How To Auto Move Files from Salesforce’s Notes & Attachments to Your External Storage
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 […]
How Can Automated Document Generation in Salesforce Improve Business Revenue
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 […]
How to Enable Real-time Document Collaboration in Salesforce & its Benefits
Years ago, the collaboration on a Salesforce document gave us the sense of a long and intricate process. A document had to be shared from one person to another for contribution, and, it took ages to get the document back to the originator. But now is the age where things happen in real-time. The document […]
XfilesPro DocuPrime: Your Auto Salesforce Doc Gen Expert
If you are looking for the perfect and productive boosting application for getting your Salesforce documents drafted, then you will have to read through this whole blog for your flawless fix because typing out the same document over and over is just cruel and unusual punishment! Salesforce is the #1 CRM in the world that […]
How to Store Salesforce Files in Amazon S3 Using XfilesPro: A Comprehensive Guide
We know that you are using Amazon S3 to store your files. If you are not, you might be pondering using the platform for some needs. We are sure you will either be in the former or the latter stage. So, we start with a few questions for you. Are you really aware of the […]
Elevate Your Document Generation Game with Our Cutting-Edge Salesforce Native Document Generation App
Lily is the Admin of an HRM department in a large firm. Life is not easy for Lily. With a clear set of duties and operations alongside the overwhelming creation of documents for several needs, work-life balance is out of the question for her. Since the admin of an HRM, document generation for Salesforce is […]
Why Auto Document Generation in Salesforce is Important? Top 5 Benefits
The thumb rule of document generation – Complex document requirements are better off with a precise document automation application Automated document generation is a vital part of document automation. This not only helps organizations to improve workflow efficiency but also saves time, reduces errors, and minimizes cost. Productivity boost is one of the most essential […]
Can a Salesforce Document Generation App Really Change a Salesforce Admin’s Life?
Hey, Salesforce workforce, picture this: With that much stress on your shoulder, you are sleighing of hand multiple balls to finish all tasks on the dot. Suddenly, there comes an important communication from your team lead, asking you to create seven quotes and four proposals before the end of the day. How bad can your […]
How XfilesPro Helps You Create Sales Contracts Automatically within Salesforce
Document generation or document automation is one of the most important aspects of any business using Salesforce as its CRM as it acts as the best form of credibility for any operation that happens in an organization. Your data is recorded, collated, stored, shared, and even signed electronically. Running an organization or a company can […]
Why Manual Document Generation in Salesforce is a Big Challenge?
In business, we come across several critical and sensitive documents that are being created for several verticals. With the lawsuits and protocols getting tighter each day, documentation has now become more of an obligation. Hence business users have a busy time creating documents for each operation undertaken in the verticals. Hence to power up your […]
