WEBINAR DIGEST: Integrating Salesforce & SharePoint using XfilesPro

WEBINAR DIGEST: Integrating Salesforce & SharePoint Using XfilesPro

Our much-awaited webinar session has finally happened and right off the bat we would like to thank everyone for the phenomenal response we received. The session was housefull and the response is incredible. But even the people who missed attending the live session can reap the rewards. For their benefit, we bring this article which will quickly walk them through everything that went down in the event. The webinar was aimed at discussing the intricacies of executing Salesforce-SharePoint integration with the intelligent use of the XfilesPro application. The action-packed 30 mins long discussion began with our Sales Head, Rakesh N Rao shedding some light on the various key advantages of using external storage systems as means of replacing the primary Salesforce file storage.  Not only does the use of external storage systems help in overcoming the limitations of native Salesforce file storage but it also has other benefits like file storage optimization & storage costs reduction. Followed by this, he moved on to discussing why the XfilesPro application is the most optimal solution when it comes to integrating different external storage systems with the native Salesforce application.    He also mentioned some of the premium cloud-based storage solutions as well as the on-premise storage options that can be integrated using XfilesPro. Followed by this, he moved on to explaining why SharePoint storage is the #1 option when it comes to document management and actualizing an efficient file management strategy in Salesforce. Subsequently, our Product Consultant, Vedant Srivastava took over and gave everyone a quick demo of XfilesPro & how it can be set-up in the Org. If you wish to see the slideshare presentation of the webinar, please visit: During the course of the webinar, he also showcased three customer use cases belonging to the industry leaders from the logistics, educational & media industry & highlighted their specific Salesforce file management challenges. He also explained how each one of them addressed those challenges through efficient SharePoint integration using XfilesPro & what benefits they achieved.   Towards the end of the insightful session, our Salesforce file management experts quickly summarized the advantages of using XfilesPro & how it can help Salesforce enterprises harness the untapped power of SharePoint. Following this, they answered a few of the questions posed by the webinar attendees after which the session was successfully concluded.   Here is the full recap of the webinar session: There is a lot more in stock for our Salesforce customers as new and exciting webinars are planned for the coming months. Please follow us on our social media handles for latest updates about the upcoming webinars.  AMARLAL

WEBINAR: Carrying out SharePoint & Salesforce Integration using XfilesPro

WEBINAR: Carrying Out SharePoint & Salesforce Integration Using XfilesPro

With new technical advancements cropping up each day, it becomes imperative for organizations to keep on updating themselves to maintain an edge over their competitors. For companies, their voluminous amount of files and attachments pose a great threat in achieving a streamlined file management experience. With Salesforce CRM being introduced in the market, companies now receive additional assistance in managing their business operations.  But even while using this platform, the challenges with managing the files remain tedious and never-ending. If your Salesforce organization is also looking for a solution to your file management woes, then may we suggest having a crack at using SharePoint storage. Steadily emerging as one of the most popular document management and storage platforms today, SharePoint is already being used by a huge chunk of Fortune 500 companies.  Using SharePoint’s exceptional storage, retrieval, searching, archiving, tracking, and file management features, your company can easily overcome the issues related with limited Salesforce file storage and high additional storage costs. By opting for a collaboration between these two platforms, your company can generate more leads, make better-informed decisions, and drive home success and growth.  In this direction, we are hosting a live webinar in the upcoming month which will focus on the several intricacies of carrying out the Salesforce-SharePoint integration with the intelligent use of the XfilesPro application. Our webinar ‘Integrate SharePoint & Salesforce using XfilesPro- An Advanced File Management & Collaboration Solution for Salesforce’ is happening on 4th March, Thursday at 11 AM EST. In this webinar, we’ll discuss the key advantages of using external storage systems, like SharePoint, as means for actualizing an efficient file management strategy in Salesforce in order to better manage the file storage. We will also shed some light on the crucial role played by XfilesPro in carrying out this integration in a completely seamless and hassle-free manner as well as some of the important use case scenarios of the past. So don’t miss out on this exciting opportunity to take your Salesforce file storage to greater heights and entirely revamp your file management experience. Register for our upcoming webinar here and reserve your spot today. Date: 4th March, Thursday Time: 11 AM EST      9:30 PM IST   AMARLAL

