Efficiently managing a business leveraging digital platforms is at the top of every organization’s priority list, and for many good reasons. Document management is one of the most important factors of any successful business & this requires a powerful strategy.
Watch this ground-breaking on-demand webinar to reimagine file management in Salesforce. Our experts have spoken about how to manage files in the best possible way within Salesforce to get the most out of the cloud CRM.
The 30-min session also talked about:
- How to control the file usage & manage storage space
- How efficiently files can be moved to external storage systems without losing access
- How to build a highly customized & organized folder structure to improve user experience
- And Most importantly, how to tap maximized ROI from your file management solution for Salesforce
Please fill in the form to get complete access to the on-demand webinar.
Looking forward to hosting you in another live session soon.
By filling out the form, you consent to XfilePro’s use of personal data according to our Privacy Policy.
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..
