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
Santa Claus Comes Early This Christmas: Useful Tips and Tricks For Salesforce Users
With each passing second, the world is inching closer to one of the biggest festivals all-around the world. Christmas, the annual festival commemorating the birth of Jesus Christ, will be observed on coming Friday, December 25. People have already begun their customary preparations of installing and lighting Christmas trees, hanging Advent wreaths, Christmas stockings, candy canes, and creating Nativity scenes depicting the birth of Jesus Christ. Christmas carols and stories are already being sung everywhere. In addition to that, people have also been gearing up for exchanging cards and gifts with their loved ones as well as preparing the special meal, including the special Christmas cake. But even before Christmas this year, we have assumed the role of Santa Claus and have come bearing certain gifts for the Salesforce customers. Keeping alive the joy and spirit of Christmas that is sharing, spreading joy, and love, we bring you some all-important tips and tricks that can be implemented in order to make Salesforce more efficient and take the experience to the next-level. Number 1:- Manage your Salesforce Files Properly The primary thing Salesforce users must ensure is the top-grade management of their files and attachments. These files, no matter from where they are generated, sooner or later start piling up in the internal storage, which can become a great hassle if not managed properly. Salesforce users must either periodically purge their system of the files that are no longer needed or look for options that optimize the storage. This can include purchasing additional storage space from Salesforce or looking for solutions that can manage the files in a seamless manner. XfilesPro is one such AppExchange solution that makes things easier for the Salesforce users with its top-notch file management capabilities aided with seamless external collaboration capabilities. Using this highly customizable application, users can integrate their Salesforce system with different external cloud storage systems (SharePoint, Google Drive, Amazon S3, etc) and store their files over there to optimize their native storage and reduce their file storage costs significantly. Number 2 :- Archiving Data for Efficient Salesforce Data Management Another major concern for most Salesforce users is their ‘data’. The contacts, leads’ information, events, sales data and many such data records hold unprecedented importance for smooth functioning and business growth of the organization. But many users struggle because of the restrictive nature of Salesforce data storage and other issues like compliance and security. It\’s no hidden fact that data archiving has a plethora of benefits when planned at an early stage. With proper archiving techniques in place, Salesforce users can archive their less-used data into some different storage space and optimize the native storage. To help Salesforce users, we have popular data archiving applications like DataArchiva and DataConnectiva available on the AppExchange. DataArchiva, powered by high performance and security, archives the data at a native level into Salesforce Big Objects and optimizes the CRM application, reduces the data storage costs and offers an enterprise-level data management experience. While DataConnectiva also offers the same benefits when it seamlessly and securely archives the Salesforce data in the preferred external storage platforms like Amazon, Azure, Google, etc. and external databases including Postgres, Redshift, MySQL, etc. Number 3 :- Keeping a Secure Backup of Salesforce Data When it comes to ensuring the security and safety of organizational data, most Salesforce users refrain from relying simply on archiving solutions for managing the data. Not to mention, creating a backup of the data is a more popular option any day. Keeping this in mind, Salesforce users too must amp up their data reliability and security by creating a backup of their important data and storing it elsewhere. This not only safeguards data in the unfortunate event of data loss but also helps in quickly getting the business back on track after such an event. Here we must mention another one of our products, DataBakup. This simple data backup and recovery application is custom-designed to support multiple Salesforce systems and aided by its full and incremental backup services, helps enterprises easily overcome their fear of data loss. Guaranteeing highest levels of data security within the cloud infrastructure, this highly scalable application also possesses the seamless data restoration feature. DataBakup is both easy-to-use and a cost-effective solution, ideal for small to mid-range enterprises. Equipped with these tips and making use of the above mentioned applications, Salesforce users can easily augment and improve their Salesforce performance, ultimately boosting their business growth. To know more about these applications, you can get in touch with our Salesforce data & file management experts. 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
Dreamforce to You 2020 : Keynote Takeaways
