Why is XfilesPro the Top Choice for Salesforce Document Storage and Collaboration with SharePoint?
When it comes to business operations, Salesforce and SharePoint are a popular dynamic duo. Businesses unanimously agree that the power of this duo truly serves potential results that impact business success. While discussing Salesforce-SharePoint integration, for document storage and collaboration, one common solution that often comes up is XfilesPro. Have you ever wondered how XfilesPro became the most recommended solution for integrating these two giant platforms? This article details the nuances of leveling up document handling experience with XfilesPro by building a synergy between Salesforce and SharePoint. Before getting into its details, let’s discuss the significance of integrating Salesforce with SharePoint. Why is Salesforce-SharePoint Integration Required? While Salesforce has many functionalities for uploading and managing documents inside the CRM, it doesn’t come free from limitations. The users experience challenges with limited storage, high storage upgradation charges, folder structure creation, collaboration, accessibility, etc. We have to admit that Salesforce is a CRM, not a DMS. To address these hurdles before they impact productivity, companies adopt document-based collaboration systems like Microsoft SharePoint that streamline document dealing and collaborative experience. Because building a powerful bridge between Salesforce and SharePoint offers various benefits that can boost the efficiency and effectiveness of your business operations. Cost Savings Salesforce’s storage cost can be substantial. It can quickly add up as your business grows and accumulates files inside the Org. However, the integration with SharePoint unleashes the opportunity to leverage the extensive storage capacity of this system, resulting in high-cost savings. Easy Document Access Salesforce limits document access to every department to ensure security. However, this can cause operational challenges as cross-functional teams can’t access required documents. The Salesforce-SharePoint integration plays a critical role here as the wide and secure accessibility of SharePoint permits authorized users to access documents. Enhanced Collaboration The seamless integration between Salesforce and SharePoint allows teams to effortlessly share, access, and manage documents within the Salesforce environment by leveraging SharePoint’s powerful document management capabilities. This provides real-time updates and collaboration on shared documents, ensuring users access the latest information. The XfilesPro Way of Integration XfilesPro is the #1 document management app that establishes a strong and seamless integration between Salesforce and SharePoint. This connection takes place so easily that you can immediately embark on a new document management journey. Post integration, XfilesPro enables you to automate the migration of files from Salesforce to SharePoint (including your big-sized files) so that your Salesforce file storage space will remain optimized. Here, XfilesPro identifies SharePoint as a reliable and comprehensive external repository for migrated documents offering superior functionalities for a modern document management experience. Let’s look into how XfilesPro adds more value to your Salesforce-SharePoint integration endeavor. Quick and Seamless Integration XfilesPro adopts a highly streamlined process to establish the connection between your CRM app and the external storage. The best part is that this connection comes with zero coding requirements! Here, XfilesPro eliminates the complexities typically associated with integrating two cloud platforms, providing an intuitive interface that doesn’t require technical expertise. Since it’s a fast & hassle-free integration, the entire process gets done in a short time so you can experience advanced document management in minutes. Unlimited and Centralized Storage Once the large volume of documents is moved from Salesforce to SharePoint, the file storage space of the CRM app gets optimized and unburdened. Here, the document migration is not a one-time job, instead, it’s a recurring process that secures the storage space irrespective of the document growth. This in turn creates unlimited space in Salesforce and a centralized document management location in SharePoint. Having a centralized storage space, your authorized users can easily access documents, eliminate the search through multiple systems, and work on documents in real time. Robust Document Security Whether it’s NDA, proposals, quotes, or contracts, every document should be secured while using and when sharing it with other users. XfilesPro ensures the security and seamlessness of document sharing in both these scenarios with its advanced functionalities. When it comes to document sharing, our application offers an enhanced security model in which specific capabilities ensure document security while sharing it with internal teams as well as external parties. On the other hand, to safeguard the documents while using them, XfilesPro imposes Access Control, which permits only authorized users/teams to access specific documents. Similarly, users can also leverage XfilesPro’s Folder/File Preserve