How to Optimize Salesforce File Storage while using a Third-party Application – A customer use case
As the world’s #1 CRM provider, Salesforce has been enabling multiple businesses with its world-class Sales, Service, Marketing, Community Cloud offerings, and helping them achieve crucial business goals. In order to meet modern-day customer demands, Salesforce frequently streamlines its features in order to help enterprises address their customer needs. To enhance the overall productivity and achieve certain business benefits in less time, enterprises using a Salesforce system often take the AppExchange route. AppExchange is the world’s largest app marketplace where over 3600+ apps are listed with over 3+ million installations. When a Salesforce customer uses any third-party application or any AppExchange managed package, they usually customize it in order to integrate seamlessly with their central Salesforce system and experience a centralized content management system. However, files generating from the third-party apps that get stored in the Salesforce primary file storage is a worry. Salesforce file storage comes with limited space and running out of the storage is very obvious. As additional storage costs are always on the higher side, enterprises often look for an efficient file management strategy. This is where XfilesPro comes into the picture and helps Salesforce customers future-proof their file storage with seamless external system integration. Let’s have a look at a customer use case & see how they optimized their file storage with XfilesPro. CL Services is a leading 3PL company dedicated to delivering the highest level of service in the logistics industry. They were using a third-party transportation management solution (AppExchange Managed Package) to manage shippers, brokers, and 3PL partners. This managed package was automatically generating a lot of files internally. They have generated a massive volume of files (430GB) & reached almost 155% of their allocated file storage. They didn’t want to go for additional file storage space as the cost was on an extremely higher side. They were looking to upgrade the third-party application for better business performance, however unable to execute the same as the file storage was piling up & they have already run out of their file storage. XfilesPro helped the customer integrate their Salesforce system with Amazon S3 for external file storage with seamless integration & collaboration. With XfilesPro they migrated all their files from their Salesforce system to AWS automatically without any manual intervention. They never have to take the pain of paying additional file storage costs & were able to reduce the load in their primary file storage. After implementing XfilesPro, their file storage space drastically reduced from 155% to 72% within a few weeks. This integration provided all the options to choose a better content management system for their entire organization & collaborate with the Salesforce system. Talking about the implementation, the customer said “This is a great Salesforce App for migrating Salesforce File Storage to a cloud service such as OneDrive or Amazon Web Services. The team was extremely responsive and kept us aware of the project status the whole way. I would definitely recommend this App and will come back next time I need a project done for Data or File Storage in Salesforce.” XfilesPro offers a range of file storage options to integrate from multiple external Cloud storage platforms like (SharePoint, OneDrive, Amazon S3, Google Drive, Dropbox) to On-premise systems like (SMB, SFTP, Network Drive). The solution supports handling files generated from any third-party app or community portals as well. With its high customizable capability, XfilesPro helps Salesforce customers to blend it as per their unique business specifications. This makes the solution very unique and blended giving the customer amazing ROI from it. To see how XfilesPro can power up your Salesforce file management and help you optimize your storage, please request a demo. AMARLAL
How XfilesPro helped a leading US Insurance service provider reduce significant Salesforce file storage costs
n n n n Businesses of every size and industry using any Salesforce solution usually deal with a lot of files and attachments. As the default file storage space is limited and additional file storage cost is on the higher side, organizations look for a solution that can help them store their Salesforce files in an external storage system. XfilesPro has been widely considered as the #1 external file storage solution for Salesforce and has customers across industries. In this post, we are going to discuss the use case of a leading US insurance service provider and how they used XfilesPro to store and collaborate all their Salesforce files in Google Drive. n Roadblock in the path of growth n As an insurance service provider, our client was dealing with a lot of customers and their files. The files were big in volume as well as in size. As our client was offering insurances related to multiple sectors including automobile, home, business, health, and personal, the number of their customers were increasing and with that their default file storage space was quickly getting filled up. The recurring file storage cost was rapidly increasing as our client ran out of their Salesforce primary file storage space. n They tried using a third-party application to store their Salesforce files, but accessibility and scalability were the