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Aussie Healthcare Provider Boosts Workflow Efficiency in Salesforce with XfilesPro

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Overview

Being new to Salesforce, our customer, who is a leading healthcare provider in Australia identified that the vast number of documents uploaded by patients through the Community Portal would exceed Salesforce’s file storage capacity. To prevent this scenario, they decided to optimize the storage space by moving the Salesforce documents to an external repository.  

In addition to this, they had several other demands, including folder path creation, automated sub-folder generation, and folder security. Despite these challenges, XfilesPro successfully met all these requirements for the healthcare company.

Curious about how XfilesPro met these customer demands? Read the success story.