Everything You Need to Learn About Dreamforce 2023: Major Announcements
Dreamforce 2023 is done and dusted. The year-long wait for the largest AI event powered by Salesforce served everything that the largest global tech community deserves. With the three days of the event gathered hundreds and thousands of Trailblazers, and through the 1,500 sessions they hosted, the chanting of Data + AI + CRM + Trust was in the air. In this blog, we unpack the highlights of Salesforce’s flagship conference, the top announcements, and how we relished each moment of it. #1. Einstein 1 Platform Salesforce took the global community by surprise through the relaunching of the Einstein 1 Platform. It’s made to showcase the significant enhancements for both Salesforce Data Cloud and Einstein AI capabilities, all of which are seamlessly integrated into Salesforce’s fundamental metadata framework. This trusted AI platform, designed for customer-centric businesses, empowers organizations to securely connect diverse datasets and create AI-driven applications with minimal coding, ushering in innovative CRM experiences. Remember, Everyone is an Einstein Now! #2. Einstein Copilot It was phenomenal to introduce Einstein Copilot as a booster of productivity! Salesforce brought a brand-new, reliable, and readily available conversational AI assistant seamlessly integrated into every application’s user interface. Einstein Copilot enhances productivity by providing real-time assistance to users as they navigate their workflow. It allows them to ask questions using natural language and receive accurate, dependable answers derived from secure, company-specific data sourced from the Data Cloud. #3. Einstein Copilot Studio Within Einstein Copilot Studio, Adminis and other Salesforce professionals wield a unique combination of authority and customization. Here, you have the ability to harness the potential of generative AI to enhance user productivity while maintaining full control over its implementation. Also, you can decide which processes benefit from generative AI and precisely define the scope of prompts to ensure a tailored and effective user experience. Develop prompts that can be reused and are linked to both company and customer data. Prompt Builder: Develop prompts that can be reused and are linked to both company and customer data. Skill Builder: Empower Copilots with additional abilities to serve you. Model Builder: Provide versatility in choosing AI models, which may involve partnerships with Anthropic, Cohere, Databricks, Google Cloud’s Vertex IX, and OpenAI. #4. Free Data Cloud And Tableau Licenses The announcement for free Data Cloud and Tableau Licenses was a game-changer moment for many Trailblazers. The free licenses are now accessible to customers using Enterprise, Unlimited, and Unlimited Plus editions. So, there’s no need for a purchase to access Data Cloud Everywhere, which includes up to 250,000 data service credits. #5. Data Cloud Triggered Flow For years, we have been building automation using Salesforce Flow, typically activated by specific actions like data modifications. However, today, as Data Cloud is seamlessly integrated into the Einstein 1 platform, we can now fuel automation with dynamic data originating from Data Cloud. This includes real-time data as well as data from a multitude of diverse systems. This particular type of Flow initiates when the conditions tied to the Data Cloud Data Model Object (DMO) or Calculated Insight Object (CIO) are accomplished. Wooo… It seems like Dreamforce 2023 was more epic than ever! With major announcements that blew Trailblazers away, DF23 is going to be the talk of the town for some time now. Like every year, the presence of team XfilesPro at Dreamforce 2023 was obtrusive this year as well. And the best part was that followed by last year, we received Salesforce’s Partner Innovation award 2023 just before the DF23 magic began. And, the fun was doubled this time because we were recognized for not one, but two prestigious ISV categories. Industries – Communications (ISV) for the product DataArchiva Emerging Tech – Customer 360 (ISV) for the product 200 OK That was awesome! With the pride of PIA23 and the brimming excitement for the reunion of Trailblazers, we relished the AI-powered innovation at San Francisco. We met with innovation seekers, partners, and customers at the APAC Lounge and paved new paths to a bright future, together. Like any year, Dreamforce has been an experience like no other this year as well. We will cherish the amazing moments we had with the global trailblazer community. Until next time, see you! AMARLAL
Making History: CEPTES Bags Salesforce’s Partner Innovation Award for the Second Consecutive Year
Salesforce’s Partner Innovation Award is here, once again! And, guess what…CEPTES wore the crown! You read it right! Followed by last year, CEPTES has added the PIA23 feather to its cap once again this year. And, what doubles up the excitement is that this time, we received remarkable recognition for not one, but two prestigious ISV categories. CEPTES has been recognized as the Industries – Communications (ISV) winner for our product DataArchiva and Emerging Tech – Customer 360 (ISV) winner for our product 200 OK. Yes, we’re growing strength to strength with the power of TWO! And, this was the right time. As the excitement for Dreamforce 2023 mounts up, we couldn’t find a more perfect way to energize our spirits for the largest AI event of the year. At the same time, we’re elated to learn that our eligibility has been audited and approved by International Data Corporation (IDC). For being one of the players out of the hundreds of competitors in the Salesforce ecosystem, we’re grateful to see the peaks we have crossed in such a short time. On this occasion, we take a moment to appreciate the continued efforts of our leaders, partners, employees, and customers towards our progress. We owe #PIA23 to you! And, hearty congratulations to all the winners for crossing this biggest achievement along with