A global leader in aviation services faced document storage challenges as their Salesforce file storage filled up with work orders, technical manuals, and contracts. To fix this, they decided to move their files to SharePoint. However, the manual process of migrating the files and setting up the folders was time-consuming, disorganized, and frustrating.

Without automated syncing between Salesforce and SharePoint, employees often worked with 

different versions of the same document, which led to miscommunication, wasted storage, and poor collaboration. The lack of a proper folder structure further exacerbated the situation with unorganized files, making it challenging to locate and retrieve them.

XfilesPro seamlessly connected Salesforce and SharePoint to keep everything up-to-date, secure, structured, and accessible. Read the full case study to see how XfilesPro transformed their document management processes!