Top 5 Benefits of Integrating Salesforce with Your External Storage for File Management
If you have been using Salesforce for a while to boost sales processes and customer experience, you must have heard about the need for ‘external storage integration.’ The high chances are that you have probably ignored learning about that ‘integration’ since it was not relevant to you at that point. But now? Do you think that Salesforce-external storage integration is still beside the point? Please don’t answer ‘yes,’ until you learn about the benefits of this intricate yet potential combination. In the context of Salesforce file management, external storage integration is a key that will drive unimaginable business results beyond file management. Let’s discuss a few benefits in this article. Optimize The File Storage Space Your business grows by the day so your Salesforce files. The large volume of files within the CRM platform will create nothing less than an overloaded storage space that causes the poor performance of the Salesforce application. What is the solution you think here to overcome this challenge? Deleting unwanted files? A big ‘No’ as your compliance demands the retainment of files. So, what’s the other option? Here’s where the integration between Salesforce and the external system comes into play. Having your CRM app integrated with an external storage platform, you can migrate your files from the former to the latter, which will help you maintain a freed-up file storage space. Learn how to optimize Salesforce file storage while using a 3rd-party app here. Reduce A Large Amount Of Cost This is a follow-up to the above strategy. When integrating Salesforce with your external storage to optimize the file storage space, you are opening a big door to a highly cost-effective approach. Let us explain how; If your files grow uncontrollably within Salesforce and you don’t prefer to move them out of the production Org, it’s certain that you will hit the file storage limit either today or tomorrow. In such a situation, it’s imperative to purchase additional storage space from Salesforce but is a cost-demanding approach. Instead, if you leverage the Salesforce – external storage integration and migrate files to your preferred external storage, you can save a huge amount of money. The second instance is because of the additional integration tool. If you invest in a file management solution that doesn’t require an extra connector to integrate between Salesforce and the external storage, you can again cut back on expenses. Enhance The File Collaboration Most of your Salesforce files need inputs from many people including internal teams and external users. However, this always comes as a very long task as people share inputs one after another because there’s no way you can collaborate on files in real time. But with a modern file management solution with advanced capabilities for real-time file collaboration, you can empower authorized users (internal and external) to contribute to files in real time. Through this approach, you can save a lot of time and experience a very streamlined workflow that results in improved productivity. Adherence To Compliance It’s your compliance that demands you to retain files under any circumstances. And, it’s the same compliance that asks you to own complete authority over your files. So, you can accomplish both these major regulatory demands through an effective integration between Salesforce and your external storage system. Let’s see how. As already discussed, keeping your Salesforce files externally in your storage system will help you retain your files for the future, so that you can use the information that a file carries whenever required. Next, if you choose a powerful solution for external integration, that will empower you with the ownership of your files, (which your compliance mandates) you will be controlling who can view and access those in the external storage, helping you rest assured about its absolute security. Strong Security To Files Not only through access control, effective integration between Salesforce and your external storage system also ensures that your files are highly secured in the external environment. There are next-gen applications that deliver a wide variety of capabilities to bolster the security of your files. Encryption at Rest is one of those examples of a security standard. Get All In One With XfilesPro With all that discussed, do you think connecting Salesforce with external storage is to the point for your business? If ‘yes,’ try out XfilesPro to make the connection seamless. The application helps you automatically migrate Salesforce files to your preferred external storage platforms such as SharePoint,Amazon S3, Google Drive, OneDrive, and On-premise systems. With XfilesPro, you will not only be able to process an easy integration, but it will also help you accomplish each of the above strategies including storage space optimization, low cost, file collaboration, compliance, and security. If you wish to learn more about XfilesPro, schedule a demo with one of our product experts. AMARLAL
Salesforce x OneDrive Integration: A Guide to Make Them Work Hand in Hand
