Any Attachment, One Solution!!

Think about attaching any file of any size and type, think about XfilesPro.

salesforce file storage with xfilespro

A Complete Understanding of Salesforce File Storage with XfilesPro

If you have ever kept your clients waiting, then be pretty sure that you have at one point or the other let them down. Sales has indeed become an integral part of all the enterprises and the core of all businesses these days. Throughout the entire lifecycle of any client, there are huge number of contacts, reports, opportunities, accounts and large number of documents of different types and needs. Since the requirement is always different, they also have different kind of storage and management which would cater to the perfect purpose.

When it comes to file storage then, Salesforce has a complete different kind of storage system, that would take utmost care to reduce the stress level over your memory. Hence, it will help you increase your space and let your venture grow in a better manner. It also has an agile approach towards storing the files. Salesforce over the years has dealt with various types of documents and files. In fact, they have been constantly improvising to cater to all the latest technologies and need. Initially, it was only restricted to few types of files, the system has been upgraded to accommodate every kind of file.

However, one of the most critical factors is the cost of the solution, as it turns out, it can sometimes be misleading. Many customers later discover, that in addition to the actual known price, there are some forced payments, which you have to clear to utilize the Salesforce file storage software more diligently. The cost of this file storage has always interrupted with many organizations workflow, especially the SMB’s. To relief this pain point, XfilesPro has been with organizations and help them get store their files with their own storage system at a less cost coverage.

Salesforce File Size Limitations:

The file size that is usually seen, is the 2 Gigabyte upper limit. This is in fact the maximum size allowed by the program. Since Salesforce has always been integrating with other applications, it should conform to all those limits where they are applied. For instance, if there is a 10 Megabyte limit to the file sizes in Google Docs. In a similar manner, the 5MB single file or the 10 MB file for attachment should not necessarily be a limit by the Salesforce, but one must adhere to it.

Achieving the Competitive Edge with XfilesPro

It’s Cost Effective:
You can always and easily save your money with XfilesPro, in case anytime you have exceeded your storage limit from Salesforce.
There is no Size Limitation:
If you are thinking about attaching any file of any size and type, then its high time you should choose for XfilesPro.
Most Compatible Network:
XfilesPro will assist you in establishing the most compatible and authentic network for your file storage.
It’s a Lightning Ready App:
It is a Lightning Ready application with 3.8 version, to provide a better and efficient support.

google components

XfilesPro amalgamating with enhanced Google components

Data, files everywhere! Are you still trying to sort out your files within Salesforce? But do you have enough space?

These are few questions, you do not have to worry anymore. There are many external files storage applications available over the AppExchange platform. However, selecting the correct one can be a daunting task. Then, let us discuss about how to manage the XfilesPro, can become your one stop solution with robust services and enhanced platform. You can now seamlessly store their files, and processes to unleash both productivity and engagement for your business.

The competence of XfilesPro has increased, to help its users across domains to dive deeper customer obsession as well as augment their workflow at a much rapid pace. However, this has become more enhanced with the latest release of XfilesPro, integrating the advanced Google components.

The latest release has been integrated with many new features and components. These are designed in a manner to make the entire experience much more simple and easy for the users. Including features like:

  • Bidirectional sync
  • Create folders & subfolders
  • Map folders to an existing folder
  • Bread crumb view
  • Choose your folder name

Bidirectional sync:

Uploading and syncing files is now lot easier. XfilesPro, knows the pain of one-sided sync facilities. So, we have upgraded ourselves and made it easier for you to both upload and manage your files within GDrive, with our bi-directional sync facility.  


No sooner you have configured GDrive as an external storage, we enable you to upload files from your Drive, and have them in your Salesforce record and vice-versa. The process of uploading the files can happen from any place and all your files will remain in your GDrive.

Now create folders and subfolders:

So, now when you have already managed your files, it’s time for you to organize them perfectly. Now you can organize all your files with XfilesPro, by simply creating new folders and sub-folders within a record.

This feature will help you keep one stack of files separately from the other bunch in an organized manner. This ultimately helps you to navigate through the right folder.

