Sharepoint integration
Integrate Salesforce with AWS S3 for Document Storage & Collaboration
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XfilesPro for Salesforce & AWS S3 Integration
Reimagine Document Management
Benefits
Storage Cost Reduction
Eliminate the need for Salesforce storage upgrades and stay within your storage limits by automatically moving files to AWS S3 with XfilesPro. Cut your Salesforce file storage costs by over 60% with seamless S3 integration, while benefiting from secure, scalable, and efficient file management.
Better Collaboration
Boost document collaboration by effortlessly integrating Salesforce with AWS S3 using XfilesPro. Empower your teams with real-time file sharing, editing, and syncing across platforms, streamlining workflows, enhancing productivity, and ensuring unified access to essential documents.
Centralized Documents
Experience a single view, consistent access, and bi-directional file syncing with unified workflows.
Effortless Scalability
Easily scale your document management to handle growing file volumes as your business expands.
Document Organization
Automate and streamline file organization in AWS S3 using folders, & subfolder templates.
Salesforce Document Management
Efficiency & Productivity Gains
60%-70%
45%-50%
30%-40%
ONLY 15%
XfilesPro Powered
Salesforce & AWS S3 Integration
Effortlessly connect your Salesforce and AWS S3 applications in just minutes with XfilesPro, facilitating real-time file movement, syncing, and organization. No need for extra integration tools or coding skills—XfilesPro streamlines the entire process. Our app offers an outstanding user experience with advanced automation, enabling you to easily upload, download, view, and access files anytime, anywhere. Discover unparalleled ease and efficiency in document management with top-tier functionality at your fingertips.
Why should I integrate AWS S3 with Salesforce?
Single platform to manage all your customer data & Documents with unlimited storage & seamless collaboration
Drag & Drop of Files
Easily upload files to AWS S3 with intuitive drag & drop functionality, enhancing file management and productivity.
Automatic File Export
No manual hassle. Salesforce files will automatically be transferred and stored in AWS S3 to maintain storage limits.
Bulk File Migration
Migrate a large volume of files in one go from Salesforce to AWS S3 using the export utility to optimize storage quickly.
Experience Cloud Files
Automate the transfer & storage of files uploaded by Experience Cloud users directly to AWS S3, ensuring reliability.
3rd-Party App Files
Using 3rd-party AppExchange apps? No problem. XfilesPro will seamlessly move files generated by the app to AWS S3.
View in Salesforce
Keep all your Salesforce files in AWS S3, yet access them directly from your Salesforce app for a consistently smooth experience.
Get XfilesPro Now
Achieve seamless integration between Salesforce and AWS S3 by installing XfilesPro from AppExchange. Enjoy effortless file management, real-time syncing, and improved collaboration. Start today for a more robust document management solution!
- Rapid & Simple Setup with Zero Code
- Effortless AWS S3 Integration
- Enhanced Features & User Experience
Features
Effortless Document Management at Your Fingertips
XfilesPro seamlessly integrates Salesforce and AWS S3 for effortless file movement and syncing, while also elevating your document management experience with a suite of advanced features. Discover why XfilesPro is the preferred choice for top Salesforce users by exploring its exceptional capabilities in file storage and collaboration.
File Storage
Document Organization
Document Collaboration
Salesforce Alignment
File Storage
File Storage
Integration
After installing the app, follow the steps to link AWS S3 with your Salesforce org and select the objects.
Multi-bucket Support
XfilesPro supports multiple S3 buckets, giving you the ability to map files to specific S3 buckets.
File Upload
Upload files from Salesforce to AWS S3 using various methods, including drag-and-drop, automated transfers, and one-time exports.
View & Search
View and search for files stored in AWS S3 directly from Salesforce to enhance user experience and workflows.
Document Organization
Document Organization
Folder Structure
Create custom folders or utilize default folders in AWS S3 to keep Salesforce files well-organized and accessible.
Sub-Folder Template
Organize documents efficiently by creating unlimited sub-folder templates within the main folder in AWS S3.
Folder Rename
Rename folders and sub-folders according to your business needs and user/profile-level permissions.
Document Tagging
Add automatic or manual tags to documents during or after uploading to improve search functionality and compliance.
Document Collaboration
Document Collaboration
Secured Sharing
Share documents securely with internal/external users using one-time passwords while controlling access for internal users.
Bidirectional Syncing
Enable bi-directional syncing of documents or folders between Salesforce and AWS S3 to ensure real-time updates.
Get Files from Users
Boost collaboration with simple one-click file uploads from external users through easily shared email links.
Salesforce Alignment
Salesforce Alignment
Supported Products
Compatible with Sales Cloud, Service Cloud, Experience Cloud, AppExchange Apps, Field Service Lightning, and more.
Supported Editions
Compatible with all major Salesforce editions, including Enterprise, Unlimited, and Unlimited Plus.
Salesforce1 Mobile
XfilesPro is compatible with Salesforce1 mobile, enabling users to access documents from their mobile devices.
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.
CUSTOMER TESTIMONIAL
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..
XfilesPro is the #1 Choice Document Management Application for Salesforce
Resources
Insights on Salesforce & AWS S3 Integration
Discover why XfilesPro is the most reliable application for integrating Salesforce with AWS S3 for document storage and collaboration.
Gain insights into XfilesPro and see how this application transforms your Salesforce CRM into a robust document management tool with the capabilities of AWS S3.
On-demand Webinar
Request a Quote
Connect with our sales team to get a personalized quote to connect your Salesforce & AWS S3 for document storage.
FAQs
FAQs for Salesforce & AWS S3 Integration
Do you offer a free trial?
Absolutely! Please reach out to us to access a free trial of the application, and we’ll assist you with the setup and configuration.
Do I need to purchase licenses for all my Salesforce users?
Yes, you’ll need to buy a number of licenses corresponding to your total user count.
Are there discounts for Experience Cloud user licenses?
Yes, we have a special pricing plan for community users. Please contact us for more details.
Does XfilesPro provide support?
Yes, XfilesPro offers both standard and premium support options. Get in touch with us to learn more about our premium support services.
Which Salesforce applications does XfilesPro support?
XfilesPro is compatible with all major Salesforce applications, including Sales, Service, Experience, AppExchange, Field Service Lightning, and more.
Which Salesforce editions are supported by XfilesPro?
XfilesPro supports all major Salesforce editions, including Professional, Enterprise, Unlimited, and Unlimited Plus.
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Book Your Demo
Discover Our Solution
Explore how XfilesPro seamlessly integrates Salesforce and AWS S3 for efficient document storage and collaboration.
Pricing
Learn about our flexible pricing plans tailored to meet diverse business needs and discover the value XfilesPro provides.
Why Choose Us?
Find out what sets our app apart, featuring a decade of experience, a 5-star rating, and a proven track record of transforming businesses.
Live Demo
Complete the form to schedule a personalized demo and witness our solution in action.