There is no denying that each year ‘Dreamforce’ is one of the greatest of Salesforce events, replete with new innovations, inspirational stories, and all-round learning. But this year owing to the global pandemic, even this grand technology conference was affected, almost to the point where everyone had lost hope of its happening. And then all of a sudden Salesforce announced the ‘Dreamforce to You 2020’ event and just like that the world’s biggest B2B digital conference was back on track. Being entirely virtual, this year’s Dreamforce promised to be completely different than the previous one. But the thing that remained constant was the power-packed keynote, albeit virtual. So on 2nd December, Salesforce CEO Marc Benioff kicked off the event with the virtual keynote where he shared the future vision, celebrated customer success, and introduced new innovations across the Customer 360 Platform. Let’s have a sneak peek of what really happened during the keynote. Salesforce Hyperforce In one of the major announcements, Salesforce introduced Hyperforce, an innovative reimagination of the company’s platform architecture designed to securely deliver exceptional services across the complete suite of Salesforce Customer 360 including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Industries & more, on major public clouds. With Hyperforce, Salesforce’s customers will be able to accelerate their growth and success making use of the robust and highly scalable platform. They will also be able to access any Salesforce app and platform from anywhere, leveraging the agility of the public cloud. Salesforce’s Slack Acquisition Another key takeaway was the news of the definitive agreement between Salesforce and Slack under which Salesforce is all set to acquire Slack, the most innovative communications platform. This acquisition will enable Salesforce customers to transform the way they communicate and collaborate in the all-new digital, work-from-anywhere world, backed with the unique combination of Slack with Salesforce Customer 360. Salesforce Einstein Automate Another major announcement was the introduction of Einstein Automate, an end-to-end workflow automation solution to make businesses more productive. Owing to the fast-shifting digital customer approach that generates a massive volume of data, organizations can make use of this highly efficient workflow automation technology that delivers automation capabilities to help employees enhance their productivity by building intelligent workflows and integrating data across any system with simple clicks. Einstein Automate also enables enterprises to automate anything using the new Flow Orchestrator, integrate anything with the new MuleSoft Composer, and transform any industry using pre-built solutions and resources from Salesforce. Service Cloud Workforce Engagement Lastly Salesforce also introduced the Service Cloud Workforce Engagement, a brand-new dynamic workforce planning solution to help contact centers forecast the demand for customer service and support, assign service agents accordingly, and coach service agents remotely in real-time to deliver trusted service experiences. Using this solution, Salesforce customers can ultimately deliver outstanding services to their users, being equipped with precise customer service demand prediction and the knowledge about the right agents with the right skills. *source : Salesforce.com About XfilesPro XfilesPro, the next-gen file management and external collaboration application for Salesforce files, efficiently expedites seamless storage and collaboration for an enterprise’s Salesforce files and attachments in different external storage platforms. This extremely customizable and admin-friendly application helps Salesforce admins not only reduce their file storage costs significantly, but also enables the 360-degree file collaboration including integration with various external storage systems. Currently XfilesPro can be used to collaborate the Salesforce system with external file storage platforms including the Cloud-based systems like SharePoint, Amazon S3, Google Drive, Dropbox, and OneDrive as well as the on-premise systems like SMB, SFTP, and Network Drive. Equipped with other features like centralized content management, efficient file and folder hierarchy management, multi-org file integration service, capacity to undertake large volume file migration as well as community portal collaboration, XfilesPro offers complete file management services to Salesforce users. To know more about the application, please get in touch with us. AMARLAL
Make your Thanksgiving Special with these Salesforce File Management Tips
Finally the time has come for one of the most awaited festivals of the year. The Harvest Festival, more commonly known as Thanksgiving Day, is just around the corner. This annual national holiday in the United States and Canada bears its origin from people celebrating and thanking God for the bountiful harvest and other blessings of the past year. In the US, Thanksgiving Day is observed on the fourth Thursday of November which corresponds to 26th November this year. This federal holiday is often full of pomp and color and is a great time to exchange gifts with loved ones and share beautiful Thanksgiving messages. The festival is also synonymous with the special Thanksgiving meal which includes the traditional fare of turkey, bread stuffing, mashed potatoes, cranberry sauce, and pumpkin pie. Parades and football games also have long associations with the holiday. The popular Thanksgiving Day parade organized by Macy’s department store in New York typically features marching bands, performers, and elaborate floats. In the spirit of Thanksgiving, we too are extremely thankful for the overwhelming response our file management and collaboration application, XfilesPro has received in the past financial year. A great number of Salesforce enterprises have implemented XfilesPro to efficiently manage their Salesforce