The Vital Role of File Collaboration in Salesforce [Infographic]
File collaboration is one of the most important aspects when it comes to businesses. With a bigger team and each team having mutual files to work on, file collaboration is very important. Let us see how to file collaboration will help us further. AMARLAL
Top Strategies for Organizing And Managing Files in Salesforce
As a Salesforce user, you’re well aware of the challenges that come with managing files in a business environment. The constant influx of files on a daily basis can quickly become overwhelming. But fear not! This information serves as your trusted file management guru, providing invaluable insights and solutions to help you effortlessly navigate through this challenge and tame your file management experience within the #1 CRM platform. For this, let us introduce you to XfilesPro, the most recommended and trusted file management app for Salesforce. With the decade-old app, you can automatically move the growing volume of Salesforce files to your external storage such as SharePoint, Google Drive, OneDrive, AWS S3, or an On-premises platform (SFTP, Network Drive, SMB) to keep your storage space optimized and deliver an enhanced file management experience. Now, let’s see how the next-gen expertise of XfilesPro can help you better organize files within Salesforce. Below are some of the most relevant tips that will help in giving you a clear-cut roadmap on the tips and tricks on following the best practices to have your files systematized. Formulating a Robust Naming Strategy When in the middle of a huge volume of files, always keep in mind to come up with a good naming convention. If you have your files named appropriately as per the contents in them, it’s a win-win. Searchability and transparency top the bar if your naming strategy is sorted. Insider Tip:If you’ve chosen SharePoint as the repository for your migrated files, your job is easy. XfilesPro supports the Tagging functionality of SharePoint, helps you tag content against specific columns so the uses can access it easily. Effective File Storage Framework If your files are not in place, you are in big trouble! There will be files coming from different departments of your organization and placing them in the right folder is something of paramount importance. Hence having a good folder structure plays a big role in the picture. Insider Tip: As Salesforce poses limitations in arranging files in users’ preferred folder format, XfilesPro unleashes its unique Folder Structure functionality, helping users to arrange files in folders in a way that makes sense to their business. Leverage Cloud-based External Storage One of the best ways to have your file storage in Salesforce optimized is by integrating your CRM platform with an external cloud storage. Because this helps you push the growing volume of files from the former to the latter, keeping your file storage space optimized. Insider Tip: XfilesPro integrates Salesforce with your preferred external storage such as SharePoint, Google Drive, OneDrive, Amazon S3, on premises platforms without even the need for an additional integration tool. This helps you to move the files externally and free up the storage space in Salesforce. Optimize Your Third-Party App-generated Files Since you are working on the Salesforce CRM for your business workflow, your Salesforce will be integrated into a lot of third-party applications for varied purposes such as eSign and auto document generation that create a huge volume of files. One of the best ways to optimize your Salesforce storage is by having them migrated to an external storage location. Insider Tip: As already mentioned, no matter if the files are generated manually or through 3rd-party apps, XfilesPro can migrate them to your preferred external storage platform. Learn how to manage Salesforce files generated from 3rd-party apps here.Streamlining and effectively managing files in Salesforce can be challenging, but working smart is always better than working hard. This blog aims to provide you with the closure you were seeking, along with a valuable bonus – an innovative application called XfilesPro that helps you reimagine your Salesforce file management game, you can bid farewell to the cumbersome task of organizing and managing files in Salesforce, allowing you to work efficiently and smartly, and focus on what truly matters – driving success in your Salesforce implementation. To gain a thorough understanding of this powerful application, schedule a complimentary demo by clicking here. Discover how XfilesPro can revolutionize your file management process and help you achieve greater efficiency and productivity in your Salesforce. Meet the Most Downloaded Document Management App on Salesforce Remove Hurdles From the Ever-complicated Document Management Operations with XfilesPro Download the App 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
How To Auto Move Files from Salesforce’s Notes & Attachments to Your External Storage
