What’s the Impact of Limited Storage Space in Salesforce File Management?
Here’s the nightmare that will never end in the life of a #Salesforce admin — file storage limit. As Salesforce comes with very limited storage space, the admins are always afraid about hitting the storage cap. Not only the storage space overloading, the worst part is that there are a lot of other challenges with the limited file storage space. To run your business efficiently, you need to be aware of those challenges and the impact that can have on your operations. To get a better hang of it, let’s dive into it in this blog. Unable to Manage Large Files or Large Volumes of Files Your Salesforce files can come in any size and quantity. You will generate small-sized files and files that come in bigger sizes such as presentations, and video and audio files. And, it’s obvious that with the surge in the number of big-sized files, the file volume within the CRM platform will also increase. This will be an uphill battle as the management of files in large sizes and volumes will cause troubles in the management of files including uploading, accessing, editing, and deleting. That means, your entire file management experience will be completely disrupted. To know about the limitation in Salesforce storage spaces, check here. Drastic Reduction in Collaboration and Productivity Teams interact with each other through the process of collaboration. It is a game-changer contributing to any organization’s success. When the files are more and the storage space is limited in Salesforce, this process cannot take place seamlessly. Due to improper file and storage management in Salesforce, the users will fail to collaborate effectively, which will impact the overall productivity of the employees. Increased Costs for File Storage If you are thinking that purchasing additional storage space from Salesforce is a solution for the limited storage space, we want you to know that it will break your bank. No matter if your company is a small scale or an enterprise, the cost associated with extra storage purchase may not sound cost-effective for your business considering its high charge. So, think before acting, is that something your growing business wants? Challenges with File Visibility and Accessibility Just like the troubles in Salesforce file collaboration, the limited Salesforce file storage can drive uneasiness in the visibility and accessibility of files within the org. If the Salesforce application loads very slowly, you can’t easily access and edit the files during emergencies. And, this will lead to a lot of escalations and result in catastrophe among the teams. Inability to Manage Massive Files of Community Users Being a Salesforce Admin, one task that you need to take is the management of the Community User files. The more Community Users you have, the more files will be generated in the file storage space of your Salesforce. That means that the storage space will get filled quickly, which is a difficult undertaking. The growth in files will only result in storage overloading and unproductivity among employees. Explore how to manage Community Portal Files here. Challenges in Integrating Salesforce with 3rd-party Apps You may want to integrate Salesforce with multiple 3rd-party apps for different purposes. Be the integration for document generation, file archiving, or data management, the ultimate objective is to automate and streamline the workflow. However, when integrating certain apps with Salesforce (such as an auto document generator), you are going to generate a large volume of documents that will eat up your limited file storage space. Since the storage limit is not sufficient to accommodate the growing volume of files, you will not be able to establish an effective integration between both platforms. It’s the Wrap By now, you must have learned about the consequences that limited file storage space in Salesforce can have on your workflow within the CRM platform. To smartly address this challenge, we recommend you XfilesPro, the #1 file management app for Salesforce. You can intelligently tackle the limited storage issue with XfilesPro as the application optimizes your file storage space. Let us make this more clear. With XfilesPro, you can automatically move your Salesforce files to your preferred external cloud platform such as Amazon S3, SharePoint, Google Drive, and OneDrive as well as on-premise system. This will be a great way to free up the limited storage space, which will help you achieve a very streamlined file management experience within the Salesforce application. The XfilesPro benefits are; The management of large-sized files and large volumes of files becomes easy as the file storage space is constantly optimized. Facilitate seamless file collaboration among your employees with trouble-free file access. Eliminate the need for costly additional storage purchases, saving your expenses. Simplify the management of numerous files uploaded by Community Users without worrying about overloaded storage space. Similarly, the integration of Salesforce with any third-party app is a tension-free job considering the freed-up storage space. To learn more about how XfilesPro can help your business with a modern and tension-free file management experience for Salesforce, schedule a demo now. AMARLAL
Exceed the Salesforce File Storage Limit – A Complete Guide
Salesforce is a great CRM tool for businesses of various sizes and it’s efficient solutions including Chatter make it a leading collaboration platform.nnHowever, there is a common question that stands often, how to manage file storage space and what are the options where we can store files inside the Salesforce? The perfect answer for this would be, store files in a place, where file accessibility won’t be a challenge. nnLet’s have a sneak peek of what are the points we need to consider while deciding on our Salesforce file storage. The Salesforce Files (formerly Chatter Files) Before Salesforce Files there were the Chatter Files. Chatter is majorly focused on enabling users to collaborate seamlessly. This is also done to enable much easier cooperation through a social enterprise environment.nFiles are an intrinsic part of document collaboration, hence, it makes sense to integrate them with the social side of things, which results in turbo-charging your organization. Salesforce files do a similar thing by integrating Chatter with Salesforce CRM Content and thereby, allowing users 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 also subscribe to files, get notified when 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 DocumentationnnIt is true that you also have control over the access permissions. Files in 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 Salesforce CRM Content This option is mostly being used to store all the marketing collateral or at times even support-related documents. You can indeed store templates and the standard marketing collaterals, publishing the official corporate files, which are to be used by sales or support teams while dealing with customers. In fact, the co-workers can then clone and customize document templates and use it later as per their needs and requirements.You can also be one of the members 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. Users 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. The Salesforce Attachments One more traditional ways of storing Salesforce files is 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 a 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 include the following: Lack of sharing via links The lack of version control Absence of sharing permissions 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. 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 AWS, Google Drive, Box.com, OneDrive, Huddle or Dropbox. You can even store your Salesforce files in a local storage system. nnXfilesPro is an external file storage and collaboration solution for Salesforce, that can help you store your files easily in your preferred external storage system. This allows you to optimize your primary Salesforce file storage space and reduce high file storage cost. nnGet in touch with XfilesPro team now for a demo. AMARLAL