us! No surprise, this is the age of ISVs. And Salesforce is the favorite battleground for them. ISVs have transformed the Salesforce ecosystem over the years by helping it meet the diverse requirements of organizations, paving the way for tapping the maximized ROI. Being leading players in the ISV world for more than a decade, XfilesPro and DataArchiva have been focused on customer success by delivering advanced functionalities that help organizations crush their goals. And, that helped us to reach here – to PIA23! The next stop is Dreamforce! With the pride of the Partner Innovation Award, we’re making it to San Francisco to attend the biggest gathering of global Trailblazers. We’re pushing all the stops to present our data and document management suites in a way like never before to the hundreds and thousands of innovation seekers. With the addition of seeding capability, this time, we’re showcasing DataArchiva as a fully-fledged suite of data management platforms that comes with data archiving, backup and recovery, and seeding options for Salesforce. On the other hand, XfilesPro will remain the most advanced platform providing file management and auto document generation applications. So, make sure you meet with our team at the APAC Lounge. Considering the limited slots, we request you to schedule a meeting with us in advance, right away! See you soon at Dreamforce! AMARLAL
Why You Need to Meet XfilesPro at Dreamforce 2023?
1000+ sessions, 4000+ attendees, 45+ keynotes, and a ton of unlimited fun — it feels like yesterday Dreamforce 2022 unfolded. While we still relish the unforgettable moments of one of the best tech events, the time is here to roll up our sleeves for Dreamforce 2023. The biggest Salesforce conference once again knocks on our door for new beginnings. Team CEPTES at Dreamforce 2022 Unlike ever before, this year, Dreamforce is going to evolve from being the largest tech event in the world to the largest AI event in the world. The global Trailblazers are gathering to witness how AI + Data + CRM powers the future and the way the brightest minds shaping technology. Taking place from September 12th to 15th, the three days event will reunite the Ohana community for innovation, learning, and fun. Memories of Dreamforce 2022 Join Team XfilesPro at Dreamforce 2023 When the world is gearing up for the biggest AI tech summit of the year, how can we stay apart? We are thrilled to announce that team XfilesPro is making it to San Francisco this year as well to experience the magic of Salesforce’s flagship conference in person. We’re excited to leverage the action-packed sessions, hundreds and thousands of fresh content, groundbreaking product innovation, and enormous fun while giving back to the community at the heart of Dreamforce. We’d love it if you share a handshake and join us for a journey of learning and innovation. If you’re wondering what XfilesPro has in store for you, here’s a sneak peek into the two exceptional products that we’re eager to showcase. XfilesPro File Management: The #1 Document Management App for Salesforce Just like any Trailblazer, you’re in for Dreamforce to find solutions for many of your challenges. Efficient file/document management in Salesforce is one such challenge that demands an intelligent solution. Considering the troubles associated with the management of your growing file volumes in Salesforce, XfilesPro provides an advanced file management platform for your requirements. What makes XfilesPro stands out is, with this superior application, you can manage your overloaded file storage space in Salesforce by moving them externally. Not clear? We will explain better. XfilesPro File Management helps you to automatically migrate your files from the file storage space of Salesforce to your preferred external storage such as SharePoint, AWS S3, Google Drive, OneDrive, and on-premise system (SFTP, SMB, and Network Drive) so that your storage space will remain free up. Now, let’s see the benefits of this automatic file migration process. By moving files out of the CRM platform, you can free up the storage space and regain the performance of your Salesforce app, which will be a big step toward achieving a streamlined file management experience. So, let’s look into the next-gen capabilities that XfilesPro delivers, making the application a cut above the rest. Seamless External Storage Integration: XfilesPro seamlessly integrates Salesforce with your preferred external storage systems (as mentioned above) without the need for an additional integration tool, which comes with extra charges. Automatic File Migration: You can automate the end-to-end file migration from Salesforce to your external storage (or can opt for the manual process) as per your business demand. Customized Folder Structure Creation: If you prefer to keep your migrated files in a certain format or in folders in the external storage, XfilesPro can create a customized folder structure matching your requirement. Complete File Ownership: Since XfilesPro is highly concerned about the file security, the app empowers you with the ultimate ownership of your files, where you will decide who can view and access them. Massive File Migration: Apart from automating the migration of new files, XfilesPro can also move your existing files (in any volume) from the file storage space to the external storage in one shot. Bi-directional File Syncing: With XfilesPro, you can have the modifications made on a Salesforce file to be automatically reflected on the subsequent file in the external storage and vice-versa. SharePoint Tagging: This functionality allows the users to tag the content contained in a file against the specific columns so that you can learn about the information in the file without opening it. Yes, that’s a bit about one of the apps we’re presenting to you at Dreamforce. Now, let’s look into the second one. XfilesPro DocuPrime: 100% Native and Auto Document Generation App for Salesforce You know firsthand manual document generation claims your productive