A Brief Overview of Advanced Document Management in Salesforce
Today, enterprises expect their CRM systems to be more than just document repositories because of workflows, proposals, agreements and various other client information need to be managed periodically. Therefore document management is definitely one of the most important features that companies look for in their CRM systems. This feature facilitates nearly all of the sales processes, providing content to clients and partners. Therefore Salesforce, being one of the leading CRM platforms in the world, has a number of functions that can satisfy most if not all the needs of business users. When it comes to Salesforce, it’s unique and exceptional file and document management system takes utmost care to reduce a Salesforce admin’s complexities by simplifying file management, enhancing presentation skills, catering to all sorts of files, and finally managing these files efficiently. Not only this, having dealt with myriad types of documents, Salesforce has been constantly improvising to cater to the latest technology and needs. Salesforce has 5 off-the-shell modules for files and document management with several variations. These inbuilt modules include: Attachments– One of the first tools launched by Salesforce was Attachments. As is obvious from the name, it allows users to create Attachment lists and attach different types of files to particular Salesforce records (like, a contract, offer, or proposal). In this case, the size limit of the file to be attached is 25 MB, when attached directly to the Attachment list, whereas even for multiple files attached to the same email the size limit remains 25 MB, with a maximum size of 5 MB per file. Documents Tab– Salesforce Documents Tab allows users to store their web-based resources and Visualforce files, such as custom logos and DOT files, in folders without attaching them to any particular records. Though this file is not attached to any record, it can easily be accessed or used whenever its need arises. For example, users can add a custom logo to the meeting requests by uploading the stored logo directly to the documents tab. Files Home– Salesforce Files Home is a kind of cloud-based repository where files can be uploaded, privately stored, synced and shared among team members and coworkers to kick-start Chatter collaboration. This document repository specifically stores files without any association to objects. It also allows synchronizing the information in the documents in real-time, across all devices, including desktop and mobile. It also has a plethora of exquisite features such as file filtering, drag-and-drop, file syncing, and files-specific search tools. Salesforce Files ideally suits co-working on unique documents, like client proposals. Salesforce Knowledge– Salesforce Knowledge is a corporate knowledge-sharing platform, commonly used for creating a base for information sharing among employees. It allows users to create, edit, search, organize, and share knowledge articles in libraries among the organization\’s employees. Users can also use Salesforce knowledge and a particular web portal to share documents with their clients outside the organization. It supports a maximum file size of 5 MB for all attachments. Salesforce CRM Content– Salesforce CRM Content is the most widely used content management tool that lets users create, duplicate, work, and modify official corporate documents, like case studies or sales presentations, in such a manner that only the creator can work on it. Once they are ready, it also allows them to make this content accessible for their coworkers as well as to external users such as clients, partners, and customers in the form of content packets. As the storage space in Salesforce is already limited, rather than extending these limits, it recommended to use different cloud-based storage services so as to ease the pressure. Salesforce launched Salesforce File Connect, an OOTB tool, for exactly this purpose of integrating the Salesforce system with other external systems. But even this tool has its limitations, so it’s better to choose an alternative integration solution. And the best place to look for these solutions is the Salesforce AppExchange marketplace. One such AppExchange application that can help you seamlessly store and collaborate files with external systems is XfilesPro. This highly customizable and admin-friendly application performs exceptionally well with Service Cloud, Experience/Community Cloud, Sales Cloud, and Salesforce Platform. With XfilesPro, Salesforce admins can not only seamlessly enable a 360-degree file collaboration including integration with various external storage systems, but they can also cut back on their file storage costs significantly. Learn more about XfilesPro’s file management capabilities. XfilesPro can be used to collaborate the Salesforce system with various external files storage systems like Cloud-based storage systems like Google Shared Drive, OneDrive, Amazon S3, SharePoint, and Dropbox and On-premise systems like SMB, SFTP, and Network Drive. Loaded with features like a centralized content management system, efficient file and folder hierarchy management, multi-org file integration, large-volume file migration, and community portal collaboration, XfilesPro is an ideal solution for integrating Salesforce with cloud-based systems. To know more about XfilesPro and how it can facilitate external system integration with Salesforce, please get in touch with us. AMARLAL
Community Cloud ⇆ Experience Cloud: How is this switch important for you
