XfilesPro powers document management in Salesforce with unlimited storage, secure collaboration, and effortless sharing. Seamlessly integrate with SharePoint, OneDrive, AWS S3, and Google Drive to keep your files accessible, organized, and protected – right within Salesforce.
A decade of innovation, a vast customer base, and a presence across diverse industries – XfilesPro has been the trusted choice for Salesforce document management. Our journey is built on expertise, reliability, and a commitment to simplifying document processes for businesses worldwide.
Seamlessly connect Salesforce with leading external platforms like SharePoint, OneDrive, Google Drive, and AWS S3 for auto file export.
Securely store, manage, share, and collaborate on your documents with ease using feature-rich XfilesPro
Move files manually from your Salesforce CRM to external connected storage
Files generated from 3rd-party ISVforce or Salesforce apps will move to external storage
All your email attachments will automatically move & get stored in connected external storage
Move a large volume of files from Salesforce to external storage in a one-time export
Use the default folder structure provided by XfilesPro to organize documents
Create customized folders in your external storage for better document access & organization
Create unlimited sub-folder templates under the primary folder for better navigation
Provide auto/manual tags to all the documents to enhance search & compliance
Share documents with one-time passwords and manage access by profile
Restrict file, folder, and template access by user, profile, or group
Define access levels and restrict actions like upload, view, and download
Track all document activities for security and compliance through audit trails
Boost collaboration with one-click file uploads from external users through email links
Automatically sync files and folders from both Salesforce & external storage sides for a better experience
Upload, download, and preview files from either Salesforce or external storage
Maintain and track document versions to avoid data loss.
XfilesPro supports all major Salesforce apps including Sales Cloud, Service Cloud, Pardot, etc.
XfilesPro works with any type of AppExchange or Salesforce platform apps to move files externally
Upload files on the go by your field service agents & directly store them externally
Move files uploaded from the community users directly to your integrated external storage
Explore our customers from various industries and sizes who trust our document management solutions to streamline their workflows, enhance collaboration, and drive efficiency in Salesforce.
Learn about XfilesPro's key features and capabilities, including document generation, eSign, storage integration, & collaboration.
See how our app stands out with a decade of experience, a 5-star rating, and a track record of transforming businesses.
Understand our flexible pricing plans designed to fit various business needs & how XfilesPro offers value for money.
Fill out the form to schedule a personalized demo and see our solution in action.
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XfilesPro is an advanced document management application for Salesforce that offers doc gen, eSign, document storage, and collaboration solutions.
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