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Most Salesforce Admins do not believe when we say that managing documents in Salesforce can be easy and automated. We got them completely as we understand that Salesforce is a bit tricky when it comes to file management. Because the CRM platform comes with limited file storage space, the overgrowth of the files would fail the admins to operate the application effectively.
Migrating files from Salesforce to an external storage is its only solution. If you’re already using SharePoint, the popular storage system, don’t look further than it as SharePoint provides a lot of advancements to store your Salesforce files externally.
Before discussing those factors, let’s take a brief look at SharePoint.
A Little Light on SharePoint
SharePoint is a proprietary, web-based collaborative platform that integrates natively with Microsoft 365. It’s one of the most popular document management and storage platforms today with over 100 million users worldwide. SharePoint has been making it easy for customers to set up a centralized, password-protected space for safe and secure document sharing, downloading, editing, and uploading.
With that note on the functionality of XfilesPro, let’s discuss the seven factors why you need to store your Salesforce files in SharePoint by leveraging the power of XfilesPro.
A Slim Wallet Solution
Trust us, purchasing additional storage space from Salesforce might break your bank! When sharing files to SharePoint externally, you are saving a huge amount of money associated with the purchase of extra storage space from Salesforce. In addition, as XfilesPro eliminates the need for an additional connector to integrate both platforms, you’re once again receiving an opportunity to save pennies.
A Huge Storage Suite
With the SharePoint-Salesforce Integration, the need for your file storage out of the Salesforce environment is satisfied with the huge storage capacity provided by SharePoint. The biggest urge for file storage optimization is met.
End-to-end Process Automation
With the power of XfilesPro, you can automate your file migration process and eliminate manual efforts behind managing files in SharePoint. At the same time, if you want to opt for the manual workflow, XfilesPro also provides the ability to carry out file management in your preferred way at your convenience.
Leveraging SharePoint Tagging
In search of the right file, sometimes naming conventions will also not be a best practice in a huge directory of files. But with the feature of SharePoint tagging, XfilesPro allows you to apply metadata labels or tags to documents, list items, and other types of content in SharePoint. These tags can be used to categorize and organize content based on different attributes, such as keywords, topics, or themes.
Future-proof Security of Files
Firstly, there are certain security measures that SharePoint offers to safeguard your files within its platform. On top of that, XfilesPro delivers security expertise including Access Control and Encryption at Rest that helps you to rest assured that no unauthorized users are accessing your files.
Real-time File Collaboration
Since your Awesome Admin role has never experienced anything like file collaboration in Salesforce, XfilesPro gives you that golden opportunity to collaborate on files in real-time in SharePoint. This is a great chance to eliminate the endless time required for file modification by several users.
Enterprise-level File Management Experience
By managing Salesforce files in SharePoint with XfilesPro, you’re stepping into the modern document management world, where automation rules the game and everything is controlled by you.
Huh… That seems like a lot of reasons to choose SharePoint as a repository of migrated Salesforce files. But the only necessity is XfilesPro!
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