Most Salesforce Admins do not believe when we say that managing documents in Salesforce can be easy and automated. We got them completely as we understand that Salesforce is a bit tricky when it comes to file management. Because the CRM platform comes with limited file storage space, the overgrowth of the files would fail […]
Most of us prefer to lead an organized life by organizing things and actions in our preferred way. Because we know how positively it affects our well-being and activities. If you’re a Salesforce Admin, the organization takes a crucial role in your workflow. This is mostly because of one reason — you’re inundated with a […]
![The Vital Role of File Collaboration in Salesforce [Infographic]](https://www.xfilespro.com/wp-content/uploads/2023/04/xfp-header-bblog.jpg)
File collaboration is one of the most important aspects when it comes to businesses. With a bigger team and each team having mutual files to work on, file collaboration is very important. Let us see how to file collaboration will help us further. AdminXfilesPro is a complete document management application built for Salesforce that offers […]
Studies have shown that on average, sales representatives spend almost two-thirds (64.8%) of their time on non-revenue generating activities, leaving only 35.2% of their time for selling-related operations. A significant portion of that 64.8% of non-revenue generating activities can be attributed to their manual document creation process. We have observed that the power of Salesforce […]
Imagine this scenario. Finally, your dream of starting your own business sees the daylight. Your company hits the market, so you’re keen on taking it forward. You ponder on all ways to start it in full zeal considering different aspects of a business. That is when you came across Salesforce, the #1 CRM in the […]
“Quality is our commitment to excellence, ensuring that we deliver the highest standards of products and services to our customers.” XfilesPro came to the market in the year 2013. With the pondering thought of how to augment the file management experience in Salesforce, our experts sat together and birthed XfilesPro. The managing of files in […]
We’re modern humans who don’t prefer spending time on manual work and expect fast-paced automation in everything. If you use Salesforce and create documents externally using data from the CRM application, this situation might resonate with you. From collecting data from specific records and bringing it out of the Salesforce system to creating the documents […]
Being the #1 CRM in the world, Salesforce is the most preferred platform to run business by enterprises from multiple industries. Running a big business comes with incoming files on a daily basis. With the piling up of files, the need for optimizing file storage has become very important. Organizations have highly dependent policies on […]
Are you worried about exceeding the file storage limit in Salesforce? And, figured out that moving files hitting Salesforce’s Notes and Attachments to an external storage could be its solution? Yes! But you don’t know how to move files. If you’re biting your nails about the manual migration of files from the CRM platform, rest […]
When working in an organization, the need to manually draft your documents in Salesforce is of paramount importance. But in this fast-paced world, is your time worth it? No! The only remedy for this problem is generating your documents automatically. And XfilesPro DocuPrime is always there to help you. If you are thinking about how […]