salesforce events we experienced a year ago. We welcome you to join us in this journey through this article. Taking center stage of Salesforce World Tour Sydney 2023 In a nutshell, the Sydney World Tour 2023 was an event of epic innovation. We connected with like-minded Trailblazers who search for modern solutions to their challenges. We networked, learned, and had fun with such innovative enthusiasts, and many of them are in a robust association with us today. Most importantly, it was a milestone like no other when we received the golden opportunity to be renowned as the Platinum Sponsor of the Sydney World Tour for the first time. We brought our data archiving and backup solutions for Salesforce DataArchiva, which was showcased at our Platinum Sponsor booth. We hosted a slew of Trailblazers at our booth and showed them the expertise of our data archive, backup, and seeding applications & how they can do wonders for any business to manage data better. The experience of being a Platinum Sponsor at one of the best Salesforce World Tours was remarkable, marking a significant milestone in our history. Harish Kumar, CEO and Co-founder of CEPTES says’ “It was an extraordinary experience we had at World Tour Sydney last year. We connected with a lot of Trailblazers and listened to their needs. The happiest part is that many of them became our customers now.” Nextly, we received an amazing opportunity to take the stage of the Customer Success Session and share insights on the topic ‘Next-Gen Salesforce Data Management Strategy.’ This opened the big door to engaging with an enthusiastic audience, showcasing the effective approach to managing Salesforce data with DataArchiva. Finally, our team also showcased a dazzling demo at Demo Jam and buttoned up the event on a high note. Joining Back to Trailblazers at World Tour Sydney 2024 A year went by. The Sydney World Tour is around the corner once again. With the heartwarming memories we collected last year, our team is flying to Sydney very soon to reunite with Trailblazers. This time, XfilesPro will be at the forefront at our Platinum Sponsor booth. We are going to showcase the top-notch capabilities of XfilesPro including one-click doc gen, easy external storage in SharePoint, AWS S3, OneDrive, Google Drive, and seamless document collaboration in order to supercharge end-to-end document management process in Salesforce. From document generation to external storage and employee collaboration, XfilesPro has many advancements that Salesforce users need to streamline their operations. Also, our team will be hosting a 20-minute session on our document management solution, where they will discuss prevalent industry use cases and elaborate on how XfilesPro is playing a crucial role in enhancing document management for industry leaders. So, make sure you meet with us at ICC Sydney on 28th February 2024. Let’s build something together while the world witnesses the future of AI. Save a slot to meet our team at World Tour Sydney 2024. Hope to see you in Sydney! AMARLAL
Why Folder Structure is Important for Documents in Salesforce?
Did you ever feel that your Salesforce is like a messy cabinet with documents scattered all over? Fret no more, you can think about the possibilities of creating folder structures for your Salesforce documents. Having a well-organized folder structure can reduce clutter caused by unorganized documents within Salesforce. And, most importantly, folder structures are an essential aspect of efficient document management so, you need to explore its potential. Let’s look into some of the benefits of creating folder structures to organize documents within the CRM. What is XfilesPro? Ease of Navigation: A folder structure provides a hierarchical document organization that facilitates easy navigation. Users can quickly locate and access the documents under relevant folders. Document Security: If you have sensitive or confidential documents that are meant to be accessed only by some authorized team members but are mixed in all documents, the confidential data will be exposed to unauthorized users. Zero Document Loss Risk: Creating folder structures eliminates the risk of accidentally deleting documents or overlooking important files out of a large volume. Document Collaboration: A well-organized folder structure supports collaboration by unleashing a shared space where team members can access and edit documents, ensuring everyone is contributing to the same set of documents at the same time. Scalability: A scalable folder structure accommodates the growth of your document volume inside Salesforce. As the number of documents mounts up, a well-formulated folder structure ensures that the system remains organized. Workflow Efficiency: A folder structure can align with your workflow, ensuring that documents are leveraged seamlessly through different stages of the process. Version Control: By maintaining clear folders for different versions or stages of a document, users can easily track and work on the most recent version. With all the advantages being said, it’s unfortunate to learn that Salesforce doesn’t offer the functionality to create folder structures within the CRM. So, the question here is how will you create one? XfilesPro: Your Pathway to Organize Salesforce Documents in Folders Let us suggest the most recommended solution to create folder structures in Salesforce — XfilesPro. Before diving into how XfilesPro creates folder structure in Salesforce, let’s take a brief look at its functionality. The most popular document management application for Salesforce, XfilesPro integrates Salesforce with any of your preferred external cloud storage such as SharePoint, AWS S3, Google Drive, and OneDrive. Post integration, the application automatically moves your documents from Salesforce to your external repository so that your storage space will remain optimized. Now let’s come back to the folder structure part. XfilesPro understands that creating a folder structure for Salesforce files and attachments is essential for operational efficiency. Therefore, the app provides functionalities to arrange documents under organized folders inside Salesforce and reflect the same structure in the external storage. How Does This Magic Happen? XfilesPro helps you create a new folder in Salesforce every