functionality that enables document deployment to a particular user/group/profile. Strong Compliance Adherence Different industries uphold different compliance standards. If your business belongs to any such industry that demands the retention of documents for several years (eg: healthcare, legal, finance, real estate, government), the limited file storage space of Salesforce will throw a spanner on this action. However, you can easily overcome this challenge with XfilesPro. As the application pushes your documents to SharePoint, you can stay worry-free about the small storage allocation by Salesforce and retain the documents for any number of years in SharePoint. Here, XfilesPro helps you strongly adhere to your compliance guidelines that insist on document preservation. SharePoint Tagging Support The greatest advantage XfilesPro unleashed to reinforce the Salesforce-SharePoint integration was its support for the Tagging feature. XfilesPro enables Tagging for Salesforce files in SharePoint, which is the assignment of categories or descriptive words to content, using labels. These tags serve as metadata that categorizes content based on various attributes such as topic, project, department, or any other relevant criteria, helping to easily filter and locate the files. Adding more value to the Tagging functionality, XfilesPro also supports Custom Tags and Auto Tags. In these, the former are the user-defined label attributes that can be applied to documents, items, or pages while the latter are automated metadata or label assignments applied to documents based on predefined rules. The highlight here is that you can provide unlimited Tags using XfilesPro. Field Service Lightning Support If your business belongs to an industry that demands field service agents, you must be leveraging Salesforce Field Service Lightning (FSL). It’s a system made by Salesforce to help companies that provide on-site services to better organize their work. As XfilesPro offers support to FSL, SharePoint
Rev-Up Your SharePoint x Salesforce Game for Next-gen File Collaboration this 2023
Are you excited about the brand new year? We are very happy and, as a result, we are bringing you our first webinar. In the previous year, we have come across a lot of queries on how efficient the Salesforce file management can be made. After a lot of careful research and observation, we have bought you the answer to all your queries. But to be a part of this, you have to attend our webinar that is going to take place on 19th January 2023 at 11:00 AM EST. So, what are the key takeaways for you through this webinar? Read through carefully. Salesforce & SharePoint Integration: Beyond External File Storage You will have sound knowledge of how to integrate your external SharePoint storage with Salesforce storage. Powering Salesforce File Management with SharePoint: Learn from the Experts The webinar throws some substantial light on how to power your Salesforce file management alongside SharePoint. The ROI of Integrating Salesforce with SharePoint using XfilesPro Get your ROI rolling and maximize your profits by integrating SharePoint & Salesforce. How to Minimize Costs & Maximize Productivity with Salesforce & SharePoint Integration If you are wondering where you can maximize your profits and minimize your costs in regard to your business, the webinar is going to be of a lot of help to you. How Top Companies Are Accelerating Salesforce File Management Efficiency with XfilesPro This webinar is going to spill the beans on how top companies are having their file management game up and will help you introduce the next-gen file management methods. Get Started Fast with Salesforce+SharePoint Integration: Transform Salesforce File Management in 2023. Salesforce file management has always been a hassle for enterprises and organizations. This webinar is a completely wrapped solution to take your Salesforce file management to the next level along with SharePoint via XfilesPro. Powering Salesforce File Management in 2023: Implement a Future-ready Strategy with SharePoint Integration A foolproof solution is what every Salesforce Admin is looking for in any Salesforce file management-related problem. The webinar helps in deducing ways on coming up with strategies to help you tackle every Salesforce file management problem. Pro Salesforce File Management Tips: Blueprint of a Modern Strategy In this modern era, it’s a shame if the same old traditional file management strategy is being used. This webinar will help you to shape your strategy and align it with the modern-day solution and technology. Minimizing Costs & Driving Profitability in an Uncertain Time: Salesforce+SharePoint Integration with XfilesPro Easy file accessibility in Salesforce even after the migration of the files to SharePoint is a key takeaway this webinar will help you understand. With XfilesPro, now SharePoint x Salesforce is now very easy. Augment Your Salesforce File Strategy with SharePoint: A XfilesPro Webinar Upscale your productivity and spare time for other important tasks. With Salesforce x SharePoint integration you are up for several modern strategies and many more. These above key points would have now given you an idea of what you are getting into. The webinar is going to be a lifesaver and hence it would be a loss if you are not going to attend. If you have not yet registered, click here. AMARLAL