Highlights of the Webinar on Salesforce File Storage

Highlights of the Webinar on Salesforce File Storage

n n n n We would like to thank you for attending our latest webinar on Salesforce file storage titled “The Art of Managing Salesforce File Storage Cost-effectively”. It was a pleasure hosting so many of you and we firmly believe the information that we shared during the session was informative. By now you must have got a full recap of the webinar along with other assets in your email from our support team. For those who missed the webinar this time, nothing to worry. We are going to give you all the highlights of the webinar here in this post. n The speakers of the webinar were Harish, Rachana & Nandakumar who are the core team members of XfilesPro. Harish started the webinar by giving an overview of Salesforce file storage and addressing the current challenges faced by most of the Salesforce customers when it comes to Salesforce file storage. As Salesforce offered additional storage cost is very high, most of the enterprises look for alternative strategies in order to manage their files and attachments. Storing Salesforce files in external storage systems is one of the best strategies which many of us consider. But, what about other related challenges with this including file accessibility, integration, collaboration, etc.? There comes XfilesPro. n Rachana, who is the Customer Success Manager of XfilesPro introduced the application and briefly talked about how it is efficiently addressing Salesforce file storage challenges with its unique features and capabilities. Salesforce customers can use XfilesPro to store & collaborate unlimited files in any external storage systems (Cloud/On-premise) with seamless integration & collaboration. She also talked about a couple of awesome real use cases of our current customers and how XfilesPro helped them save huge file storage costs. n During the closing minutes of the webinar, Harish took us on a short drive into the top XfilesPro features and benefits and explained how XfilesPro has mastered the art of Salesforce file storage management cost-effectively. Today, XfilesPro has a strong customer base with over 100 customers spanning over every industry.  n Thank you again for joining the webinar & making it a huge success. We will be shortly going to announce our next webinar date and title of this webinar series on Salesforce file storage. Please follow us on our social channels to get all the updates about the upcoming webinar.  n You can have a look at the webinar recording here & can download the webinar deck here.  n If you have similar challenges, please schedule a demo with our team today.  nn n n n AMARLAL

Webinar: The Art of Managing Salesforce File Storage Cost-effectively

Webinar: The Art of Managing Salesforce File Storage Cost-effectively

    We are all set to begin our most-awaited series of webinars on Salesforce file storage. The request for this webinar series was at the peak after our successful webinar series on Salesforce data storage. In our upcoming webinar, we are going to have a deep dive into Salesforce file storage challenges and best-in-class tips and tricks to overcome them. If you are a Salesforce CRM user, there are high chances of you dealing with a lot of files & attachments. With time & growing business, enterprises add more number of users and also start using Salesforce more extensively. This will accumulate a huge volume of files & attachments. There will be a time when this will hit the file storage cap. How to deal with this?  Deleting files which you don’t need? Does that sound practical? It doesn’t & it won’t work on a long-run.  We often see enterprises want to use external storage systems for their Salesforce file storage. Is it that easy? Actually, it is. However, storing & collaborating Salesforce files in any external storage system needs a secure setting with a strategic approach. You need to execute a seamless integration between your Salesforce system & desired external storage. All these needs expertise along with highest technical skills. Well, this is your opportunity. This 30 minutes action-packed webinar will help you understand the best strategy on how to manage your Salesforce file storage by securely shifting all your files & attachments to an external system without impacting the user experience. Hosted by team XfilesPro, the webinar will talk about best practices of Salesforce file storage & collaboration in an external storage system including both Cloud & On-Prem. You will also see how to integrate Salesforce-AWS, Salesforce-Google, Salesforce-OneDrive, Salesforce-Dropbox, Salesforce-Any On-Prem Storage System for seamless external file storage with a purpose to reduce high file storage costs. Being the most trusted external file storage & collaboration solution for Salesforce, XfilesPro has been the #1 solution for quite a long time now. Salesforce customers from varied industries & of different sizes are using XfilesPro for their file management & saving huge storage costs. To know more, please check XfilesPro AppExchange Page. Webinar Details Title: The Art of Managing Salesforce File Storage Cost-effectively Date: 27th August 2019, Tuesday Time: 10:00 AM EST Duration: 30 Minutes Our webinars are usually housefull. Don’t get left behind. Register your spot now. Register Here We will share the webinar recording & other resources to the registered members. AMARLAL