Are you worried about exceeding the file storage limit in Salesforce? And, figured out that moving files hitting Salesforce’s Notes and Attachments to an external storage could be its solution? Yes! But you don’t know how to move files. If you’re biting your nails about the manual migration of files from the CRM platform, rest assured that it’s smooth sailing from here onwards. In this how-to blog, we are providing you with a clear-cut picture of how you can auto-move files from your Salesforce Notes and Attachments to any of your preferred external storage. Before that, let’s have a look at the Notes and Attachments in Salesforce. Notes and Attachments in Salesforce – The Unpopular Gem Salesforce files are all filled in under one single file repository in its file storage. Be it how many records you create, they all are stored under one location. Notes and attachments in Salesforce display all the files of a particular record. Also, this comes in handy with a lot of hindrances such as limited file storage space, minimal file collaboration, zero folder structure, and many more which is not an ideal solution. Big businesses always have their files incoming continuously and henceforth the above drawbacks will be some pain points that they have to come across daily. Most of the time, files get accumulated in Notes and Attachments are through; Email Attachments Third-party applications Manual upload On that brief about the Notes and Attachments feature of Salesforce, let’s look into the most recommended way of transferring files from there to your preferred external environment. How to Make the Auto Migration Possible? The best solution that has worked when it comes to moving the files from Salesforce is introducing a third-party application that helps in file automation within your Salesforce. And we have never had a better option than XfilesPro for this problem. Trust us, the perks are promising and have been proven effective over the years. If you are curious enough to know about XfilesPro, keep reading especially the below segment. XfilesPro: The Most Trusted File Management App for Salesforce To address your Salesforce file storage management challenges, XfilesPro automatically moves files from the Notes and Attachments section of Salesforce to your preferred external storage such as SharePoint, Google Drive, OneDrive, AWS S3, or On-premises platform (SFTP, Network Drive, SMB) so that your CRM platform will remain unburdened of a massive volume of files. And, what about the story post-migration? You are going to maximize the ROI by leveraging the advancements through the next-gen capabilities of XfilesPro. Preferred Folder Structure Formation This is one of the prominent benefits that XfilesPro provides to make your life easier. Since Salesforce does not offer a folder structure option for the users, XfilesPro helps you arrange files in your preferred format in folders. So, you can easily access files without any hassle in the external storage platform. Learn more about XfilesPro’s Smart Folder Structure capability here. Utmost File Security To ensure the files are untouched by unauthorized users in the external environment, XfilesPro delivers an Access Control capability. Through this, you can control who can view, edit, and download the migrated files so that you no longer need to be worried about the security of your files. Real-time File Collaboration XfilesPro understands that it takes forever to get a file modified by many people. When the files pass from user to user for their contributions, the time period that it takes is enormous and it will affect the productivity of people. However, with XfilesPro, both your internal teams and external users can collaborate on files in real time as we provide a centralized file management experience. Discover how to revolutionize your Salesforce file collaboration with XfilesPro here. Increased Cost-effectiveness You don’t need to purchase additional storage space from Salesforce anymore (which comes with hefty charge). Since XfilesPro eliminates the huge spend on the purchase, you can save your pennies. That’s for now! Still, there are a lot of benefits that are unsaid about moving files from Notes and Attachments to the external storage. If you’d love to learn about how our application can help your business, get in touch with us today. AMARLAL
How to Store Salesforce Files in Amazon S3 Using XfilesPro: A Comprehensive Guide
We know that you are using Amazon S3 to store your files. If you are not, you might be pondering using the platform for some needs. We are sure you will either be in the former or the latter stage. So, we start with a few questions for you. Are you really aware of the absolute potential of your S3 platform? Did you ever consider the possibility of S3 as a repository for your Salesforce files? We will make this more interesting. Check the below calculation for your consideration. As you can learn from the data, the storing cost on Amazon S3 costs nearly 97% less compared to storing it on Salesforce. We hope we got your attention! Keeping your Salesforce files on the S3 bucket will help you save pennies. And, there is no application like XfilesPro that understands this possibility. Before delving