Why XfilesPro is the Most Preferred App to Connect Salesforce & SharePoint for File Storage
Have you ever wondered why XfilesPro stands out from other file management and external storage integration applications for Salesforce, which ranks at the top of AppExchange even after almost a decade of this app coming into the industry? If you ask us, it is because of the capabilities we extend to SharePoint users. XfilesPro is your perfect partner to get your Salesforce file storage optimized by helping you to route a way to the desired external storage. The external cloud storage systems that XfilesPro supports are as follows: SharePoint One Drive AWS S3 Google Drive Along with these, XfilesPro also supports Salesforce file upload into external On-premise systems such as SFTP, Network Drive, and SMB. In this blog, there will be extensive guidance on how Salesforce users have an upper hand when it comes to having their XfilesPro integrated with SharePoint for file storage optimization. SharePoint is the most preferred platform if you are looking for an intranet-based cross-collaboration experience that enables secure sharing, content management, and workflow collaboration features among the employees in your organization. To help both Salesforce & SharePoint users collaborate & maximize the ROI of these platforms, XfilesPro offers exclusive features for the SharePoint platform. Let’s go through the features one by one to understand the efficiency and also how it will enhance your overall workflow. SharePoint Tagging XfilesPro functions as a conciliatory that allows tagging the content against specific columns. It helps the user to make smart arrangements and also to know about the contents of the file without opening it. One can view the same file on SharePoint too with the help of XfilesPro by not changing the template of the file. View Version History While working in an organization, on a day-to-day basis, you stumble upon a lot of document-related queries. Sometimes it can be to draft a document, share a document, view a document, give access to a document, and so on. Thanks to SharePoint, you can control access to the documents that you have ownership of. When putting up a document on intra-style premises, there will be others who have permission to edit or view the document. So, if someone has edited the document, you can view the version history even through XfilesPro without leaving the premises of your Salesforce org and vice versa. Template Creation Whenever you are creating a template in SharePoint, automatically subfolders will be produced as per the requirements. This will avoid the manual creation of folders and subsequently enhance your productivity and help in keeping the files more organized. File Sync XfilesPro mirrors the tagging to either of the storage systems (Salesforce and SharePoint) each time a new file gets added. The above happens due to the Bi-directional Sync feature. File Archiving XfilesPro facilitates having the files archived if not in use and will retrieve them when needed. The archived files can be viewed from either the Salesforce storage or SharePoint at your convenience. SharePoint has always had a close association with XfilesPro. SharePoint users have really been benefited way more than any other external cloud storage users. Most of our customers have been using SharePoint and reaped success when it comes to file management. Rest assured you will not be disappointed by this move. If you are looking for future-proof file management for Salesforce and would like to rev up your file storage optimization in Salesforce, then XfilesPro is your perfect partner. Schedule a meeting now with our product experts to know more about it AMARLAL
Confused about Integrating Salesforce & SharePoint for Better File Management? Let’s Dispel Some Doubts
There was an organization, a very popular one at that, that was making extensive use of the Salesforce cloud platform to deal with multiple customers daily. Though they were reaching pinnacles of success, there was something that was holding them back, kind of putting a kink in an otherwise fabulous success story. And that was the unorganized management of Salesforce files & attachments in their Org. To top it over, their file management issues were further accentuated by the file storage limits Salesforce had in place. As a means to solve their problems, the company started moving important files & documents from Salesforce into one of the most preferred external storage, SharePoint. And lo and behold, all of their Salesforce file management woes really did resolve. Like many other companies, there can be several reasons for their preference, be it the highly configurable nature of SharePoint, its top-notch document management capabilities, or even the file storage optimization it facilitates. Some Benefits of Salesforce-SharePoint Integration ✓ Blazing-fast Storage of Salesforce Files & Attachments ✓ Simplified Files & Documents Management ✓ Easily Find Specific Salesforce Files ✓ Seamless Collaboration Anytime, Anywhere ✓ Editing Functionality for Multiple Users Simultaneously ✓ Easily Control