Customer Success Story

Chinese Venture Capital Company Sets Strong Criteria To Access Salesforce Files With XfilesPro

Venture Capital & Private Equity Principals

SharePoint

Overview

While using Salesforce to streamline internal operations, the customer decided to optimize their Salesforce file storage space considering the growing number of files. They opted to move the files externally to SharePoint with the help of an advanced file management solution. And, at the same time, they had very stringent requirements. 

The customer was very particular about achieving a very streamlined workflow. They wanted to make sure that the migrated Salesforce files in SharePoint are only accessed by authorized departments. They never wanted every department to have access to every file. 

With XfilesPro, the Chinese venture capital company could fulfill this requirement in a breeze. They restricted the file access as per the demand. 

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