deeper into how XfilesPro leverages the S3 platform to keep your files, let’s briefly discuss S3. AWS S3: The Sky-high Depository An Amazon S3 bucket is a public cloud storage resource available in Amazon Web Services (AWS) Simple Storage Service (S3) platform. The S3 buckets are similar to file folders and can be used to store, retrieve, back up, and access objects. This is one of the best ways for large businesses and organizations to store their files in a strong and reliable platform. How XfilesPro Moves Salesforce Files to Amazon S3 Yeah, that’s all about that! By now, you understood how to store your Salesforce files in Amazon S3 with the help of the most trusted file management app for Salesforce. So, here is the time to learn about the benefits that this integration provides. Cost Effectiveness As we have already seen above, with S3, you will be saving a huge amount of money. As XfilesPro frees up the file storage space of Salesforce, you can ward off the requirement to purchase extra storage space from the biggest CRM platform providers at a hefty price. Instead, you can invest in S3 which is a cost-effective approach for your business. Learn more about how you can manage Salesforce files cost-effectively here. Ease of Migration If you are denying integrating your external storage to S3 thinking of the process of migration, you still have not gotten a clear picture of XfilesPro. Apart from automating the migration of new files that get generated within the CRM platform, XfilesPro can move the huge volume of files that is already present in your Salesforce file storage space. It’s XfilesPro’s Initial File Offloading functionality that helps with the migration of existing files in one go to the external storage. The best part is that when migrating files in large volumes, XfilesPro will also preserve the hierarchy of your files! Customized Folder Structure This is a capability that keeps XfilesPro a cut above the rest! Since Salesforce has limitations in arranging your files in a preferred way, XfilesPro has a solution to tackle this challenge. With XfilesPro’s Folder Structure feature, you will get an advanced option to arrange your files in S3 in a certain format that makes sense to your business. When the files are well organized in S3 and put up in the right folder structure, you can access the files very easily and experience a very streamlined process. To delve deeper into the folder structure capability of XfilesPro, check here. The Easiness in File Management Easy file management comes as a result of auto file migration and customized folder structure. These are capabilities that save your day as they provide you with extreme flexibility and advancements, eliminating manual efforts behind many works associated with Salesforce file management. Moreover, when you achieve a streamlined workflow, you can save significant work time, resulting in enhanced productivity. Realtime File Collaboration Since working in an organization, it is highly critical to share files among workers for modifications. Sometimes, it’s even required to files to your external users for their contribution. However, it takes a lot of time to pass files from person to person. Understanding this challenge, XfilesPro empowers both your internal teams and external users to collaborate on files in real-time. This is an intelligent strategy that helps you achieve effective file collaboration in Salesforce that brings out potential benefits to the team.Over to You! By now, you saw a detailed picture of how XfilesPro helps you store Salesforce files in Amazon S3. If you’re curious to learn more about the integration process or the benefits that XfilesPro unleashes for your business, schedule a demo with one of our product experts today. Poornima GConnecting businesses with top SaaS and CRM solutions through engaging content All Posts
The Role of Salesforce File Management in Streamlining Your Workflow
Managing a big volume of files and information is common in every business process. However, when you juggle multiple processes on different IT systems, it means that your files can be generated hugely and stored in a number of different locations. When it comes to the uninterrupted flow of your business, you need to have access to your critical files at any time seamlessly. Just because of the reason that the files are in different locations, you can’t let any trouble happen with your business. For this, you need to make sure that you are processing a very streamlined file management experience in Salesforce. Because an efficient file management system is key to advancing your workflow. In this article, let’s discuss the importance of a smart file management approach in Salesforce. To Overcome the Fear of Storage Limitations Salesforce always gives only 10GB of file storage per Org. But with the amount of file accumulation, it is difficult to carry on the day-to-day work requirements relying on this small amount of storage. As the files mount up within the Org, you will experience a dip in the performance of your Salesforce application. At first glance, there appear to be two