Scene opens. Johnny, the CEO of an up & coming legal service provider, can be seen sitting in his cabin. He stares at his screen, then looks at the reports in his hand, & then looks back at the screen. Irritated, he picks up his intercom & dials for Jacob, calling him to his cabin. […]

The first of many webinars planned this year is finally done & dusted. As always, it was a phenomenal turnout as many attendees joined the live session. So, before going any further, we would like to thank each and everyone who joined us for the live webinar session. But not everyone was free with their […]

There was an organization, a very popular one at that, that was making extensive use of the Salesforce cloud platform to deal with multiple customers daily. Though they were reaching pinnacles of success, there was something that was holding them back, kind of putting a kink in an otherwise fabulous success story. And that was […]

Managing critical business operations leveraging digital platforms is one of the mainstream digital transformation strategies and for many good reasons. As the creation and sharing of documents while using multiple digital platforms are so widespread today, it completely makes sense that enterprises are putting a lot of focus on managing all their documents efficiently in […]

As data & data storage management in Salesforce is more complex & takes away most of the limelight, Salesforce files & file storage management may not seem like the most glamorous topic in the Salesforce workspace. But it’s one of the most important & enterprises that must pay more attention to it. As users need […]

When it comes to managing the sheer volume of files & documents in Salesforce, most companies struggle to do it effectively; in short, efficient file management is a big difficulty for them. The presence of multiple IT systems or the trend of adopting multiple cloud platforms for running the business means that files can be […]

We’re well into 2022 by now & believe us when we say that this year is going to be a lot different. Especially when considering the manner in which files are handled in the Salesforce system. It’s no secret that because of the ongoing pandemic which forced everyone to work remotely, the world has witnessed […]

For decades, the transportation & logistics industry has grappled with issues like outdated infrastructure, siloed & inaccurate data, disconnected customer experiences, and dissatisfied customers. To add fuel to the fire, the current COVID-19 health crisis has increased customer expectations & changed the regulations, thereby forcing the industry to evolve. Because of this, digitization & globalization […]

In due course of time, XfilesPro has carved out a solid niche for itself in the Salesforce ecosystem & emerged as the #1 application for file management. This is largely because the default file storage is limited & additional storage space is costly so most enterprises look for solutions that can help them manage their […]

Over the years, we have come across thousands of Salesforce users who were struggling with the efficient management of the files & attachments in their Salesforce system. Generating multiple different types of files; including documents, spreadsheets, images, proposals, reports, agreements, & more; they were in dire need of a solution that would get them out […]

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 […]

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, […]

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 […]

In a world where businesses are becoming multifarious, customers are demanding personalized services, & companies are at loggerheads with their rivals, it’s important to adopt technologies that guarantee rapid growth and profits. Salesforce, being one such profitable service, is adopted by businesses around the globe for driving forth innovation & digital transformation. But since it’s […]

As businesses become diversified & technological advancements are made, even the 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 […]

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 […]

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 […]

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 […]

Our application, XfilesPro, was launched back in 2013 to help Salesforce customers around the globe easily manage the innumerable amount of files & attachments in their Salesforce Org. Following that, we have constantly released subsequent versions of the application where new features and capabilities have been added to improve the overall experience. To define XfilesPro, […]

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 […]

On a day-to-day basis, Salesforce enterprises produce loads of diverse content, including documents, images, videos, emails, and web content. And all of them are usually stored as files in the Salesforce file storage. But organizing and managing such massive amounts of content is a seriously cumbersome task. For the ease of the users, there are […]

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 […]

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 […]

Every Salesforce admin at some point has faced different kinds of challenges because of the limitations associated with internal Salesforce file storage. It may be the back-breaking storage costs or the degradation of the Salesforce CRM’s performance because of the massive file volume or simply difficulty in adhering to the compliance directives. To make life […]

Our much-awaited webinar session has finally happened and right off the bat we would like to thank everyone for the phenomenal response we received. The session was housefull and the response is incredible. But even the people who missed attending the live session can reap the rewards. For their benefit, we bring this article which […]

With new technical advancements cropping up each day, it becomes imperative for organizations to keep on updating themselves to maintain an edge over their competitors. For companies, their voluminous amount of files and attachments pose a great threat in achieving a streamlined file management experience. With Salesforce CRM being introduced in the market, companies now […]

