The five-decade-old wire and cable manufacturer had been using Salesforce for quite some time. As a longstanding industry leader, they had accumulated a vast number of files in its storage. To optimize performance, they decided to move these files to SharePoint, which was already in use. However, issues arose as they manually uploaded and sorted the files into respective folders. Additionally, they required stringent security practices in place to assign access and permissions based on specific roles.

They looked for an automated, efficient, and secure option to enhance file management within the Salesforce environment without switching every time to Sharepoint for access.

Download the full case study to discover how XfilesPro streamlined the file management process, enhanced automation, and provided customized solutions for secure and efficient file handling.