potential solutions for the storage limit challenge. The initial option involves deleting old files, but this may not be advisable since these files could hold valuable business opportunities in the future. On the other hand, the second solution entails purchasing additional storage space from Salesforce, but this can be costly. Our Recommendation: XfilesPro, the #1 file management app for Salesforce helps you move your growing volume of Salesforce files to your preferred external storage platform such as AWS S3, SharePoint, Google Drive, OneDrive, and on-premises system in order to free up storage space, which is a great way to overcome the challenges associated with storage limitations. Learn more about Salesforce file storage limitations here To Better Organize Files The concept of better file management in Salesforce starts with excellent organization. Having your files organized in a way that makes sense to your business will help you look for them faster. Keep in mind, not having a proper folder structure to store your files will drive unimaginable troubles, including productivity disruption. Our Recommendation: XfilesPro has the capability to create a customized folder structure as per your requirement so that you can arrange your files in your preferred format or hierarchical order. To Experience Exceptional File Collaboration You are not only the one who will work on a file. There are a lot of employees who are supposed to modify a file. Since there are limitations to collaborating on files in real-time for many users, the process demands a lot of time. The file has to pass from user to user or department to department for modification, which will take an indefinite period of time for completion. Our Recommendation: XfilesPro empowers you to collaborate on files in real time. This is a great capability that will allow your internal teams and external users to contribute to a file live that will boost file management experience and overall productivity. Learn more about how to collaborate effectively on files in real time here. To Enhance Productivity If your Salesforce Org is unaffected by the growing number of files and you are able to conduct seamless access to files, you will experience a bump up in the productivity of employees. Because when you are well aware of your files and where each and every file is located and named per se, there is no disruption in the workflow, facilitating increased productivity. Moreover, since you can leverage the power of automation to move the files out of Salesforce and optimize the storage space, the employees can focus on their core operations and contribute more to your business. Our Recommendation: Get your file management in Salesforce to do the work for you. Simply integrate it with your desired external storage and get your hands on other important works. Promised Security Every business is a file-sensitive business. There is no file that can be exposed outside of file management because it is less important. So, you need to make sure that unauthorized users do not access your files. Our Recommendation: With XfilesPro’s Access Control capability, you can control who can view and access your files. In other words, you will be the ultimate owner of your files and you can rest assured about its absolute security. Wrapping it Up With all the recommendations that we have provided, you must be wondering how XfilesPro can streamline your file management experience in Salesforce. We recommend you that try the #1 file management app and experience the advancement that it provides to elevate your game. Let’s start this by scheduling a demo. AMARLAL
What’s the Impact of Limited Storage Space in Salesforce File Management?
Here’s the nightmare that will never end in the life of a #Salesforce admin — file storage limit. As Salesforce comes with very limited storage space, the admins are always afraid about hitting the storage cap. Not only the storage space overloading, the worst part is that there are a lot of other challenges with the limited file storage space. To run your business efficiently, you need to be aware of those challenges and the impact that can have on your operations. To get a better hang of it, let’s dive into it in this blog. Unable to Manage Large Files or Large Volumes of Files Your Salesforce files can come in any size and quantity. You will generate small-sized files and files that come in bigger sizes such as presentations, and video and audio files. And, it’s obvious that with the surge in the number of big-sized files, the file volume within the CRM platform will also increase. This will be an uphill battle as the management of files in large sizes and volumes will cause troubles in the management of files including uploading, accessing, editing, and deleting. That means, your entire file management experience will be completely disrupted. To know about the limitation in Salesforce storage spaces, check here. Drastic Reduction in Collaboration and Productivity Teams interact with each other through the process of collaboration. It is a game-changer contributing to any organization’s