With Salesforce as your CRM platform, the only fact that can be difficult to process is its limited file storage space. There is no escape from this. The one thing that can help you come out of it is creating a foolproof plan. With our decades of experience and rich industry knowledge, we can say that integrating Salesforce with a reliable external storage platform to move and keep files in it is the most recommended solution for this. The question here is which are those powerful external storage platforms. With the roaring buzz for OneDrive, in this blog, let’s look into the reasons why you need to leverage the popular file storage platform to store your Salesforce files. Let’s begin step by step. Why Does Salesforce Need an External Integration? For many reasons, Salesforce Admins are still tackling ways to free up their overloaded file storage space in the CRM platform. Below are the two major reasons why it’s high time to look for a better way to keep your Salesforce files in external storage through integration. Minimal Room for Storage On the first purchase, Salesforce provides 10GB of file storage space, and once that is completely consumed, then purchasing Salesforce storage cost per GB is the only way. Skyrocketing Storage Expenses Never underestimate that you will be getting storage for a cheaper price from the biggest CRM provider. Here everything is pricey and storage of all tops the bar. Why OneDrive to Optimize Your Salesforce File Storage? OneDrive is one of the best storage clouds that provides you with great reliability and is user-friendly. With its enormous storage space, getting Salesforce files stored is not going to be a problem anymore. Also, taking into account its cross-platform compatibility, it’s more preferred by businesses and enterprises. OneDrive offers a large storage capacity, helping you make itself a repository for your migrated Salesforce files. Additionally, the platform is built with several advanced security features, which ensures that users’ files are secure and protected from unauthorized access. In a nutshell, this compressive software bundle provides a seamless work environment, making it more harmonious. Discover how to transform your Salesforce file management needs through Salesforce – OneDrive integration here: Now, let’s have a look at the benefits of this powerful connection between Salesforce and OneDrive. More Space, More Possibilities By storing Salesforce files in OneDrive, you’re saying goodbye to the limited file storage in the former. Instead, say hello to increased storage and a streamlined workflow. With an ample amount of space in OneDrive, you no longer need to worry about hitting the storage cap or the consequences following such as high cost and poor performance of the app. Cross-platform Collaboration With this ability of OneDrive, users can access their files from any device and work on them. The files in OneDrive are easily accessible to all the users across devices that are synchronized with the OneDrive platform. Top Tier Team Collaboration If the right permissions are granted, the users can access the files and work on them simultaneously. Either by sharing the links of the files directly or by following certain sign-in protocols, the files can be accessed, and more than one user can work on it collaboratively at the same time. Effortless File Backup Solution With the continuous upload of files, there is a high chance that the files can get lost or would be misplaced. But with OneDrive, you will never miss a file. The files automatically undergo a backup and your files are safe enough to store. How to Integrate Salesforce and OneDrive Although there are many ways to connect Salesforce and OneDrive, the most recommended practice is to use the #1 file management app for Salesforce – XfilesPro. Making headways since its inception, XfilesPro has been doing a marvelous job and the reasons to acquire it are not just constrained as a connector. It is an application that provides you with an overall enhanced file management experience in Salesforce. What Does XfilesPro Do? To address your concerns regarding the growing volume of Salesforce files, XfilesPro establishes a strong integration between the CRM platform and your OneDrive without the support of an additional connector. And post-integration, the application automatically moves your files from Salesforce to OneDrive externally so that your file storage space remains free up. The best part is that in addition to OneDrive, XfilesPro also supports other file storage platforms such as SharePoint, Google Drive, AWS S3, and on-premise platforms. If you wish to learn more about XfilesPro and how the app can integrate your Salesforce and OneDrive, hit us up today. Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
7 Reasons Why You Should Store Your Salesforce Files In SharePoint, From An #AwesomeAdmin’s Perspective.
Most Salesforce Admins do not believe when we say that managing documents in Salesforce can be easy and automated. We got them completely as we understand that Salesforce is a bit tricky when it comes to file management. Because the CRM platform comes with limited file storage space, the overgrowth of the files would fail the admins to operate the application effectively. Migrating files from Salesforce to an external storage is its only solution. If you’re already using SharePoint, the popular storage system, don’t look further than it as SharePoint provides a lot of advancements to store your Salesforce files externally. Before discussing those factors, let’s take a brief look at SharePoint. A Little Light on SharePoint SharePoint is a proprietary, web-based collaborative platform that integrates natively with Microsoft 365. It’s one of the most popular document management and storage platforms today with over 100 million users worldwide. SharePoint has been making it easy for customers to set up a centralized, password-protected space for safe and secure document sharing, downloading, editing, and uploading. Now, the point of discussion is on the integration of SharePoint and your Salesforce. As you already know, you need to partner with a solution provider for this. To make your life easier, we’d recommend you use XfilesPro, the #1 file management app for Salesforce. XfilesPro integrates Salesforce with your SharePoint without even the need for an additional connector. And post-integration, the application automatically migrates your files from Salesforce to SharePoint in pre-defined intervals and by following the hierarchy of the files. The best part is that apart from SharePoint, XfilesPro also supports other file storage platforms such as AWS S3, OneDrive, Google Drive, and on-premise platforms. With