As the volume of business documents including real estate contracts, design drawings, and client requirements grew within the Salesforce ecosystem, our customer faced increasing challenges in managing, organizing, and accessing these files.

While SharePoint was already adopted for internal documentation, transferring files from Salesforce to SharePoint proved to be a labor-intensive process. There was concern that integrating SharePoint with Salesforce would demand extensive coding and technical expertise. Team members often encountered difficulties in locating specific files without a defined folder structure. The manual nature of document management processes became increasingly burdensome. There was a need for an automated solution to streamline file exports, simplify navigation, and enhance overall operational efficiency. 

Download the case study to see how XfilesPro enabled a smooth Salesforce-SharePoint integration with minimal coding, maintaining seamless sync between Salesforce records and SharePoint for accurate, easily accessible document storage.