legal agency salesforce file storage optimization

Home » Case Study » Legal Agency Leveraged XfilesPro’s External File Collaboration Capabilities For Superior File Management Experience
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Overview

The customer who has a footprint in all the US states, with a mission to put their clients first & offer faster service; trusted the world’s #1 cloud platform Salesforce to achieve business success. They also continued their Salesforce adoption with a 3rd-party AppExchange solution to optimize processes & workflows to keep a track of all their ongoing as well as closed client cases. They were generating a lot of files within their Salesforce app as well as from the 3rd-party solution. File retention for compliance, file accessibility & storage optimization were their primary challenges & with XfilesPro they were able to address these challenges with easy S3 integration for external file storage.

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