The exigency to create a digital presence has never been so high as is during these changing times. The COVID-19 pandemic has revealed certain things about the digital transformation. First, that digital experience is crucial for a business’ survival, and second, that end-users expect easy and intuitive online interaction with companies. This interactive digital experience offered by the companies is what connects the customers to the digital transformation, thereby empowering them to engage further and take action themselves. Keeping this need for digital transformation in mind, enterprises must focus on certain factors that are pivotal in making this leap into an all-digital world: Firstly enterprises must pay attention to gaining customer experiences, getting them to the market quickly, and then aligning them with the changing market trends. Secondly the customer interactions must be kept as personalized and actionable as possible, which is directly linked to the ease of business processes that empower customers to take action. Finally, a consistent ecosystem must be ensured across a multichannel customer journey so as to facilitate better customer retention. Owing to these requirements, Salesforce came up with the idea of revamping and relaunching the Community Cloud as the Experience Cloud mission and roadmap. The Experience Cloud is a digital experience platform that supports enterprises in quickly building inter-linked CRM-powered digital experiences for their customers, partners, and employees. Loaded with features from the Salesforce CMS, the Experience Builder, and several prepackaged apps, the Experience Cloud allows companies to create and deliver personalized content across different websites, portals, mobile apps, and storefronts. With Experience Cloud, organizations can quickly and easily build websites, mobile applications, and other such digital touchpoints in order to engage their customers and digitize business processes so as to move ahead in the online-first world. Customers stand to gain a competitive edge over their rivals because they can launch fast, connect every experience to data, and tie everything together across a seamless customer journey. Experience Cloud is also a part of the newly introduced Salesforce ‘Digital 360’, along with other existing components within the Salesforce Customer 360 platform, namely Marketing Cloud and Commerce Cloud. Altogether these components help market leaders in transforming their customer engagement and accelerating growth in this digital, work-from-anywhere world. It gives customers a scalable and data-driven source for personalizing their customer experiences, right from marketing emails and timely ads to online shopping and curbside pickup. XfilesPro helps Salesforce customers having community portals, manage their community user generated files to store in external systems in order to optimize their native file storage with seamless collaboration. To know more, please get in touch with us. AMARLAL
How to Efficiently Manage Community Portal Files in Salesforce with XfilesPro
As a comprehensive platform that enables businesses to streamline any of their critical processes, Salesforce has been exceptional in the last two decades. With over 150,000+ customers from multiple industries and sizes, today Salesforce is offering a full suite of solutions spanning across sales, service, marketing, commerce, analytics, Customer 360 platform, etc. In order to maintain top-notch org performance and business productivity, the CRM giant has limited some of its capacities. Storage is one of those. A Salesforce org comes with a limited amount of data & file storage, and anything additional to these comes with a hefty price. To ensure you never run out of your storage and operate the business in a highly optimized org, enterprises adopt various long-term data & file management strategies. For example, in order to optimize the data storage, leading enterprises implement an intelligent archival plan, while to deal with a growing number of files of large sizes, they look for external storage integration. However, things become a little more obscure, when the volume of files is million in number & you need a robust system in place to manage those files cost-effectively. Companies use Salesforce Community Cloud to connect with their customers in a better way. Enterprises having a community portal (Salesforce Community Cloud License) with a lot of community users who consistently generate a lot of files, often find them in the middle of a crisis where they left with no option other than purchasing additional storage with a very high price, or delete old files or build a solution that can help them store the files somewhere else. So what are the challenges that Salesforce customers face when it comes to managing a huge pile of files coming from multiple community users? Here are the top three basic challenges; Limited native file storage – Unable to optimize High recurring (additional) file storage costs – More investment External file storage & collaboration – Need of a solution to enable this External file storage & collaboration comes with its own set of challenges. Choosing the right external storage system to integrate with Salesforce Collaborating files seamlessly with the external system Automating the entire process without any manual intervention Migrating large volume of files (Initial process) Defining the folder structure – Where to store the community user files in the remote storage Centralized content management system – Managing files from one place Customizing the solution to any extend – Meet evolving business needs ALSO READ: Salesforce-SharePoint Integration – How to Transform your Salesforce File Storage Needs How to