So, install XfilesPro and get the perfect organization of your files.

Bread crumb view and navigate within Salesforce:

So, is your navigation from Salesforce to GDrive becoming very difficult, then navigate with XfilesPro navigation feature. Our feature, not only helps you with navigating folders within Salesforce, but at the same time you do not have to access your external storage for the same.

We have also introduced the breadcrumbs view and access of all your files within one particular folder. Hence, it makes it easier for you to move from one folder to another and choose to upload files in them. Unlike previously, you can now do everything at one place.

Map folders to an existing folder

Is it like this, that you are still struggling with the placing of your files, and whenever you are trying to upload some files, one of the structures gets disturbed. Then, worry no more, there is always an option to make way for solutions. This, XfilesPro have achieved the solution with the mapping of your existing folders.

You can now map your existing folders and also connect with the same without disturbing other folders. Hence, seamless upload is assured with XfilesPro. You can always choose an existing GDrive folder at the time when you are setting-up a storage to upload all your files to that existing GDrive folder. At the same time avoid manually downloading of files and then uploading them in a new folder.

Choose your folder name

As one of the features, default naming is record name+record ID. But now, one can customize it to what one likes. The 3.8 version of XfilesPro allows you to have your desired folder name.  

 

Using the cloud, don’t forget about your storage

As when we get down into a conversation with the executives about cloud, very often one misconception is held, that cloud simply means a computing platform. However, the conception is not very surprising as the computing part carries the application that is visible for everyone. This is however one of the major roles played by the cloud.

Today we will discuss about one more component, of the cloud, which is equally important; if not more than the computing part. This is one layer that holds and controls all the data that are created and consumed by the applications.

Hence, it can be said that cloud storage is highly critical, as the modern cloud architecture pattern requires applications to store data within a separate persistent service, rather than locally in the application. To put it in other words, good cloud practices always encourages the creation of a stateless architecture, that completely prevents the data from being lost.

However, making the cloud computing decision is not an easy one – cloud relatively provides for limited computing options. But the storage domain is quite complex with several and persistent storage options. Moreover, each of them have a different structure, usage and function.

How to determine the best cloud storage option for your business purpose?

The fact is that, selecting the perfect storage option is not something to be done within a whim. It is something so complex that an independent and strategic approach is required to consider tradeoffs across major five dimensions. These dimensions are the following:

  • The storage cost per storage unit
  • Storage as well as the retrieval performance
  • The storage availability and durability
  • The storage availability and durability
  • The process of adaptability of storage structure and access
  • The major storage security

So, the next question that arises is which type of cloud storage is best?
Let’s look at some of options and their pros and cons:

  1. Disk

Pros: The fast access to data and as well exclusive usage by each of the compute instance
Cons: Quite a limited growth without any kind of interruption after initial provisioning

  1. Caching

Pros: It can always be shared among multiple compute instances and provides rapid access to data
Cons: Requires the application development knowledge to be used effectively

  1. File

Pros: Provides the highly scalable, durable structure of files, can grow on demand and is easily shared
Cons: The access time is slower with higher latency; requires some high-bandwidth network

The bottom line

Hence, it can be concluded that whenever you create a cloud solution, it is always necessary to sort through many cloud storage, as well as the persistency services to choose the correct form for your business. This selection requires planning and consideration what most organizations initially anticipate, and certainly this is more than what’s required to make the correct cloud computing choice. Hence, the requirements must be carefully thought about before selecting the storage solution.

Salesforce file storage

Understanding Salesforce File Storage Limitation

 

  1. What is extra storage space on Salesforce?

Salesforce storage facility has always been on the expensive side, and most companies never hit the Salesforce file storage limit. But at any juncture, if you do so, then you can be stuck in a bad situation!!

At such a situation, you can upload an attachment of 5MB per attachment. XfilesPro, as a professional help, stores your files outside of Salesforce, with complete security and maintaining all the compliance regulations. A storage application saving more than 45% of your native Salesforce storage cost, without any usability change.