files and attachments. In return for the benefit of Salesforce admins, we too would like to shed some light on effective document management best practices. Without doubt, Salesforce is now the #1 CRM platform trusted by thousands of users ranging from individuals to big corporations. At the enterprise level, Salesforce document management is one of the major business operations. It helps Salesforce users in creating, storing, modifying, transferring, copying, and deleting necessary documents in an efficient manner. Some of the effective best practices are as follows: Native Modules for Document Management– The Salesforce platform has five off-the-shell in-built modules that help the users in handling important documents and aid in efficient content management. These include: Attachments, Documents Tab, Files Home, Salesforce Knowledge, and Salesforce CRM Content. Document Organizing– Salesforce CRM Content can be used to classify Salesforce documents according to different criteria thereby streamlining the process of document searching. This increases the accuracy as well as the speed of the document search process. Automate Document Management– Salesforce CRM Content also provides several automation tools that allow users to subscribe to specific authors, files, topics, or complete libraries to keep them abreast with necessary latest updates. This gives the ability to use relevant marketing materials for increasing sales and knowledge-sharing. Mass uploading Salesforce Documents– A Salesforce admin can use the Data Loader tool to add multiple documents, files, and links or update necessary documents with the same ID in Salesforce CRM Content Libraries. Through this they can update the knowledge database and create a backup for necessary CRM records in a systematic manner. Integration with External Storages– The Salesforce CRM can be connected with external file storage systems to conveniently access and manage the external files via Salesforce interface. Using external systems also helps to combat the challenges of limited storage space. Deploying External Document Management Solutions– To overcome the severe limitations of the Salesforce native options, a relevant external document management solution can be implemented. Such solutions facilitate seamless integration with different systems without much hassle and exuberant costs. Also read: Document Management in Salesforce: A Brief Introduction to its Best Practices Most Salesforce admins will vouch for the file management capabilities of XfilesPro that facilitates seamless storage and collaboration of files with various external systems. Using this highly customizable and admin-friendly application, Salesforce admins can collaborate with Cloud-based storage systems like Google Shared Drive, OneDrive, Amazon S3, SharePoint, and Dropbox and On-premise systems like SMB, SFTP, and Network Drive. To know more about XfilesPro and how it can facilitate external system integration with Salesforce, please get in touch with us. AMARLAL
Dreamforce to You 2020: For Everyone, From Anywhere – Get Ready for a Whole New Experience
This past year, the world has changed drastically, same as the Salesforce Dreamforce event. Dreamforce, the biggest B2B Cloud carnival of the year is finally here and this time, it is coming to you.. to your city.. to your home. Trailblazers from around the globe will meet once again, albeit virtually. Even the global pandemic restrictions aren’t going to dilute this year’s event’s fun, learning, and innovation and we are all set to be part of this grand fiesta. Dreamforce ‘20 Personalized For You For the first time ever, Dreamforce 20 will organize plenty of high-level personalized meetings which will shed light on the role of Salesforce Customer 360 and how the platform can be tailored to meet the business needs. Starting from 9th November, experts will reveal how different departments can be connected to offer a single source of truth and will enable organizations to deliver exceptional customer experiences from anywhere. The Inspiring Keynote by Marc Benioff Salesforce CEO Marc Benioff, accompanied by the special guests from the State of Rhode Island, AT&T, and Bentley Motors, are scheduled to address the attendees on 3rd December. They will share various inspirational stories about the learning and success of Salesforce users in this challenging year. During the keynote, Trailblazers from around the globe will also celebrate the success of leading companies in the new work-from-anywhere scenario. Marc will also showcase new-age digital innovations such as Salesforce Customer 360 that have been transforming enterprises everywhere. The First Ever DreamTX Event Over a period of four days, from 15-18th December, Dreamforce will organize DreamTX when the entire Ohana will come together. This event will be dedicated to all-round learning with personalized content, insightful demos, and innovative guest sessions. With the promise to have ‘something for everyone’, DreamTX will offer insights to users from every line of business and every industry. It will also have powerful stories of how successful companies worked during the pandemic and the superpower of Customer 360. Users can also share their knowledge with other Trailblazers and be entertained by some surprise guests. Down the Dreamforce Memory Lane with CEPTES Software Over the course of previous Dreamforce events, we have always maintained the focus on XfilesPro in addition to our other solutions, DataArchiva and DataConnectiva. Through them we have met new people, we found customers and