XfilesPro V6.0: Assess & evaluate all that’s brand new
The bygone year brought unprecedented changes in the business realm and proved to be a serious game-changer. But for our product, XfilesPro, it proved to be an amazing year where it emerged as the most preferred & trusted external file management & collaboration solution among Salesforce users. In 2020, we also made the most number of product releases where we constantly added new features & enhanced the existing ones. Maintaining that trend even in this year, we have just released the latest version of the XfilesPro application and made it live on the AppExchange to help Salesforce customers transform their file storage needs with seamless external file collaboration. XfilesPro V6.0 is equipped with some new features and functionalities while the existing features have been significantly enhanced. Let’s have a sneak peek into some of the exciting latest features that we added in the last release. Handling Special Characters for all Storage Providers – In the latest version, when a Salesforce folder or file name has the below-mentioned special characters in it, that are not supported by the cloud providers, XfilesPro offers the option to replace them with the user-specified characters or with the default characters. Amazon S3 & | ‘ ” < > ~ [ `# } % ] { Google Drive | OneDrive filenames * < > ? : | “ OneDrive folder name * < > ? : | “ tested in drive SharePoint * < > ? : | “ Local providers : * ? ” < > | Note: $ is not supported as a replaceable character for any of the providers. Role & Hierarchy Based Setup (Bi-sync & List components)– In XfilesPro 6.0, now Salesforce admins can assign the action permissions to the users and profiles. If nothing is assigned to the user and profile, then by default the user will be able access the Org-level default app setup. Upload Download Delete Share Auto Export (File Archiving Utility) – With the latest version, Salesforce files and attachments can easily be exported using the Export Utility without any manual intervention. Following is the criterion for the files: Minimum file size- 200 bytes Maximum file size- upto 100 MB SharePoint and OneDrive can be scheduled to auto-export files of upto 8 MB with the help of an additional scheduler code. SharePoint – Additional Column Support from XfilesPro: The latest version of XfilesPro allows the custom columns present in the SharePoint storage to be shown in the Bi-Directional component, as per the customer’s need. About XfilesPro XfilesPro is an advanced file management & collaboration solution designed especially for Salesforce users. Using this application, Salesforce users (both standard & community) can choose among a wide range of external file storage systems to integrate with their native Salesforce application to store Salesforce files of any size externally. These include multiple Cloud platforms like SharePoint, AWS S3, Google Drive, OneDrive, & Dropbox as well as on-premise systems like SMB, SFTP, & Network Drive. With over 200+ customers across the globe, XfilesPro now has over 300K+ licensed users across 15+ industries that enjoy seamless collaboration & multiple other benefits. Try out all the new capabilities by installing the app from AppExchange today. Get started here. AMARLAL
Forget One-By-One! XfilesPro’s Mass Functionalities Are Here
Every Salesforce admin at some point has faced different kinds of challenges because of the limitations associated with internal Salesforce file storage. It may be the back-breaking storage costs or the degradation of the Salesforce CRM’s performance because of the massive file volume or simply difficulty in adhering to the compliance directives. To make life easier for such admins, we came up with an all-round solution called XfilesPro. XfilesPro, easily available on the AppExchange, is an advanced file management & collaboration solution designed especially for Salesforce users. Using this application Salesforce users, both standard and community, can integrate any external Cloud or On-premise storage system of their choice with the Salesforce system and store the Salesforce files externally. Users have the option to collaborate with different external cloud storage systems like SharePoint, AWS S3, Google Drive, OneDrive, & Dropbox as well as on-premise systems like Network Drive, SFTP, SMB when using XfilesPro. Such integration offers benefits like storage optimization, significant cost reduction, productivity enhancement, and a complete centralized content management system. But if you still need more reason to believe us, here are some primary reasons why XfilesPro is an ideal solution for file management in Salesforce: Highly Compatible Network– XfilesPro is a highly compatible solution which can be used in Lightning, Classic, & Salesforce1. The solution works well with Sales Cloud, Service Cloud, Community Cloud & Platform and can be customized to meet specific business needs, support chatter files, and multi-file uploads. Simplified Approach– XfilesPro quickly manages all the files and documents in the file storage along with easing up the existing storage. Admins have to simply install the