time a user creates a new record. This folder provides you the free hand to create sub-folders relevant to the specific account, within which you can arrange documents in your preferred folder hierarchy. Having a folder structure in Salesforce, you can allocate specific folders for your individual users/departments/teams in your organization, which helps them access relevant documents quickly and seamlessly. Let us give you more clarity with an example. Imagine, you have onboarded five new customers, which are from five different industries and geographical locations. You can categorize the folders for each of them with the names of their specific industries and geographies and store relevant documents inside them — all while mirroring the same hierarchy in the external storage. That’s how easily the magic works! How Can You Customize the Folder Path? By offering the ability to form folder structures in Salesforce, XfilesPro ultimately aims to empower users to store their documents in their desired format. For that, XfilesPro offers two folder structure options. The first one is Custom Folder Structure. XfilesPro’s Custom Folder Structure allows you to redefine the default folder structure (comes with XfilesPro adoption) Object/Object Name/Record ID to any format that deals with your demand. The next option is Template Folder Structure. Let’s think about your everyday business needs. It’s common that you will encounter requirements where you need to create the same set of folders for every record creation. For example, you may want to create Invoice and Closing Statement folders upon every record creation under the Object Details of Closed Deals. However, it requires repeated manual efforts to build these folders whenever a new record is created under the object. Template Folder Structure eliminates this continuous manual work, by helping you pre-define the folder structure. So, you can have the folders Invoice and Closing Statement automatically created with every record creation under the Details of Closed Deals object. That means you are finally free from that task! We know it’s enough to be happy! You took a quick tour of the enormous possibilities that XfilesPro delivers to accomplish your folder structure requirement in Salesforce. And, you learned that folder structure can help your teammates to access documents easily, which is a green flag for increased productivity. Now what? You would like to see how it works for you! We’re happy to help! Please connect with our experts to see how the folder structure for Salesforce files and attachments can create a wave in your workflow! Transform Folder Structure Creation for Salesforce Documents to an Easy Feat Discover how an Insurance Company Built a Customized Folder Structure to Arrange Salesforce Files in S3 with XfilesPro Read the Case Study Sambitwww.xfilespro.com
Why You Need to Meet XfilesPro at Dreamforce 2023?
1000+ sessions, 4000+ attendees, 45+ keynotes, and a ton of unlimited fun — it feels like yesterday Dreamforce 2022 unfolded. While we still relish the unforgettable moments of one of the best tech events, the time is here to roll up our sleeves for Dreamforce 2023. The biggest Salesforce conference once again knocks on our door for new beginnings. Team CEPTES at Dreamforce 2022 Unlike ever before, this year, Dreamforce is going to evolve from being the largest tech event in the world to the largest AI event in the world. The global Trailblazers are gathering to witness how AI + Data + CRM powers the future and the way the brightest minds shaping technology. Taking place from September 12th to 15th, the three days event will reunite the Ohana community for innovation, learning, and fun. Memories of Dreamforce 2022 Join Team XfilesPro at Dreamforce 2023 When the world is gearing up for the biggest AI tech summit of the year, how can we stay apart? We are thrilled to announce that team XfilesPro is making it to San Francisco this year as well to experience the magic of Salesforce’s flagship conference in person. We’re excited to leverage the action-packed sessions, hundreds and thousands of fresh content, groundbreaking product innovation, and enormous fun while giving back to the community at the heart of Dreamforce. We’d love it if you share a handshake and join us for a journey of learning and innovation. If you’re wondering what XfilesPro has in store for you, here’s a sneak peek into the two exceptional products that we’re eager to showcase. XfilesPro File Management: The #1 Document Management App for Salesforce Just like any Trailblazer, you’re in for Dreamforce to find solutions for many of your challenges. Efficient file/document management in Salesforce is one such challenge that demands an intelligent solution. Considering the troubles associated with the management of your growing file volumes in Salesforce, XfilesPro provides an advanced file management platform for your requirements. What makes XfilesPro stands out is, with this superior application, you can manage your overloaded file storage space in Salesforce by moving them externally. Not clear? We will explain better. XfilesPro File Management helps you to automatically migrate your files from the file storage space of Salesforce to your preferred external storage such as SharePoint, AWS S3, Google Drive, OneDrive, and on-premise system (SFTP, SMB, and Network Drive) so that your storage space will remain free up. Now, let’s see the benefits of this automatic file migration process. By moving files out of the CRM platform, you can free up the storage space and regain the performance of your Salesforce app, which will be a big step toward achieving a streamlined file management experience. So, let’s look into the next-gen capabilities that XfilesPro delivers, making the application a cut above the rest. Seamless External Storage Integration: XfilesPro seamlessly integrates Salesforce with your preferred external storage systems (as mentioned above) without the need for an additional integration tool, which comes with extra charges. Automatic File Migration: You can automate the end-to-end file migration from Salesforce to your external storage (or can opt for the manual process) as per your business demand. Customized Folder Structure Creation: If you prefer to keep your migrated files in a certain format