success. When the files are more and the storage space is limited in Salesforce, this process cannot take place seamlessly. Due to improper file and storage management in Salesforce, the users will fail to collaborate effectively, which will impact the overall productivity of the employees. Increased Costs for File Storage If you are thinking that purchasing additional storage space from Salesforce is a solution for the limited storage space, we want you to know that it will break your bank. No matter if your company is a small scale or an enterprise, the cost associated with extra storage purchase may not sound cost-effective for your business considering its high charge. So, think before acting, is that something your growing business wants? Challenges with File Visibility and Accessibility Just like the troubles in Salesforce file collaboration, the limited Salesforce file storage can drive uneasiness in the visibility and accessibility of files within the org. If the Salesforce application loads very slowly, you can’t easily access and edit the files during emergencies. And, this will lead to a lot of escalations and result in catastrophe among the teams. Inability to Manage Massive Files of Community Users Being a Salesforce Admin, one task that you need to take is the management of the Community User files. The more Community Users you have, the more files will be generated in the file storage space of your Salesforce. That means that the storage space will get filled quickly, which is a difficult undertaking. The growth in files will only result in storage overloading and unproductivity among employees. Explore how to manage Community Portal Files here. Challenges in Integrating Salesforce with 3rd-party Apps You may want to integrate Salesforce with multiple 3rd-party apps for different purposes. Be the integration for document generation, file archiving, or data management, the ultimate objective is to automate and streamline the workflow. However, when integrating certain apps with Salesforce (such as an auto document generator), you are going to generate a large volume of documents that will eat up your limited file storage space. Since the storage limit is not sufficient to accommodate the growing volume of files, you will not be able to establish an effective integration between both platforms. It’s the Wrap By now, you must have learned about the consequences that limited file storage space in Salesforce can have on your workflow within the CRM platform. To smartly address this challenge, we recommend you XfilesPro, the #1 file management app for Salesforce. You can intelligently tackle the limited storage issue with XfilesPro as the application optimizes your file storage space. Let us make this more clear. With XfilesPro, you can automatically move your Salesforce files to your preferred external cloud platform such as Amazon S3, SharePoint, Google Drive, and OneDrive as well as on-premise system. This will be a great way to free up the limited storage space, which will help you achieve a very streamlined file management experience within the Salesforce application. The XfilesPro benefits are; The management of large-sized files and large volumes of files becomes easy as the file storage space is constantly optimized. Facilitate seamless file collaboration among your employees with trouble-free file access. Eliminate the need for costly additional storage purchases, saving your expenses. Simplify the management of numerous files uploaded by Community Users without worrying about overloaded storage space. Similarly, the integration of Salesforce with any third-party app is a tension-free job considering the freed-up storage space. To learn more about how XfilesPro can help your business with a modern and tension-free file management experience for Salesforce, schedule a demo now. AMARLAL
6 Salesforce File Management Best Practices To Implement in 2023
We are gearing up to bid adieu to 2022, and setting up our 2023 goals. Maximizing the Salesforce platform’s capabilities & minimizing operational costs are two of the most desired pursuits for every Salesforce customer. Efficiently managing files within Salesforce can double up the joy & make 2023 the best year for your business. Managing a large number of files or huge-sized files in Salesforce CRM often brings challenges & an #awesomeadmin must have the right file management strategy to be a superhero for his/her organization. Below are some of the uber-popular methods that are being adopted by some of the smartest Salesforce customers. You are minutes away from getting to be one such file management champion. Know your Salesforce file system One of the most important things for any Salesforce admin is to have a detailed knowledge of their Salesforce file system. This includes understanding what type & size of files are getting uploaded, what are the major sources of file generation, who are the users that generate more files, what is the file storage usage, who has access to files, and how files are getting shared. A smart Salesforce admin always keeps an eye on these factors in order to