app, configure their desired storage system and they are ready to reduce their Salesforce storage usage by 80% while still being able to view the files in Salesforce. Lightning Customized Component– Being a Lightning & Salesforce1 mobile-ready application, XfilesPro is fully equipped to provide better and efficient support. It also facilitates easy integration of any standard or custom object, applications, third-party applications, communities, Salesforce1 or any other VF page. No Size Limitation– XfilesPro allows files of all sizes and types to be easily uploaded to the external storage system while ensuring complete visibility and accessibility from inside the Salesforce system. Easy File Migration Utilities– XfilesPro’s simple file migration utilities allow Salesforce admins to seamlessly and securely import files and attachments from any external system to their Salesforce system as well as export any number of files and attachments from their Salesforce system to the external system. Custom Folder Hierarchy– Through XfilesPro, admins can manage all the files using the custom folder hierarchy feature which facilitates easy linking of all the objects to their respective folders while most of the unlinked files are moved to the document folder in the external storage to keep them synchronized and managed as well. Cost-effective– With XfilesPro in place, you can easily save nearly 60%+ of your recurring file storage costs in Salesforce. And in case you have already exceeded your file storage limits, XfilesPro will help you free up your storage space, hence more storage cost reduction. Also read: XfilesPro 2.0– Adorn with it’s Next-gen Salesforce File Management Capabilities As a Salesforce external file storage solution, XfilesPro has been clinical in offering best in class external file storage and collaboration services to multiple Salesforce users belonging to different industries. Apart from reducing the recurring Salesforce file storage costs significantly, XfilesPro’s top-notch file management capabilities, aided by its seamless external collaboration capabilities, make it extremely popular among Salesforce admins. Today, the application delivers more than just Salesforce external file storage services. The highly efficient features in the current version of the solution make life easy for Salesforce admins. In order to maintain the efficiency of the solution and make it even more user-friendly, we keep on enhancing the already existing features as well as add new features in each of the new releases. In this respect, we bring to you some of the latest features that we added in the last release. Mass Download Functionality Many Salesforce admins complain that downloading files and attachments from the Salesforce system is a tedious and time consuming process. This is because admins have to meticulously select those files one at a time and then download all of them separately. Then comes the challenge of storing those files in a specific location while keeping the structure intact. To make this tedious process easier for admins, XfilesPro introduced the Mass Download functionality in its latest release. When using XfilesPro, both the List and Bi-Sync component users can easily DOWNLOAD multiple files at a time. They can select a maximum of 10 files at a time and download them as a zip file, so the hassle of storing them together is also eliminated. Mass Sharing Functionality Just like downloading, even sharing files in between internal teams or among the external or community users becomes difficult when performing this action directly from the Salesforce application. The platform allows only one file to be shared at a time. This can again become an extremely taxing task if there is a massive number of files that have to be shared among different users. To simplify this concern, our technical team at XfilesPro came up with the Mass Sharing functionality that can be availed by both List and Bi Sync component users of XfilesPro. With this feature, SHARING multiple files (maximum of 10 files) among different users becomes very easy. Please note: Mass Sharing is not available for Bi-directional component users in Google Drive. Mass Delete Functionality The Salesforce application puts restrictions on the deletion of Salesforce files and attachments as well. At a time, admins can only select one file/attachment to be deleted. This can again prove to be a time-taking process, especially when multiple files have to be deleted. With the introduction of the Mass Delete functionality in the winter release of XfilesPro, both the List and Bi-Sync component users of XfilesPro can conveniently DELETE multiple Salesforce files and attachments in just
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
XfilesPro New Release: Check What’s New
