Top-notch Salesforce File Management Capabilities of XfilesPro: Top 10 Customer Appreciations
When it comes to managing the sheer volume of files & attachments generated in the Salesforce system, users are on the constant lookout for solutions that can help them make their Salesforce file management seamless & hassle-free. To help ease those file management processes, our comprehensive file management & external collaboration application for the Salesforce system, XfilesPro, is at their disposal. By definition, XfilesPro is an advanced file management & collaboration solution, designed especially for the Salesforce system, that helps users seamlessly store & collaborate their files with different external systems. These include cloud storages like SharePoint, AWS S3, Google Drive, OneDrive & Dropbox as well as on-premise systems like SFTP, SMB & Network Drive. Using XfilesPro, users can optimally manage their Salesforce files, cut back on their file storage costs & enhance the business growth, without compromising on their user experience. Recommended reading: Why is XfilesPro the Most Comprehensive File Management Solution for Salesforce? Due to the fact that XfilesPro performs extremely well with all Salesforce-offered solutions like Sales Cloud, Service Cloud, Salesforce Platform, Experience Cloud, etc & is highly customizable, it has steadily emerged as the most preferred solution among top-notch enterprises for resolving the challenges associated with efficient Salesforce file management. Let’s have a look at what some of our previous clients have to say about the services offered to them by XfilesPro. Large Volume File Migration (File Archiving) One of the latest features of the XfilesPro application has already found admirers in our clients like Walid Safieh. Using XfilesPro, you can now migrate a large volume of Salesforce files from the primary file storage & securely archive them in a secondary storage space. “If you need to archive your files, definitely do it with XFiles! I can’t say enough nice things about the team here!! They’ve spent countless hours helping me with my archiving issues and have been instrumental in helping us with our file storage issue. The tool is very easy to use and the team is very supportive with any needs you may have!” Customizable to the T : Easy Handling of Attachments As mentioned before, XfilesPro is a highly customizable application that can be tailored to meet almost all the requirements your organization might have. Like we did for Kris Carlson’s enterprise who wanted the application customized so that it could seamlessly handle the sheer volume of Salesforce attachments that were present in their highly complex Salesforce Org. “Tremendous app and incredible support – Very Highly Recommended! We were looking for a solution to migrate all of our Salesforce attachments to cloud storage to save on storage with Salesforce and to have a viable backup. Our Salesforce production is very complex as it relates to attachments where we had well over 300,000 attachments across multiple record types. The XFiles Pro team developed a custom solution to enable such a large migration of data. During this process, the XFiles pro team identified numerous instances where Salesforce had inadvertently deleted attachments and worked with me to get those issues resolved and ultimately resulted in the successful and efficient migration of all of our data. To say that the XFiles Pro support personnel were amazing is an understatement. They worked with us regularly to ensure our implementation was successful and were incredibly responsive (and still are) with any issues, questions or concerns. They took the time in every instance to work with us to ensure any questions were answered and issues addressed immediately. I cannot recommend this product or their team enough! In a time when customer service is lacking across the board, this company has created a model of live, in person customer support that is second to none. They figured out a very complex problem, developed a solution and worked with us step by step to ensure implementation went very smoothly. nicely done!!!” Integrating Salesforce with SharePoint Though XfilesPro supports multiple external cloud/on-premise storage systems, the crowd favorite remains SharePoint. Most of our customers use the solution to collaborate their Salesforce system with SharePoint & overcome their hassles of managing the files & attachments. See what one of our customers, Edita Bruzaityte, has to say about this collaboration. “Great Solution ? We used XfilesPro to integrate SharePoint with Salesforce and it does exactly what it says on a tin. The solution is quite easy to install and navigate, the users praised it for its simplicity and functionality. I also have to say, the team has done an amazing job in supporting us throughout the entire process.” Another one of our customers, Joshua Pattison, also used XfilesPro to integrate his enterprise’s Salesforce system with SharePoint but sang praises about the next-gen Bi-directional Sync feature offered by the solution. Using the bi-sync feature, users can edit, share, download & delete files from both the primary Salesforce file storage as well as the external SharePoint storage. “Fantastic – Just what we needed This product gave us the perfect solution to limited storage and enabling a bi-way sync between our sharepoint. Setup and configuration was straightforward and the team were on hand to walk us through the process. The value for money is brilliant. The XFiles Pro team were also very helpful in answering any questions and assisting with the setup. Great customer service!” Integrating Salesforce with Google Drive Our application is also favored by various Salesforce users who want to integrate Salesforce with Google (Shared) Drive in order to efficiently & hassle-freely manage their files & attachments by moving them to the external Google Drive storage. Here’s what Richard Lackey, who used XfilesPro for this very purpose, had to say about it. “Awesome functionality and service We have wanted to connect Salesforce and Google (Team) Shared for a few years and have been waiting for a solution. Thankfully, I came across XFilesPro, installed and configured the demo version and was impressed from the beginning by the functionality and configurability provided by XFilesPro. It was a pleasure to engage with the sales team. We also needed particular
