INTEGRATE . STORE . COLLABORATE
Salesforce Document Storage & Collaboration
DOCUMENT MANAGEMENT
Charting Product Success
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
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