What Salesforce Admins Are Scared the Most During Halloween?
Raise your hand if you never expected to receive a ghostly greeting from your Salesforce CRM. If you are urged to raise, consider the monstrous volumes of files you manage within the application every day. Did those volumes never send a chill down your spine? Don’t the file ghouls make fun of your document management processes within Salesforce? We know your answer is a spooky ‘YES.’ While witches ride the broomstick, and dreadful dreams haunt your nights, let’s discuss the top five nightmares of Salesforce admins when it comes to document management. The fang-tastic part is that we have the perfect solutions to address each of your nail-biting concerns. So, let’s begin! File Storage Space – The Tombstone Here’s the eerie sign! As you generate a horrifying volume of files due to many means such as email attachments, 3rd-party apps, or user uploads, the limited file storage space of Salesforce seems to be a scaredy cat, cautioning you with the red alert. If you hit the storage cap or are almost on the way there, it will be terribly difficult to manage big-sized files and you’ll also suffer from the slow-loading Salesforce application. In a nutshell, your life will be gruesome afterward! The Tricky Tip: Try out XfilesPro, the killer and most recommended document management app ever built for Salesforce. With XfilesPro implemented in the Org, you can finally sit and relax as document management is no longer a frightening experience. Addressing your storage overload concern, XfilesPro migrates your files from Salesforce to any of your preferred external storage such as SharePoint, Amazon S3, Google Drive, OneDrive, and on-premise platforms. This storage optimization happens through the bootiful integration that XfilesPro enables between Salesforce and your external storage. Dreadful Cost on Extra Storage Purchase Can you keep calm and carry a wand when the Salesforce file storage crosses its deadly limit? NO! You’ll wander for solutions. Obviously, the first solution that strikes your mind would be the purchase of extra storage space from the biggest CRM provider. But do you know that the purchase decision would cost you an arm and a leg? No superstition, it’s real that you need to pay exorbitant money for some extra storage space. Is that something your dreamy, growing business demands? The Tricky Tip: With XfilesPro, you can bury the nightmare of buying additional file storage space from Salesforce. Through effective external storage integration, XfilesPro clears up your storage space and lets your CRM breathe freely. So, you don’t have to break your head over this wicked plan of storage upgrade. The Vampire Attack on Files No. You can’t rest assured that there’s no ghost trying to get into your Salesforce files. There are evil hands always around your files. No matter how reliable and powerful your external storage is, once you decide to move your Salesforce files into it, you need to be cautious about its security. Because there are high chance that your files could land in the hands of unauthorized users. Considering this frightful possibility, how would you achieve peace of mind that your files are safe from evil attacks? The Tricky Tip: Everything’s better with a little magic. The magic here is XfilesPro. XfilesPro safeguards your migrated files in the external storage with its Access Control capability. With this weapon, XfilesPro empowers you to control who can view and access your migrated files in the external storage. Access Control is a great step to ensure that the files are absolutely safe from unauthorized access even if it’s a full moon tonight. The Creepy Way of File Arrangement It’s dreadful that within Salesforce, admins have limitations in arranging files in specific folders as per their business process. So, it’s going to pose a deadly impact on the overall file management experience for you. When the files are scattered, their availability, search, and access will be in question and you will undergo a terrific experience handling the huge file volumes. Tell us, do you wish to create a customized folder structure to arrange your Salesforce files? The Tricky Tip: XfilesPro understands the Awesome Admins’ requirement for a customized folder structure in the external storage. So, the application helps them to build their preferred folder format in the external location in a way that makes sense to their processes. So, there’s no more frightening experience with file search or accessibility. You can easily eat, drink, and access files without being scared of the uneasy experience. Learn more about XfilesPro’s smart Folder Structure functionality here. Unsynced Files – The Witchy Part Now you know how to move all your Salesforce files to the external environment so easily like witch driving a broom. But what if you need to access those files in Salesforce post-migration? If the Salesforce records are not matched with the respective files in the external repository, how will you conduct seamless and effective operations? Even the thought of processing workflow with unsynced files could make your blood run cold. The Tricky Tip: Here’s where XfilesPro again brings the lantern of hope to admins like you. With its ‘Folder Sync’ functionality, XfilesPro efficiently syncs Salesforce records with respective files (migrated) in the external storage. So, you’ll never have to worry about a scenario where you need to access files within Salesforce. Even after their migration to the external storage, the Folder Sync retains them in Salesforce and you won’t feel any change in the user experience. Brrr…It seems your Halloween is pretty calm this time. Enjoy your holidays without being worried about the file management hurdles in Salesforce. XfilesPro is here to save your life! Bugs and hisses to you! AMARLAL
