Salesforce Document Storage & Collaboration
- Unlimited Document Storage
- Centralized Document Management
- Advanced Document Collaboration
Charting Product Success
Integration Made Easy
Effortlessly connect & start moving Salesforce files to your external storage
SharePoint
Move all your Salesforce files to SharePoint for unlimited storage and robust collaboration.
One Drive
Choose OneDrive to store files from Salesforce for extended storage, access and collaboration.
AWS S3
Integrate AWS S3 with Salesforce using XfilesPro for better storage, access & collaboration.
Google Drive
Power up your Salesforce documents with enhanced storage & collaboration with Google Drive.
All-in-One Document Management
Securely manage, share, and collaborate on your documents with ease using feature-rich XfilesPro
Integrate Storage & Upload Files
- Manual Upload
- Email Attachments
- Files from 3rd-party Apps
- Large Volume of Files (Export Utility)
Salesforce Compatibility
- Salesforce Apps
- 3rd-party Apps
- Field Service Lightning App
- Experience Cloud
- Salesforce1 Mobile
Secure Document Sharing
- Password Protected Sharing
- Sharing Access Control
- Audit Log
- Document Versioning
Secure Document Access
- File/Folder/Template Access Control
- Role-Based Access Management
- Restricted Upload/View/Download
Document Collaboration
- Get Files from External Users
- Auto File/Folder Syncing
- Bi-directional Upload/Download/Preview
Organize Documents
- Folder Structure
- Auto Sub-folder Templates
- Document Tagging
Integrate Storage & Upload Files
Organize Documents
Secure Document Sharing
Secure Document Access
Document Collaboration
Salesforce Compatibility
Integrate Storage & Upload Files
Integrate Storage & Upload Files
Manual Upload
Move files manually from your Salesforce app to external storage
Email Attachments
Email attachments will automatically get stored in your external storage
Files from 3rd-party Apps
Files from 3rd-party Salesforce apps will get stored in external storage
Large Volume of Files (Export Utility)
Move a large volume of files from Salesforce to external storage in one run
Organize Documents
Organize Documents
Folder Structure
Create folders in your external storage for better document access & organization
Auto Sub-folder Templates
Create unlimited sub-folder templates under the primary folder
Document Tagging
Provide auto/manual tags to all the documents to enhance search & compliance
Secure Document Sharing
Secure Document Sharing
Password Protected Sharing
Share documents with external users with one-time protected passwords
Sharing Access Control
Control the sharing access of the document based on profiles
Audit Log
Maintain the entire document management activity with the audit log feature
Secure Document Access
Secure Document Access
File/Folder/Template Access Control
Manage the accessibility of the files, folders, and templates based on profiles/users/groups
Role-Based Access Management
Provide role-based document access to users to maintain security & compliance
Restricted Upload/View/Download
Control who can upload, download, and view the documents based on profiles/users/groups
Document Collaboration
Document Collaboration
Get Files from External Users
Boost collaboration with one-click file uploads from external users through email links
Auto File/Folder Syncing
Automatically sync files and folders from both Salesforce & external storage sides for a better experience
Bi-directional Upload/Download/Preview
Upload, download, and preview files from either Salesforce or external storage
Salesforce Compatibility
Salesforce Compatibility
Salesforce App
XfilesPro supports all major Salesforce apps including Sales Cloud, Service Cloud, PArdot, etc.
3rd-party Apps
XfilesPro works with any type of AppExchange or Salesforce platform apps to move files externally
Field Service Lightning App
Upload files on the go by your field service agents & directly store them externally
Experience Cloud
Move files uploaded from the community users directly to your integrated external storage
Trusted By
Request a Demo
Experience User-Friendly Interface
See firsthand how XfilesPro makes document management simple and efficient while helping you save cost & enhance efficiency.
Explore Advanced Security Features
Discover how our robust security measures protect your sensitive documents inside Salesforce.
Assess Seamless Collaboration
Learn how our real-time document collaboration features enhance teamwork & streamline workflow in Salesforce.
Evaluate Customization Options
Understand how you can tailor the app to meet your specific business needs & improve productivity.
See Integration Capabilities
Find out how easily our app integrates with your existing storage systems for a cohesive digital ecosystem.
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