partners, but most importantly we learned that which made us what we are today. Being a regular Dreamforce attendee, we have also taken part in customer success expos where we showcased all our flagship solutions. We can proudly say that we secured many of the customers for XfilesPro from these Dreamforce events who use it to take care of their file management and external collaboration needs. ‘Dreamforce to You 2020’ with XfilesPro The XfilesPro team is totally cranked up for the biggest cloud carnival of this year. As we actively participate in ‘Dreamforce to You 2020’, we promise to bring all the live actions, news, and announcements about the event to you. Do join us for some amazing product announcements about XfilesPro that are sure to completely revamp your file management experience in Salesforce. To make your Dreamforce 2020 memorable, we have launched a ‘Wheel of Fortune’ contest. A plethora of exciting product offers and deals can be availed by spinning the wheel and trying out your luck. So, what are you waiting for? Give it a whirl here. Something Big Is About to Happen DataArchiva in 2018 DataConnectiva in 2019 So, what’s next? During the last two Dreamforce events, we have been introducing new products. And we intend to keep the journey going this year as well. Even the COVID-19 pandemic could not hamper our product innovation and we are all set to introduce yet another solution that will help Salesforce enterprises address their end-to-end data management requirements. After the immense popularity of our data archiving options, both native and external, we proudly introduce our enterprise data backup solution for Salesforce. Stay tuned for more updates. Not signed up for Dreamforce yet, don’t miss out on all the fun & learning opportunities. Sign up now. AMARLAL
Salesforce File Management for Standard Users & Community Users: A Collaborative Strategy to Optimize Storage
Are you using a Salesforce app? Do you have a community portal as well? We understand the challenges you must be facing as a Salesforce admin in managing all your files generated by the standard users as well as community users within limited allocated storage. For any business dealing with such a massive volume of files is always troublesome. All the Salesforce editions (Unlimited, Performance, Enterprise, Professional) comes with 10 GB of file storage. Except for Professional, all other editions also offer 2GB of additional file storage space to every user, while the Professional edition offers an additional 612 MB (100 MB per user license + 512 MB per license for the Salesforce Content feature license) to every user. Keeping the huge volume of files within these limits is not only a challenge but also highly expensive after a certain period of time with recurring storage costs. What could be the strategy to keep all the files within your Salesforce system without hitting the storage usage? Integrating External Storage Systems with Salesforce Integrating any external Cloud such as SharePoint, AWS S3, Google Drive, OneDrive, Dropbox, or any On-premise system including Network Drive, SMB, SFTP will allow you to store Salesforce files in an external environment without making the native storage pilling up. This integration will offer all the options to choose a better content management system for your entire organization & collaborate with the Salesforce system in order to optimize file storage & reduce high storage costs. How to store Salesforce Standard & Community user-generated files in external systems? XfilesPro which is an advanced file management & collaboration solution for Salesforce, allows Salesforce users to store all the files (standard users+community users) in any external environment with seamless collaboration. Organizations who are having standard users & community portals can use the application to implement a 360-degree file collaboration strategy with a centralized content management system. Once installed & configured, the solution will automatically store the files in the external storage without any manual intervention. If you want specific files to be stored under some specific folder in the external storage, the solution has the capability to do that as well. The solution also allows you to share files with external users so that they can view & download the files. You can also sync/link files in your external storage with respective records in Salesforce with seamless collaboration. XfilesPro File Management Capabilities Supports Salesforce Sales Cloud, Service Cloud, Community Cloud, Platform Choose your own external storage – Cloud (SharePoint, AWS S3, Google Drive, OneDrive, Dropbox) or On-premise (Network Drive, SMB, SFTP) Reduce file storage costs by over 60%. Work collaboratively with Salesforce internal, external & community users by ensuring files are managed centrally but available for everyone to share, view, download, & edit. Highly customizable file & folder management allows the various businesses the process to be embedded in the way files & folders need to save into the external storage. XfilesPro is extremely customizable which helps customers to blend it as per their unique business specifications. This makes the solution very unique and blended giving the customer amazing ROI from it. To start managing your Salesforce internal user & community user files without running out of storage limits, please get in touch with our file management experts AMARLAL
How to Store Salesforce Files in External Storages using XfilesPro: Steps to Follow