The Salesforce file size limitations:

  • The Files Tab: 2 GB
  • The CRM Content: 2 GB (Google Docs: 10 MB, 38 MB uploaded via API)
  • The Salesforce Knowledge: 5 MB for attachments
  • The Attachments: 5 MB per file, 10 MB per message, 2 GB feed attachments

 

  1. What do you understand by Salesforce File Size Limitations?

The file size that is usually seen getting repeated, is the 2 Gigabyte upper limit. This is the maximum size allowed by the program. Since, Salesforce has been integrating with other applications, it should conform to all those limits where they indeed apply. For example, there is a 10 Megabyte limit to the file sizes in Google Docs. In a similar manner, the 5MB single file and the 10 MB file for attachment is not necessarily a limit by the Salesforce, but one must adhere to it.

 

  1. How to Get Around with Salesforce File Size Limitations?

Now to save all the files, there is no need of paying a huge cost. XfilesPro helps in saving your storage costing. You can achieve more storage facility at a minimum amount. Any attachment of any size and type can indeed be uploaded within any public or private external storage, without the utilization of excess space in Salesforce. Since, it is built on Salesforce.com, it holds a proven platform for availability, assurance and security.

 

Achieve Competitive Edge after using XfilesPro

Its Cost Effective:
You can easily save your money with XfilesPro, in case you have exceeded your storage limit from Salesforce.

No Size Limitation:
If you are thinking about attaching any file of any size and type, then its high time you should opt for XfilesPro.

Compatible Network:
XfilesPro will always assist you in establishing a compatible and authentic network for your file storage.

Its Lightning Ready:
XfilesPro is now Lightning Ready and with 3.4 latest version, its equipped to provide a better and efficient support.

XfilesPro license

One XfilesPro License Cost is now less than a cup of coffee – How?

 

Are you still stuck with that Extra storage space in Salesforce?
If yes, then it’s time for you to think again!!

Today let us discuss about some ways in which, you can reduce that extra payment to Salesforce. Selecting the appropriate CRM system has been a daunting task. This is indeed considered as one of the most important and effectual decision for business owners. It is highly necessary to evaluate each considered solution before settling down to any platform. One of the crucial factors for such surveillance is the huge cost.

XfilesPro is proud to take you to a tour of the various ways with the help of which you can achieve best Salesforce cloud storage solutions. Such additional expenses may lead the user to pay more at the end of the day with twice the amount which was initially intended. One such instance is, Salesforce. Users must know that over the years, business ventures have been growing with Salesforce, so does their data and files. Hence, a limit in the storage capacity arrives eventually. XfilesPro assists you to store all your files with ease and simplicity within an external storage of your own choice.

XfilesPro claims, to save almost 45% of your native Salesforce storage cost and having the license cost per month even cheaper than a cup of coffee. But the question is how?
Let us have a look.

The Productive Approach

Seamlessly integration with thousands of apps can store your files safely with XfilesPro. Amazon S3 and Google Drive storage options, combining with more, to apprehend an intelligent Salesforce file storage app, XfilesPro works for the faster results. Hence, less storage cost.

The Easy Mobility Option

Deeming with the access to securely move your files XfilesPro claims to save your thousands of dollars. Just as it is done on your desktop, users can attach any number of files via the attachment section. Case Logs, Legal Docs and even Marketing Collateral can be quickly added. Therefore, you do not have to add any further expenses to store such important documents.

A Simplified Control

Compliance and governance have been a seamless part of the way you work in the clouds, XfilesPro is said to quickly manage all the documents, along with easing up the existing storage facility at the same time. Just install the app, configure the storage option and you are ready to reduce the Salesforce storage usage to 90%, along with viewing all your existing files in Salesforce.

Folder Hierarchy

Organized and synchronized in the way to manage files, XfilesPro allows for managing all files and sort the data in an order desired. Searching for files in a vast ocean is like indeed finding a pin, hence the Folder Hierarchy, steps in and links all the object to the respecting folders. This makes XfilesPro more user-friendly and less complicated.

Lightning Customized Component

As seen XfilesPro have been guided with many essential features for its users. One of the most unique feature is to let use or re-use or even integrate any standard or custom object, applications, third-party application, communities, Salesforce1 or any other VF page. Upgraded and completely modified.

