This customer initially used Salesforce Experience Cloud for product delivery, but community user file uploads quickly overwhelmed their storage. This clutter slowed down the system, prompting a move to SharePoint. Unfortunately, this transition led to more chaos, with disorganized files, missing documents, and poor version control adding to their existing file management challenges.

Due to the lack of an automated system, the company relied on manual document handling, which increased the risk of errors, such as uploading outdated documents or losing critical information. Such an environment hampered productivity and lowered team morale, making it clear they needed a better approach to document management, both in Salesforce and Sharepoint.

To tackle these challenges, they integrated Salesforce with SharePoint using XfilesPro. Download the case study to know how XfilesPro provided a tailored solution that improved version control, enhanced file organization, and optimized overall document management.