Implement a Strategic Approach with XfilesPro? In order to manage the huge volume of files generated by the community users, enterprises need to implement a future-proof file management strategy where they can rise above the limited native storage & make their file storage unlimited with external storage collaboration using advanced file storage & collaboration solutions for Salesforce like XfilesPro. Choose your External Storage Choose from a range of options to integrate from various external Cloud (SharePoint, OneDrive, Amazon S3, Google Drive, Dropbox) or On-premise (SMB, SFTP, Network Drive). The integration allows a better content management system for your entire community users & collaborate the files with the external storage. Storage Optimization & Cost Savings The integration will automatically store all the incoming community user-generated files in the chosen external storage & enable you to never run out of the primary file storage. This means no need for additional storage & high storage investment. Centralized Content Management System Drive high-degree of file collaboration with your internal as well as community users by ensuring files are managed centrally but available for all to share, view, download & edit. Better Community Collaboration Salesforce community portal integration delivers more capabilities to community portal users and thus extending the capacities deeper into the Salesforce ecosystem. Store Files in the Right Folder – Sorted & Synchronized File Management A highly customizable file & folder management allows the business process to be embedded in the way files and folders need to save into your external storage. You can save specific community portal user-generated files in pre-defined specific folders automatically with zero human intervention. Highly Customizable – Use the way you want The solution is highly flexible & can be customized to any level based on specific Salesforce community file management needs. Collaborate External Files into the Salesforce System Files staying in the external storage with a particular folder structure can be synced/linked with the respective records in the Salesforce system using the XfilesPro Bi-directional sync components. Manage all the files under one roof Link the files scattered in different storage systems such as On-cloud, On-premise, Community portal, and Salesforce system and manage them all from one place (external storage) by linking them with the Salesforce record. Large Volume File Migration Migrate a large volume of community portal files from your Salesforce system to any external system seamlessly without impacting any of your on-going business processes. To know more about XfilesPro & it’s capabilities in managing Salesforce community portal files, please get in touch with our Salesforce file management experts today. AMARLAL
Salesforce & OneDrive Integration – How to transform your Salesforce file management needs
Last Updated: September 22, 2023 Does your business use Salesforce CRM to operate sales or customer service? Do your users often grumble about the limited file storage space they have? Do you find storage upgrades expensive & disorganized? If your answer is YES to the above questions, then we have the perfect solution for you to come out of Salesforce file storage limitations & enhance your file management experience. Salesforce is an amazing CRM, a real productivity booster for any business. However, you need to accept the fact that it is not a storage system. So, smart customers always find alternatives to address Salesforce storage challenges with external cloud file storage options. Now accelerate your success on the world’s #1 CRM along with a complete document management system, powered by XfilesPro. Connect your external document management platform such as OneDrive with your Salesforce in minutes with the help of XfilesPro and store all your Salesforce files in OneDrive automatically. Resolving Salesforce File Storage Challenges with OneDrive Integration A number of Salesforce customers leverage their OneDrive storage as an extended file storage space for Salesforce files. OneDrive is a Microsoft cloud service that comes with 1 TB* of storage space which can be used to store documents. It is a very popular document management platform which is highly scalable. Compared to Salesforce’s additional file storage, OneDrive is very much less priced & users can increase the storage up to 5 TB. Files stored in OneDrive can be shared & accessed seamlessly from anywhere through all connected devices. Also read: How to Overcome the Pitfalls in Salesforce File Storage Management with OneDrive Integration Owing to such large storage space & features, Salesforce can be easily integrated with OneDrive in a bid to ultimately enhance its file collaboration and document management capabilities. Let’s have a look at some of the primary reasons to opt for this integration; Simplified Document Management – Many enterprises deploy OneDrive to take care of their documents containing customer contacts, accounts, and other business information that needs to be tracked. By integrating Salesforce with OneDrive, you can easily monitor these aspects while making document sharing, updating, and management much easier. Better Team Collaboration – Perhaps the best benefit of Salesforce integration with OneDrive is the improved file collaboration. Such integration allows Salesforce users to easily maintain and share multiple documents among various departments, thus enabling direct and swift collaboration. Improved Data Security – The Salesforce & OneDrive integration allows users to view, edit, or share documents using a single