Overview
Considering the huge volume of documents generated inside Salesforce every day, it’s imperative to implement a document management application that can improve document organization, accessibility, and scalability. This in turn results in the enhanced productivity of the employees as the application streamlines the end-to-end document management process.
However, identifying a perfect application that meets the needs of your business is not easy. You need to check off certain criteria before embracing one such app for your business. In this datasheet, learn the vital aspects of a modern document management application for Salesforce and the benefits it can bring to your daily operations.
Testimonial
Happy Customer
We have been using XfilesPro for a while to connect Salesforce to Sharepoint. It works really well with uploads and changes applied instantly to Sharepoint. Well done!
The support team's expert handling of data migration made what is usually an anxiety-inducing task a seamless and pleasant experience.
XfilesPro stepped in and helped us facilitate the creation of an Amazon S3 bucket, walked us through the process of how it works including getting extremely granular with filters for each object.
We have been using XfilesPro for 3 years. The team has enabled us to transition our file system to Sharepoint and have it accessible through Salesforce seamlessly. Would highly recommend their services.
We are moving from another appexchange provider that integrates SharePoint with Salesforce. The implementation team helped me build out my unique processes and allowed us to export all of our files from SF to SP - saving us $3k per year..
By filling out the form, you consent to XfilePro’s use of personal data according to our Privacy Policy.