work hours. Even for your journey to San Francisco, you must have created a number of documents for varied purposes. What if you could automate the process within the Salesforce platform? By getting it all done with one click? This is exactly what XfilesPro DocuPrime does for you. We are presenting you an application that can automatically obtain the relevant data from multiple Salesforce objects and generate documents 100% natively within Salesforce. The bright side is that you can create documents of any type and size with this next-gen doc gen application for Salesforce. Now, let’s discuss the capabilities of XfilesPro DocuPrime. Template Access Control: Just similar to the file ownership capability that XfilesPro’s file management app provides, XfilesPro DocuPrime gives you with the supreme authority of your documents, where you can control its access by different users. Existing Template Import: If you want to continue with your existing template format, XfilesPro DocuPrime helps you upload it to your Salesforce for the document generation process. Custom Template Creation: If you prefer to create a new template as per your evolving business needs, you can customize one within Salesforce with our application. Multiple Document Type: XfilesPro DocuPrime supports different document types including Word, Excel, and ppt for your easy workflow. eSignature Support: With XfilesPro DocuPrime, you can easily get done with the approval of your document as the application supports all popular eSigns. Sounds cool? During DF23, we will show you a glimpse of the two advanced applications under the big brand XfilesPro. If you think any of these apps are something you’re searching for
Why XfilesPro for Salesforce File Management?
When facing any challenges related to file management in Salesforce, AppExchange is the first place you will reach out to. You will search for the best ‘file management’ solution in the biggest enterprise cloud marketplace. We can tell beyond a shadow of a doubt that XfilesPro will be the first result that comes in the search. Similarly, if you conduct Google research for the same, you will the name XfilesPro appears on the first page. That means, XfilesPro is a solution that comes at the top for your Salesforce file management needs anywhere and everywhere. Seeing the popularity of XfilesPro in the Salesforce ecosystem, if you have ever wondered why XfilesPro reigns supreme, we’re here to help. Reading through this blog, you will learn why Salesforce users have preferred XfilesPro for more than a decade over any other application to streamline their file management experience in Salesforce. #1. Support Multiple External Storage XfilesPro understands your compliance guidelines just as you. XfilesPro understands that your regulatory demands won’t let you migrate files to every platform other than a few. So, XfilesPro offers support for multiple external file storage platforms to deal with your policies. The application establishes a seamless integration between Salesforce and your preferred external cloud file storage platforms including Amazon S3, SharePoint, Google Drive, and OneDrive. The best part is that XfilesPro also supports your on-premises platforms to store the migrated files. #2. Advanced Features for SharePoint Users If you already have SharePoint as a file storage platform or if you have been pondering owning the same, XfilesPro is the #1 file management app you can invest in. XfilesPro supports advanced SharePoint capabilities to help users to get the most out of their SharePoint platform. Here’re a few; Tagging: Leveraging the Tagging capability of SharePoint, XfilesPro helps you tag your content against specific columns in the external environment. This will help the users to learn about the content that a file carries without opening it. Version History: Your files will be accessed and edited by different users. It’s so obvious. However, the chances are high that you will get confused after the collaboration of multiple users on the same file. Because you want to know who made what changes. With version history, you can track the changes for easy processes and understanding. Template Creation: This is another advanced capability to eliminate manual work. With XfilesPro, you can automatically create sub-folders upon every template creation in SharePoint (if you wish to). This will help eliminate employees’ effort to create sub-folders manually. File Syncing: XfilesPro helps you mirror the changes that you make on the files in SharePoint in respective Salesforce files and vice versa. This is possible through XfilesPro’s advanced Bi-sync Component that helps you reflect the changes on files in both platforms. Also, Read: Why XfilesPro Is The Most Preferred App To Connect Salesforce & SharePoint For File Storage #3. Trusted by 500+ Customers Globally Be it legal, healthcare, manufacturing, education, or real estate, organizations across a wide range of industries from different geographical locations are today using XfilesPro to better manage their Salesforce files. With next-gen capabilities that can streamline their process within the CRM platform and elevate the file management experience, XfilesPro has crossed the milestone of catering to the needs of 500+ customers today. Here’s some of the feedback from our esteemed customers from different industries. Also, Read: One Of The Largest Global Manufacturers Leveraged XfilesPro To Move 40TB Of Salesforce Files To SharePoint #4. Excellent Support XfilesPro’s support team works day in and day out to fulfill the needs of customers. They work around the clock to ensure that the customers are processing very easy and efficient operations with our application. Below are some of the five-star rated reviews XfilesPro has received on the AppExchange that mentions the unwavering support offers by of our teams. #5. Capabilities Beyond File Management XfilesPro is not all about efficient file management in Salesforce. It’s even beyond that. There are a lot of capabilities that make