User Access Permissions ✓ Significantly Hassle-free Document Retention & Compliance Also Read: Why You Should Consider Using SharePoint As Your Salesforce Secondary File Storage No matter what the reason behind their choice was, there’s no denying the fact that the integration of Salesforce with the web-based document management system, SharePoint, is crucial in optimizing business productivity. But again, they were able to avail these benefits only because SharePoint was properly implemented & integrated with their Salesforce system. In fact, this integration can be tricky to set up in a way that works seamlessly for most organizations. That’s where we come in. No One Does It Better Than XfilesPro We, at XfilesPro, take pride in being one of the most preferred solutions when it comes to collaborating external storages with Salesforce in a bid to reinvent & revamp the file management processes. Our solution, easily available on the AppExchange, allows users to integrate the Salesforce cloud platform with multiple external cloud (SharePoint, OneDrive, Google Drive, AWS S3, etc) & on-premise (SMB, SFTP, Network Drive, etc) storages. Through extensive use of XfilesPro, users can not only leverage the functionality of both the applications (Salesforce & the third-party storage) but can also create a centralized file management system for their organization. The seamless integration helps in optimizing the primary file storage of Salesforce, simplifying the file management processes, & allowing users to enjoy the best of both worlds. Now let’s see what role does XfilesPro play in integrating Salesforce & SharePoint. Using XfilesPro for Salesforce-SharePoint Integration to Improve File Management When optimizing business productivity & security while working with different enterprise systems is your top priority, think no further than XfilesPro. The 5-star rated solution allows users to set up a seamless, scalable, & secure integration between the Salesforce & SharePoint systems. This in turn enhances the business productivity, user experience, company’s ROI & overall customer service. With XfilesPro, users can easily save, search, & access important files & documents stored in SharePoint without ever leaving their Salesforce user interface. In addition to offering easy, real-time, & bi-directional access to files stored in the SharePoint libraries, the app also gives multiple users access to the same file repository facilitating better collaboration among them. In short, XfilesPro provides cost-effective & efficient storage of Salesforce files in SharePoint. Also Read: Japanese Imaging & Electronics Company, Ricoh Redefined the File Management Experience across Salesforce & SharePoint using XfilesPro Let’s Talk Benefits Helping You Collaborate Important Files – XfilesPro’s ensures that users (both internal & community users) can sync the necessary files & documents from Salesforce with SharePoint seamlessly, without hampering their user experience. It also makes sure users are not facing any hassles in accessing their Salesforce files in SharePoint. Cut Back Unnecessary Effort – XfilesPro is the only application that offers a full-scale bi-directional sync functionality to users which means changes made in one storage system are automatically reflected in the other system, without users manually making those edits. Easily View & Access Your Files – With XfilesPro, users can easily view, access, download, upload, & share files stored in SharePoint right from the Salesforce UI. Moreover, the application lets users perform these actions on multiple Salesforce files simultaneously at once. Easily Search What You’re Looking For – By letting users create an intelligent, hierarchical folder structure in SharePoint storage that properly suits their requirements, XfilesPro makes Salesforce files easily discoverable. Facilitating Smooth Migration – XfilesPro allows seamless & smooth migration of files from the Salesforce file storage into SharePoint’s storage. Whether it is exporting files from Salesforce to SharePoint or importing files from the external storage to Salesforce, the migration of files is very seamless & quick with XfilesPro. Now For The Conclusion As you might be aware by now, there are many benefits of a Salesforce-SharePoint integration in terms of file management in Salesforce. And with XfilesPro supporting you, you can move your files & attachments from Salesforce to SharePoint storage to reduce file storage costs & increase your team’s productivity. But this is just the beginning! To unlock so many endless opportunities, you can get in touch with our experts who will be happy to help you devise a comprehensive plan for integrating your Salesforce system with SharePoint. AMARLAL
WEBINAR DIGEST: Integrating Salesforce & SharePoint using XfilesPro