REVEALED: The Secret to Success at Dreamforce 2021 with XfilesPro
DREAMFORCE IS BACK!!! Yes, the biggest B2B Salesforce Cloud conference is finally here & this time it’s going to be epic. Dreamforce 2021, Salesforce’s ‘global family reunion’, is scheduled to be held in less than a week, from September 21 through September 23. The event is aimed at bringing the entire Salesforce Ohana, i.e., customers, partners, employees, students, & more, together to give them a fulfilling experience filled with learning, connecting, having fun & giving back to the community. After the immense success of a completely-reimagined Dreamforce 2020 ‘Dreamforce to You’, hosted in an all-digital manner, Dreamforce 2021 is cited to build upon its success. Bringing together inspirational & immersive in-person experiences (in San Francisco at an invite-only basis) alongside innovative digital experiences, Salesforce is adopting a hybrid approach for Dreamforce 2021. How to Ace the Dreamforce 2021 Game? Since Dreamforce 2021 is expected to have multiple luminary speakers, customer success stories, & groundbreaking innovation, this is not at all the kind of event that can be attended without proper planning. As a regular Dreamforce attendee, we are sharing some success mantras that can help Trailblazers gain maximum benefit out of Dreamforce 2021. Plan your Sessions in Advance Because of Dreamforce 2021’s digital approach, there are various important sessions & guest lectures that are jam-packed into 3 days. These include the always-memorable Dreamforce keynote speeches by renowned industry leaders, insightful sessions about latest product innovations, exclusive product demos from Salesforce experts, & several other exclusive episodes. A little research about the session topic & the speaker goes a long way in helping you understand things better. Since it’s very easy to become confused because of the sheer number of sessions, choosing what sessions appeal to you, planning for them in advance, & registering for them is an ideal way to get past the hassles and save time. And don’t worry if two of your favorite sessions are happening simultaneously. All of the Dreamforce content will be available as on-demand content on Salesforce+ before, during and after the event. Prepare for Dreamforce Keynotes Keynote speeches are one of the biggest inspirations during Dreamforce events. Every year some of the biggest industry leaders share their experiences with everyone & major product announcements are made during the keynote. Like previous Dreamforce events, Marc Benioff, Chairman & CEO of Salesforce, will take center stage & address the keynote session along with special guest speakers from Daimler & Mercedes-Benz and ENGIE group. Since this is one important session you definitely shouldn’t miss, don’t forget to register for it beforehand & prepare your calendar in advance. And though this session will also be available on Salesforce+ later on, it’s always recommended to attend the keynote session live, so prepare your schedule accordingly. Register for Salesforce+ Salesforce+ is Salesforce’s recently-launched ‘Netflix-like’ digital streaming service where Trailblazers can enjoy compelling live & on-demand content, like original series, podcasts, live experiences, etc, pertaining to every role, industry, & topic. And all of this is completely free to access! Moreover, Salesforce+ can give virtual attendees, like you, a chance to experience more personalized content that can be tailored to your needs. So don’t forget to become its member to enjoy a front-row seat-like experience during Dreamforce 2021 as well as later on. Some Time for Fun & Celebration Each year, Dreamforce has plenty to offer in terms of fun & celebrations. In the past, when the event was held in person, popular bands & performers like Metallica, Bruno Mars, Alicia Keys, U2, & more have performed here; all benefiting UCSF Benioff Children’s Hospitals. And now when Dreamforce 2021 is going to be virtual, you can be rest assured that the fun still won’t stop. Though Salesforce hasn’t revealed who they have in store for this year’s celebration, you can expect an experience of a lifetime. So don’t forget to take some time off from your regular sessions to enjoy a relaxed time. Avail Exciting Product Offers Much like all the other Trailblazers, we are quite excited about Dreamforce 2021 as past Dreamforce events were great for us where we launched our suite of Salesforce data management applications. First it was the Dreamforce ‘18 launch of DataArchiva (the ONLY native Salesforce data archiving solution), followed by the Dreamforce ‘19 launch of DataConnectiva (external Salesforce data archiving solution) & lastly the Dreamforce ‘20 launch of DataBakup (Salesforce data backup & recovery solution). And this year, XfilesPro is offering personalized, one-on-one demo sessions with its file management experts; totally free of cost. Not only this, another one of our other flagship products, DataArchiva, is organizing a ‘Scratch & Win’ contest where Trailblazers can avail exciting product offers & discounts. So stay tuned to our social media handles for some more amazing product announcements as we bring to you all the live-action from Dreamforce 2021. Also don’t forget to register for Dreamforce 2021 & be part of this grand Salesforce celebration. AMARLAL
Why is XfilesPro the Most Comprehensive File Management Solution for Salesforce?
