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.
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
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
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
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
XfilesPro’s Guiding Principles: A Closer Look
“Quality is our commitment to excellence, ensuring that we deliver the highest standards of products and services to our customers.” XfilesPro came to the market in the year 2013. With the pondering thought of how to augment the file management experience in Salesforce, our experts sat together and birthed XfilesPro. The managing of files in Salesforce was taking a toll on the #AwesomeAdmins and this was the time even when the best practices of file management in Salesforce were not of any use. With the advent of XfilesPro in the AppExchange in the year 2013, there has been no looking back. With over 500 customers and 500K+ licenses, our customers are happy and exuberant as XfilesPro helped them automate their file migration process from Salesforce easier. Captain FiDo, our product mascot, joined XfilesPro to lead our customers on the right path. For the past year, FiDo has been monitoring the file management process and is also a constant support to its users. In this blog, FiDo is going to direct you toward our core values and the reason for our success. Also read: Everything You Need to Know About Captain FiDo Hi. I am FiDo. Your best companion to help you enhance your file management process in Salesforce with XfilesPro. As much as I have observed, the reason why XfilesPro still tops the bar of file management in AppExchange is because of our core values which are explained in detail below. Growing Together By integrating XfilesPro into your Salesforce, the scale of your success will be grown to a higher level. As we gain more customers results in our growth, by using XfilesPro, the organization also has its own set of perks. All our customers have increased their ROI, enhanced better productivity, had smooth file management in Salesforce, and many more after integrating Salesforce into Xfilespro. Customer Success XfilesPro gives its first preference to its customers. It makes sure that the requirements are met and also in some cases customizes the capabilities as per the customers’ choice. XfilesPro never fails to disappoint its customers and is always striving to give them what they came seeking. We Innovate XfilesPro is constantly innovating itself to serve its customers better. Pushing boundaries and thinking outside the box has always been their cup of tea to success. XfilesPro is striving to be at the forefront of technology and is committed to breaking the ground and delivering solutions for modern customers. Integrity XfilesPro considers integrity as the bedrock of success. Honesty, transparency, and ethical conduct are something they consider as a mainstay. XfilesPro believes that integrity is essential to succeed and the trust their stakeholders place in it. All the above core values are what made XfilesPro what it is today. Enduring a seamless file management experience in Salesforce today is one of the most essential aspects of success. These guiding principles have served as our beacon, showing us the way and paving the road to success. Together, we wholeheartedly embrace the spirit of creativity, unwaveringly uphold the principles of integrity, and strive to make a positive impact in all our endeavors. That was FiDo helping you understand XfilesPro’s core values from a deeper perspective. We are not anymore just a file management and storage optimization application but also have upscaled our capacity to help you automatically generate documents in Salesforce. XfilesPro and XfilesPro DocuPrime have been working hand in hand and helping several organizations to have their success redefined. If you are looking to know more about how the products work, our product experts are always there to help you comprehend them better. Why wait? Click on the link below and get yourself a free demo. AMARLAL
Salesforce File Management in the Easiest Way: Why XfilesPro?
Did you know that Salesforce’s default file storage space is just 10GB per org? Is that really enough for you to satisfy your storage needs? We don’t think so, and it’s definitely not enough as your business scales. So, the next predicted step is obviously burning your money on purchasing additional storage space from the biggest CRM platform providers. But let us stop you right there. Are you aware of the expenses associated with purchasing additional storage capacity from Salesforce? If you aren’t, we can give you a hint that it will be unaffordable for you. Now, what’s the solution? Do you think that the deletion of some files would help to free up the storage? Not quite, as your compliance will throw a spanner on this action. So, what’s next? Our answer is XfilesPro! The #1 file management app for Salesforce will help you better manage your file storage space as your file volume continues to expand. Let’s see how XfilesPro does this wonder for you. Learn more about Salesforce file storage limitations here. Move Your Salesforce Files Externally XfilesPro is the most recommended application that can establish a seamless integration with your Salesforce to an external file storage platform of your choice in order to migrate files. It connects both platforms without the need for an integration tool and moves the files automatically from the file storage space of Salesforce to your preferred platform including AWS S3, SharePoint, OneDrive, and Google Drive. This setup helps you optimize Salesforce storage space while significantly reducing storage costs, giving you both flexibility and savings in one smooth solution. Migrate Your Pre-existing Massive Volume of Files at Once Over time, as you use Salesforce, you’ll inevitably accumulate a massive volume of files in its storage. But when it comes to moving such a large number of files to an external storage platform, it’s not as simple as hitting send. You need the support of an advanced solution to get this job done. XfilesPro is one such solution that automatically migrates your already existing files in Salesforce to the external environment in one shot by maintaining its hierarchy. This is a calling card of XfilesPro that makes the migration possible with the help of Initial Offloading capability. So, it’s no longer that the migration of existing files would be a challenge — it’s NOT! Learn more about why you need to choose XfilesPro for Salesforce file management here. Move Community User Files to the External Storage The number of files that are generated through your Salesforce Community Users is enormous. These files contribute to hitting the storage limit faster than you’d expect. Understanding this concern, XfilesPro helps you to push the files uploaded by Community Users to your external storage platform automatically and