Salesforce storage cost

Salesforce costing you too much? XfilesPro can become your Storage Saving Account

 

Choosing the correct CRM system is quite a daunting task, and can be categorized as the most difficult decision to make. With range of options available, it is highly necessary to evaluate each of them and hence, considered a solution carefully. It is very important to judge every point before settling on any platform.

One of the most critical factors is the cost of the solution, as it turns out, it can be misleading. Many customers later discover, that in addition to the known price, they are as well some forced payments, which needs to be paid to utilize the chosen CRM software more diligently.

All such additional fees are usually quite high and involves the following aspects:

  • Expenses on customizing the platform
  • Integrating with other solutions
  • Accessing all the data from a mobile device

As a result, it can be said that the user may end up paying almost twice as much as the original cost that was initially intended. After weeks of effort, we have decided that all the hidden costs associated with popular CRM solutions like Salesforce, will be discussed here.

The few key pointers are the following:

The Data and File Storage Limits

One of the most important and potentially the expensive part is the data and file storage within the Salesforce system. The platform itself comes with a limit of 1GB data storage and as well a 10GB file storage per organization. There is also an additional 20MB (for Professional and Enterprise plans) or 120MB (for the Performance and Unlimited) data storage, while 100MB file storage per each user.

Additional storage space can be purchased directly from Salesforce.com and is available for $5/month for 1GB. Considering that this is not just a one-time payment, file storage at times may actually cost more than the annual license.

The Support

As the basic support option, it has been seen that Salesforce offers something known as the Standard Success Plan. This includes online case submission, support via phone, and two-business day response time.

There also exists one paid alternative, which is known as the Premier Success Plan. This is the one, which offers a 24/7 support, much more faster responses, and as well an expanded training course access. To utilize this solution, you would have to pay an additional 15% of your license list price.

The CRM Access via Mobile Devices

It is true that Salesforce does provide for a free mobile service known as Mobile Lite. However, this solution is impacted with a limited functionality and as well excludes some vital features, such as access to custom objects, configuration customization, and so on. The complete version of this is free for Unlimited Edition customers, however at the same time the Professional and Enterprise plan clients can upgrade the same, involving a cost of $50 per user/month.

The API Calls Limits

An API call limit is usually determined by the number of times the system can contact, or send and receive any vital information, an external data sources. In case of Salesforce, if users tend to go over the maximum number of calls, they are then left with only two options.

  • Either buy more user licenses
  • Upgrade all users to the expensive Salesforce Performance Edition

The Offline Access

Finally, one of the most important thing necessary to consider is simply the ability to access the Salesforce CRM while offline. It is important to have access to all key CRM information, with no internet access. Salesforce provides such a possibility. However, the tool is burdened with a number of limitations such as lack of forecasts, cases and even reports.

Overall, it can be estimated that Salesforce hidden fees can climb up to thousands of dollars on each month. Hence it is important to have a deep round of questions regarding additional fees, and then decide which features are urgently required for you, the rest can be eliminated.  However, you cannot get stuck with your business or a solution, since Salesforce is expensive. Hence, solution like XfilesPro can always be your Salesforce partner, without the involvement of those extra charges.

Salesforce file storage

Exceed the Salesforce File Storage Limit – A Complete Guide

Salesforce is a great CRM tool for business processes and is surrounding both Sales and Support, and Chatter is responsible for making Salesforce a great collaboration platform.

But, the question remains same, where exactly can we store files inside the Salesforce?
The answer is given depending on where you store your files, and will it be easy for your Sales and Support people to access and share the files, which they need daily.

Let us have a look at a list of what you need to be aware of when deciding upon the storage of your documents in Salesforce.

  1. The Salesforce Files (formerly Chatter Files)

Before Salesforce Files there were the Chatter Files. The Chatter is majorly focused around allowing people to collaborate more and more easily. This is also done to enable much easier cooperation through a social enterprise environment.