Every day, Salesforce enterprises generate, modify, & delete a massive volume of files owing to their various processes. Files (like documents, spreadsheets, images, Google documents, proposals, reports, agreements, etc) possessing sensitive information & being extremely important for the enterprise, need to be precisely & carefully managed in the CRM system. This is the reason why most users expect the Salesforce CRM to be much more than a simple document repository. When thinking about Salesforce file management, users should take into consideration various aspects including creating, storing, modifying, transferring, copying & deleting necessary files in an efficient manner. With an efficient Salesforce file management system in place, users can enhance their presentation skills, boost the business productivity, & reduce their stress levels. One such popular file management solution for Salesforce users is the AppExchange solution, XfilesPro. XfilesPro: A Dependable Salesforce File Management & Collaboration Solution By definition, XfilesPro is an advanced file management & external collaboration solution, designed especially for the Salesforce system, that performs extremely well with solutions like Sales Cloud, Service Cloud, Salesforce Platform, Experience Cloud, & others. This application helps Salesforce users seamlessly store & collaborate their important files & attachments with different external systems. These include cloud storages like SharePoint, AWS S3, Google Drive, OneDrive & Dropbox as well as on-premise systems like SFTP, SMB & Network Drive. Also read: Document Management in Salesforce: A Brief Introduction to its Best Practices This highly customizable & admin-friendly application is loaded with various exceptional features like 360-degree file collaboration, large volume file migration, centralized content management, and top-notch file/folder management. What’s best is that by using XfilesPro, users can not only optimally & hassle-freely manage their Salesforce files but can also cut back on their file storage costs significantly & enhance the business growth, without compromising on their user experience. What makes XfilesPro a Complete File Management Solution for Salesforce? In the course of efficient file management, Salesforce users often encounter some common challenges like lack of proper folder structure, unmanaged file hierarchy, critically-rising file storage costs, difficulty in syncing files from multiple sources, & difficulty in adhering to internal guidelines & compliance directives. In this article, we are going to shed light on some unique aspects of XfilesPro that are useful in overcoming the above-mentioned challenges, making it a complete file management solution for the Salesforce system. Hassle-free Collaboration– With XfilesPro, Salesforce enterprises can easily set up seamless & secure collaboration among their internal teams & external users. This comes in handy when crucial information has to be shared among different users, all working on a single project. Such collaboration also ensures that though files are stored externally & managed from a central location, they are available to anyone who needs to view, edit, download or share them. Centralized Content Management– Another feature that makes XfilesPro a complete file management solution is its ability to provide a centralized content management platform for Salesforce files/attachments generated from different sources & scattered across various systems like Salesforce, cloud storage, on-premise storage, community portal, etc. Using XfilesPro, all these files can easily be linked to specific Salesforce records in the Org and be managed from a single location (the external storage). Community File Management– Another crucial feature of XfilesPro that makes it the ultimate file management solution is XfilesPro’s management capabilities for the Salesforce files generated by the enterprise’s community portal users. The community portal integration grants more capabilities to the community portal users and gives them better access to the overall Salesforce ecosystem, while managing their files efficiently. Well-defined File/Folder Structure– If there’s one thing Salesforce users always struggle with, it’s hassle-free management of files in proper folders. Even when there is no proper file/folder structure in the native Salesforce CRM, admins using XfilesPro can create intelligent, well-defined file/folder structures in the external storage, according to appropriate file hierarchies. This allows them to manage their files even more systematically. Coherent File/Folder Syncing– Another unique feature of XfilesPro is its ability to establish proper synchronization between the files stored in the primary Salesforce file storage and the files & folders held in the external storage system. Such kind of secure syncing promotes easy visibility & accessibility for the Salesforce files held in the external storage. File Preview Capabilities– Eliminating another hindrance to efficient Salesforce file management is XfilesPro’s file preview capability. Even when the files and attachments are securely held in the external storage, XfilesPro lets users preview the files right from the Salesforce console, without even leaving the Salesforce ecosystem. In-app Functionalities– Several of XfilesPro’s application functionalities also contribute towards making it a preferred Salesforce file management solution. These include drag & drop feature for Salesforce files, the auto-export feature, its capability to perform various functions (share, delete, download) on multiple Salesforce files in a single click, and allowing Salesforce files to be shared among external users. Also read: Forget One-By-One! XfilesPro’s Mass Functionalities Are Here Faster ROI– Because of all the capabilities mentioned above, XfilesPro leads to an instant boost in the enterprise’s ROI, right after its implementation in the Org. Since XfilesPro can be set up quickly, is very easy to operate, & can easily be customized, using it enhances the overall user experience, optimizes the business productivity, & drastically reduces the file storage costs (nearly 80-90%); all leading to a faster return on investment. Owing to all the above-mentioned features & capabilities, XfilesPro has steadily emerged as the most trusted Salesforce file management solution. With over 8+ years of experience in the Salesforce ecosystem, XfilesPro is trusted by over 300+ customers worldwide & has over 400K+ licensed users globally. Using XfilesPro, admins can easily ace their Salesforce file management & realize the dream of an optimized Salesforce Org. To know more about the application, please give us a call or schedule a demo with us. AMARLAL
Why Must Salesforce Admins Monitor Their Salesforce File Storage?