As the #1 CRM provider in the world for over a decade now, Salesforce has been helping businesses of every size & type unlock a strategic approach for 360-degree business growth with multiple business process automation. The platform has been a real savior for leading enterprises in streamlining crucial sales, marketing, service processes, and delivering exceptional customer service with improved sales and reduced costs & time. In order to keep the application performance intact, Salesforce has certain controls in the platform and limited allocated file storage is one of the top aspects to mention. Salesforce users dealing with a lot of files and email attachments often look for a long-term file management strategy in order to optimize their file storage usage and reduce the storage costs as any additional storage provided by Salesforce comes with a hefty price. Integrating external Cloud (SharePoint, S3, Google Drive, OneDrive, etc.) & On-premise (Network Drive, SMB, SFTP) storage systems have proven to be one of the most adopted & efficient strategies that help Salesforce users store their files in their preferred external system with a seamless 360-degree file collaboration. XfilesPro, the #1 file management & collaboration solution for Salesforce enables Salesforce files to automatically get stored in the external storage without impacting the native file storage & keeping the usage under control. The integration not only allows Salesforce users to avoid paying high recurring additional storage costs but also enables their application up & running without any hurdle. So, let’s have a look at how a Salesforce admin can start storing their Salesforce files in any of the external storage systems using XfilesPro. Step – 1 Install XfilesPro from the AppExchange The first step is to log in to https://appexchange.salesforce.com/ & type ‘XfilesPro’ in the top search bar. Click on the XfilesPro app icon to go to the listing page. Click on ‘Get it now’ to install the app. 3.1x Step – 2 Configure (Integrate) external storage in a few clicks The next step is to configure the preferred external storage within a few clicks. Once the external system is configured, it will be seamlessly integrated with your Salesforce Org & you can proceed with the next step to start setting up XfilesPro components. 2.9x Step – 3 Set up the XfilesPro components for desired objects Once you are done setting up the external storage, next you can set up the XfilesPro components for the desired objects. Add XfilesPro components to the record page layout of the desired object from ‘Page Layout Editor’. 2.9x Step – 4 Start exporting & uploading the files to the external storage There we go. You are now all set to start uploading the files from your Salesforce Org to the external storage. This can be done with a simple drag & drop. 2.9x You can also upload multiple files at the same time. Files of any size & type (ppt, docx, pdf, xlxs, etc.) can be uploaded to the external storage as well. Watch the video to see how external storage systems (SharePoint, AWS, Google Drive, OneDrive, Dropbox, On-premise) can be integrated with Salesforce in order to store Salesforce files with seamless collaboration. XfilesPro is advanced file management & collaboration application for Salesforce that offers a wide range of file management solutions including external file storage, file collaboration, centralized content management, community collaboration, file/folder hierarchy management, multi-org file integration & large volume file migration, all with a high degree of customizable capabilities & in-built features to meet complex Salesforce file management requirements. To know more & see a live demo, please get in touch here. AMARLAL
Leveraging your Salesforce File Storage: On-premise Storage System Collaboration using XfilesPro
Most of the enterprises today are faced with the massive challenge of managing the immeasurable number of files and attachments in their Salesforce Org. XfilesPro, one of the top Salesforce AppExchange solutions, was designed keeping in mind this issue with file storage. This highly customizable and admin-friendly application was launched to help Salesforce customers seamlessly store and collaborate their files and attachments with various external storage systems. Using XfilesPro, Salesforce admins can significantly reduce their file storage costs while seamlessly enabling a 360-degree file collaboration strategy. When it comes to storing the most confidential files in a secure manner, many organizations prefer to keep these files on the on-premises (Local/Non-Cloud) system, in many cases on a traditional file server. On-premises refers to local hardware, which means the files are stored on local servers, computers, or other similar devices. These on-premise systems are treated as capital expenses and are purchased once. On-premise storage systems offer absolute control over infrastructure and files with the added benefit of security. Some of the key benefits of on-premise systems are mentioned below: The storage resources are procured, owned, and managed by the enterprise itself. The enterprise can exert complete control over and is fully responsible for securing the storage resources and the files. The on-premises storage resources are completely dedicated to the company only. The capital investment for on-premises systems is typically a one-time cost. Also read: XfilesPro 2.0 – Adorn with it’s Next-gen Salesforce File Management Capabilities XfilesPro can easily be implemented to collaborate the native Salesforce system with various On-premise systems like SMB, SFTP, and Network Drive. XfilesPro enables