Files are an intrinsic part of collaboration, and hence, it makes sense to integrate them with the social side of things, which results in turbo-charging your organization. Salesforce Files does the similar thing by integrating Chatter with Salesforce CRM Content and thereby, allowing everyone to access and share the files stored there. This is also done if they have the right permission.

Using the Salesforce Files, individuals can actually upload files privately until they have decided upon sharing them. They can as well subscribe to files, getting notified at any time a file has been updated.

The process of Sharing can be done in the following ways:

  • Sharing with an individual
  • Sharing with the existing Groups of people inside Salesforce
  • Sharing with link
  • By indirectly, attaching a Salesforce file to the Chatter Feed of a record, as mentioned previously

The Salesforce Documentation

It is true that you also have control over the access permissions. Files in the Chatter can be:

  • Completely private – No Access at all
  • Shared with viewer permissions – Viewer permission to access
  • Editable by collaborators – Collaborator
  • Fully shared – With the Owner

 

  1. Salesforce CRM Content

This is an option, which is mostly used to store all the marketing collateral or at times even support-related documents. You can indeed store templates and the standard marketing collateral, publishing the official corporate files, which are to be used by Sales or Support when dealing with customers. In fact, the co-workers can then clone and customize document template and use it later as per needs and requirements.

You can also be one of the member of multiple Libraries and will be able to see them in the Libraries tab. This is not it, you can as well see them under the Salesforce Files tab. You can also attach a file stored in a Library, directly to the Chatter Feed of a record.

However, one drawback that can be registered here, is that you cannot have nested folders. Each Library will be acting like a flat folder in which you are not allowed to have any kind of sub-folders.

  1. The Salesforce Attachments

One more traditional ways with which you can indeed store files is the Salesforce Attachment.  This is the one that allows you to attach files and documents to individual records.

However, this works well, when short sales cycles are being generated, with small number of files per record. The file size is also limited to 25 MB per file. In fact, posting a file in the Chatter feed will automatically show the file in the notes and attachment section of that specific record, just that the type being feed attachment.

The Limitations of Salesforce Attachments includes the following:

  • Lack of sharing via links
  • The lack of version control
  • Absence of sharing permissions
  1. The Documents

This is where you can indeed store the web resources like logos, the HTML banners and also the Visualforce materials. These are generally such resources, which you plan on using for email campaigns and also for any images that are to be used in a template.

  1. The Alternatives

If at any point of time you find that storing files in Salesforce is too expensive, or that your needs are not collaborating with what Salesforce provides in terms of file storage and usage, you can always look at cloud storage alternatives that are available; like Google Drive, Box.com, Huddle or Dropbox.

Salesforce external file storage

Top 3 Ways to Prevent Hitting the Salesforce Storage Limit in your Org

Every kind of business, whether, for-profit or non-profit, have a definite bottom line. Keeping the organization expenses in check is the main goal. Yes, indeed it is true that part of a healthy company is investing in tools or technologies that will assist in growth.

Salesforce can be cited as a perfect example of one of the investments companies, which enables growth. As one of the multi-tenant environment, there are surely limits in place to ensure that your orgs performs consistently. One such area is ‘The Storage.’

Salesforce Storage can be categorized into two types – File Storage and Data Storage.

File Storage is comprised of the following:

  1. Attachments
  2. Contents/Files including Chatter Files & Feed Files
  3. Documents

Data Storage is comprised of the data records stored within Standard and Custom objects

  1. Marketing Data (Lead & Campaign)
  2. Sales Data (Account, Contact, Opportunity)
  3. Service Data (Cases, Article, Knowledgebase)
  4. Custom Object Data

The Salesforce Storage Limits

Data Storage limits for every Contact Manager, Group, Enterprise, Professional and as well Performance editions are calculated at either 1 GB or on a per user limit (20 MB per user) whichever is required for production orgs.

The File Storage on the other hand is for the Contact Manager, Group, Professional, Enterprise and Unlimited editions is 10 GB per org. Orgs mostly do have some add on File Storage allocated based on the number of user licenses, are the following:

  • The Enterprise, Performance and the Unlimited receive an additional 2 GB of File Storage per user license.
  • The Contact Manager, Group and Professional Edition is said to receive an additional 612 MB per standard user license.