As businesses become diversified & technological advancements are made, customers demand personalized services, prompting companies to maintain separate accounts & files for each customer. Because of this, it becomes nearly impossible to manage the documents using manual methodologies which results in more automated alternatives being adopted for file management. This is where Salesforce enters the scene, helping companies provide more personalized experiences to customers. But one of the most critical aspects of running a business using Salesforce is managing the massive volume of records, data, files, & documents that are created, moved, modified, & deleted on a regular basis within the very limited storage space. Since companies deal with thousands of customers regularly, there is a constant need to keep track of the primary storage space allotted by Salesforce, when the licenses are purchased. Salesforce Storage: A Brief Introduction Primarily the Salesforce storage is classified into three categories – Salesforce file storage, Salesforce data storage, and Salesforce Big Objects. As the name suggests, file storage is the space allocated for storing important Salesforce files like files & attachments, Salesforce CRM Content, Files home, Documents tab, Chatter files (including user photos), custom File field on Knowledge articles, & assets regarding Site.com. In the same manner, data storage is allocated space used for storing Salesforce records like Cases, Accounts, Notes, Events, Quotes, Leads, Opportunities, Tasks, and much more. And, Big Objects is the space that stores and manages your massive amounts of data on the Salesforce platform. When it comes to storage limits, the Contact Manager, Group, Professional, Enterprise, Performance & Unlimited editions are allocated 10 GB for data storage, plus 20 MB additional data storage per user, and 10 GB for file storage. Only the Salesforce Essentials edition has 1 GB of primary file storage. Salesforce Orgs also offers additional file storage, decided by the number of standard user licenses: The Enterprise, Performance & Unlimited editions receive an extra 2 GB of file storage per standard user license. While the Contact Manager, Group & Professional editions receive an additional 612 MB of file storage per standard user license. Also read: Top 3 Ways to Prevent Hitting the Salesforce Storage Limit in Your Org Monitoring Salesforce File Storage: How & Why Now that you are aware of the fact that Salesforce file storage limits your Salesforce Org, it’s important to always keep a watchful eye on the primary file storage. To check the enterprise’s storage usage, users can simply navigate to Setup & click Storage Usage to view the Limit, Amount Used, Percentage Used, and usage breakdowns of each storage type. Through this, users can also learn about the Top Users of each storage type. In case your Salesforce Org’s file storage limit is exceeded due to any reason, in most cases, Salesforce allows some buffer storage above 100% usage, usually up to 125-150% of the original storage. After even that grace storage is exhausted, new files & attachments will simply not be updated in the storage. This issue has the potential to result in the malfunctioning of critical CRM processes and the consequent disruption of vital business operations. In more severe instances, if the problem with file storage is not promptly resolved, it could put the continuity, growth, and productivity of the enterprise at risk. In most cases when enterprises run out of their allocated Salesforce file storage, the admin receives a warning email from Salesforce instructing them to either clean up the Salesforce instance by deleting not frequently used files or purchase more file storage space from Salesforce. Deleting files might not be feasible for the enterprise because of various internal policies & external guidelines governing regulatory compliance & retention. And additional file storage may be out of the question owing to the hefty, recurrent costs associated with it. Also, Read: 5 Effective Strategies for Organizing and Managing Files in Salesforce XfilesPro: A Savior in Salesforce File Storage Issues The limitations of the Salesforce file storage, the need to purchase additional storage, & the struggle to migrate important files from the third-party storage (being used before implementing Salesforce) can easily be resolved by integrating the Salesforce system with an external storage platform. This is where XfilesPro, an advanced file management & external collaboration application, emerges as a much-needed savior. XfilesPro can easily help Salesforce users migrate their Salesforce files/attachments to any external Cloud of their choice, thereby freeing up space in the primary file storage. The files/attachments can be seamlessly stored in cloud platforms like SharePoint, AWS S3, Google Drive, and OneDrive. Not only does the application move files to external storage cutting down expenses, but it also gives you the ability to organize the files with a smart folder structure for easy accessibility thereby saving time and enhancing productivity. We also offer secure sharing, community file management, seamless internal and external collaboration, a user-friendly interface, and other features that simplify document management for Salesforce users. What’s more is that XfilesPro future-proofs the file storage by optimizing it, brings down the file storage costs, & offers a more seamless file management experience in Salesforce. Now XfilesPro offers document generation, which means that you can now generate documents and store them all using one platform. To know more about how XfilesPro DocuPrime can further simplify document management visit our website. Admins, you can now stop worrying about those dreaded emails notifying you that Salesforce file storage is exceeding its limits. With XfilesPro you can effortlessly manage and optimize storage without compromising access to important files. Say goodbye to storage stress and hello to smooth, hassle-free file management! Schedule a quick personalized demo to see the application in action. AMARLAL
WEBINAR SYNOPSIS: File Archiving: The Future of Salesforce File Management