As we are bringing down the curtains of 2020 & heading towards a new year with new opportunities, new hope, new pledges, and new milestones to achieve, the final XfilesPro release (v 5.11) of 2020 is now Live on the AppExchange.  It was an amazing year for XfilesPro where we positioned ourselves as the most […]

With each passing second, the world is inching closer to one of the biggest festivals all-around the world. Christmas, the annual festival commemorating the birth of Jesus Christ, will be observed on coming Friday, December 25. People have already begun their customary preparations of installing and lighting Christmas trees, hanging Advent wreaths, Christmas stockings, candy […]

XfilesPro, the #1 file management & collaboration solutions for Salesforce has made its Winter ’20 (version 5.9) release LIVE in the AppExchange with some new features and existing feature enhancements.  Let’s have a sneak peek of all the newly included & enhanced features: New Features Mass Download Functionality Now users can select up to 10 […]

There is no denying that each year ‘Dreamforce’ is one of the greatest of Salesforce events, replete with new innovations, inspirational stories, and all-round learning. But this year owing to the global pandemic, even this grand technology conference was affected, almost to the point where everyone had lost hope of its happening. And then all […]

Finally the time has come for one of the most awaited festivals of the year. The Harvest Festival, more commonly known as Thanksgiving Day, is just around the corner. This annual national holiday in the United States and Canada bears its origin from people celebrating and thanking God for the bountiful harvest and other blessings […]

In today’s data-driven world, several new companies crop up each day and competition in one’s own industry increases exponentially. It becomes imperative for enterprises to offer best quality services to their end-users to stay on top. This becomes increasingly challenging when the voluminous amount of data and files, generated in the process of managing the […]

This past year, the world has changed drastically, same as the Salesforce Dreamforce event. Dreamforce, the biggest B2B Cloud carnival of the year is finally here and this time, it is coming to you.. to your city.. to your home. Trailblazers from around the globe will meet once again, albeit virtually. Even the global pandemic […]

Are you using a Salesforce app? Do you have a community portal as well? We understand the challenges you must be facing as a Salesforce admin in managing all your files generated by the standard users as well as community users within limited allocated storage. For any business dealing with such a massive volume of […]

As the #1 CRM provider in the world for over a decade now, Salesforce has been helping businesses of every size & type unlock a strategic approach for 360-degree business growth with multiple business process automation. The platform has been a real savior for leading enterprises in streamlining crucial sales, marketing, service processes, and delivering […]

Most of the enterprises today are faced with the massive challenge of managing the immeasurable number of files and attachments in their Salesforce Org. XfilesPro, one of the top Salesforce AppExchange solutions, was designed keeping in mind this issue with file storage. This highly customizable and admin-friendly application was launched to help Salesforce customers seamlessly […]

Managing the immeasurable number of files and attachments in the Salesforce Org becomes a hassle for most of the enterprises. XfilesPro is one of the top AppExchange applications for file management and external storage collaboration that lets enterprises seamlessly store and collaborate their Salesforce files and attachments with various external storage solutions such as OneDrive, […]

Today, enterprises expect their CRM systems to be more than just document repositories because workflows, proposals. agreements, and various other client information need to be managed periodically. Therefore document management is definitely one of the most important features that companies look for in their CRM systems. This feature facilitates nearly all of the sales processes, […]

The exigency to create a digital presence has never been so high as is during these changing times. The COVID-19 pandemic has revealed certain things about the digital transformation. First, that digital experience is crucial for a business’ survival, and second, that end-users expect easy and intuitive online interaction with companies. This interactive digital experience […]

As a comprehensive platform that enables businesses to streamline any of their critical processes, Salesforce has been exceptional in the last two decades. With over 150,000+ customers from multiple industries and sizes, today Salesforce is offering a full suite of solutions spanning across sales, service, marketing, commerce, analytics, Customer 360 platform, etc. In order to […]

Of late enterprises across the globe have been trusting Salesforce with their customer management. Being the true market leader in CRM platforms, Salesforce helps them in creating an overall holistic view of each and every customer. Using it, companies ensure that their products & services gain maximum exposure and are well received by their end-users. […]