XfilesPro a cut above the rest of the competition in the market. Let’s see the features other than Bi-sync Component, Template Versioning, and Template Creation that XfilesPro provides to users. Storage Space Optimization: XfilesPro is the top application every Salesforce Admin deserves to have in their hectic work schedule. To prevent the storage space overload in Salesforce that happens due to unmanaged file growth, XfilesPro migrates your files to any of your preferred external storage (Amazon S3, SharePoint, OneDrive, Google Drive, and On-premise as discussed at the beginning of the article) automatically so that you can keep the storage space freed up. Also, Read: US Logistics Services Company Took Precautionary Measures To Never Run Out Of Salesforce File Storage Limit With XfilesPro Customized Folder Structure: As Salesforce comes with challenges to create a preferred folder structure, XfilesPro tackles this challenge by allowing you to create a custom folder structure in the external storage that makes sense to your business. Community User Support: Just like the support for Standard Users, XfilesPro provides support for Salesforce Community users and manages the files uploaded by them very efficiently within the CRM application. #6. High Return on Investment As XfilesPro eliminates the need for buying additional storage space from Salesforce as well as an extra integration tool to connect between Salesforce and external storage platforms, customers can save a lot of pennies. Moreover, with the power of automation that pushes files out of the production org, the application empowers the users to focus on their strategic goals, which can enhance productivity. And, there are a lot of other capabilities that will prompt you to choose XfilesPro to manage your Salesforce files in a modern way. If you wish to learn more, schedule a demo with one of XfilesPro’s product experts. AMARLAL
How to Manage Your Big-sized Files within Salesforce
If you have been using Salesforce for a long time to boost your sales process and customer experience or to streamline your internal workflow, you must have Googled at least once ‘How to efficiently manage big-sized files within Salesforce.’ With the extensive usage of the most powerful CRM platform on a daily basis, it’s obvious that you will generate a huge volume of files that comes with a big size. Video files, audio files, images, and certain documents (such as PDFs or presentations with a lot of images and media content that will become quite large) are some examples of big-sized files that businesses of all types create. But, it’s not a cakewalk to manage such large-sized files within the CRM application. There are varied challenges that need to be addressed when you have files that come in big sizes. The Red Alert for Storage Space Overloading You need to be ready for this future trouble! When you generate a large number of files that carry a high size, you are going to hit the file storage limit in no time. And, the most terrifying part is that once you run out of storage space, you also will run out of options to address that challenge. Because the only options you have here are either to buy additional storage space from Salesforce or to delete irrelevant files manually. However, both these are not a wise strategy for your growing business. Buying additional storage comes with a hefty price, which would break your bank. Deleting unnecessary files is also not recommended as you can’t predict the future possibilities that a file carries. Additionally, your compliance guidelines will not allow you to delete any files. A Slow Performing Salesforce Application A slow-loading Salesforce app comes as a result of the abundance of big-sized files. Just like the bottleneck on the road, the large-sized files will suffocate your file storage space within the storage platform. You won’t be able to process the application easily or at the normal speed. This will pose an impact on your file search, file uploading or downloading, or any operation that you will conduct within the Salesforce platform. Movement of Files Become a Tough Nut to Crack Once you start experiencing storage overload, it’s better you move them to an external environment. However, the movement of big-sized files comes with a lot of uneasiness and inconveniences. It will not only create trouble to move files but also impact the productivity of the employees who are working around this task. There’s a Solution for All Challenges If you are thinking about how to manage big-sized files in Salesforce that come with the above challenges, here’s the solution you can rely on. XfilesPro is the #1 file management application for Salesforce that will help you manage your files that are of big size. The application helps you to migrate your big-sized files in one go to your preferred external storage system be it Amazon S3, SharePoint, Google Drive, OneDrive, or even your on-premises platform with the power of automation. Through the optimization of the storage space in this way, you can rest assured that you will never run out of file storage in Salesforce. You are neither required to buy additional file storage space from Salesforce for an expensive charge nor delete files by violating the compliance guidelines. Also, Read: One Of The Largest Global Manufacturers Leveraged XfilesPro To Move 40TB Of Salesforce Files To SharePoint And, the best part is as you make your storage space freed up by migrating big-sized files to the external environment, you can regain the performance of your Salesforce app. In addition, the seamless workflow within the app will help you enhance employee performance as well. Also, Read: European Manufacturing Company Solved File Storage Management Challenges In Salesforce With XfilesPro So, consider the possibilities of XfilesPro to better manage your large-sized files within the CRM platform. If you wish to learn more, check here to schedule a demo AMARLAL
How Does the Automatic Generation of Finance Documents Boost Your Growth?