Our much-awaited webinar session finally happened last week and without further ado we thank everyone for such a phenomenal response. A big thank you to everyone who made the session a great success. But even the people who missed attending the live session can reap the rewards as we bring this article which will quickly walk them through everything that went down in the event. The webinar, that was aimed at introducing & discussing the revolutionary ‘file archiving‘ capabilities of the XfilesPro application, was hosted by two of our eminent Product Consultants, Vedant Srivastava and Sutirtha Roy. The action-packed 30 mins long discussion began as Vedant gave everyone present there a brief overview of the primary file storage in Salesforce followed by discussing the common challenges faced due to unmanaged exponential files growth. Whether it is the difficulty in managing large volumes of Salesforce files or the struggles of an unstructured file/folder system or simply the difficulties that arise during setting up collaboration among files. Vedant explained how all those challenges could easily be addressed by simply integrating different external Cloud (SharePoint, AWS S3, Google Drive, OneDrive & Dropbox) and on-premise (FTP, SMB & Network Drive) storages with the Salesforce system. It was then that he explained how XfilesPro was the ultimate solution to overcoming the Salesforce file management problems & setting up the integration between external storages and Salesforce. He explained its multifold features in great detail and also shed light on some of its primary benefits like 80-90% file storage costs savings, easy set-up & implementation, faster ROI and support for multiple storages. Don’t worry if you missed the live session. We got you covered with the recording of the session here. After this he finally moved on to the main topic of the webinar session and discussed file archiving with everyone. He meticulously explained how archiving a large volume of Salesforce files and attachments to different external storages was now possible with the help of XfilesPro. Not only can such trigger-based archiving job be automated and auto-scheduled to reduce repetitive manual intervention, but it also has no impact on the ongoing business processes. He also talked about the role seamless file archiving played in creating a centralized file management system by promoting community file management, file/folder syncing, internal team collaboration, collaboration with external users, better file management in proper folder structures, and an overall improvement in user experience. This was followed by Sutirtha taking over to show a quick demo of XfilesPro & how easily it can be set-up in the Org. During the course of the webinar, three customer use cases belonging to the industry leaders from the logistics, educational & financial industry were also showcased. After highlighting the specific challenges they faced in Salesforce file management, they went on to explain how each one of them addressed those challenges by implementing the next-gen file archiving strategies of XfilesPro in their Org & what benefits they achieved. You can also see the slide-by-slide presentation of the complete webinar here. Towards the end of the insightful session, our Salesforce file management experts quickly summarized the advantages of using XfilesPro’s seamless file archiving capabilities to completely revamp the way files/attachments are managed in Salesforce. Following this, they answered a few of the questions posed by the webinar attendees after which the session was successfully concluded. There is a lot more in stock for our Salesforce customers as new and exciting webinars are planned for the coming months. Please follow us on our social media handles for latest updates about the upcoming webinars. AMARLAL
WEBINAR: Introducing the Revolutionary Salesforce File Archiving Capability of XfilesPro
As promised, we are back with yet another insightful webinar episode for our cherished Salesforce customers. And this time it’s going to be better than before: more interesting subject matter, distinguished speakers, and a galore of thought-provoking learning. So let’s not delay this further and introduce everyone to this session’s topic ‘File Archiving: The Future of Salesforce File Management’. For enterprises using the Salesforce CRM to manage their day-to-day business operations, the immense amount of Salesforce files & attachments becomes the foundation of an inefficient file management experience. The challenges in managing those files are definitely never-ending and they are constantly looking for solutions that can ease this tedious process. One such solution is moving the files out of the native storage and into any external storage. Our application, XfilesPro was launched with the intention of simplifying the overall file management processes in Salesforce by offering users the option to integrate their native file storage with different external storages. Salesforce files & attachments can be easily migrated from the allotted file storage to the preferred external storage after XfilesPro establishes a seamless collaboration between the two storage systems. To take the existing capabilities of the file management & collaboration application even further, we have recently added the feature of ‘file archiving’. By archiving the Salesforce files into external storages, the infrequently used files are moved out of the native storage and into the external storage, thereby drastically reducing the burden of files on the primary storage. And this is what this webinar is all about. Therefore we invite everyone to attend our upcoming live session ‘File Archiving: The Future of Salesforce File Management’ happening on 30th June, Wednesday at 11 AM EST. In the webinar, our Salesforce file management experts will discuss how XfilesPro can be used to seamlessly archive a large volume of Salesforce files & attachments to different external cloud & on-premise storage systems, without impacting any ongoing business processes. There is a lot more to learn during the course of this webinar, like recognizing the sources of Salesforce files generation & what challenges their unmanaged exponential growth brings along with it. Attendees will also learn the ideal way to optimize the internal Salesforce file storage as well as understand how revolutionary XfilesPro is in carrying out efficient Salesforce file management. Then we’ll discuss how a large volume of files can be easily archived using XfilesPro, which also enhances the user experience, followed by a quick demo of the app as well as some customer use cases from different industries. So don’t miss out on this exciting opportunity to take your Salesforce file storage to greater heights & revamp your file management experience by learning about archiving files. Register for our upcoming webinar here and save yourself a spot today. Date: 30th June, Wednesday Time: 11 AM EST 8:30 PM IST AMARLAL
