XfilesPro’s Role in Reshaping FSL Document Management for Better Organization

For 150 years, the company has been a trusted leader in the architectural glass industry, serving both commercial and residential projects. They had been Salesforce and FSL users for their file management needs. However, challenges arose when Field Service Agents used the Salesforce FSL app to capture and upload site photos, leading to disorganized files and cumbersome manual transfers to SharePoint. Even with an external storage system to help them manage their Salesforce storage capacity, they struggled with manual file migration.

Find out how they overcame these issues with the implementation of XfilesPro to achieve their preferred folder structure and automated file transfers from Salesforce to SharePoint. Download the case study to learn more about their solution.