As we are bringing down the curtains of 2020 & heading towards a new year with new opportunities, new hope, new pledges, and new milestones to achieve, the final XfilesPro release (v 5.11) of 2020 is now Live on the AppExchange. It was an amazing year for XfilesPro where we positioned ourselves as the most preferred & trusted external file management & collaboration solution for Salesforce. In 2020, we extended our footprints to new industries and continents, & successfully onboarded customers of different types & sizes. 2020 also witnessed the highest number of releases as we constantly added new features & enhanced existing ones in the AppExchange solution to help Salesforce customers transform their file storage needs in Salesforce with seamless external file collaboration. When we go down memory lane & see our journey in 2020, it is nothing less than amazing. Some of the top highlights of 2020 are SharePoint integration for Salesforce, Auto Export feature to automatically store Salesforce files in external storage systems, Multi-Org file management, Community user file management, and the list goes on. 2021 is going to be even better and we are committed to making XfilesPro the #1 file management solution for Salesforce backed with powerful in-built feature capabilities & enterprise-grade service excellence. Coming to the final release of the year, version 5.11 comes with a couple of new features & enhancements. Let’s have a sneak peek of those; Features XfilesPro supports Changing of Date format for New Bi-directional component: Now users can change the Date format of the files uploaded in Bi-directional component to dd/mm/yyyy or mm/dd/yyyy format as per their preference. XfilesPro supports Mass Share for both List and Bi Sync components for all the providers (except Google Drive Bi-directional Component): Now XfilesPro users can share up to 10 files at a time using our Mass Share button. This feature is available for all the external storage except Google Drive Bi-directional Component. Enhancement The application had a restriction in file uploading if the name of the file had over 80 characters. However, now the restriction has been removed and the new version of the application will support file uploading with a filename up to 200 characters. Apart from these above feature additions & enhancements, we also made enhancements in the UI, stability & security in order to make the solution future-proof. About XfilesPro XfilesPro is an advanced file management & collaboration solution for Salesforce using which Salesforce users (both standard & community) can integrate any external Cloud (SharePoint, AWS S3, Google Drive, Dropbox, OneDrive) or On-premise (Network Drive, FTP, SMB) storage systems with their Salesforce system in order to store Salesforce files externally. The integration offers benefits including storage optimization, significant cost reduction, productivity enhancement, and a complete centralized content management system. Get the app here. AMARLAL
XfilesPro Winter ’20 Release: The Latest Version of the Application is Now LIVE in the AppExchange
XfilesPro, the #1 file management & collaboration solutions for Salesforce has made its Winter ’20 (version 5.9) release LIVE in the AppExchange with some new features and existing feature enhancements. Let’s have a sneak peek of all the newly included & enhanced features: New Features Mass Download Functionality Now users can select up to 10 files & download them as a .zip folder Mass Delete Functionality Now users can select up to 10 files & delete all those 10 files at a time Dynamic Column Arrangement for List & New Bi-directional Sync Component New Bi-Sync & list component data table will now have the option to add/remove the columns up to 4 Search Functionality for New Bidirectional Sync Component File search option in the new Bi Sync component File Renaming for List & New Bidirectional Sync Components Users will now have the option to rename the file. This means the actual file name should be prefixed or suffixed with the value stored in a particular field of the record and the updated name appears to be in an external provider as well Enhancements The Template feature in XfilesPro’s new Bi-sync component for Google Drive, OneDrive, and SharePoint will be supporting folder creations for any number of folders. Unmap functionality at the Record level (Google Drive) will have unmap functionality at the record level where you can unmap a wrongly mapped folder and remap the correct one. About XfilesPro With over 200 customers worldwide, XfilesPro has now over 300K+ licensed users across 15+ industries. Using the application, Salesforce users can choose from a range of external file storage options to integrate from multiple Cloud (SharePoint, OneDrive, AWS S3, Google Drive, Dropbox) & On-premise (SMB, SFTP, Network Drive) platforms to effortlessly upload Salesforce files of any size with seamless collaboration to future-proof on their file storage costs. Get the app here. AMARLAL
XfilesPro Spring’20 Release is now LIVE in the AppExchange
