Sharepoint integration
Salesforce & OneDrive Integration for Document Storage & Collaboration
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XfilesPro for Salesforce & OneDrive Integration
Document Management Redefined
Benefits
Optimize Storage Costs
Avoid paying additional storage costs & keep all your Salesforce files within your storage limits by automatically moving files to OneDrive with XfilesPro. Reduce your Salesforce file storage costs by over 60% with seamless OneDrive integration, while enjoying secure, scalable, and efficient file management.
Enhance Collaboration
Enhance document collaboration by integrating Salesforce with OneDrive through XfilesPro. Empower your teams with real-time file sharing, editing, and syncing across platforms, streamlining workflows, boosting productivity, and ensuring unified access to crucial documents.
Centralized Documents
Access a unified view, consistent control, and bi-directional file syncing with seamless workflows.
Effortless Scalability
Effortlessly expand your document management to handle growing file volumes as your business scales.
Document Organization
Streamline and automate file organization in OneDrive with custom folders and subfolder templates.
Salesforce Document Management
Efficiency & Productivity Gains
60%-70%
45%-50%
30%-40%
ONLY 15%
XfilesPro Powered
Salesforce & OneDrive Integration
Seamlessly integrate Salesforce with OneDrive using XfilesPro for better document management, simplifying file movement, syncing, and organization. Set up the integration in just minutes and start managing your Salesforce documents with ease. XfilesPro’s automation capabilities let you upload, download, and access documents anytime, from anywhere. Unlock new levels of productivity and efficiency by leveraging real-time document management and collaboration, all while ensuring secure and scalable storage through OneDrive. Simplify your workflow with the perfect blend of Salesforce CRM and OneDrive’s cloud storage.
Why should I integrate OneDrive with Salesforce?
Single platform to manage all your customer data & Documents with unlimited storage & seamless collaboration
Drag & Drop of Files
Upload files to OneDrive with simple drag & drop, improving file management and boosting efficiency.
Automatic File Export
No manual intervention. Salesforce files will automatically transfer to OneDrive to maintain storage limits.
Bulk File Migration
Move large volumes of files from Salesforce to OneDrive in one go using the export utility, optimizing storage quickly.
Experience Cloud Files
Automate the transfer and storage of Experience Cloud user files to OneDrive, ensuring file centralization.
3rd-Party App Files
Using 3rd-party AppExchange apps? XfilesPro will seamlessly transfer files generated by the app to OneDrive.
View in Salesforce
Store all your Salesforce files in OneDrive but access them directly from Salesforce for a smooth and familiar workflow.
Get XfilesPro Now
Connect Salesforce and OneDrive effortlessly with XfilesPro. Search the app in AppExchange & finish a quick installation process. Enjoy intuitive file management, instant syncing, and enhanced teamwork capabilities. Begin your journey now to transform your document management experience in Salesforce!
- Quick & Easy Installation
- Seamless Integration with OneDrive
- Improved Functionality & User Satisfaction
Features
Simplified Document Management Made Easy
XfilesPro effortlessly connects Salesforce with OneDrive, ensuring smooth file transfers and real-time syncing. This integration enhances your document management experience with a range of powerful features. Find out why leading Salesforce users trust XfilesPro by delving into its outstanding capabilities for file storage and collaboration.
File Storage
Organize Document
Collaborate on Documents
Salesforce Compatibility
File Storage
File Storage
Storage Integration
Once you’ve installed the app, simply follow the prompts to connect OneDrive with your Salesforce and select the desired objects.
File Upload Options
Transfer files from Salesforce to OneDrive using various methods, such as drag-and-drop, automated uploads, or one-time exports.
Access & Search
Easily view and search for files stored in OneDrive directly from Salesforce, enhancing user experience and streamlining workflows.
Organize Document
Organize Documents
Folder Arrangement
Set up custom folders or use pre-defined ones in OneDrive to ensure Salesforce files are systematically organized and easy to access.
Sub-Folder Templates
Efficiently manage your documents by creating limitless sub-folder templates within the primary folder on OneDrive.
Rename Folders
Adjust folder and sub-folder names to align with your business requirements and user/profile-specific permissions.