The Definitive Guide to XfilesPro’s Advanced Bi-Sync Component for Seamless Salesforce File Management
We are back yet again with yet another comprehensive article in order to introduce and explain the finer fundamentals behind our file management & external storage collaboration application, XfilesPro. In our previous post, we discussed some of the features and functionalities of the List component of the XfilesPro application. Now is the time to discuss the other component of XfilesPro, the distinctive Bi-sync component. But before we proceed to that, let’s have a quick recap to brush up your knowledge about XfilesPro. As we already highlighted, XfilesPro is an advanced file management & external storage collaboration solution, designed especially keeping Salesforce solutions like Service Cloud, Sales Cloud, Experience Community Cloud, Salesforce Platform, and other custom-made solutions (built on the Force.com platform) in mind. Using XfilesPro, users can efficiently manage their Salesforce files by seamlessly integrating various external storages like SharePoint, Amazon S3, OneDrive, Google Drive & some on-premise storages with the native Salesforce system. The application also lets them easily enable a 360-degree file collaboration while also letting them experience centralized content management with efficient file & folder hierarchy management, multi-org file integration service, community portal collaboration, and all this while reducing their file storage costs drastically (nearly 70-80%).To read the comprehensive product datasheet, please visit this page. Now coming to the topic of XfilesPro’s Bi-sync component, it was designed to give the XfilesPro-using Salesforce customers a ‘Lightning Experience’. Similar to the List component, the Bi-sync component is also a kind of related list component that can be added to the record layout. The only difference is that it offers an option to sync files bi-directionally, i.e., both the files dropped directly into the record folder as well as the files present in the external storage can be synced to respective Salesforce records. The Bi-sync component offers users an option to navigate into their integrated external storage directly from the Salesforce UI & also allows them to preview the migrated files (actually in the external storage) from the Salesforce UI itself. Like the List component, Bi-sync component also saves up the internal Salesforce file storage by directly moving the uploaded Salesforce files to the respective external storage. As the Bi-sync component is an augmented & advanced version of the List component, it possesses some basic functionalities of the same. As we have already discussed some of those features in our previous blog about the List component, we will be focusing on the remaining set of functionalities, particular to the Bi-sync component, in this article. In order to check out the basic features, please read our previous blog post here. Folder Management Capabilities: Create Folders First of all, the Bi-sync component of XfilesPro lets the users easily create one or more sub-folders, inside the primary record folder, which allows them to maintain the Salesforce files separately. For this they simply have to click the adjoining button, enter the desired name & the new folder will be created. Rename Folders With the Bi-sync component of XfilesPro, it’s also very easy to change the names of the already-existing folders in the console. For this users simply have to choose the specific folder that they want to rename and click on the button after which they have to enter the updated name in the prompt and click on ‘Save’. On the main console, the folder will now appear with the updated name. Delete Folders Not only adding & renaming, even deleting folders is extremely simple when using the Bi-sync component of XfilesPro. Users just have to click the Delete button next to the folder and the selected folder will be permanently deleted from the Salesforce console. Search Files & Folders When using the Bi-sync component of XfilesPro, users also have the option to search for specific Salesforce files & folders. They can do so by simply putting the name of the file or folder they want to locate in the search tab and the file will promptly appear on the console. Template Features Another interesting functionality in the Bi-sync component of XfilesPro is the way it lets users design templatized folder designs for specific records in the Salesforce UI. XfilesPro users can easily create a predefined set of folders for every record under the particular Salesforce object. For this users just have to choose the record under which they want to add the folders, approve the action & the folders will be added under the selected Salesforce record. Mass Upload in Sub-folder After creating sub-folders in the Salesforce record, the users of XfilesPro’s Bi-sync component can also upload multiple Salesforce files/attachments to those sub-folders in just one click. Other Actions in Sub-folder And not only uploading, a plethora of different actions can be performed on the sub-folders created in the Bi-sync component of XfilesPro. These actions include managing columns in the sub-folders, sharing those sub-folders, creating templates in those sub-folders (explained above), deleting them, downloading them and even creating more sub-folders in those sub-folders. With this we come to the end of our article discussing the Bi-sync component of XfilesPro and hope it helped you understand the component as well as its various functionalities in a better manner. In case you still have any questions or doubts, we’ll be happy to resolve them for you. Please get in touch with us or simply schedule a quick live demo here to see everything for yourself. AMARLAL
How to Overcome the Pitfalls in Salesforce File Storage Management with OneDrive Integration