that note on the functionality of XfilesPro, let’s discuss the seven factors why you need to store your Salesforce files in SharePoint by leveraging the power of XfilesPro. Learn why XfilesPro is the most preferred app to connect Salesforce and SharePoint for file storage here. A Slim Wallet Solution: Trust us, purchasing additional storage space from Salesforce might break your bank! When sharing files to SharePoint externally, you are saving a huge amount of money associated with the purchase of extra storage space from Salesforce. In addition, as XfilesPro eliminates the need for an additional connector to integrate both platforms, you’re once again receiving an opportunity to save pennies. A Huge Storage Suite: With the SharePoint-Salesforce Integration, the need for your file storage out of the Salesforce environment is satisfied with the huge storage capacity provided by SharePoint. The biggest urge for file storage optimization is met. End-to-end Process Automation: With the power of XfilesPro, you can automate your file migration process and eliminate manual efforts behind managing files in SharePoint. At the same time, if you want to opt for the manual workflow, XfilesPro also provides the ability to carry out file management in your preferred way at your convenience. Leveraging SharePoint Tagging: In search of the right file, sometimes naming conventions will also not be a best practice in a huge directory of files. But with the feature of SharePoint tagging, XfilesPro allows you to apply metadata labels or tags to documents, list items, and other types of content in SharePoint. These tags can be used to categorize and organize content based on different attributes, such as keywords, topics, or themes. Discover how a two-decade-old IT firm automated the migration of Salesforce Files to SharePoint with XfilesPro. Future-proof Security of Files: Firstly, there are certain security measures that SharePoint offers to safeguard your files within its platform. On top of that, XfilesPro delivers security expertise including Access Control and Encryption at Rest that helps you to rest assured that no unauthorized users are accessing your files. Real-time File Collaboration: Since your Awesome Admin role has never experienced anything like file collaboration in Salesforce, XfilesPro gives you that golden opportunity to collaborate on files in real-time in SharePoint. This is a great chance to eliminate the endless time required for file modification by several users. Enterprise-level File Management Experience: By managing Salesforce files in SharePoint with XfilesPro, you’re stepping into the modern document management world, where automation rules the game and everything is controlled by you. Explore how Salesforce-SharePoint integration helps you transform your Salesforce file storage needs here. Huh… That seems like a lot of reasons to choose SharePoint as a repository of migrated Salesforce files. But the only necessity is XfilesPro! If you wish to learn more about how to use your SharePoint platform to keep your migrated Salesforce files, schedule a demo with one of our product experts. AMARLAL
How to Keep Your Salesforce File Storage Unaffected by 3rd-party Apps Generated Documents?
Imagine this scenario. Finally, your dream of starting your own business sees the daylight. Your company hits the market, so you’re keen on taking it forward. You ponder on all ways to start it in full zeal considering different aspects of a business. That is when you came across Salesforce, the #1 CRM in the world. You embraced the cloud software to find more prospects, close more deals, and deliver a higher level of customer service. And, to make operations more streamlined, you purchase 3rd-party apps for automatic eSigns and document generation. Now comes the hindrance. The 3rd-party apps create documents in huge volumes, heralding the exceeding of the Salesforce file storage limit. Obviously, the following consequence will be a drastic impact on the workflow. If you have envisioned the scenario, think about your possible approach toward this challenge. How will you manage the documents efficiently without letting your Salesforce file storage be overburdened by it? If you think buying additional storage space from the biggest CRM provider could be a solution, here’s the warning — it might break your bank. So, What’s Next? You need to push documents out of Salesforce! You read it right. To optimize the Salesforce file storage space, you need to move the Salesforce documents that have been generated through 3rd-party applications to external storage. So, the next question is how to do that. The wise strategy you can adopt here is to hire an external document management solution for Salesforce. And, we have no recommendation other than XfilesPro as it’s the most trusted and installed document management app for Salesforce today. A Little Light on XfilesPro The #1 document management app for Salesforce, XfilesPro leverages its rich industry knowledge of a decade to meet the document management challenges of CRM users. The application helps you to automatically move the Salesforce documents generated through 3rd-party apps to any of your preferred external cloud storage including SharePoint, Google Drive, OneDrive, and AWS S3 so that your Salesforce storage limit won’t be exceeded. What’s Beyond Document Migration? The magic of XfilesPro doesn’t end by moving your Salesforce documents out of the CRM platform. You can also explore many other advancements as mentioned below; Gives the Perfect Folder Structure You Always Asked For XfilesPro offers a standout advantage, simplifying your life in a significant way. As Salesforce doesn’t provide a built-in folder structure, XfilesPro empowers the users to create a folder format in the external storage to arrange files in a way that makes sense to their business. This helps the admins access files without any confusion. Meanwhile, discover more about