9 File Management Challenges in Salesforce You Wish You Knew
File management is one of the most important challenges every Salesforce admin faces. Managing and retaining files are very crucial to any business be it big or small. The problems one can encounter with file management are numerous. There is no dynamic solution within Salesforce to help you free of this misery. Hence with the […]
WEBINAR RECAP: One-Click Document Generation in Salesforce & Auto-Storage in an External System: The Big Surprise Unveiled
We did it for you! We hosted yet another webinar session that gave us a feather in the cap! It takes us immense pleasure to let you know that XfilesPro’s latest webinar held on 6th July 2022 on ‘One-Click Document Generation in Salesforce & Auto-Storage in an External Sysytem’ became an outstanding turnout. We hosted […]
LIVE WEBINAR: One-Click Document Generation in Salesforce with Auto Store in Your Preferred Storage: A Very Big Announcement to Make!
It’s yet another cheery morning at work. You are full of beans to kick start the day by ticking off the tasks assigned to you. Your system is powering up. You are scrolling through emails, checking the calendar, responding to messages… Now arrives the high-important email from the manager saying that your organization has decided […]
Increased File Management Workload in Salesforce? XfilesPro’s Bi-sync Feature to the Rescue
Scene opens. Johnny, the CEO of an up & coming legal service provider, can be seen sitting in his cabin. He stares at his screen, then looks at the reports in his hand, & then looks back at the screen. Irritated, he picks up his intercom & dials for Jacob, calling him to his cabin. […]
WEBINAR DIGEST: Reimagine Salesforce File Management with XfilesPro
The first of many webinars planned this year is finally done & dusted. As always, it was a phenomenal turnout as many attendees joined the live session. So, before going any further, we would like to thank each and everyone who joined us for the live webinar session. But not everyone was free with their […]
WEBINAR: Reimagine Salesforce File Management with XfilesPro
Managing critical business operations leveraging digital platforms is one of the mainstream digital transformation strategies and for many good reasons. As the creation and sharing of documents while using multiple digital platforms are so widespread today, it completely makes sense that enterprises are putting a lot of focus on managing all their documents efficiently in […]
Salesforce File Management Challenges And Their Solutions
Managing and retaining files is crucial to any business, big or small. Most of these organizations rely on Salesforce to handle and distribute data, and problems, such as visibility, version tracking, and collaboration are common. When small businesses experience growth, they also encounter Salesforce file management challenges that large companies are facing. Presently, there is […]
What’s New in the File Management Scene in Salesforce in 2022?
We’re well into 2022 by now & believe us when we say that this year is going to be a lot different. Especially when considering the manner in which files are handled in the Salesforce system. It’s no secret that because of the ongoing pandemic which forced everyone to work remotely, the world has witnessed […]
Why Top Transportation & Logistics Service Providers Trust XfilesPro for Efficient File Management in Salesforce
For decades, the transportation & logistics industry has grappled with issues like outdated infrastructure, siloed & inaccurate data, disconnected customer experiences, and dissatisfied customers. To add fuel to the fire, the current COVID-19 health crisis has increased customer expectations & changed the regulations, thereby forcing the industry to evolve. Because of this, digitization & globalization […]
How Did XfilesPro Deliver a Superior Salesforce File Management Experience to a Popular Legal Enterprise
In due course of time, XfilesPro has carved out a solid niche for itself in the Salesforce ecosystem & emerged as the #1 application for file management. This is largely because the default file storage is limited & additional storage space is costly so most enterprises look for solutions that can help them manage their […]