Analyzing the Storage Usage

To recognize how your Salesforce Storage is being consumed you will first have to analyze your Storage requirements. The analysis of your Data Storage and the File Storage in Salesforce can be achieved by simply viewing which objects are consuming the most storage space.

Tips to increase your Salesforce Storage space

There are several options for optimizing your Salesforce Storage space. Let us have a look at some of those options.

Option 1:
Clean Up Unnecessary Data Manually
It is true that one can always cleanup the file or data manually. The utilization of certain tools will always help. There are in fact number of tools that you can use to delete some of your data manually:

  • The Salesforce’s Mass Delete Wizard

This is the native deletion wizard for Salesforce. The wizard will always allow you to delete Accounts, Leads, Activities, Contacts, and sometimes even Cases. Currently, the complete Mass Delete is limited to around 250 records and is also limited to the named objects. This feature is available in every Salesforce editions except for the Database.com.

  • The ETL (Extract Transform Loading) Tools

The ETL, is also known as (Extract Transform Loading), which are typically used for both data migration and as well for data removal. There are many options, yet one of the most popular ETL Tools is the Salesforce Data Loader. This one is indeed supported in Enterprise, Performance, Unlimited, Developer and even the Database.com Editions.

There are other popular ETL tools such as the Dataloader.io, Informatica, JitterBit etc. Most of these tools are paid and will always requires significant investment and evaluation to ensure they meet the requirements.

Option 2:
Cleaning up all the unnecessary Data Automatically

It is not necessary that you must always have to spend a lot of time and money removing your data. The removal process can also be automated with a unique app. The Storage Helper, does have a paid and Premium Edition. However, one can definitely begin using the free version first.

Option 3:
Purchase of Additional Data Storage from Salesforce

It is also true that if removing your data is not option, then the only option one is left with is to purchase more data. Purchasing data has always been an expensive process. One more way of upgrading the storage facility is by simply taking the advantage of higher per user Data Storage limits. This is available to Performance and Unlimited Edition users. Hence, depending on the number of licenses required, the upgrade option can be estimated.

The Recommendation

With all these options, it can truly be a daunting task to figure out what to do. One option can be trying out the free version of Storage Helper to get started. While on the other hand you can always seek the advantage of file storage application of XfilesPro. This will give you better visibility into to the efforts to store your data and hence save a fortune over it.

Salesforce File Storage

Salesforce File Storage-An Easy Solution

Anything that can make managing data easy is something you should be considering; Salesforce File Storage is something that you should be looking at. Managing data is a challenge today because there is a huge amount of data that is collected in the regular course of the business day. Storing information, files, and historical data are likely one of the biggest challenges when it comes to managing your data.

File Storage

File storage is a very important feature in your data management arsenal. The right file storage will help you to manage new data and historical data. When you are choosing a file storage system, there are some key features that you want to look for to ensure that you are getting the most out of your file storage capabilities.

  1. Secure environment
  2. Ample space
  3. Ease of use

Secure Environment

Your file storage system has to be secure because you cannot risk your data. A data breach is a serious incident that can easily negatively affect your business. A secure environment that you can have complete confidence in is one of the most important things you should be looking for in file storage systems. Security has to be a top priority.

Ample Space

Ample space is a must as well. You want to be able to have enough room, this may seem like it is something that should be organically understood but it often is not. In some cases, the storage space can be cost prohibitive when you need extra space. You should not have to pay an excessive amount to get the amount of storage that you need.

Ease of Use

Of course, you want to have access to ease of use capabilities. It is important that you can easily use the file storage capabilities. You should never have to give too much thought to your file storage. It should just be present and easy to use.

Finding the right file storage that can combine all the qualities that you have to have and then some can easily make your data management tasks a breeze. Data management including storage should be simplistic yet secure. It should be completely automated with very little input from you or your staff. It should happen naturally without any issue.

CEPTES has the solution for your file storage. Once you have the solution that you need, your files can easily be managed.