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
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 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