platform, thereby eliminating the need to switch systems frequently. As adequate permissions and authorization rights to access these documents are in place, there is no need for greater admin security. Cost Savings – As Salesforce storage cost is on the higher side, moving & storing files in OneDrive is always cost-effective. This prevents Salesforce users from buying additional storage from Salesforce & allows them to save high costs. How to Connect Your Salesforce with OneDrive? There are multiple options to connect Salesforce with OneDrive for file movement. Some are ready-to-use and others need to be built from scratch. Files Connect is one such tool provided by Salesforce to connect external platforms like OneDrive with Salesforce. With this, users can move files from Salesforce to OneDrive. However, Files Connect has certain limitations. Building an in-house app is always expensive & time-consuming. If you need more features, then the timeline will increase and you also need to hire experts. Considering this, smart Salesforce customers always look at AppExchange where they can get ready to use & feature-rich file management applications that can really connect both Salesforce & OneDrive for file movement. XfilesPro is the #1 file management application available on the AppExchange which can really transform the file management experience in Salesforce by seamlessly integrating it to any external file storage like OneDrive. Files from Salesforce will automatically move to OneDrive & your user will never experience storage or performance issues. XfilesPro setup is fast & easy once the application is installed from the AppExchange. It comes with a highly admin-friendly user interface & navigation within the app is simple. Why choose XfilesPro over Files Connect or any custom app? XfilesPro is highly advanced & it comes with 10+ in-built features. The popular application supports all major Salesforce apps, Salesforce1 mobile, AppExchange apps, Community portals, and force.com apps. Apart from integrating external storage with Salesforce, XfilesPro can boost your business productivity with futuristic features like smart folder structure, large volume file offloading, bi-sync of files, folder sync, tagging, file collaboration, and much more. Our application powers a 360-degree document management system that enables enhanced doc management, document collaboration, seamless file sharing, storage management & cost reduction, and centralized document management. In addition to OneDrive, XfilesPro can also integrate other popular external platforms like Amazon S3, Google Drive, SharePoint, and on-premise file systems. To learn more about XfilesPro capabilities & how the application can be used for your file management needs in Salesforce, please request a demo. AMARLAL
Why Should a Salesforce Admin Needs to Consider Salesforce – Google Drive Integration for Cost-effective File Management
In the current technology landscape, enterprises trust customer management platforms like Salesforce to securely handle each and every little detail about their business. This goes a long way in generating correct leads & making well-informed decisions. Though this ultimately leads to the enterprise’s growth & success, it can be extremely frustrating to store all such minor details efficiently within the limited storage space offered by the cloud platform. Yes, even when Salesforce is the #1 CRM platform in the world, it has a very limited primary storage space, both for Salesforce files (mostly 10 GB) & Salesforce data (10 GB primarily). Though it may seem like a lot in the beginning, it usually starts exhausting after only 3-4 years of use. And if enterprises choose to purchase additional storage from Salesforce, even that option is very costly as it’s a recurrent cost. How & Why is Google (Team) Drive Effective Thankfully, to their respite, Salesforce users can easily leverage various external storages to address such file storage concerns in Salesforce. Among those secondary storage systems, one viable solution is Google Drive. Google Drive (Team Drive) is one of the most popular document management & storage platforms in the market today with over 100 million users worldwide. This file storage & synchronization service allows Salesforce users to store a multitude of files on their servers, synchronize files across devices, and share those files. Owing to such features, Salesforce users like to integrate their Salesforce system with Google Team Drive so as to enhance their file management & collaboration capabilities in Salesforce, thereby future-proofing the file storage costs. Some of the predominant reasons why this collaboration is beneficial for business growth are: High data security– Collaborating with the Salesforce system & Google Drive provides multi-level security to the files, while keeping it confidential. Google Drive offers a specially designed feature to protect files & back them up. Real-time synchronization– One of the reasons Salesforce admins hesitate to collaborate with external systems is the worry of having to maintain data integrity between the systems. But Google Drive offers the feature of real-time synchronization which allows any changes made in the file to be reflected on both the Google Drive copy as well as the Salesforce file, without any delay. Two-way synchronization– Another benefit of collaborating with Google Drive is the feature of two-way synchronization which permits changes in the file to be made from both platforms. These changes also get updated immediately and can be viewed from both platforms. Ease of access– Google Drive also allows Salesforce admins to add new files to