A global leader in high-value, engineered systems faced significant challenges as its operations expanded. They needed a way to manage files in Salesforce, especially with the constant flow of new documents. Their major requirement was a seamless solution to move all the files to SharePoint without disrupting their daily workflows. Additionally, Field service agents, who relied on Salesforce Field Service Lightning (FSL) to manage documents on the go, needed an easy way to automate file movement into SharePoint.

To manage such massive business growth, the client wanted a scalable solution to simplify document management and stay efficient. That’s where XfilesPro came in, helping Kadant streamline every stage of file management and regain focus on its primary goal—providing the best-in-class solutions to process industries.

By integrating Salesforce and SharePoint with XfilesPro, our customer unlocked unlimited storage, and improved document organization and efficient field service operations. Curious how they did it? Read the case study to find out!