This legal consultancy with a reputation for securing favorable outcomes, faced significant challenges during their transition to a new Salesforce org. 

A major concern during the shift was keeping all documents synced with their corresponding Salesforce records. The transition involved not just the migration of regular files, but also email attachments and documents generated by third-party applications. Once the documents were moved to the external cloud storage, the client wanted to ensure that all files were organized yet easily accessible. They also needed a solution for external users to access and preview these files directly in Salesforce without compromising security.

XfilesPro proposed moving documents to Google Drive and syncing them with the new Salesforce org to tackle the challenge. Want to learn more about how XfilesPro made this possible and simplified their document management? Download the case study now!