If financial documents are critical in a business, it’s the lifeblood of a sole financial organization. Whether yours is a small or big financial firm, it’s certain that creating financial documents is one of those activities that kills your productive hours, especially when your data resides in Salesforce. So, it’s no longer a question of whether your company needs an automation tool to streamline the generation of your financial documents such as contracts, reports, and invoices in Salesforce. You NEED one! In this article, we will discuss why an auto document generation tool for Salesforce is essential for financial services companies to automate their document generation processes. End-to-end Automation Some of the major financial documents that you create on a daily basis are income statements, cash flow statements, debit and credit notes, purchase orders, late payment notices, and so on. All of the above require some data fetched from several Salesforce objects in order to fill the document. If going for a manual process, this can bring in a lot of inconveniences as it’s tedious and time-consuming, preventing execs from performing their core jobs. However, with an auto document generation tool for Salesforce, you can eliminate the associated human efforts, as the information will be automatically obtained from different objects and the final document will be ready in a breeze. Strong Compliance Adherence Every business, especially those in the financial sector has several rules and regulations. When following the guidelines, you can’t expose the data contained in a document to external platforms considering the security breach associated with it. Here’s where the benefit of document automation comes into the picture. Having an auto document generation tool for Salesforce, you can automate your complete operations within the CRM, which won’t let the data move out of it or land in the wrong hands. This way, you can ensure that you’re checking off your finance firm’s compliance demands effectively. Boosted Productivity & Business Results As we saw above, the automatic creation of your financial documents will set all your teams free from the hour-long manual process of document making. Here, automation opens a big door to an ample amount of productive hours, which the employees can focus on what matters to them most such as selling the product or promoting the brand. Through this, you can enhance the productivity and efficiency of your teams, which in turn helps you drive greater business outcomes. Zero Error Documents To Err is human but not divine if occurs in any of your financial documents. The elimination of human involvement in creating documents within Salesforce is nothing but the best way to cut off the errors that could happen when manually copying and pasting data. If the financial documents are error-free, there is no way a customer will question the credibility of your company or no instance where you will lose the brand reputation. Improved Customer Satisfaction & Experience In any business venture, prioritizing customer experience is paramount. In today’s world, where services are tailored to individual preferences, any inconvenience can lead to customer attrition. Document automation for Salesforce ensures your customers receive flawless, precise, and swiftly processed financial documents meeting their exact requirements. Given the universal preference for transparent and clear financial documentation, this translates to an outstanding customer experience, attracting and retaining a growing customer base. Meet XfilesPro DocuPrime – Your Perfect Auto Document Generation Application Tool Salesforce XfilesPro DocuPrime is a big name for document automation applications in Salesforce. The application automates your entire document generation process completely within the CRM platform — from data fetching to document building and eSign. That means, you no longer have to worry about a quick invoice requirement that comes out of the blue. It’s all possible with one click by accomplishing the exact demand. Discover how to create, send, and eSign documents within Salesforce If you wish to learn how your financial firm can automate the document generation process within Salesforce using XfilesPro DocuPrime, connect with one of our product experts! They are happy to take this forward! AMARLAL
Post AIKYAM 2023 Musings- An Attractive Shade of Vividness, Vibrancy and Vogue
AIKYAM 2023, an extraordinary event, surpassed all expectations with its remarkable innovations and unforgettable moments. The two-day extravaganza was an immense triumph, featuring enlightening discussions, awe-inspiring demo competitions, and engaging Q&A sessions that made day 1 truly special. On day 2, we joyfully invited our employees\’ families, creating a fun-filled atmosphere brimming with excitement and happiness. AIKYAM 2023 embraced the theme of vividness, vibrance, and vogue, infusing the event with a captivating atmosphere. From the ceremonial lighting of the lamp to the jubilant commemoration of DataArchiva\’s 5-year milestone, the entire event radiated incredible energy. This blog serves as a comprehensive recollection of the cherished memories for all attendees while also offering an insider\’s guide to those who missed out, providing a glimpse into the essence of AIKYAM. DAY 1 On the first day, the event was totally dedicated to the technology and many new latest innovations that we have in store for our amazing customers. Here are the highlights of day 1. Sessions The sessions from various departments threw some very innovative catches in reference to product innovation. Something really spell-bounding is coming into the AppExchange store through our existing