XfilesPro & Google Drive: Streamlining Salesforce Document Management for a Greener Tomorrow

Renewable energy solutions are always looking for ways to make a difference—for both the planet and people’s lives. This energy efficiency solution provider was no exception. As they used Salesforce to manage their operations, they soon ran into storage limitations. Since they already relied on Google Drive, they decided to move their documents there. However, the manual process of migrating, sorting, and creating new folders/subfolders for every new record quickly became overwhelming and time-consuming.

That’s where XfilesPro came to the rescue, streamlining their document management and playing a role in building a greener future. Every small step matters—see how we helped them make a big impact.