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Like every financial services provider, our customer also had to create and manage a large number of documents in Salesforce as part of their everyday operations. As the number of documents was mounting up in the CRM, they foresaw the possibility of storage overloading shortly, prompting them to take immediate action.
However, it wasn’t just the internal team-uploaded files that consumed storage space, but also the documents uploaded by the Community users. Upon realizing this, the customer wanted to ensure that these document volumes wouldn’t get accumulated in Salesforce.
Along with this requirement, they also desired to take some other actions to streamline the document uploading process for them. If you are curious to know how the financial services company achieved these goals with XfilesPro, read the success story.