the Salesforce system without actually having to access Salesforce itself. These files can be added to Google Drive directly and will automatically get reflected in the Salesforce account as well. They can also be accessed from both Salesforce and Google Drive. Read about more reasons in this eBook: Ultimate Guide for Integrating Google Drive with the Salesforce System for File Storage & Collaboration XfilesPro’s Role in Salesforce-Google (Team) Drive Collaboration One of the ways in which Salesforce users can integrate their Salesforce system with Google Drive storage is by leveraging the easily-available AppExchange integration applications. There are several options available on the AppExchange that can be installed by the Salesforce admin, one of which is XfilesPro. The XfilesPro application helps users seamlessly store & collaborating their Salesforce files with Google (Team) Drive storage. The highly customizable application boasts lucrative features like centralized content management, large volume file migration, intelligent file/folder hierarchy management, multi-org file integration, community portal collaboration, & file syncing that make it an ideal solution for integrating Salesforce & Google Drive. Using this admin-friendly application, Salesforce users can not only drastically cut back on their recurrent file storage costs, but can also enable a seamless 360-degree file collaboration between both storage platforms. In addition to Google (Team) Drive, XfilesPro can also be used to collaborate the Salesforce system with various other external file storage systems, including Cloud-based storage systems like OneDrive, Amazon S3, SharePoint, & Dropbox and On-premise systems like SMB, SFTP, & Network Drive. BONUS: Some More Ways of Integrating Salesforce & Google Drive In addition to using AppExchange solutions like XfilesPro to integrate Salesforce with Google Drive, there are several other means by which this integration can be brought about. Two of the prominent ways have been explained below: Salesforce Files Connect– As per the Salesforce Files Connect framework’s capabilities, it allows users to search and work with Google Drive files from within the Salesforce UI itself while preserving all content permissions. This functionality of Files Connect speeds up the users’ work & helps them in making the most out of Google Drive files while communicating with customers. The only disadvantage of this method is that it only integrates the document libraries while leaving out other images and videos. Custom-built integration application– This is yet another flexible option that allows Salesforce admins to design an application according to their specific requirements while also addressing the need for multiple integrations, without exceeding the costs. But it is important to mention that an internal Salesforce administrator might not be able to build such a custom integration app himself, so external help needs to be sought out which adds to the cost. Also read: XfilesPro Helped Search Technology Company Automatically Handle Leads & Modify Documents Through External Collaboration With Google Drive To know more about XfilesPro and how it can facilitate Salesforce-Google Drive integration, get in touch with us or schedule a demo with our Salesforce file management experts. AMARLAL
Salesforce-SharePoint Integration – How to Transform your Salesforce File Storage Needs
With the advent of new companies in the technology landscape, the competition in one’s industry has increased exponentially. When various other companies also provide similar kinds of solutions & services to customers, enterprises must maintain an edge over their competitors by continuing to offer the best quality services to their end-users. For this purpose, enterprises turn towards automated solutions that can efficiently handle their business procedures. One such automation solution is the world’s #1 cloud CRM platform, Salesforce. Its valuable services across different departments like marketing, sales, customer service, finance, etc make it the most trusted platform among enterprises. When enterprises can generate more leads, make better-informed decisions & drive forth success, what more will they need, right? But that’s not the case over here! One major issue with Salesforce is the limited nature of its primary file storage space which is fine until the voluminous files generated in the process of managing the customers’ information are not brought into the picture. And then there is also the high additional file storage cost, which is a challenge in itself. Thankfully, being a customer-friendly platform, Salesforce can be easily integrated with different external storage to handle this issue with file storage limitations. SharePoint: A Reliable Salesforce File Storage Option One such viable secondary storage option is SharePoint. SharePoint is one of the most popular document management and storage platforms today with over 200 million monthly users worldwide. Being used by a huge chunk of Fortune 500 companies, SharePoint offers storage, retrieval, searching, archiving, tracking, management, and reporting of electronic documents and records regarding any customer. Owing to such features, Salesforce can be easily integrated with SharePoint which enhances its collaboration & document management capabilities. Some of the primary reasons to choose the Salesforce-SharePoint collaboration for your business growth are: Cost Efficiency– In contrast to opting for more Salesforce licenses to increase document management capabilities (which is a costly option), an enterprise can simply choose SharePoint-based collaboration where full-fledged