In today’s technology-driven world, Salesforce has become the go-to choice among businesses in respect to CRM platforms. By providing excellent support for the sales and marketing needs of businesses, it enables them to manage customer accounts, opportunities, activities, and much more in an even efficient manner. But a massive volume of diverse content is produced during these processes which is then stored in the Salesforce file storage. Now this content requires regular organizing and management but inherently Salesforce lacks those effective document management and storage efficiency capabilities. The fact that this sensible CRM system is not designed to perform document management functions also contributes to its limitations. Also in the list of drawbacks is the limited amount of native Salesforce file storage. To overcome these limitations, most companies choose to integrate Salesforce with external content management systems. OneDrive, a file hosting service powered by Microsoft, is one such popular solution that enterprises routinely choose for managing and securing their Salesforce files. This article aims to highlight some of the benefits of seamless collaboration between Salesforce and OneDrive & how it extends the CRM’s collaboration and document management capabilities. OneDrive: What Exactly Is It? OneDrive is Microsoft’s file hosting and synchronization service that allows users to securely store their important files in a single place and then access them from virtually anywhere. This easy-to-use cloud storage solution lets users store files and personal data in the cloud, share them with other users, & sync these files across various platforms. Owing to its cross-platform design, OneDrive also makes it easy to collaborate with others in real-time using the Microsoft 365 integration. When it comes to professional purpose, OneDrive for Business is available to offer cloud storage to businesses. Managed by the organization itself, it enables users to share and collaborate on documents with other co-workers. Powered by SharePoint, ODFB grants each individual user a personal storage space while facilitating the collaboration among team members. Why Should You Consider Using OneDrive The cloud storage application has several notable advantages for the user experience: Remote access from any device– OneDrive offers the convenience of flexibility and mobility which comes in handy when employees work remotely or data is stored across multiple locations. This means that all files saved in the OneDrive storage immediately become available across all the devices synchronized with the OneDrive platform. Automatic file back-up– When using OneDrive, the files are periodically and automatically uploaded to the cloud storage which ultimately creates a reliable back-up that can be restored any time. Document sharing & collaboration– Users can easily share files or folders with their team, depending on the permission granted. Files can be shared either through direct link-sharing or link-sharing with some sign-in verification. Collaborative document editing– All the shared documents can be instantly edited in real-time through the co-authoring feature which promotes streamlined collaboration among team members. Top-notch security features– The default security features in OneDrive include not only encrypting data in transit but also providing encryption-at-rest. It also allows users to encrypt specific files when needed, further enhancing security. Teams can also be designed to provide specific access permissions to different users, offering yet another layer of security. Storage space– Essentially OneDrive gives business users up to 1 TB of storage space per user, which is far more than what most users would ever use. OneDrive also provides options to control what files are synced to the personal folder while allowing administrators to easily determine how much storage space each employee is using. Also read: Salesforce & OneDrive Integration – How to transform your Salesforce file management needs The Salesforce-OneDrive integration ultimately paves the way for highly intuitive and centralized document management in the Salesforce ecosystem. Such kind of integration ensures scalability and future-proofing for the Salesforce file storage and the file repository costs. By collaborating with OneDrive inside the Salesforce system, users will also be able to extend the integration functionalities to other Salesforce products such as Salesforce Sales Cloud, Service Cloud, & Experience Cloud. How Is Salesforce-OneDrive Integration Advantageous Listed are some of the ways businesses stand to enjoy from an integration between Salesforce and OneDrive systems: Cost Savings– When using Salesforce, the licensing cost per user is more expensive than purchasing OneDrive for all employees due to which even a full-fledged collaboration between SharePoint and OneDrive is cheaper than purchasing new licenses in Salesforce. Improved Flexibility for the Sales Teams– The Salesforce-OneDrive collaboration helps in saving time and effort by enabling quick and easy access to the required resources. The synchronization between the systems enables real-time interactions and instant notifications regarding any updates. Also read: A Leading Oil & Gas Solution Provider, Stored & Collaborated all their Salesforce Files Externally in OneDrive using XfilesPro Storage for Large Documents– Though OneDrive allows offline file access by syncing with SharePoint, the extensive file support in Salesforce gets restricted to 2GB. After carrying out the Salesforce-OneDrive integration, businesses can bypass the restrictions of space constraints and ensure seamless operations every time. Better Document Management– OneDrive provides automatic file versioning for documents stored in Salesforce and lets users decide what version has to be finalized and what all will be discarded, thereby allowing teams to have better control on their documentations. Along with version control, OneDrive integration also offers online & mobile editing, native sharing capabilities, and custom workflows across both systems, which further simplify the document management process. Strengthened Security– OneDrive enforces adequate permissions and authorization rights in order to access the documents stored in its storage, which can be directly governed by the administrator. Therefore, there is no need for greater admin security after integrating Salesforce with OneDrive system. Better Collaboration among Teams– Along with Salesforce-OneDrive integration comes improved file collaboration. This integration allows the users to easily share and maintain multiple documents among various departments as well as editing them in real-time, thus enabling direct and swift collaboration. Let XfilesPro be your guide for Salesforce-OneDrive Integration If struggling with Salesforce Files Connect is not your cup of