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
5 Important Sales Documents you Should Start Automating in your Business
The countdown to the most prominent tech event of the year has begun. Salesforce World Tour Sydney 2024 will happen in a few days. If you are one of those in-person attendees, you must be getting your ducks in a row to fly to the Southern Hemisphere. While you’re staying incredibly excited to be a part of the much-awaited Salesforce World Tour, here’s our helping guide to making the most out of it. Reading through the blog, you will discover the top five things that you shouldn’t do during the event. So, let’s get started. Don’t Forget to Pre-register for the Event As the future of business is coming to Sydney, you need to expect a massive crowd of global Trailblazers. So, it’s mandatory that you need to pre-register for the event for you and the team to avoid the last-minute hassle. Although the days are counted for the event, you can still register for the Sydney World Tour for the regular charge. Pick how you want to enroll your name as a general attendee, Salesforce Partner, or Salesforce employee from the list and get yourself/team registered. Once you pre-register, make sure you arrive early for the event on D-day to collect the badges that Salesforce has made for you. Don’t Go to the Event Without Having an Agenda If you wish to experience World Tour Sydney 2024 to its fullest, you must build an agenda by considering key sessions and events. Check the full agenda from Salesforce, choose the events that align with your business goals, and customize your own agenda for the World Tour. Do note that your event list must include key Partner Sessions, Customer 360 Theatre and Workshop Sessions, keynotes of popular speakers, important booth visits, and finally the most exciting Demo Jam. If you look forward to elevating your document management experience in Salesforce, add a meeting with team XfilesPro to your agenda. At our Platinum Sponsor booth, we will showcase effective strategies to better manage your documents in Salesforce. For your in-depth learning about document management, we’d like to welcome you to our live Theatre Session at Partner Theatre 1 at 9:20 AM. Moreover, our team will present an outstanding demo of XfilesPro at Demo Jam so that you can see the app real. So, mark your calendars! Don’t Miss the Chance to Find Solutions for Your Challenges World Tour Sydney is not just an event to meet the Trailblazer Community. It’s the place where you find answers to your questions and solutions to your challenges. Prior to the event, make sure that you have noted down the operational pain points of your business on your iPad or notes so that you can stop by the partner booth where the right solution is presented. Gain more clarity on the solution and clear your doubts by talking to the execs present at the booth. Please note that you can even receive a free demo to see the solution in action and some discounts if luck is on your side. Don’t Forget to Visit XfilesPro’s Platinum Sponsor Booth As we have already mentioned above, team XfilesPro will be awaiting your visit to our Platinum Sponsor booth. Our team will showcase an advanced document management solution that can elevate your document management experience in Salesforce. From one-click document generation inside Salesforce and storing it in an external repository to enabling collaboration for team members, we will be demonstrating a one-stop solution for your end-to-end document management requirements. Moreover, we will also present the expertise of our data archive, backup, and seeding applications for Salesforce and how they can help users manage data in a more organized and easy way. You can also explore the live demos of our apps and grab the amazing discount we have for your in-person visit. So, don’t forget to stop by us! Don’t Miss to Join Salesforce+ if You’re Not Attending In-person Can’t make it to the Down Under hub for World Tour Sydney? Fret no more, you can watch the complete event virtually through Salesforce +, which will stream live. Even if you wish to watch the event later, you can do it through this platform at any time. So, do register yourself for a never-like-before virtual experience. See You at Sydney Just like you, we’re also thrilled to reunite with Trailblazers after a year-long wait. We hope the factors mentioned above can help you attend World Tour Sydney more effectively without missing out on key things. Hope to see you soon! Save a slot to meet with team XfilesPro. AMARLAL
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
