XfilesPro Automates File Management for Educational Tech Firm by Integrating Salesforce with Google Drive

A well-known educational tech firm relied on Salesforce to manage all their files related to students’ enrollment and more. Although they were smartly using all the features provided within their Salesforce org to organize and handle the files, it still wasn’t enough.

The files were getting lost without a proper hierarchy of saving them. They were occupying space in the Salesforce file storage, with the number of files increasing every day. On top of that, all the processes around file and document management were manual. Certainly, it was time for this organization to find and employ a solution that would eliminate current issues and even prevent future ones.

XfilesPro understood their predicament and untangled the mess that was their Salesforce file management. From automating file migration to creating customized folders, we were able to meet the client where they wanted us to.

Download the case study to get a detailed understanding of XfilesPro’s contribution to this educational tech firm’s growth.