Integrate. Store. Collaborate
Salesforce Document Management With XfilesPro
Looking to integrate your CRM with leading document management systems like SharePoint, AWS S3, OneDrive, or Google Drive? With over 10 years of expertise, XfilesPro is the top choice for Salesforce users, seamlessly connecting CRM and DMS for optimized document management.
- Reduce Storage Costs
- Enhance Document Collaboration
- Organize Documents Better
- Secure Document Access
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10+ Years of Expertise
XfilesPro is the #1 Choice Document Management Application for Salesforce
Integration Made Easy
SharePoint
One Drive
AWS S3
Google Drive
Features
All-In-One Document Management
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
Wall of Fame
Awards and Accolades
Find out our collection of awards and recognitions that highlight our commitment to excellence and innovation. These accolades reflect our dedication to delivering outstanding solutions and driving success in the Salesforce ecosystem.
XfilesPro Complete Suite
Document Generation + Document Storage
Discover the full suite of XfilesPro for comprehensive document management in Salesforce. From generating documents with templates to automating review and approval workflows, eSign, and storing files in SharePoint for seamless collaboration, XfilesPro offers an all-in-one solution. Simplify your workflow, eliminate the need for multiple apps and licenses, reduce costs, and achieve next-level efficiency with XfilesPro—the only app that covers all your document management needs in one place.
Clients
Trusted By
Hear From Our Customers
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..