Our much-awaited webinar session has finally happened and right off the bat we would like to thank everyone for the phenomenal response we received. The session was housefull and the response is incredible. But even the people who missed attending the live session can reap the rewards. For their benefit, we bring this article which will quickly walk them through everything that went down in the event. The webinar was aimed at discussing the intricacies of executing Salesforce-SharePoint integration with the intelligent use of the XfilesPro application. The action-packed 30 mins long discussion began with our Sales Head, Rakesh N Rao shedding some light on the various key advantages of using external storage systems as means of replacing the primary Salesforce file storage. Not only does the use of external storage systems help in overcoming the limitations of native Salesforce file storage but it also has other benefits like file storage optimization & storage costs reduction. Followed by this, he moved on to discussing why the XfilesPro application is the most optimal solution when it comes to integrating different external storage systems with the native Salesforce application. He also mentioned some of the premium cloud-based storage solutions as well as the on-premise storage options that can be integrated using XfilesPro. Followed by this, he moved on to explaining why SharePoint storage is the #1 option when it comes to document management and actualizing an efficient file management strategy in Salesforce. Subsequently, our Product Consultant, Vedant Srivastava took over and gave everyone a quick demo of XfilesPro & how it can be set-up in the Org. If you wish to see the slideshare presentation of the webinar, please visit: During the course of the webinar, he also showcased three customer use cases belonging to the industry leaders from the logistics, educational & media industry & highlighted their specific Salesforce file management challenges. He also explained how each one of them addressed those challenges through efficient SharePoint integration using XfilesPro & what benefits they achieved. Towards the end of the insightful session, our Salesforce file management experts quickly summarized the advantages of using XfilesPro & how it can help Salesforce enterprises harness the untapped power of SharePoint. Following this, they answered a few of the questions posed by the webinar attendees after which the session was successfully concluded. Here is the full recap of the webinar session: There is a lot more in stock for our Salesforce customers as new and exciting webinars are planned for the coming months. Please follow us on our social media handles for latest updates about the upcoming webinars. AMARLAL
WEBINAR: Carrying out SharePoint & Salesforce Integration using XfilesPro
With new technical advancements cropping up each day, it becomes imperative for organizations to keep on updating themselves to maintain an edge over their competitors. For companies, their voluminous amount of files and attachments pose a great threat in achieving a streamlined file management experience. With Salesforce CRM being introduced in the market, companies now receive additional assistance in managing their business operations. But even while using this platform, the challenges with managing the files remain tedious and never-ending. If your Salesforce organization is also looking for a solution to your file management woes, then may we suggest having a crack at using SharePoint storage. Steadily emerging as one of the most popular document management and storage platforms today, SharePoint is already being used by a huge chunk of Fortune 500 companies. Using SharePoint’s exceptional storage, retrieval, searching, archiving, tracking, and file management features, your company can easily overcome the issues related with limited Salesforce file storage and high additional storage costs. By opting for a collaboration between these two platforms, your company can generate more leads, make better-informed decisions, and drive home success and growth. In this direction, we are hosting a live webinar in the upcoming month which will focus on the several intricacies of carrying out the Salesforce-SharePoint integration with the intelligent use of the XfilesPro application. Our webinar ‘Integrate SharePoint & Salesforce using XfilesPro- An Advanced File Management & Collaboration Solution for Salesforce’ is happening on 4th March, Thursday at 11 AM EST. In this webinar, we’ll discuss the key advantages of using external storage systems, like SharePoint, as means for actualizing an efficient file management strategy in Salesforce in order to better manage the file storage. We will also shed some light on the crucial role played by XfilesPro in carrying out this integration in a completely seamless and hassle-free manner as well as some of the important use case scenarios of the past. So don’t miss out on this exciting opportunity to take your Salesforce file storage to greater heights and entirely revamp your file management experience. Register for our upcoming webinar here and reserve your spot today. Date: 4th March, Thursday Time: 11 AM EST 9:30 PM IST AMARLAL
Salesforce-SharePoint Integration – How to Transform your Salesforce File Storage Needs