concerns. The challenge for them was to implement a new & efficient external file storage solution which can store their Salesforce files externally in Google Drive and also make sure the transition process from the existing file storage application to the new one go smooth without any business interruption. n A new blueprint for external file storage n To achieve their goal and in order to manage their files and attachments with highest efficiency, our client got in touch with XfilesPro support team and was highly impressed the way XfilesPro manage external file storage with seamless integration and collaboration. Powered to manage files of any size and volume, XfilesPro quickly replaced the existing solution and seamlessly integrated our client’s Salesforce system with their Google Drive for seamless file storage along with secure file transfer. n Other compelling XfilesPro features helped our client effortlessly manage their external file storage. Using XfilesPro components, our client directly stored files in Google Drive & managed them from their Salesforce system without impacting user-experience. XfilesPro offered customized folder hierarchy, using which the insurance company managed their remote storage folder structure based on object relations. Bidirectional Sync feature helped them manage remote storage files directly from Salesforce. Files can also be shared with users out of their Salesforce system efficiently. n ALSO READ: A Complete Understanding of Salesforce File Storage with XfilesPro n Keeping their focus solely on their business and customers nXfilesPro took care of all the file storage woes and helped our client successfully store all their files and attachments externally in Google Drive. Their primary file storage never gets hindered so they keep their complete focus on their business and customers. XfilesPro also reduced huge additional file storage costs and offered a smooth file collaboration without impacting the user experience. n If you are also looking to store your Salesforce files and attachments in your favorite Cloud or On-premise storage system, Get in touch with XfilesPro today for a demo. XfilesPro offers highly flexible license costs that will suit your business needs. n ALSO READ: How XfilesPro helped an Australian non-profit organization manage 6K+ files and efficiently store them in Amazon S3 nn n n n AMARLAL
One of the leading construction companies leveraged XfilesPro to store their Salesforce files in Google Drive
n n n n XfilesPro has been strongly addressing one of the biggest challenges of Salesforce users by offering an easy external file storage solution and optimizing primary file storage space. Enterprises of different sizes and from varied industries are currently using the solution and saving significant file storage costs. AGF Group was one of those top enterprises, who embraced XfilesPro and successfully managed their Salesforce files. n Being a leading construction company in Canada, AGF Group was using the world’s #1 CRM Salesforce and were dealing with a lot of files. Often it becomes difficult for organizations to deal with a huge number of files subsequently resulting in high file storage space consumption. AGF also faced similar challenges as their recurring file storage cost was rapidly increasing. They wanted to move out from their existing external file storage solution and looking for a better option. n Natacha who was the Salesforce admin of AGF Group told “Salesforce file storage costs were a big challenge for us. While we were in search of a better application to resolve this issue, we came across XfilesPro.” n AGF wanted to onboard the new solution as soon as possible because they were about to move to the new Lightning Experience. While explaining their requirements to our support team, Natacha told as most of their users work with their phones, it would be great to have a solution that supports Salesforce1. Considering XfilesPro’s user-friendliness, and other robust features, it was a no brainer for Natacha to choose the solution in order to store and collaborate their Salesforce files in an external storage system. n XfilesPro replaced the old solution and took it all over within hours. The implementation process was smooth and AGF was good to go without any impact on their production. AGF wanted to use Google Drive as their external storage and we successfully completed the initial XfilesPro application setup as well as XfilesPro and Google Drive integration for a seamless file transfer. We also set up the Salesforce 1 environment in a way users can view and manage their files from their phones. nn n “With XfilesPro, it has become so easy for us to manage our files and save additional file storage cost. XfilesPro works seamlessly with our external storage: Google Drive” – Natacha n n AGF also used one of the most dynamic XfilesPro features folder and subfolder creation which helped them organize their files by creating new folders within a record and navigate through breadcrumb view. XfilesPro made it easy for AGF users to map an existing folder. Talking about XfilesPro features, Natacha told “There are many features in the applications like EXPORT, Import and default files/folders are really impressive. Anyone who uses the application can look forward to the best in class support and service.” n Get in touch with us to access more such customer success stories to know how XfilesPro helped many enterprises manage their Salesforce files. n n Check the app here. nn n n n AMARLAL