maintain a smooth file management process and predict upcoming challenges. Have a long-term Salesforce file storage management strategy If you are a Salesforce user, you must be aware of the fact that all Salesforce editions come with a limited file storage space. If file consumption is more in your business, you must run out of your storage faster. Having a long-term file storage management strategy for Salesforce is one of the most critical things to consider in order to avoid last-minute hassles. This might include regular storage upgrades (Please note this is highly expensive), periodically deleting obsolete files, adding extended storage systems, etc. Leverage external platforms for enhanced file collaboration Leveraging external platforms such as SharePoint, Amazon S3, OneDrive, Google Drive, etc. not only helps you address challenges occurring due to Salesforce file storage limits but also extends file collaboration capabilities. With unlimited Salesforce file storage powered by external systems, your team can seamlessly collaborate on different files & accelerate business growth. Build a centralized content management system In today’s digital world, businesses use multiple systems to run business. If you are also using different applications to power your business, integrating all of them will do wonders. When you’re integrating all your processes & applications to have a single business view, building a centralized content management system is just what you need. For Salesforce users, if you are using different Salesforce apps, AppExchange solutions, and custom-build applications; bringing files from all of them together to one centralized storage repository is highly recommended. The centralized storage can be SharePoint, S3, OneDrive, Google Drive, or an On-premise file system as well. Take care of file security & accessibility factors Securing files in the best possible way & keeping seamless access to all authorized users are two of the most important factors in driving file management efficiency. Best security practices must be adopted including access control, visibility settings, encryption, and sharing options to run a highly secure Salesforce system. With evolving technologies, security often comes under the scanner & you need to get it checked in 2023. Access to files must be always hassle-free as this directly impacts productivity. Some of the best recommendations are syncing files across systems, a proper naming structure, a tagging feature, and a folder structure for files. Backup your files regularly Still not backing up your files? If not, get this done in 2023. Having a backup of all your files will help you run a business with confidence without any fear of file loss. Get a file backup strategy in place with the best available Salesforce backup application. Get XfilesPro for Advanced Salesforce File Management Still thinking about how to implement all the above best file management practices for your Salesforce app? Don’t look beyond XfilesPro. Our one application can help you achieve all the above goals & make your business run on Salesforce to the best of its potential. XfilesPro, which is primarily an external file storage integrator for Salesforce, offers support to multiple storage systems including SharePoint, Amazon S3, Google Drive, OneDrive, and On-prem. Along with this, our future-ready application can easily take care of folder structures, file syncing, community portal file management, large-volume file offloading, and much more. Explore all XfilesPro features & capabilities to transform your file management experience in Salesforce. With 500+ global customers & 550K+ licensed users, XfilesPro can be a game-changer for your business in 2023. To learn more about the application, please get in touch with us now. AMARLAL
The new Christmas Duo is here – Santa and Captain Fido. Plan Your Wish List Now.
Season’s Greetings y’all !! No one should be alone on Christmas – The Grinch. Even your exceeding Salesforce file storage should not be left unmanaged this Christmas. Watch your step wherever you go, because you may step on a mistletoe. Have you ever gone through such a situation wherein you hit the Salesforce file storage and had nowhere to export your files? All are aware of how pricey the extra Salesforce file storage is. Just as the Christmas saying goes “May your merry be large and your bills be small”, we completely agree with you. Hence to save you from this humbug, XfilesPro Santa is here to save your tinsel from the twist. The real Santa is here. This Santa is special. You will get to know about it in the later part of the blog. Before getting to it, let’s discuss some real-time sorrows. File management in Salesforce is a critical issue that runs around the clock every year considering the limited storage. The Salesforce files uploading to an external platform is really a huge problem to resolve. Christmas is always the time to do something extra. So this year why not treat yourself with the XfilesPro Santa? XfilesPro Santa mainly focuses on Salesforce file storage optimization. Whenever your Salesforce file storage