instantaneously. That means you don’t have to worry about hitting the storage limit in the future just because of the great number of files from your Community Users. Manage Files from 3rd party Apps To achieve a streamlined workflow within Salesforce, you seek support from 3rd party apps. However, some of these apps generate a massive amount of files and documents, taking up Salesforce’s primary file storage space. A prime example is XfilesPro DocuPrime, the most trusted auto-document generation app for Salesforce. Undoubtedly, as the files grow in numbers, your storage space will likely be overburdened. To tackle this challenge, XfilesPro migrates the files that get generated through any 3rd-party app to your external storage location by leveraging its Export Utility Trigger so that you can stay tension-free. Charge Zero Maintenance Cost By now, you have learned enough about the capabilities that XfilesPro provides to better manage your Salesforce file storage space. Now, imagine enjoying all these powerful features with zero maintenance costs. Sounds too good to be true, right? The great relief is no longer an imagination but a reality with the #1 document management app for Salesforce. Unlike other solution providers today, upkeep here is zero for all the potential benefits that XfilesPro offers. solution providers today, upkeep here is zero for all the potential benefits that XfilesPro offers. So, why need to wait for more? Schedule a demo! 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
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
WEBINAR RECAP: One-Click Document Generation in Salesforce & Auto-Storage in an External System: The Big Surprise Unveiled
We did it for you! We hosted yet another webinar session that gave us a feather in the cap! It takes us immense pleasure to let you know that XfilesPro’s latest webinar held on 6th July 2022 on ‘One-Click Document Generation in Salesforce & Auto-Storage in an External Sysytem’ became an outstanding turnout. We hosted many people who joined us live from all over the world! We’ve been blown away by the participants’ overpowering response and we thank everyone from the bottom of our hearts for their valuable presence in our live event that marked our big success. If you haven’t attended the webinar because of any restraints and now FOMO gets a hold of you, we dedicate this blog to you. Here’s a quick tour of all the occurrences that took place in the insightful session that can give you a high-level picture of something you missed out on! XfilesPro – The Next-Gen File Management Application for Salesforce For us, no way is better than beginning with XfilesPro! Priyadarshi Sahu, one of our speakers, set the webinar in motion by recounting an intelligent approach toward file management automation in Salesforce, which is nothing but the implementation of XfilesPro. He dived deep into the five-star-rated AppExchange application’s expertise to migrate massive files from Salesforce to any external system (OneDrive, SharePoint, Google Drive, Amazon S3, etc.) of the user’s choice with just a click, at lightning speed. With his exposition of ‘Auto File Export,’ an important functionality and calling card of XfilesPro, the joiners got a deeper understanding of how the product can make their life easier and more productive. As the audience got more excited to learn further, Priyadarshi expounded on various other features of XfilesPro, including file collaboration, external file integration, folder management, and file preview — which made the attendees bounce off the walls. Now came about the most exciting part of Priyadarshi’s session — What’s New with XfilesPro? Indeed, this was something many guests seriously looked forward to as they are using XfilesPro and are thrilled to explore more capabilities of it. Below are the two recent updations in XfilesPro that Priyadarshi kept in store for everyone: Tagging for SharePoint: A feature that allows users to save tags against files on the file system as well as in SharePoint Document Libraries to describe what the content contains and what it does. File Sync in Google Drive: An intelligent yet easy option to map the users’ existing files in Google Drive or in their on-premise storage system that can also preview in Salesforce. With all that said, Priyadarshi concluded his session by demonstrating a bird’s eye view of XfilesPro in terms of numbers, which shed light on some interesting facts about the leading app and its dominance in the industry. Announcing DocuPrime – The Next Big Thing Now the time has reached to make the big announcement all were excitedly waiting for! To blow the gaff, Sutirtha Roy, the Senior Consultant – CEPTES SOFTWARE, took the stage and unveiled DocuPrime, our latest native AppExchange application to automatically generate documents in Salesforce. Sutirtha explained at length how DocuPrime can open door to automation and how easily it eliminates manual efforts and time required to create error-free documents. Indeed, the announcement of DocuPrime during the webinar knocked down the audience with a feather. As the discussion progressed, we got the audience’s pulse, which made us excited to reveal more about this new product from the house of CEPTES. Sutirtha delivered an insightful take on the next-gen capabilities of DocuPrime (other than automated document generation) including unlimited versioning of templates, document preview, workflow & lightning flow, and eSignature. Altogether, Sutirtha’s take clearly showed what all capabilities can make DocuPrime stand out from the pack! How XfilesPro & DocuPrime Go Hand in Hand —The Twin Power Now that everyone understood that DocuPrime had something to do with XfilesPro as the former enables document generation in Salesforce and the latter allows its auto storage in an external system. This was just what we wanted to offer through our novel concept named ‘The Twin Power’ or ‘The Power of Two’ — a powerful association between DocuPrime and XfilesPro that can use across different functions of an enterprise. Taking the concept to the next level, Sutirtha gave a live demo of the whole process — from generating a document in Salesforce to storing it in an external system — all with just a few clicks. It’s Time to Wrap Up! As Sutirtha winded up his session, there were plenty of questions poured into us from the attendees’ side! Our speakers answered a few of them in the final Q&A session and left the others with a promise that we would get back to them via email. And, that’s it! Our much-awaited webinar buttoned up on a high note. If you want to see the slide-by-slide presentation of the complete webinar, do check it out here! Else, if you prefer to watch the recorded version of the webinar, we’ve got that also for you. Watch it here now! Don’t forget to share this blog and stay tuned for more exciting updates to level up your Salesforce journey! AMARLAL
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
