9 File Management Challenges in Salesforce You Wish You Knew
File management is one of the most important challenges every Salesforce admin faces. Managing and retaining files are very crucial to any business be it big or small. The problems one can encounter with file management are numerous. There is no dynamic solution within Salesforce to help you free of this misery. Hence with the […]
9 Ways Salesforce Customers Can Use XfilesPro
On this 9th anniversary of XfilesPro, it feels surreal to look back and realize that it has grown to help several Salesforce customers at crucial times. With its ingenuity and instructive solution qualities, XfilesPro tops the AppExchange for file management and storage optimization in Salesforce. This blog provides a summation piece on how customers can […]
A letter from the scariest day of the year – Halloween to Awesome Admins
Bwahahahahahaha…………. Oh no! That’s the laughter of the Storage Ghoul. It comes to life whenever the Salesforce storage has been full. My, My! Hadn\’t you noticed it getting accumulated? You are in big trouble. This is no harmless ghoul that can be driven away by trick or treatin’. Some serious amount of work has to […]
LIVE WEBINAR: One-Click Document Generation in Salesforce with Auto Store in Your Preferred Storage: A Very Big Announcement to Make!
It’s yet another cheery morning at work. You are full of beans to kick start the day by ticking off the tasks assigned to you. Your system is powering up. You are scrolling through emails, checking the calendar, responding to messages… Now arrives the high-important email from the manager saying that your organization has decided […]
Increased File Management Workload in Salesforce? XfilesPro’s Bi-sync Feature to the Rescue
Scene opens. Johnny, the CEO of an up & coming legal service provider, can be seen sitting in his cabin. He stares at his screen, then looks at the reports in his hand, & then looks back at the screen. Irritated, he picks up his intercom & dials for Jacob, calling him to his cabin. […]
WEBINAR DIGEST: Reimagine Salesforce File Management with XfilesPro
The first of many webinars planned this year is finally done & dusted. As always, it was a phenomenal turnout as many attendees joined the live session. So, before going any further, we would like to thank each and everyone who joined us for the live webinar session. But not everyone was free with their […]
WEBINAR: Reimagine Salesforce File Management with XfilesPro
Managing critical business operations leveraging digital platforms is one of the mainstream digital transformation strategies and for many good reasons. As the creation and sharing of documents while using multiple digital platforms are so widespread today, it completely makes sense that enterprises are putting a lot of focus on managing all their documents efficiently in […]
Salesforce File Management Challenges And Their Solutions
Managing and retaining files is crucial to any business, big or small. Most of these organizations rely on Salesforce to handle and distribute data, and problems, such as visibility, version tracking, and collaboration are common. When small businesses experience growth, they also encounter Salesforce file management challenges that large companies are facing. Presently, there is […]
Top 7 Factors That Differentiate XfilesPro From Other File Management Solutions for Salesforce
Last Updated: September 22, 2023 If you are a Salesforce customer, you might know that dealing with a large number of files within the app is always troublesome considering the platform limitations. Being the #1 CRM provider in the world, Salesforce powers organizations to boost their sales, marketing & customer service processes. However, it can’t […]
What’s New in the File Management Scene in Salesforce in 2022?
We’re well into 2022 by now & believe us when we say that this year is going to be a lot different. Especially when considering the manner in which files are handled in the Salesforce system. It’s no secret that because of the ongoing pandemic which forced everyone to work remotely, the world has witnessed […]