is exceeded, you now know whom to rely upon. If you are still not getting an idea of how effectively the magic of XfilesPro works on your Salesforce files, keep reading through. Suppose with a growing number of users or steady growth of files, your Salesforce file storage exceeded. Now one thing you can do is brainstorm some ideas regarding Salesforce file management best practices. The plausible option you can come across is by Salesforce file upload to an external platform by manual means or by deleting some files and having your Salesforce file storage optimized. Now if you look at the Salesforce file storage costs, you will be at a real disadvantage. With your raging growth, there are high chances even this storage can get depleted soon. But what if just like the magic of the first Christmas snow, there comes a savior to help you vanish all the Salesforce file storage optimization concerns? Acting as a pathway, XfilesPro Santa along with its Captain FiDo elf is going to help Salesforce file upload to an external platform. You can move your desired or all files to any of the external cloud storages such as SharePoint, Google Drive, OneDrive, and AWS S3 or On-Prem systems such as SFTP, Network Drive, and SMB. Just like how Santa has the right idea to meet people once a year, XfilesPro can be initiated once and with the initial file uploading, and then there will be an auto file export done as per the needs. Forget the past with the present of XfilesPro. This merry season, free yourself from pending duties and enjoy Christmas the right way. Let’s make this December worth remembering. Christmas is here. Let’s make peace on Salesforce file storage, goodwill to Salesforce Admins, and make them enhance the Salesforce file storage management game with XfilesPro. XfilesPro is the number one application on AppExchange for file management and external collaboration. With XfilesPro Santa coming to you, 2023 is going to be your most productive year. Schedule a meeting with us and get to know more about XfilePro Santa. Wishing you a Merry and Fruitful Christmas. If you are writing a Santa wish list, you know what product should be the first on it. AMARLAL
Enhance Your Foothold with XfilesPro’s 9th Anniversary Upgrade
XfilesPro turned 9 years old and all the overwhelming from going overdrive has only attracted more and more success. XfilesPro more or less being the social butterfly of the AppExchange with an array of customers has evolved a lot over the coming years. This birthday, we decided to run a whole new makeover for the next-gen application by taking it one day at a time. The Arrival of Captain FiDo With much joy and anticipation, on the anniversary day, FiDo was unveiled. FiDo is the product mascot for XfilesPro (file management) and document generation which is another new add-on utility that will be discussed in the later part of the blog. FiDo is already the customer favourite and is being loved by our customers. XfilesPro DocuPrime – The New Capability of Document Generation All are well aware of the exemplary features of XfilesPro that have been proven very promising and efficient when it comes to file management and external storage optimization. What if we told you that XfilesPro is empowered now with the power of document generation? That would be a rad move, right? We have taken up this challenge and we present to you the XfilesPro DocuPrime. Now, you can have your documents created manually under any criteria and also manage your files all under one roof. The Introduction of the Partner Program If you have products that are a helping hand for enterprises in crucial situations, then helping them to reach people is one of the fundamental things to do. That is where this partner program comes into the equation. We have partners who have decided to collaborate with XfilesPro taking into account the efficiency and ingenuine features of the application. These partners will be helping us to channel XfilesPro in the right direction and reach all the customers who are looking out for file management and external storage optimization applications. An Upcoming Face-lift with Advanced UI & New Innovations XfilesPro has been undergoing a lot of advancements and upgrades for increasing the user experience of the application. One such innovation is the inclusion of file backup. This is going to do a lot of good as file backup is a very important aspect when it comes to file management and storage optimization. With the inclusion of document generation, several new features are also being added to the product. The advancement that is taking place in the product is innovative and has a lot more than you are expecting. Last but not the least, we are thankful to all our existing customers and well-wishers who have been there with us all these years and have been availing of our service. It is because of your phenomenal support that we are still the number 1 application for file management and external storage collaboration on AppExchange of Salesforce. If you are still looking for a sustainable file management application, schedule a call with our product experts and enlighten yourself with the wonders XfilesPro can do to your Salesforce file storage and management. AMARLAL