XfilesPro Spring ’20 (Version 5.0) release is now live with the most awaited feature of SharePoint integration. Salesforce users can now move files from Salesforce to SharePoint using XfilesPro with seamless integration & collaboration. The release primarily focused on SharePoint integration with Salesforce for XfilesPro along with varied other new features. With this new storage addition, XfilesPro now supports over 7 external Cloud & On-premise storage systems. Here is a sneak peek of the latest release. More Info: XfilesPro now supports SharePoint for Salesforce external file storage New Features SharePoint Storage Provider We have introduced a New Provider – SharePoint which supports List Component and supports file upload till 1.5GB. Amazon Bi-Sync component Supports Bi-directional components for Amazon S3 in Classic and Lightning. XfilesPro users can manage the files stored in AWS directly from their Salesforce CRM. Lightning Classic Enhancement of Existing Features Amazon S3 Large File size Upload Now using XfilesPro components, files of size 25GB+ can be uploaded to Amazon S3. Unmapping Functionality for Google Drive XfilesPro now supports folder unmapping for Google Drive users, if the user has wrongly mapped a folder or wants to modify the already mapped folders. Google Drive Large File size Upload Now using XfilesPro components, users can upload files up to 8GB to Google Drive. OneDrive Large File size Upload Now using XfilesPro components, users can upload files up to 1.5GB to OneDrive. Email-To-Case for One Drive Any attachments coming to your Salesforce system from email-to-case will be automatically stored in OneDrive (if you are using OneDrive for remote file storage) with XfilesPro’s inbuilt functionality till attachment size of 3 MB. Share feature for Team Drive Introduced Share & Public Link feature for Team Drive. With over 200 customers worldwide, XfilesPro has now over 300K+ licensed users across 15+ industries. Using the application, Salesforce users are seamlessly uploading Salesforce files to their preferred external Cloud/On-premise storage system without impacting the user experience in order to reduce their file storage costs driving seamless integration & collaboration. Check the App here. AMARLAL
One XfilesPro License Cost is now less than a cup of coffee – How?
Are you still stuck with that Extra storage space in Salesforce? If yes, then it’s time for you to think again!! Today let us discuss about some ways in which, you can reduce that extra payment to Salesforce. Selecting the appropriate CRM system has been a daunting task. This is indeed considered as one of the most important and effectual decision for business owners. It is highly necessary to evaluate each considered solution before settling down to any platform. One of the crucial factors for such surveillance is the huge cost. XfilesPro is proud to take you to a tour of the various ways with the help of which you can achieve best Salesforce cloud storage solutions. Such additional expenses may lead the user to pay more at the end of the day with twice the amount which was initially intended. One such instance is, Salesforce. Users must know that over the years, business ventures have been growing with Salesforce, so does their data and files. Hence, a limit in the storage capacity arrives eventually. XfilesPro assists you to store all your files with ease and simplicity within an external storage of your own choice. Also read: Are You Still Paying Additional Salesforce File Storage Cost? XfilesPro claims, to save almost 45% of your native Salesforce storage cost and having the license cost per month even cheaper than a cup of coffee. But the question is how? Let us have a look. The Productive Approach Seamlessly integration with thousands of apps can store your files safely with XfilesPro. Amazon S3 and Google Drive storage options, combining with more, to apprehend an intelligent Salesforce file storage app, XfilesPro works for the faster results. Hence, less storage cost. The Easy Mobility Option Deeming with the access to securely move your files XfilesPro claims to save your thousands of dollars. Just as it is done on your desktop, users can attach any number of files via the attachment section. Case Logs, Legal Docs and even Marketing Collateral can be quickly added. Therefore, you do not have to add any further expenses to store such important documents. A Simplified Control Compliance and governance have been a seamless part of the way you work in the clouds, XfilesPro is said to quickly manage all the documents, along with easing up the existing storage facility at the same time. Just install the app, configure the storage option and you are ready to reduce the Salesforce storage usage to 90%, along with viewing all your existing files in Salesforce. Folder Hierarchy Organized and synchronized in the way to manage files, XfilesPro allows for managing all files and sort the data in an order desired. Searching for files in a vast ocean is like indeed finding a pin, hence the Folder Hierarchy, steps in and links all the object to the respecting folders. This makes XfilesPro more user-friendly and less complicated. Lightning Customized Component As seen XfilesPro have been guided with many essential features for its users. One of the most unique feature is to let use or re-use or even integrate any standard or custom object, applications, third-party application, communities, Salesforce1 or any other VF page. Upgraded and completely modified. To know more about XfilesPro , get in touch with our team. Check the AppExchange page here. AMARLAL
