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When using Salesforce to automate internal operations, our customer has observed the unmanageable growth of different categories of files such as KYC docs, application docs, queries, bank statements, etc, which have been sent by students via email. Since the file growth consumed the university’s 85% of Salesforce file storage space, they decided to move the files out of Salesforce and store them in SharePoint externally. Apart from this, the customer was also required to ensure that the URLs of SharePoint files (migrated from Salesforce) are maintained in the Salesforce records.
Are you wondering how XfilesPro achieved the university’s stringent file management demands in Salesforce? Please fill out the form on the left side and read the success story.