Why You Should Meet Team XfilesPro at Moscone Campground, Booth #341 During Dreamforce 2022
Hello Trailblazers, our time is here. We’re just a few hours away from the much-awaited and most-impactful Dreamforce event ever in history. While you read this post, we’re sure your team (lucky, if you’re counted in) must have either flown to San Francisco or is just about to take the flight. Because we’re that close to Salesforce’s 20th flagship conference! Like any Trailblazers in the world, we’re also building excitement to reunite with our Ohana. As always, we’re exhilarated to showcase our superior file management application for Salesforce once again to the thousands of innovation seekers from around the world. And this time with much more next-gen capabilities and features to accentuate our five-star rated product as the number one application for file management in AppExchange! Be Ready to Blow Yourself by Watching the Futuristic Capabilities of XfilesPro We can’t wait to show you XfilesPro in action at the largest tech summit in the world! Evolving with many unique and next-gen expertise, XfilesPro has grown from strength to strength since the last Dreamforce to Dreamforce 2022. You will realize that next week! Today, we’re renowned to be the top choice for most organizations including industry bigwigs and Fortune 500 companies. You know why? There are some capabilities that make us stand out from the crowd. External Storage Support: XfilesPro supports a large number of external storage systems such as SharePoint, AWS S3, Google Drive, and OneDrive as well as on-premise systems like SFTP, SMB, and Network Drive. File Ownership: Unlike any other apps asking you to store your files and attachments in a third-party storage cloud, XfilesPro lets you leverage your external storage system and ensures 100% file ownership. Folder Management: If you want your transferred files to follow certain integrity or relationship, XfilesPro can easily get it done on your behalf and ensures that the files are not scattered in your external system. Massive File Migration: Leveraging our auto export scheduler, you can experience a hassle-free migration of a large volume of files from Salesforce to the external system of your choice automatically at lightning speed. Bi-Directional File Sync: With XfilesPro, you will have the capability to get the changes made in Salesforce files to be automatically reflected on the subsequent file stored in the external storage, and vice-versa. SharePoint Tagging: This latest feature allows you to tag the content contained in a file against the specific columns so that you can learn about the information that the file holds without opening it. What do you think about XfilesPro? Do our capabilities hit it out of the park? Are we a cut above the rest? It’s up to you to make a comment. Now, we want to inform you something more. This time, XfilesPro doesn’t show up at Dreamforce alone. We will present our fully-fledged Data Management Suite (DMS) of products for Salesforce to the thousands gathering. We bet you will find our comprehensive suite as one of the top innovations in Dreamforce 2022! Curious to learn more about our DMS and the apps that provide it a complete form other than XfilesPro? Here you go… DataArchiva As a groundbreaking innovation and the ONLY native data archiving platform for Salesforce powered by Big Objects. DataArchiva helps you with the optimization of your data storage space in Salesforce by archiving the historical data into Big Objects without losing its integrity. DataConnectiva This app clears up your data storage space in Salesforce by enabling a seamless archiving of your inactive data from Salesforce’s primary storage space to your third-party database (MSSQL, MySQL, Postgres, Redshift, Oracle, etc) by leveraging your own external cloud (AWS, Azure, Heroku, etc) or on-premise platforms. DataBakup You can overcome the fear of data loss that can happen due to cyber attacks, system failure, natural disasters, or by any means as the application backs your data in an external system of your choice (SharePoint, S3, server, etc.) by using your cloud (AWS, Azure, Heroku, etc) or on-premise platforms. DocuPrime DocuPrime is the most recent addition to our DMS that is designed to automate your never-ending document generation process by helping you build documents of all types and sizes within Salesforce in a click. Yeah, that’s all! Do you think our DMS can grab the eyeballs at Dreamforce? If you wish to explore our comprehensive suite live during Dreamforce 22, we welcome you to Moscone Campground, Booth #341. You will; Learn more about our Data Management Suite for Salesforce Explore various partnership models and benefits Watch live demos Get a 20% discount on implementation and PREMIUM SUPPORT at an exclusive price So, why wait? Schedule a meeting with our team here: https://www.xfilespro.com/dreamforce-2022/ and stay excited about catching up with us (because we do)! We can’t wait to see you there! AMARLAL