XfilesPro’s Smart Folder Structure capability. Your Files are Secure Like Never Before Understanding your concerns regarding file security, XfilesPro leverages the Access Control functionality, helping you protect your files from unauthorized access in the external storage. With this, you have full control over who can view, edit, and download the transferred files, alleviating any concerns you may have about the security of your valuable data. File Collaboration is Finally Sorted XfilesPro recognizes the common frustration of waiting endlessly for multiple people to make modifications to a file. Because the extensive back-and-forth process can seriously hamper productivity. Understanding the gravity of this challenge, XfilesPro’s Bi-sync functionality enables the real-time reflection of the modification made in Salesforce records on respective files in the external storage and vice versa. That means the internal teams can work on Salesforce files while external users can work on files in the external storage and have the changes updated on both platforms simultaneously. This ensures a real-time file collaboration experience like never before. Learn how to revolutionize your Salesforce file collaboration with XfilesPro here. Saving High Storage Cost Repeating the warning we gave you at the beginning of this article — buying additional storage space from Salesforce is never a budget-friendly choice for your growing business. Thanks to XfilesPro, you are no longer required to upgrade your storage space for a huge cost as the application moves your Salesforce documents to external storage, helping you optimize the storage space effectively without spending pennies. The benefits of using XfilesPro to migrate the salesforce files generated through external apps don’t end here. If you wish to learn how XfilesPro can prevent your Salesforce from hitting the storage limit, connect with one of our experts today. AMARLAL
Exploring Salesforce File Storage Options by Unleashing the Power of XfilesPro
Being the #1 CRM in the world, Salesforce is the most preferred platform to run business by enterprises from multiple industries. Running a big business comes with incoming files on a daily basis. With the piling up of files, the need for optimizing file storage has become very important. Organizations have highly dependent policies on collecting, storing, retaining, accessing, and using files. But is the Salesforce storage very flexible? Is it dynamic enough to accumulate your day-to-day files in its limited storage? Of course, NO! That’s why we say the integration between Salesforce and a reliable external storage platform is your solution for file storage concerns. So, XfilesPro is built with advanced capabilities to support varied external file storage platforms. What is XfilesPro? XfilesPro is the #1 file management app for Salesforce that helps you optimize your Salesforce file storage space. The application automatically moves your growing file volumes from Salesforce to your preferred external storage systems such as SharePoint, Amazon S3, Google Drive, OneDrive, and On-premise platforms. This is a great step toward optimizing your file storage space and regaining the performance of your CRM. The best part is that, XfilesPro integrates your preferred external storage with Salesforce without even the need for an additional integration tool. Let’s take a look at each of the storage platforms that you can leverage with XfilesPro. SharePoint: SharePoint is a popular web-based collaborative platform owned by Microsoft. It seamlessly integrates with Microsoft 365 and is primarily known as a document management and storage solution. With XfilesPro, the users can have the great chance to leverage the SharePoint Tagging functionality along with the abundance of the storage space provided by the platform. Learn more about Salesforce-SharePoint integration here. AWS S3: Amazon Simple Storage Service (Amazon S3) stands as a top-tier object storage solution, recognized for its exceptional scalability, data reliability, security, and speed. You can leverage Amazon S3 for safeguarding and storing any volume of files and data, serving a wide spectrum of purposes, including data lakes, websites, mobile apps, backup and recovery, archiving, corporate applications, IoT devices, and extensive big data analysis. Google Drive: Google Drive is one of the most popular cloud storage services available today. IT’S a free service from Google that allows you to store files online and access them anywhere using the cloud. Google Drive also gives you access to free web-based applications for creating documents, spreadsheets, presentations, and more. The service syncs stored documents, photos and more across all the user’s devices, including mobile devices, tablets and PCs. Learn more about Salesforce – Google Drive integration here. OneDrive: Microsoft OneDrive is a file hosting service allowing you to store, share and sync your files. OneDrive also works as the storage backend of the web version of Microsoft 365 Office. OneDrive offers 5 GB of storage space free of charge, with 100 GB, 1 TB, and 6 TB storage options available either separately or with Microsoft 365 subscriptions. Discover the tips to store Salesforce files in OneDrive here. On-premise Platforms: On-premises storage is when data or files are stored on local hardware, such as servers, computers, or other devices. For example, if you purchase a server and set it up at your office, you and your team can store your data on that server. The server is controlled, administered, maintained, procured, etc. by your company and its in-house IT team, or an IT partner. Some of the examples for on-premises platforms that XfilesPro supports are SMB, SFTP, and Network Drive. That’s all about the external file storage options XfilesPro provides. If you wish to learn more about the integration part, please schedule a demo with one of our product experts. AMARLAL