products. The departments that conducted the sessions included Human Resources, Research & Development, Sales, and Marketing. Some of the must-mention revelations are as follows: As promised, XfilesPro is all set to deliver an innovative and groundbreaking version of the application that has never been experienced so far. XfilesPro 2.0 is in the making. More details will be revealed soon. When it comes to XfilesPro DocuPrime, some major inclusions were showcased as follows: Improved Public Share functionality which includes Password Protection and Link Expiration Document Library Document generation with E-Sign integrated The Great Corporate Showdown After the sessions and a delicious lunch, “The Great corporate showdown” which is a drama was portrayed by our employees. They took attendees on a journey through the corporate office environment, shedding light on the culture, the influence of AI, and the strategies to address it. The play provided valuable insights and was instrumental in understanding how AI has impacted the workplace. The Most Anticipated Event of the Day – The Pitch Fest The pinnacle of excitement centered around the much-anticipated event – THE PITCH FEST. Each team had a brief 3-minute window to present their product pitch, relying solely on their knowledge and skills without any extra assistance or resources. The competition was intense, with teams neck to neck, but in the end, the marketing team\’s pitch for DataArchiva native archiving emerged victorious as the winning presentation. DataArchiva Turns Five No event is complete without a little sweetness. Another CEPTES product DataArchiva completed five successful years of archiving all its customer\’s Salesforce data. Following a heartfelt tribute to the product, guests and managers gathered for the cake-cutting ceremony, marking the delightful conclusion of day 1. DAY 2 Day 2 was a light and heartfelt family event, wherein our employees hoped in with their family members and had a great time. The kids were having such fun and also enjoying the carnival theme all set up for them. The day was brimming with excitement, delicious food, and a sense of togetherness, leaving an indelible mark in the hearts of all who attended. The Cultural Vibrance Our employees had all set the stage to deliver our guests an experience of a lifetime through their performances. With sizzling dance numbers and music fiestas, our guests were glued to their seats the entire event. After the performances, a delicious lunch was served, providing a perfect opportunity for everyone to enjoy and unwind. The Carnival Funfair The best part of day 2 was that the children had the best time of us all. From exciting games, food, gifts, chocolates, and so on, there was no end to their entertainment. The carnival theme, as mentioned earlier, created an enchanting atmosphere that immersed them in a world of mystery and excitement throughout the event. The Vogue Excellence Awards Good work is to be recognized and every year at AIKYAM, the most vivid and vibrant people in each department are given awards. With different categories of awards in all departments, the excellent and the most deserving people were acknowledged for their performances with the appropriate awards. Team Vogue Fiesta – The Fashion Show To culminate such a marvelous event, a stylish fashion show proved to be the perfect grand finale. Our employees showcased their most chic and fashionable looks as they confidently walked the ramp, striking winning poses to impress the audience. The competition was fierce, but in the end, the marketing team emerged as the victorious champions. The End The grand extravagant and biggest tech event of the year AIKYAM 2023 has come to an end. Working in an organization, it is very much important to know where it stands in the industry and hence AIKAYAM is that event that is a self-evaluation of how as an organization we are moving forward. This is not the end. AIKYAM is coming back stronger and better in the coming years. Until then, this is AIKYAM 2023 signing off. AMARLAL
Top 5 Benefits of Integrating Salesforce with Your External Storage for File Management
If you have been using Salesforce for a while to boost sales processes and customer experience, you must have heard about the need for ‘external storage integration.’ The high chances are that you have probably ignored learning about that ‘integration’ since it was not relevant to you at that point. But now? Do you think that Salesforce-external storage integration is still beside the point? Please don’t answer ‘yes,’ until you learn about the benefits of this intricate yet potential combination. In the context of Salesforce file management, external storage integration is a key that will drive unimaginable business results beyond file management. Let’s discuss a few benefits in this article. Optimize The File Storage Space Your business grows by the day so your Salesforce files. The large volume of files within the CRM platform will create nothing less than an overloaded storage space that causes the poor performance of the Salesforce application. What is the solution you think here to overcome this challenge? Deleting unwanted files? A big ‘No’ as your compliance demands the retainment of files. So, what’s the other option? Here’s where the integration between Salesforce and the external system comes into play. Having your CRM app integrated with an external storage platform, you can migrate your files from the former to the latter, which will help you maintain a freed-up file storage space. Learn how to optimize Salesforce file storage while using a 3rd-party app here. Reduce A Large Amount Of Cost This is a follow-up to the above strategy. When integrating Salesforce