collaboration among large cross-departmental teams will cost less. Cross-departmental collaboration– Even though Salesforce was intended for multiple departments like sales & marketing, several colleagues collaborating on a single project proves to be extremely challenging. Using the SharePoint employees company-wide can connect, promoting & letting them engage in cross-departmental collaboration. Document Versioning– SharePoint also allows real-time co-authoring and offline work with documents with greater data storage limits. It automatically tracks changes and maintains a history of document versions, enabling users to revert to previous versions if needed. This makes sure everyone is working on the updated version of the document. Centralized Document Management– SharePoint serves as a single hub for all your documents. Instead of juggling multiple locations and handling version conflicts, all your Salesforce files are stored in one well-organized place. This makes it easier to find and manage your documents without the hassle of scattered folders. Setting Up Salesforce-SharePoint Collaboration When you have decided to set up a seamless collaboration between your Salesforce system & SharePoint storage, there’s just the question of how to do that. For this purpose, there are several means through which the Salesforce-SharePoint integration can be established. These range from ready-made tools to the ones built from scratch. A standard list of possible integration tools includes: Salesforce Files Connect– Offered by Salesforce itself, the Salesforce Files Connect framework allows users to access, search, and share Salesforce files stored in external sources in real time & allows Salesforce admins to set up the integration themselves with simple point-and-click tools. It can also be configured to take into account SharePoint’s custom properties like custom columns, custom content type, & metadata from Office 365 documents during Search, SOQL, and SOSL Queries which allows simultaneous search results for a particular file in both Salesforce & SharePoint. The only downside is that this solution is rather pricey. Custom-built integration applications– This is a very flexible option since such applications can be designed in line with specific requirements and can address a need for multiple integrations, without exceeding the costs. However, it is important to mention that the internal Salesforce administrator might not be able to build the custom integration app himself so it becomes imperative to seek external help, which adds to the cost. Salesforce AppExchange integration applications– There are several options available on the AppExchange that can be installed by the Salesforce admin. In case further features are required, such apps can nearly always be modified by the Salesforce developer. WEBINAR ALERT: Integrate SharePoint & Salesforce using XfilesPro – An Advanced File Management & Collaboration Solution for Salesforce XfilesPro: Your Salesforce File Management Partner One such AppExchange application that can help enterprises seamlessly store and collaborate files with SharePoint is XfilesPro. XfilesPro is a highly customizable, admin-friendly application that performs exceptionally well with several Salesforce solutions like Service Cloud, Community/Experience Cloud, Sales Cloud, & Salesforce Platform. With XfilesPro, Salesforce customers can not only significantly reduce their file storage costs but can also seamlessly enable 360-degree file collaboration, including integration with various external storages like SharePoint. XfilesPro has leveraged the capabilities of SharePoint to the fullest. The tagging feature of SharePoint helps users access files faster, while the multisite feature allows for seamless management of interconnected sites, making it easier to collaborate across different teams and departments. To get more details on why Salesforce admins prefer Sharepoint as their external cloud storage platform, read the blog. In addition to SharePoint, XfilesPro can also be used to collaborate the Salesforce system with various other external file storage systems. These include Cloud-based storage systems like OneDrive, Amazon S3, Google Drive, & Dropbox. As the world goes digital, document management is evolving too. Enter XfilesPro’s DocuPrime, a game-changer in the document management cycle. This app simplifies and streamlines the document generation process, from template creation and approval to obtaining e-signatures. By leveraging the capabilities of SharePoint and DocuPrime, you can eliminate paperwork hassles and elevate your document management. To know more about XfilesPro and how it can facilitate Salesforce-SharePoint integration and document generation all within a
How to Optimize Salesforce File Storage while using a Third-party Application – A customer use case
