We are back yet again with yet another comprehensive article in order to introduce and explain the finer fundamentals behind our file management & external storage collaboration application, XfilesPro. In our previous post, we discussed some of the features and functionalities of the List component of the XfilesPro application. Now is the time to discuss the other component of XfilesPro, the distinctive Bi-sync component.
But before we proceed to that, let’s have a quick recap to brush up your knowledge about XfilesPro. As we already highlighted, XfilesPro is an advanced file management & external storage collaboration solution, designed especially keeping Salesforce solutions like Service Cloud, Sales Cloud, Experience/Community Cloud, Salesforce Platform, and other custom-made solutions (built on the Force.com platform) in mind.
Using XfilesPro, users can efficiently manage their Salesforce files by seamlessly integrating various external storages like SharePoint, Amazon S3, OneDrive, Google Drive, DropBox, & some on-premise storages with the native Salesforce system. The application also lets them easily enable a 360-degree file collaboration while also letting them experience centralized content management with efficient file & folder hierarchy management, multi-org file integration service, community portal collaboration, and all this while reducing their file storage costs drastically (nearly 70-80%).
To read the comprehensive product datasheet, please visit this page.
Now coming to the topic of XfilesPro’s Bi-sync component, it was designed to give the XfilesPro-using Salesforce customers a ‘Lightning Experience’. Similar to the List component, the Bi-sync component is also a kind of related list component that can be added to the record layout. The only difference is that it offers an option to sync files bi-directionally, i.e., both the files dropped directly into the record folder as well as the files present in the external storage can be synced to respective Salesforce records.
The Bi-sync component offers users an option to navigate into their integrated external storage directly from the Salesforce UI & also allows them to preview the migrated files (actually in the external storage) from the Salesforce UI itself. Like the List component, Bi-sync component also saves up the internal Salesforce file storage by directly moving the uploaded Salesforce files to the respective external storage.
As the Bi-sync component is an augmented & advanced version of the List component, it possesses some basic functionalities of the same. As we have already discussed some of those features in our previous blog about the List component, we will be focusing on the remaining set of functionalities, particular to the Bi-sync component, in this article. In order to check out the basic features, please read our previous blog post here.
Folder Management Capabilities :
- Create Folders– First of all, the Bi-sync component of XfilesPro lets the users easily create one or more sub-folders, inside the primary record folder, which allows them to maintain the Salesforce files separately. For this they simply have to click the adjoining button, enter the desired name & the new folder will be created.
- Rename Folders– With the Bi-sync component of XfilesPro, it’s also very easy to change the names of the already-existing folders in the console. For this users simply have to choose the specific folder that they want to rename and click on the button after which they have to enter the updated name in the prompt and click on ‘Save’. On the main console, the folder will now appear with the updated name.
- Delete Folders– Not only adding & renaming, even deleting folders is extremely simple when using the Bi-sync component of XfilesPro. Users just have to click the Delete button next to the folder and the selected folder will be permanently deleted from the Salesforce console.
- Search Files & Folders– When using the Bi-sync component of XfilesPro, users also have the option to search for specific Salesforce files & folders. They can do so by simply putting the name of the file or folder they want to locate in the search tab and the file will promptly appear on the console.
Template Features : Another interesting functionality in the Bi-sync component of XfilesPro is the way it lets users design templatized folder designs for specific records in the Salesforce UI. XfilesPro users can easily create a predefined set of folders for every record under the particular Salesforce object. For this users just have to choose the record under which they want to add the folders, approve the action & the folders will be added under the selected Salesforce record.
Mass Upload in Sub-folder : After creating sub-folders in the Salesforce record, the users of XfilesPro’s Bi-sync component can also upload multiple Salesforce files/attachments to those sub-folders in just one click.
Other Actions in Sub-folder : And not only uploading, a plethora of different actions can be performed on the sub-folders created in the Bi-sync component of XfilesPro. These actions include managing columns in the sub-folders, sharing those sub-folders, creating templates in those sub-folders (explained above), deleting them, downloading them and even creating more sub-folders in those sub-folders.
With this we come to the end of our article discussing the Bi-sync component of XfilesPro and hope it helped you understand the component as well as its various functionalities in a better manner. In case you still have any questions or doubts, we’ll be happy to resolve them for you. Please get in touch with us or simply schedule a quick live demo here to see everything for yourself.