With the advent of new companies in the technology landscape, the competition in one’s industry has increased exponentially. When various other companies also provide similar kinds of solutions & services to customers, enterprises must maintain an edge over their competitors by continuing to offer the best quality services to their end-users. For this purpose, enterprises turn towards automated solutions that can efficiently handle their business procedures. One such automation solution is the world’s #1 cloud CRM platform, Salesforce. Its valuable services across different departments like marketing, sales, customer service, finance, etc make it the most trusted platform among enterprises. When enterprises can generate more leads, make better-informed decisions & drive forth success, what more will they need, right? But that’s not the case over here! One major issue with Salesforce is the limited nature of its primary file storage space which is fine until the voluminous files generated in the process of managing the customers’ information are not brought into the picture. And then there is also the high additional file storage cost, which is a challenge in itself. Thankfully, being a customer-friendly platform, Salesforce can be easily integrated with different external storage to handle this issue with file storage limitations. SharePoint: A Reliable Salesforce File Storage Option One such viable secondary storage option is SharePoint. SharePoint is one of the most popular document management and storage platforms today with over 200 million monthly users worldwide. Being used by a huge chunk of Fortune 500 companies, SharePoint offers storage, retrieval, searching, archiving, tracking, management, and reporting of electronic documents and records regarding any customer. Owing to such features, Salesforce can be easily integrated with SharePoint which enhances its collaboration & document management capabilities. Some of the primary reasons to choose the Salesforce-SharePoint collaboration for your business growth are: Cost Efficiency– In contrast to opting for more Salesforce licenses to increase document management capabilities (which is a costly option), an enterprise can simply choose SharePoint-based collaboration where full-fledged collaboration among large cross-departmental teams will cost less. Cross-departmental collaboration– Even though Salesforce was intended for multiple departments like sales & marketing, several colleagues collaborating on a single project proves to be extremely challenging. Using the SharePoint employees company-wide can connect, promoting & letting them engage in cross-departmental collaboration. Document Versioning– SharePoint also allows real-time co-authoring and offline work with documents with greater data storage limits. It automatically tracks changes and maintains a history of document versions, enabling users to revert to previous versions if needed. This makes sure everyone is working on the updated version of the document. Centralized Document Management– SharePoint serves as a single hub for all your documents. Instead of juggling multiple locations and handling version conflicts, all your Salesforce files are stored in one well-organized place. This makes it easier to find and manage your documents without the hassle of scattered folders. Setting Up Salesforce-SharePoint Collaboration When you have decided to set up a seamless collaboration between your Salesforce system & SharePoint storage, there’s just the question of how to do that. For this purpose, there are several means through which the Salesforce-SharePoint integration can be established. These range from ready-made tools to the ones built from scratch. A standard list of possible integration tools includes: Salesforce Files Connect– Offered by Salesforce itself, the Salesforce Files Connect framework allows users to access, search, and share Salesforce files stored in external sources in real time & allows Salesforce admins to set up the integration themselves with simple point-and-click tools. It can also be configured to take into account SharePoint’s custom properties like custom columns, custom content type, & metadata from Office 365 documents during Search, SOQL, and SOSL Queries which allows simultaneous search results for a particular file in both Salesforce & SharePoint. The only downside is that this solution is rather pricey. Custom-built integration applications– This is a very flexible option since such applications can be designed in line with specific requirements and can address a need for multiple integrations, without exceeding the costs. However, it is important to mention that the internal Salesforce administrator might not be able to build the custom integration app himself so it becomes imperative to seek external help, which adds to the cost. Salesforce AppExchange integration applications– There are several options available on the AppExchange that can be installed by the Salesforce admin. In case further features are required, such apps can nearly always be modified by the Salesforce developer. WEBINAR ALERT: Integrate SharePoint & Salesforce using XfilesPro – An Advanced File Management & Collaboration Solution for Salesforce XfilesPro: Your Salesforce File Management Partner One such AppExchange application that can help enterprises seamlessly store and collaborate files with SharePoint is XfilesPro. XfilesPro is a highly customizable, admin-friendly application that performs exceptionally well with several Salesforce solutions like Service Cloud, Community/Experience Cloud, Sales Cloud, & Salesforce Platform. With XfilesPro, Salesforce