Are you a Salesforce user? Are you struggling with copious amounts of files that are steadily increasing every day? Is your Salesforce Org nearly on the brink of exhaustion with all it’s file storage?  If you answered YES to any of the questions above, then we have the ideal solution for your woes. We understand […]

In the current technology landscape, enterprises trust customer management platforms like Salesforce to securely handle each and every little little detail about their business. This goes a long way in generating correct leads & making well-informed decisions. Though this ultimately leads to the enterprise’s growth & success, it can be extremely frustrating to store all […]

With the advent of new companies on the technology landscape, the competition in one’s own industry has increased exponentially. When various other companies also provide similar kinds of solutions & services to customers, it’s imperative for enterprises to maintain an edge over their competitors by continuing to offer best quality services to their end-users. For […]

As the world’s #1 CRM provider, Salesforce has been enabling multiple businesses with its world-class Sales, Service, Marketing, Community Cloud offerings, and helping them achieve crucial business goals. In order to meet modern-day customer demands, Salesforce frequently streamlines its features in order to help enterprises address their customer needs. To enhance the overall productivity and […]

XfilesPro revamped. Yes, you heard it right. XfilesPro which is the best file management solution for Salesforce has now become more powerful than ever. The latest version of the application offers a full suite of advanced Salesforce file management & collaboration solutions that will take your CRM experience to a whole new level. Enterprises can […]

In our previous release, we introduced SharePoint as an external storage option for XfilesPro users. This means Salesforce customers can easily upload files to SharePoint using XfilesPro with seamless integration & collaboration. This will not only reduce significant file storage costs but also allow you to manage your Salesforce files stored in the remote storage […]

XfilesPro Spring ’20 (Version 5.0) release is now live with the most awaited feature of SharePoint integration. Salesforce users can now move files from Salesforce to SharePoint using XfilesPro with seamless integration & collaboration.  The release primarily focused on SharePoint integration with Salesforce for XfilesPro along with varied other new features. With this new storage […]

XfilesPro has added SharePoint as an external Cloud storage option for Salesforce users. Now Salesforce users can upload files & attachments to SharePoint without impacting the user experience in order to reduce file storage costs with seamless integration & collaboration. As a leading external file storage & collaboration solution in the AppExchange for Salesforce, XfilesPro […]

Josh was running a law firm in Seattle, USA and was dealing with a lot of clients. He was quite popular as he was a specialist in offering legal services. He was dealing with a lot of legal cases, documents, and files, which required a powerful system to manage. One fine day, he decided to […]

XfilesPro has released the latest version 4.29 of the application. The newest version of the #1 external file storage solution for Salesforce is now generally available for all the new as well as current users.  The release primarily focused to add new & enhance current features for Amazon S3 in order to offer the users […]

We have together completed another lap around the sun & entered into a new year as well as a new decade. 2020 is going to be decisive for fast-growing enterprises as this year will set the platform for them in order to help them accelerate their journey from where they are now to where they […]

Last year, when Salesforce announced a strategic partnership with Google, two of the world’s most innovative enterprises joined hands. In a year, both the tech giants have developed that relationship and extended to help other businesses connect to their customers in innovative ways.  Among an extensive range of facets to the partnership, there are few […]

We would like to thank you for attending our latest webinar on Salesforce file storage titled “The Art of Managing Salesforce File Storage Cost-effectively”. It was a pleasure hosting so many of you and we firmly believe the information that we shared during the session was informative. By now you must have got a full […]

We are all set to begin our most-awaited series of webinars on Salesforce file storage. The request for this webinar series was at the peak after our successful webinar series on Salesforce data storage. In our upcoming webinar, we are going to have a deep dive into Salesforce file storage challenges and best-in-class tips and […]

Businesses of every size and industry using any Salesforce solution usually deal with a lot of files and attachments. As the default file storage space is limited and additional file storage cost is on the higher side, organizations look for a solution that can help them store their Salesforce files in an external storage system. […]

If you are dealing with a lot of Salesforce files and attachments, you can understand the associated challenges. A large number of files will subsequently lead to a high file storage space consumption and additional storage expenses. As Salesforce storage costs are hefty, it becomes irritable for organizations to optimize their primary file storage space […]