XfilesPro 3.0 is Now all set to Transform File Storage Needs in Salesforce
XfilesPro, a next-gen file management & collaboration solution for Salesforce, enables enterprises to integrate external Cloud/On-premise storage systems with their CRM to better manage large files, optimize storage & reduce 70%+ file storage costs. Bengaluru, [March 31st, 2021] – XfilesPro, the most trusted & advanced file management solution for Salesforce is now furnished with new all set features & experience to transform your file storage needs in the world’s #1 CRM platform. In the latest product advancements, the solution has rolled out one of its most anticipated features ‘Auto Export’ (File Archiving Utility) which will help users automatically export files from their Salesforce file storage to any external Cloud (SharePoint, AWS S3, Google Drive, OneDrive, Dropbox) or On-premise (SMB, SFTP & Network Drive) storage without any manual intervention. Apart from this, another notable highlight is the addition of Mass Functionalities (Mass Delete, Mass Sharing, Mass Download). Users can now delete, share, download multiple files at a time with a single click, which will save a huge amount of time. For the customers using SharePoint to store Salesforce files, a lot of new features have been introduced including additional column support. Check out the app here With support for over 7 external Cloud & On-premise storage systems, XfilesPro has redefined Salesforce file management strategies. Apart from huge storage cost reduction, the application offers enterprise-grade content management with a centralized storage system that can manage files from standard as well as community users. The seamless customization, quick setup & admin-friendly capabilities make XfilesPro the most implemented solution in the market. Along with the file management solution XfilesPro, CEPTES also offers end-to-end data management solutions DataArchiva & DataConnectiva for data archiving & DataBakup for data backup & recovery services. CEPTES is widely considered as the expert in offering enterprise-grade file & data management solutions for the world’s #1 CRM platform. Comments on the News “After onboarding over 250 customers from across 10+ industries, I can proudly say that today XfilesPro can handle any complex Salesforce file management needs. With each new release, we have been adding new features that can really help our customers take their file management experience to the next level. I believe the new Auto Export feature can really make things easy for the users apart from helping them reduce massive file storage costs”, said Harish Kumar Poolakade, Co-founder & Head of Products at CEPTES. About CEPTES CEPTES is a leading Salesforce consulting & solution provider with a decade of proven service excellence. With 3 global offices & over 200+ customers across 5 continents, their capabilities spread across multiple industries, technologies & solutions. They are considered as an expert in offering data & file management solutions to businesses of any size & type with their widely popular solutions DataArchiva and XfilesPro. For more information, please visit: www.ceptes.com How the solution works: Watch a quick video. AMARLAL
XfilesPro V6.0: Assess & evaluate all that’s brand new
The bygone year brought unprecedented changes in the business realm and proved to be a serious game-changer. But for our product, XfilesPro, it proved to be an amazing year where it emerged as the most preferred & trusted external file management & collaboration solution among Salesforce users. In 2020, we also made the most number of product releases where we constantly added new features & enhanced the existing ones. Maintaining that trend even in this year, we have just released the latest version of the XfilesPro application and made it live on the AppExchange to help Salesforce customers transform their file storage needs with seamless external file collaboration. XfilesPro V6.0 is equipped with some new features and functionalities while the existing features have been significantly enhanced. Let’s have a sneak peek into some of the exciting latest features that we added in the last release. Handling Special Characters for all Storage Providers – In the latest version, when a Salesforce folder or file name has the below-mentioned special characters in it, that are not supported by the cloud providers, XfilesPro offers the option to replace them with the user-specified characters or with the default characters. Amazon S3 & | ‘ ” < > ~ [ `# } % ] { Google Drive | OneDrive filenames * < > ? : | “ OneDrive folder name * < > ? : | “ tested in drive SharePoint * < > ? : | “ Local providers : * ? ” < > | Note: $ is not supported as a replaceable character for any of the providers. Role & Hierarchy Based Setup (Bi-sync & List components)– In XfilesPro 6.0, now Salesforce admins can assign the action permissions to the users and profiles. If nothing is assigned to the user and profile, then by default the user will be able access the Org-level default app setup. Upload Download Delete Share Auto Export (File Archiving Utility) – With the latest version, Salesforce files and attachments can easily be exported using the Export Utility without any manual intervention. Following is the criterion for the files: Minimum file size- 200 bytes Maximum file size- upto 100 MB SharePoint and OneDrive can be scheduled to auto-export files of upto 8 MB with the help of an additional scheduler code. SharePoint – Additional Column Support from XfilesPro: The latest version of XfilesPro allows the custom columns present in the SharePoint storage to be shown in the Bi-Directional component, as per the customer’s need. About XfilesPro XfilesPro is an advanced file management & collaboration solution designed especially for Salesforce users. Using this application, Salesforce users (both standard & community) can choose among a wide range of external file storage systems to integrate with their native Salesforce application to store Salesforce files of any size externally. These include multiple Cloud platforms like SharePoint, AWS S3, Google Drive, OneDrive, & Dropbox as well as on-premise systems like SMB, SFTP, & Network Drive. With over 200+ customers across the globe, XfilesPro now has over 300K+ licensed users across 15+ industries that enjoy seamless collaboration & multiple other benefits. Try out all the new capabilities by installing the app from AppExchange today. Get started here. AMARLAL