customers can not only significantly reduce their file storage costs but can also seamlessly enable 360-degree file collaboration, including integration with various external storages like SharePoint. XfilesPro has leveraged the capabilities of SharePoint to the fullest. The tagging feature of SharePoint helps users access files faster, while the multisite feature allows for seamless management of interconnected sites, making it easier to collaborate across different teams and departments. To get more details on why Salesforce admins prefer Sharepoint as their external cloud storage platform, read the blog. In addition to SharePoint, XfilesPro can also be used to collaborate the Salesforce system with various other external file storage systems. These include Cloud-based storage systems like OneDrive, Amazon S3, Google Drive, & Dropbox. As the world goes digital, document management is evolving too. Enter XfilesPro’s DocuPrime, a game-changer in the document management cycle. This app simplifies and streamlines the document generation process, from template creation and approval to obtaining e-signatures. By leveraging the capabilities of SharePoint and DocuPrime, you can eliminate paperwork hassles and elevate your document management. To know more about XfilesPro and how it can facilitate Salesforce-SharePoint integration and document generation all within a
XfilesPro now supports Bidirectional components for SharePoint
In our previous release, we introduced SharePoint as an external storage option for XfilesPro users. This means Salesforce customers can easily upload files to SharePoint using XfilesPro with seamless integration & collaboration. This will not only reduce significant file storage costs but also allow you to manage your Salesforce files stored in the remote storage without affecting the user experience. Since we introduced SharePoint as an external storage option, we have been working on adding more features for this integration. Recently we made XfilesPro’s bidirectional sync feature enabled for SharePoint in our latest release 5.2. Now Salesforce customers who are using XfilesPro to store and collaborate their files and attachments in SharePoint can use this newly launched feature to drive superior user experience. With the new bidirectional component support, users can manage all their files stored in SharePoint directly from their Salesforce UI. So, as an end-user, you don’t need to worry about the file location since you can see it right within your Salesforce UI. This feature will work for both Lightning & Classic users. For Lightning For Classic Widely recognized as the best external file storage solution for Salesforce, XfilesPro connects Salesforce CRM with a wide range of Cloud (AWS, Google Drive, Team Drive, SharePoint, OneDrive, Dropbox) & On-premise (SMB, FILE, Windows Share) storage systems for easy & cost-effective external file storage. The application has a customer base of 200+ from multiple industries including financial, healthcare & life science, manufacturing, insurance, law, sports, retail, marketing, high-tech, real-estate, etc. Get in touch with us to start an XfilesPro 15-Day FREE trial. AMARLAL
XfilesPro now supports SharePoint for Salesforce external file storage
XfilesPro has added SharePoint as an external Cloud storage option for Salesforce users. Now Salesforce users can upload files & attachments to SharePoint without impacting the user experience in order to reduce file storage costs with seamless integration & collaboration. As a leading external file storage & collaboration solution in the AppExchange for Salesforce, XfilesPro is being used by over 200 companies from varied industries. With the addition of SharePoint, the application now supports 5 Cloud storage systems including AWS, Google, Dropbox, OneDrive & SharePoint. Apart from this, XfilesPro also supports multiple On-premise storage systems such as SMB Windows Share, FTP & FILE. Limited file storage & high recurring storage costs have been a huge challenge for Salesforce customers. With XfilesPro, Salesforce files and email attachments of any size can be stored in external storage systems automatically without affecting the user experience. This results in storage cost savings and improved performance. SharePoint has a huge user base of over 100 million users worldwide, with an average of 20,000 new users added each day; it is used by over 78% of Fortune 500 companies. Looking at the demand, we have added SharePoint in our upcoming release. With its impeccable capabilities such as customized folder hierarchy, file import/export, templatize folder structure, file sharing, multi-file upload, and many more, XfilesPro has been the first choice document management solution for Salesforce. We have successfully implemented the application in 15+ industries including BFSI, Manufacturing, Healthcare, Hi-Tech, Non-Profits, Education, Law, Retail & Ecommerce. XfilesPro now also supports the Salesforce Professional Edition. Get in touch with us for more info. If you want to store your Salesforce files & attachments in SharePoint, please Request a DEMO now. ALSO READ: A Look at XfilesPro’s Top Features & Benefits – Your Solution for Limited Salesforce File Storage Challenges AMARLAL