systems connected via the Server Message Block (SMB) network protocol to access and share files from other local computers very easily. Using the Secure File Transfer Protocol (SFTP), that provides access to remote systems to deliver secure communications, alongside XfilesPro is the optimal method for secure file transfer. When using a corporate network, a network drive can provide easy access to customer information stored on it. Even though a network drive is almost similar to a local disk drive, the most prominent difference is in the manner of file transfer. In a network drive, the files are transferred from a remote system to the internal servers over a secured network connection. Using XfilesPro can greatly simplify the processes involved in transferring these files while also offering additional security. To know more about on-premises system collaboration using XfilesPro, please get in touch with us. There are several challenges associated with on-premises storage systems: File sharing between offices is challenging High maintenance cost Lack of mobility Lack of administrative control To overcome these challenges while still enjoying seamless collaboration with external storage systems, various cloud-based options are also available in the market. Cloud storage involves storing data on remote servers or hardware that are maintained by a third-party service provider. As you can expect, cloud storage is almost always cheaper than on-premises solutions. By using cloud storage, enterprises can buy a specific amount of storage space based on their organization\’s needs. Another benefit of cloud storage is the ability to access files from anywhere, anytime. Keeping these benefits in mind, XfilesPro also offers seamless collaboration with various cloud-based storage systems such as OneDrive, Amazon S3, Google Drive, SharePoint, and Dropbox. Some of the significant functionalities such as an efficient file and folder hierarchy management, centralized content management system, large volume file migration, multi-org file integration, and community portal collaboration help XfilesPro in integrating the Salesforce system with external systems. To know more about external storage collaboration using XfilesPro, set up a free demo today. AMARLAL
Managing your Salesforce Files in a Superior Manner: XfilesPro’s Auto-Export Feature
Managing the immeasurable number of files and attachments in the Salesforce Org becomes a hassle for most of the enterprises. XfilesPro is one of the top AppExchange applications for file management and external storage collaboration that lets enterprises seamlessly store and collaborate their Salesforce files and attachments with various external storage solutions such as OneDrive, Google Drive, SharePoint, Amazon S3, DropBox and many more. This application performs exceptionally well with Service Cloud, Experience/Community Cloud, Sales Cloud, and Salesforce Platform. This highly customizable and admin-friendly application helps Salesforce customers not only reduce their file storage costs significantly (nearly up to 70%), but also seamlessly enable 360-degree file collaboration including integration with various external storage systems. Enterprises can also experience a centralized content management system, efficient file and folder hierarchy management, multi-org file integration service, capacity to undertake large volume file migration as well as community portal collaboration. Learn more about XfilesPro’s file management capabilities. Usually when enterprises implement XfilesPro for managing the files in their Salesforce Org, they are burdened by an enormous amount of such files and attachments, sometimes over 100 GBs. Upon successful implementation of the application, using the Limitless Initial Offload feature they move these files to their desired external storage platform, at once. But after this initial offload, the subsequently generated files and attachments have to be monitored and periodically moved to the external storage. To ease the burden of a Salesforce admin and to do away with the constant regulation and supervision of files, XfilesPro introduced the Auto-Export feature. With this feature, the XfilesPro application itself takes care of the Salesforce files and periodically moves them to the external storage system integrated with the Salesforce application. This can be done on an hourly, daily, weekly or monthly basis or at the end of the day, or even weekly; as is deemed necessary by the Salesforce admin when he sets the batch and time interval for the file export process. There are several advantages of this feature: No Manual Intervention – The application automatically takes care of the file export process, which cuts back the need for any kind of manual labor. No File Limitations – Due to this feature, XfilesPro can manage millions of files and records without any difficulties. No Supervision Required – As the entire process is automatic, no supervision from the Salesforce admin is required, which gives him sufficient time to focus on other things. One Time Execution – The batch and time interval for the export process has to be set only once, after which the application manages the files automatically, based on the set parameters. Enhanced Security – In case of any process failure which is rare, files will not be lost as XfilesPro engine smartly handles and re-initiate migration of those files. If you want to know more about the Auto-Export feature or about the XfilesPro application, please get in touch with our system experts here or set up a free demo here. AMARLAL