Tagging Documents
Incorporate automatic or manual tags to documents during or post-upload to enhance search capabilities and ensure compliance.
Collaborate on Documents
Collaborate on Documents
Secure Sharing
Safely share documents with both internal and external users using one-time passwords, while managing access controls for internal teams.
Two-Way Syncing
Facilitate two-way syncing of documents and folders between Salesforce and OneDrive to guarantee real-time updates.
Collect Files from Users
Enhance collaboration with effortless one-click file uploads from external users via easily shared email links.
Salesforce Compatibility
Salesforce Compatibility
Supported Products
Works seamlessly with Sales Cloud, Service Cloud, Experience Cloud, AppExchange Apps, Field Service Lightning, and others.
Supported Editions
Compatible with all key Salesforce editions, including Professional, Enterprise, Unlimited, and Unlimited Plus.
Mobile Access
XfilesPro is fully compatible with Salesforce1 mobile, allowing users to access documents on their mobile devices.
XfilesPro Complete Suite
Document Generation + Document Storage
Discover the full suite of XfilesPro for comprehensive document management in Salesforce. From generating documents with templates to automating review and approval workflows, eSign, and storing files in SharePoint for seamless collaboration, XfilesPro offers an all-in-one solution. Simplify your workflow, eliminate the need for multiple apps and licenses, reduce costs, and achieve next-level efficiency with XfilesPro—the only app that covers all your document management needs in one place.
CUSTOMER TESTIMONIAL
Hear From Our Customers
We have been using XfilesPro for a while to connect Salesforce to Sharepoint. It works really well with uploads and changes applied instantly to Sharepoint. Well done!
The support team's expert handling of data migration made what is usually an anxiety-inducing task a seamless and pleasant experience.
XfilesPro stepped in and helped us facilitate the creation of an Amazon S3 bucket, walked us through the process of how it works including getting extremely granular with filters for each object.
We have been using XfilesPro for 3 years. The team has enabled us to transition our file system to Sharepoint and have it accessible through Salesforce seamlessly. Would highly recommend their services.
We are moving from another appexchange provider that integrates SharePoint with Salesforce. The implementation team helped me build out my unique processes and allowed us to export all of our files from SF to SP - saving us $3k per year..
XfilesPro is the #1 Choice Document Management Application for Salesforce
Resources
Insights on Salesforce & OneDrive Integration
Discover why XfilesPro is the most reliable application for integrating Salesforce with OneDrive for document storage and collaboration.
Gain insights into XfilesPro and see how this application transforms your Salesforce CRM into a robust document management tool with the capabilities of OneDrive.
On-demand Webinar
Watch this on-demand webinar to explore more insightful updates & user stories.
Request a Quote
Connect with our sales team to get a personalized quote to connect your Salesforce & OneDrive for document storage.
FAQs
Common Questions About Salesforce & OneDrive Integration
Do you provide a free trial?
Yes, we offer a free trial! Reach out to us for access, and we’ll help you with the setup and configuration process.
Is it necessary to purchase licenses for all Salesforce users?
Yes, you’ll need to buy a license for each user based on your total user count.
Are discounts available for Experience Cloud user licenses?
Yes, we offer a special pricing plan for community users. Please contact us for more details.
Does XfilesPro provide support?
Absolutely! XfilesPro offers both standard and premium support options. Get in touch to learn more about our premium support services.
Which Salesforce applications does XfilesPro support?
XfilesPro is compatible with all major Salesforce applications, including Sales, Service, Experience, AppExchange, Field Service Lightning, and more.
Which editions of Salesforce are supported by XfilesPro?
XfilesPro supports all major Salesforce editions, including Professional, Enterprise, Unlimited, and Unlimited Plus.
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Connect with us
Book Your Demo
Explore Our Solution
Learn how XfilesPro effortlessly integrates Salesforce with OneDrive for streamlined document storage and collaboration.
Pricing
Discover our adaptable pricing plans designed to cater to various business needs and see the value XfilesPro brings to your organization.
Why Choose Us?
Understand what differentiates our app, backed by years of expertise, a 5-star rating, and a successful history of enhancing business operations.
Schedule a Live Demo
Fill out the form to arrange a personalized demo and experience our solution firsthand.