with your external storage to optimize the file storage space, you are opening a big door to a highly cost-effective approach. Let us explain how; If your files grow uncontrollably within Salesforce and you don’t prefer to move them out of the production Org, it’s certain that you will hit the file storage limit either today or tomorrow. In such a situation, it’s imperative to purchase additional storage space from Salesforce but is a cost-demanding approach. Instead, if you leverage the Salesforce – external storage integration and migrate files to your preferred external storage, you can save a huge amount of money. The second instance is because of the additional integration tool. If you invest in a file management solution that doesn’t require an extra connector to integrate between Salesforce and the external storage, you can again cut back on expenses. Enhance The File Collaboration Most of your Salesforce files need inputs from many people including internal teams and external users. However, this always comes as a very long task as people share inputs one after another because there’s no way you can collaborate on files in real time. But with a modern file management solution with advanced capabilities for real-time file collaboration, you can empower authorized users (internal and external) to contribute to files in real time. Through this approach, you can save a lot of time and experience a very streamlined workflow that results in improved productivity. Adherence To Compliance It’s your compliance that demands you to retain files under any circumstances. And, it’s the same compliance that asks you to own complete authority over your files. So, you can accomplish both these major regulatory demands through an effective integration between Salesforce and your external storage system. Let’s see how. As already discussed, keeping your Salesforce files externally in your storage system will help you retain your files for the future, so that you can use the information that a file carries whenever required. Next, if you choose a powerful solution for external integration, that will empower you with the ownership of your files, (which your compliance mandates) you will be controlling who can view and access those in the external storage, helping you rest assured about its absolute security. Strong Security To Files Not only through access control, effective integration between Salesforce and your external storage system also ensures that your files are highly secured in the external environment. There are next-gen applications that deliver a wide variety of capabilities to bolster the security of your files. Encryption at Rest is one of those examples of a security standard. Get All In One With XfilesPro With all that discussed, do you think connecting Salesforce with external storage is to the point for your business? If ‘yes,’ try out XfilesPro to make the connection seamless. The application helps you automatically migrate Salesforce files to your preferred external storage platforms such as SharePoint,Amazon S3, Google Drive, OneDrive, and On-premise systems. With XfilesPro, you will not only be able to process an easy integration, but it will also help you accomplish each of the above strategies including storage space optimization, low cost, file collaboration, compliance, and security. If you wish to learn more about XfilesPro, schedule a demo with one of our product experts. AMARLAL
How to Transform Your Life as an Awesome Admin Through Simplified File Management Experience in Salesforce
A Salesforce Awesome Admin is the conductor of automation, orchestrating a symphony of efficient processes, eliminating manual tasks, and enhancing productivity across the board. Nothing can beat how Ohana glorifies Awesome Admins. But do you really think the life of an Awesome Admin is as awesome as it seems? A big NO from our end! We know the struggles of juggling multiple balls to accomplish complicated tasks. Indeed, efficient file management within the Org is one of them. We learned firsthand that managing the growing volume of Salesforce files is one of the most difficult tasks that admins perform on a daily basis, which poses an impact on their productivity. So, we want to help them! In this article, let’s discuss some of the most effective ways that will simplify how Awesome Admins manage Salesforce files. Sort Files into Proper Folders You can’t expect to achieve a streamlined workflow if your files are scattered within the Org. Unorganized files cause challenges including uneasy file access and a very confused workflow. Also, keep in mind that your files are going to grow per day, which you can’t help with. So, it’s imperative to categorize files in folders that make sense to your business. Since Salesforce doesn’t provide an option to have a proper folder structure, you can choose an external file management solution that is proven for its customized folder structure capabilities. Give Concise File Names As we discussed, you can’t manage the volume of files that is going to grow by the day. Imagine the troubles that a single file search would create considering the large volume of files in the org. It will be nail-biting. The scenario is even scarier when it’s an emergency. That’s why naming files with relevant data is critical. So, following a consistent method of file naming is recommended for better search, sort, and filter processes. SharePoint Tagging is an example of how naming or tagging files can ensure smart and streamlined operations with easy access to files. Bolster Security Measures No one needs to teach a Salesforce Admin how critical their Salesforce files are. Files are like their lifeblood just like data. Because files hold