This legal firm faced a major problem with Salesforce document management. Their platform became slow due to the high volume of incoming legal documents and important files were scattered throughout the system. This made it hard for the team to find what they needed quickly, which slowed down decision-making. 

They needed a solution to easily move and organize files between Salesforce and SharePoint, so everything would be easy to find and manage. This would help them work more efficiently and provide faster, better legal services.

XfilesPro connected Salesforce with external cloud storage, SharePoint. This integration enabled seamless file movement, automatically organized files into their respective folders, and more. Get the full case study to learn how this solution was implemented.