Datasheet
XfilesPro: The One-Stop Solution for Advanced Document Management & Process Efficiency in Salesforce
Overview
As your operations grow in Salesforce, dealing with documents can be challenging. You would be required to set aside a lot of time and effort to generate, store, and manage document volumes as part of your daily tasks. If the document lifecycle processes are left checked, your team can lose control of the critical documents–putting the business at risk. Here’s where the power of advanced document management tools comes into play.
At the same time, it’s not easy to onboard multiple tools to take care of each task separately. Embracing a single platform that comprises the functionalities for end-to-end document management in Salesforce would be more convenient, efficient, and cost-effective.
In this datasheet, learn how XfilesPro is renowned for being the comprehensive and one in all platform to address your complete document handling demands.
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..
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