valuable information that can’t be exposed to potential risks. So, ensuring file security through advanced functionalities such as access control and encryption can be a great stride that will give you peace of mind. Not only security, but such capabilities can also maintain the confidentiality, integrity, and accessibility of your files. Emphasize File Collaboration And Versioning When talking about modern file management in Salesforce, we can’t leave unsaid the fact that efficient file collaboration stands as the bedrock of Awesome Admins’ success. Salesforce offers various collaborative options including Chatter and file sharing, empowering teams to work together and communicate in real-time seamlessly. Leveraging any of these options, admins can perform very fast and transparent operations. When it comes to file versioning, you can either make use of Salesforce’s version control capabilities or that of a third-party file management solution that diligently monitors file modifications, track revisions, and uphold a transparent audit trail. With these measures in place, you can foster a culture of collaboration while ensuring the reliability and security of your files. Move Files Out Of Salesforce It is certain that you will hit your Salesforce file storage space either today or tomorrow. Since the files increase in number per day, you are required to move them out of the production org in order to keep the space freed up. You can either leverage any of your existing file storage platforms or adopt a new one that your compliance permits. However, file migration from Salesforce is not easy as there are a lot of complexities involved in integrating Salesforce with the external system. From finding a solution that enables seamless integration between both platforms to address complex configurations, the challenges are a lot. Let’s see how to address those challenges through a superior file management app for Salesforce. We’d like to introduce you to XfilesPro, the most trusted and recommended file management app that can automatically migrate your Salesforce files to your preferred external storage such as S3, SharePoint, Google Drive, OneDrive, and On-premise platform. The good news is that the app comes to the rescue not only for file migration from Salesforce but also to address all the life-saving strategies for Salesforce Admins that we have discussed so far. Learn how to store Salesforce files in external systems here. Let’s see how XfilesPro accomplishes the above strategies; XfilesPro’s Folder Structure feature will help the admins create a customized folder structure in the external storage to keep files organized. XfilesPro supports SharePoint Tagging functionality, allowing users to tag their Salesforce files with relevant data externally in SharePoint. With XfilesPro’s security measures such as ‘Access Control’ and ‘Encryption at Rest,’ they can rest assured about the strong security of files. The #1 file management app also allows real-time collaboration on files for internal teams and external users. XfilesPro also provides multiple versions of the files for easy operations. That’s it. If you have reached this far, there is a high chance that you’re looking for aperfect file management solution for Salesforce. So, why can’t give it a try to XfilesPro? To learn more about how XfilesPro can make awesome admins’ life easier, schedule a demo here. AMARLAL
Get Ready for AIKYAM 2023: Where Tech Goes Vibrant, Vivid, and Vogue!
Hello All, AIKYAM is back. Seems like a blast from the past right? Yes, we know AIKYAM was definitely missed. The ultimate fusion of technology and creativity was definitely missed. In AIKYAM 2022, this tech extravagance ran on the theme of “ unity, wisdom & enlightenment”. Having technology meet innovation was the biggest and epic showdown last year. Hence in this year’s explosive tech event get ready to collide with vibrant ideas, vivid innovations, and vogue experiences. And you know what is the best part? It is for two days. AIKYAM is an event that’s not only intellectually stimulating but also visually dazzling, AIKYAM is here to fulfill all your tech fantasies. This is not your average, run-of-the-mill tech conference. This is AIKYAM 2023 (drum rolls please). This year we have embraced the themes VIVID, VIBRANT, and VOGUE, collectively the V3. Having vibrant cultural diversity, vivid keynote sessions from each department, and a vogue array of programs, this event is going to be all tech and glam. At this largest tech event of the year, brace yourself to be a part of this amazing itinerary that consists of amazing pitch fests, unveiling our newest addition to our family, our futuristic future-proof plans and finally rolling out the red carpet to honor and recognize the incredible achievements of our tech innovators. A little extra spilling of the beans on the event Entertainment Galore – Prepare for a non-stop entertainment extravaganza! Brace yourselves for captivating live performances and a plethora of engaging activities that will keep your entire family entertained throughout the day. Fun Photo Booth– Get ready to have your permanent memories clicked with our mascots to make your presence etched forever in our memory calendar. Scrumptious Food– We’ve curated a mouthwatering array of culinary delights to satisfy your taste buds and also to suit every taste palette. So to all our fellow colleagues, tech enthusiasts, and family, hold your dates on the 14th and 15th of July, 2023, and start pumping yourself for the biggest tech event of the year AIKYAM 2023. AIKYAM is your golden ticket to a world where technology and creativity intertwine in the most vibrant, vivid, and vogue ways imaginable. See you on the D-Day. AMARLAL