or in folders in the external storage, XfilesPro can create a customized folder structure matching your requirement. Complete File Ownership: Since XfilesPro is highly concerned about the file security, the app empowers you with the ultimate ownership of your files, where you will decide who can view and access them. Massive File Migration: Apart from automating the migration of new files, XfilesPro can also move your existing files (in any volume) from the file storage space to the external storage in one shot. Bi-directional File Syncing: With XfilesPro, you can have the modifications made on a Salesforce file to be automatically reflected on the subsequent file in the external storage and vice-versa. SharePoint Tagging: This functionality allows the users to tag the content contained in a file against the specific columns so that you can learn about the information in the file without opening it. Yes, that’s a bit about one of the apps we’re presenting to you at Dreamforce. Now, let’s look into the second one. XfilesPro DocuPrime: 100% Native and Auto Document Generation App for Salesforce You know firsthand manual document generation claims your productive work hours. Even for your journey to San Francisco, you must have created a number of documents for varied purposes. What if you could automate the process within the Salesforce platform? By getting it all done with one click? This is exactly what XfilesPro DocuPrime does for you. We are presenting you an application that can automatically obtain the relevant data from multiple Salesforce objects and generate documents 100% natively within Salesforce. The bright side is that you can create documents of any type and size with this next-gen doc gen application for Salesforce. Now, let’s discuss the capabilities of XfilesPro DocuPrime. Template Access Control: Just similar to the file ownership capability that XfilesPro’s file management app provides, XfilesPro DocuPrime gives you with the supreme authority of your documents, where you can control its access by different users. Existing Template Import: If you want to continue with your existing template format, XfilesPro DocuPrime helps you upload it to your Salesforce for the document generation process. Custom Template Creation: If you prefer to create a new template as per your evolving business needs, you can customize one within Salesforce with our application. Multiple Document Type: XfilesPro DocuPrime supports different document types including Word, Excel, and ppt for your easy workflow. eSignature Support: With XfilesPro DocuPrime, you can easily get done with the approval of your document as the application supports all popular eSigns. Sounds cool? During DF23, we will show you a glimpse of the two advanced applications under the big brand XfilesPro. If you think any of these apps are something you’re searching for
8 Ways XfilesPro Automates File Management Process in Salesforce
In the modern age, automation is the key to running any operation. In such an era, if you’re still managing your massive file volumes in Salesforce manually, you are behind the times. Being a popular file management application for Salesforce, XfilesPro leverages the power of automation to make Awesome Admins’ life easier in many ways. In this blog, let’s discuss those 10 aspects where XfilesPro automates your file management process in Salesforce. Your File Migration is Automated With the #1 file management app, you can seamlessly integrate Salesforce with your preferred external storage platform such as SharePoint, Amazon S3, Google Drive, OneDrive, and On-premise platforms. And, after the integration, the application completely automates the migration of the newly formed files from Salesforce to your external storage by following your criteria and in the time intervals you define. Archive Your Existing Files If you’ve been using Salesforce for a while, the chances are high that you accumulate a large volume of files in Salesforce. With XfilesPro’s Initial File Migration functionality, you can automatically archive your existing file volumes from Salesforce to your external storage in one go by preserving the hierarchy. Automatic Creation of Folders and Sub Folders With the next-gen potential of XfilesPro’s Bi-sync functionality, you can automatically create folders or sub-folders (as per your requirement) in the external storage upon every respective record creation in Salesforce. This is a great help in streamlining your everyday workflow. Your Community User Files are Automatically Moved Don’t assume XfilesPro can only move the files generated by Standard users. It can also migrate the files that are uploaded by any number of Community users through the Community Portal of Salesforce. So, you don’t need to worry about hitting the storage cap because of the abundance of the files from Community users. Files From 3rd-party Apps will be Automatically Migrated When using Salesforce, you use many 3rd-party applications for varied purposes. Leading document generation app XfilesPro DocuPrime is an example of one such 3rd-party app that most users integrate with Salesforce. However, those apps generate large amounts of files, which raises a threat to the file storage space. XfilesPro resolves this challenge by moving the 3rd-party apps generated files also to the external storage. Learn about the tips and tricks to manage files from 3rd-party apps here. That being said about the primary ways of automation that XfilesPro unleashes, there are some secondary influences that such ways can have. 6: Automatic Enhancement in Productivity As XfilesPro automates and takes care of the file management process, employees can focus on strategic goals, which improves their productivity. 7. Automatically Creating a Streamlined Workflow Through varied means of automation, your team can experience a very efficient and easy process of file management in Salesforce. 8. End-to-end Process Automation It’s automaton. Complete automation. As you determine, XfilesPro automates your whole file management process within the biggest CRM platform. Wohooo… It sounds like a complete game of automation. If you’re curious to learn how XfilesPro can automate your file management requirements in Salesforce, please connect 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