As the world’s #1 CRM provider, Salesforce has been enabling multiple businesses with its world-class Sales, Service, Marketing, Community Cloud offerings, and helping them achieve crucial business goals. In order to meet modern-day customer demands, Salesforce frequently streamlines its features in order to help enterprises address their customer needs. To enhance the overall productivity and achieve certain business benefits in less time, enterprises using a Salesforce system often take the AppExchange route. AppExchange is the world’s largest app marketplace where over 3600+ apps are listed with over 3+ million installations. When a Salesforce customer uses any third-party application or any AppExchange managed package, they usually customize it in order to integrate seamlessly with their central Salesforce system and experience a centralized content management system. However, files generating from the third-party apps that get stored in the Salesforce primary file storage is a worry. Salesforce file storage comes with limited space and running out of the storage is very obvious. As additional storage costs are always on the higher side, enterprises often look for an efficient file management strategy. This is where XfilesPro comes into the picture and helps Salesforce customers future-proof their file storage with seamless external system integration. Let’s have a look at a customer use case & see how they optimized their file storage with XfilesPro. CL Services is a leading 3PL company dedicated to delivering the highest level of service in the logistics industry. They were using a third-party transportation management solution (AppExchange Managed Package) to manage shippers, brokers, and 3PL partners. This managed package was automatically generating a lot of files internally. They have generated a massive volume of files (430GB) & reached almost 155% of their allocated file storage. They didn’t want to go for additional file storage space as the cost was on an extremely higher side. They were looking to upgrade the third-party application for better business performance, however unable to execute the same as the file storage was piling up & they have already run out of their file storage. XfilesPro helped the customer integrate their Salesforce system with Amazon S3 for external file storage with seamless integration & collaboration. With XfilesPro they migrated all their files from their Salesforce system to AWS automatically without any manual intervention. They never have to take the pain of paying additional file storage costs & were able to reduce the load in their primary file storage. After implementing XfilesPro, their file storage space drastically reduced from 155% to 72% within a few weeks. This integration provided all the options to choose a better content management system for their entire organization & collaborate with the Salesforce system. Talking about the implementation, the customer said “This is a great Salesforce App for migrating Salesforce File Storage to a cloud service such as OneDrive or Amazon Web Services. The team was extremely responsive and kept us aware of the project status the whole way. I would definitely recommend this App and will come back next time I need a project done for Data or File Storage in Salesforce.” XfilesPro offers a range of file storage options to integrate from multiple external Cloud storage platforms like (SharePoint, OneDrive, Amazon S3, Google Drive, Dropbox) to On-premise systems like (SMB, SFTP, Network Drive). The solution supports handling files generated from any third-party app or community portals as well. With its high customizable capability, XfilesPro helps Salesforce 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 see how XfilesPro can power up your Salesforce file management and help you optimize your storage, please request a demo. AMARLAL
XfilesPro 2.0 – Adorn with it’s Next-gen Salesforce File Management Capabilities
XfilesPro revamped. Yes, you heard it right. XfilesPro which is the best file management solution for Salesforce has now become more powerful than ever. The latest version of the application offers a full suite of advanced Salesforce file management & collaboration solutions that will take your CRM experience to a whole new level. Enterprises can now revolutionize their Salesforce system with a future-proof file collaboration strategy leveraging the cutting-edge XfilesPro functionalities & can unleash the power of unlimited file storage. Let’s have a sneak peek of some of the XfilesPro latest standard features & capabilities: An Advanced File Management & Collaboration Solution Collaborate with external file storage solutions seamlessly within Salesforce & unleash the power to extend file management with various other solutions and business with Salesforce Sales Cloud, Service Cloud, and Community Cloud. Integrate Cloud/On-premise Storage Solution Get a range of file storage options to integrate from multiple external Cloud storage platforms like (SharePoint, OneDrive, Amazon S3, Google Drive, Dropbox) to On-premise systems like (SMB, SFTP, Network Drive). This integration provides all the options to choose a better content management system for your entire organization & collaborate with the Salesforce system. Storage Optimization & Cost Savings Rise above the Salesforce file storage limitations & unlock the potential of connecting any cost-effective external storage platforms thereby future-proofing on your storage cost. Centralized Content Management System Work collaboratively with your internal Salesforce as well as external users by ensuring files are managed centrally but available for all the teams to share, view, download, and edit. Salesforce Community Collaboration Salesforce community portal integration brings more capabilities to community portal users and thus extending the capabilities deeper into the Salesforce ecosystem. Define Intelligence on File/Folder Creation A highly customizable file & folder management allows any business process to be embedded in the way files and folders need to save into their external storage. Pre-defined templates help businesses to create default folders/files for better file management. Tailor-made Solution – Build an exclusive process as per customers personal specifications 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. As a highly customizable solution, XfilesPro also offers a bunch of custom features. Let’s have a look at those: Highly Customizable – Build your own hierarchy The solution is highly flexible & can be customized to any level based on specific Salesforce file management needs. Collaborate External Files into the Salesforce System Files residing in the external storage with a proper folder structure can be synced/linked with the respective records in the Salesforce system. Build a Central Storage System – Manage all the files under one roof Link the files scattered in different storage systems such as On-cloud, On-premise, and Salesforce system and manage them all from one place (external storage) by linking them with the Salesforce record. Multi-Org File Integration Integrate files from multiple Orgs without hindering the best user experience. Large Volume File Migration Migrate a large volume of files from your Salesforce system to any external system seamlessly without impacting any of your business processes. Salesforce file management has its own challenges, but paying high file storage costs should never be one of them. With XfilesPro, Salesforce customers can not only save significant file storage costs, but they can also seamlessly enable 360-degree file collaboration including integration with various external storage systems, experience a centralized content management system, file/folder hierarchy management, multi-org file integration, large volume file migration, community portal collaboration and much more. To have a look at the revamped solution and learn how it will take away all your Salesforce file management related pains, please schedule a demo. AMARLAL
XfilesPro now supports Bidirectional components for SharePoint
In our previous release, we introduced SharePoint as an external storage option for XfilesPro users. This means Salesforce customers can easily upload files to SharePoint using XfilesPro with seamless integration & collaboration. This will not only reduce significant file storage costs but also allow you to manage your Salesforce files stored in the remote storage without affecting the user experience. Since we introduced SharePoint as an external storage option, we have been working on adding more features for this integration. Recently we made XfilesPro’s bidirectional sync feature enabled for SharePoint in our latest release 5.2. Now Salesforce customers who are using XfilesPro to store and collaborate their files and attachments in SharePoint can use this newly launched feature to drive superior user experience. With the new bidirectional component support, users can manage all their files stored in SharePoint directly from their Salesforce UI. So, as an end-user, you don’t need to worry about the file location since you can see it right within your Salesforce UI. This feature will work for both Lightning & Classic users. For Lightning For Classic Widely recognized as the best external file storage solution for Salesforce, XfilesPro connects Salesforce CRM with a wide range of Cloud (AWS, Google Drive, Team Drive, SharePoint, OneDrive, Dropbox) & On-premise (SMB, FILE, Windows Share) storage systems for easy & cost-effective external file storage. The application has a customer base of 200+ from multiple industries including financial, healthcare & life science, manufacturing, insurance, law, sports, retail, marketing, high-tech, real-estate, etc. Get in touch with us to start an XfilesPro 15-Day FREE trial. AMARLAL
XfilesPro Spring’20 Release is now LIVE in the AppExchange
XfilesPro Spring ’20 (Version 5.0) release is now live with the most awaited feature of SharePoint integration. Salesforce users can now move files from Salesforce to SharePoint using XfilesPro with seamless integration & collaboration. The release primarily focused on SharePoint integration with Salesforce for XfilesPro along with varied other new features. With this new storage addition, XfilesPro now supports over 7 external Cloud & On-premise storage systems. Here is a sneak peek of the latest release. More Info: XfilesPro now supports SharePoint for Salesforce external file storage New Features SharePoint Storage Provider We have introduced a New Provider – SharePoint which supports List Component and supports file upload till 1.5GB. Amazon Bi-Sync component Supports Bi-directional components for Amazon S3 in Classic and Lightning. XfilesPro users can manage the files stored in AWS directly from their Salesforce CRM. Lightning Classic Enhancement of Existing Features Amazon S3 Large File size Upload Now using XfilesPro components, files of size 25GB+ can be uploaded to Amazon S3. Unmapping Functionality for Google Drive XfilesPro now supports folder unmapping for Google Drive users, if the user has wrongly mapped a folder or wants to modify the already mapped folders. Google Drive Large File size Upload Now using XfilesPro components, users can upload files up to 8GB to Google Drive. OneDrive Large File size Upload Now using XfilesPro components, users can upload files up to 1.5GB to OneDrive. Email-To-Case for One Drive Any attachments coming to your Salesforce system from email-to-case will be automatically stored in OneDrive (if you are using OneDrive for remote file storage) with XfilesPro’s inbuilt functionality till attachment size of 3 MB. Share feature for Team Drive Introduced Share & Public Link feature for Team Drive. With over 200 customers worldwide, XfilesPro has now over 300K+ licensed users across 15+ industries. Using the application, Salesforce users are seamlessly uploading Salesforce files to their preferred external Cloud/On-premise storage system without impacting the user experience in order to reduce their file storage costs driving seamless integration & collaboration. Check the App here. AMARLAL