Choosing the best external storage system in order to store and collaborate Salesforce files is a crucial job. Organizations must consider various aspects of external storage systems and how well it can blend with their business model, in order to get the best results. External storage is of two types: Cloud & On-premise. Our XfilesPro […]

A typical sales life cycle consists of a number of contacts, reports, opportunities, accounts and also carries a lot of documents of different types and needs, including files, notes and attachments. Often it becomes challenging for a sales rep to manage these many assets of a single customer. And there are many such customers and […]

XfilesPro has been strongly addressing one of the biggest challenges of Salesforce users by offering an easy external file storage solution and optimizing primary file storage space. Enterprises of different sizes and from varied industries are currently using the solution and saving significant file storage costs. AGF Group was one of those top enterprises, who […]

As a Salesforce external file storage solution, XfilesPro has been clinical in offering best in class external file storage and collaboration services to multiple Salesforce users from varied industries. In order to make the solution more efficient, we keep on adding new features and enhance the existing ones in each of our new releases. Apart […]

As a Salesforce external file storage solution, XfilesPro helped many companies resolve unique technological challenges related to Salesforce file storage with its vibrant features and functionalities. The other day when one of the biggest Australian non-profit organizations ‘Leukaemia Foundation‘ faced stiff challenges managing their Salesforce files, they were looking for a solution which can help […]

No technical challenge is greater when you are committed to achieving the highest customer success stiffened by top-notch technological expertise. Being an efficient and successful external file storage and collaboration solution for Salesforce, one of the aspects which makes XfilesPro distinct from other similar solutions is the high degree of customization. Different organizations have their […]

Since it’s AppExchange launch, back in 2012, XfilesPro has proved to be one of the most robust & strategic solutions when it comes to Salesforce file management. Enterprises from across multiple industries like finance, healthcare, education, & many more have trusted XfilesPro and used it for their Salesforce file storage needs. Offering integration services with […]

If you have ever kept your clients waiting, then be pretty sure that you have at one point or the other let them down. Sales has indeed become an integral part of all the enterprises and the core of all businesses these days. Throughout the entire lifecycle of any client, there are huge number of […]

Data, files everywhere! Are you still trying to sort out your files within Salesforce? But do you have enough space? These are few questions, you do not have to worry anymore. There are many external files storage applications available over the AppExchange platform. However, selecting the correct one can be a daunting task. Then, let […]

As when we get down into a conversation with the executives about cloud, very often one misconception is held, that cloud simply means a computing platform. However, the conception is not very surprising as the computing part carries the application that is visible for everyone. This is however one of the major roles played by […]

Over the past two decades, Salesforce has rightfully emerged as the #1 CRM solution provider in the world & has been helping thousands of companies run their business on its highly flexible cloud platform. Though Salesforce has a multitude of benefits but in order to ensure a consistent & hassle-free performance everytime, the CRM giant […]

Are you still stuck with that Extra storage space in Salesforce? If yes, then it’s time for you to think again!! Today let us discuss about some ways in which, you can reduce that extra payment to Salesforce. Selecting the appropriate CRM system has been a daunting task. This is indeed considered as one of […]

In order to boost business productivity, most enterprises choose to implement a customer relation management (CRM) solution so as to automate critical business processes. But when it comes to selecting the right CRM platform for your business, it can prove to be quite a daunting task and is often the most difficult decision an owner […]

Salesforce is a great CRM tool for businesses of various sizes and it’s efficient solutions including Chatter make it a leading collaboration platform. However, there is a common question that stands often, how to manage file storage space and what are the options where we can store files inside the Salesforce? The perfect answer for […]

In order to keep up with the changing industry trends, businesses too have to rapidly keep on updating & reinventing themselves. They need to offer top-notch services to their customers so as to always maintain an edge over their competitors. One of the easiest ways to do this is by intelligently investing in tools & […]

Amazon S3, Google Drive or Box are some of the popular File Storage Applications available on the Cloud. However, the usage of all can only be marked with some assistance. Such support is provided by XfilesPro, a Salesforce Files Management App. Today we will discuss five reasons, why should one chose XfilesPro over other applications. […]

Anything that can make managing data easy is something you should be considering; Salesforce File Storage is something that you should be looking at. Managing data is a challenge today because there is a huge amount of data that is collected in the regular course of the business day. Storing information, files, and historical data […]

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