Manual Data Entry or OCR? Choose the Smarter Fit for Salesforce
Data is the lifeblood of your business workflow. From customer onboarding forms to service request documents and compliance reports, our business is drowning in data-heavy processes that demand accuracy and speed. When we refer to data-heavy operations, it also means the manual process of transforming handwritten or paper-based document information into digital content. This practice has been the norm for decades, as manual data processing is often seen as a guarantee of trustworthiness. But today, OCR data extraction or Optical Character Recognition is changing the game. With automated data extraction becoming more accessible and accurate, Salesforce users started adopting OCR expertise to streamline their daily work. However, many are still uncertain about OCR, as manual data entry is still widely trusted and executed. Let’s discuss it in this article! Understanding Manual Data Entry vs OCR Data Extraction We all know about manual data entry. It’s the traditional process of inputting information about customers, invoices, or form submissions into the system. OCR (Optical Character Recognition) data extraction, on the other hand, automates this process by scanning documents, including PDFs, images, and printed forms, and converting them into structured Salesforce records. This advanced technology identifies printed or handwritten text within these files and transforms it into machine-readable formats. How are both manual data entry and OCR data extraction different in Salesforce? Here’s a closer look at how both approaches compare across the business-critical factors. Speed and Efficiency Manual Data Entry in Salesforce: It’s a slow, resource-heavy process that demands extensive human effort. Handling large volumes of documents manually can consume hours of work and tie up your team in repetitive tasks. OCR for Salesforce: Exceptionally fast and efficient. Salesforce data entry automation can handle hundreds or even thousands of documents in a fraction of the time, allowing your team to focus on more strategic operations. Accuracy Manual Data Entry in Salesforce: Manual data entry is prone to human error, misspelled names, overlooked fields, or incorrect values that can easily slip in, affecting overall data reliability and decision-making. OCR for Salesforce: An advanced, AI-driven OCR solution can offer high levels of accuracy, especially with printed documents. While occasional errors may occur, intelligent algorithms can detect ambiguities, learn from corrections, and continuously refine performance over time. Cost Efficiency Manual Data Entry in Salesforce: Here, the ongoing costs such as hiring, training, managing errors, and maintaining teams add up and make it an expensive process over time. OCR for Salesforce: Although it may require an upfront investment, it pays off quickly with lower operational costs and increased processing efficiency. Scalability Manual Data Entry in Salesforce: Scaling is a challenge in manual data processing. As document volume grows, so does the need for additional manpower, training, and oversight, making it costly and inefficient. OCR for Salesforce: Salesforce data entry automation is designed to scale effortlessly. Whether you’re handling a few hundred or hundreds of thousands of documents, OCR-powered functionality for Salesforce adapts seamlessly without increasing operational overhead. Security & Compliance Manual Data Entry in Salesforce: Manual data processing can lead to human errors, data loss, and security breaches, especially when relying on physical records or unsecured systems. OCR for Salesforce: OCR technology enhances data security with encryption, access controls, and detailed audit logs. It also simplifies compliance with industry regulations and data privacy laws. Document Management Workflow Manual Data Entry in Salesforce: Here, you often need to operate in silos with minimal system integration that could cause delays and workflow disruptions due to human dependencies. OCR for Salesforce: You can easily connect with document management systems and automation tools, enabling smoother workflows, real-time updates, and greater process transparency. So, overall, what do you think? Does your Salesforce workflow demand manual data entry or OCR data extraction? Undoubtedly, OCR technology is the winner! How Does OCR Technology Help in Daily Life? Let’s look into some use cases of OCR data extraction for different industries. Healthcare: OCR can extract data from patient intake forms, prescriptions, and lab reports, then automatically reflect them in the respective records. This streamlines patient onboarding and ensures accurate, centralized health records.Finance & Banking: Banks and financial institutions use OCR to capture data from KYC documents, bank statements, and loan applications. The extracted data flows into your Salesforce workflow, accelerating customer onboarding and ensuring regulatory compliance. Legal: Law firms scan contracts, legal briefs, and case documents using OCR, which extracts critical information like client names, dates, and clauses. This data is then mapped to Salesforce case records, enabling quick access and efficient case tracking.Logistics: OCR reads shipping labels, delivery notes, and bills of lading to automatically feed the data into Salesforce. This ensures real-time shipment tracking, fewer errors, and smoother coordination across supply chain operations.Retail & eCommerce: Retailers use OCR to extract details from order forms, invoices, and receipts, syncing the data with Salesforce for inventory and vendor management. This helps streamline order processing, reduce errors, and maintain accurate stock and financial records. OCR: The Winner It’s clear now! OCR technology wins over manual data entry for your Salesforce workflow, given the speed, accuracy, scalability, and cost-efficiency of OCR. As more Salesforce users seek to streamline operations and improve bottom lines, the adoption of OCR is critical for your document management operations. At XfilesPro, we make it easier for you to adopt OCR for your Salesforce document management workflow. For this, we offer advanced, AI-powered data extraction capability that converts documents into editable and searchable data and maps with your corresponding Salesforce record. If you wish to learn more about XfilesPro’s AI-enhanced OCR functionality for Salesforce, please hit us up! 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
XfilesPro is Now SOC 2 Type II Compliant: What Does it Mean for Our Customers
We jump for joy when achieving something extraordinary. This time, we’re beyond excited! We’re proud to announce that XfilesPro is now SOC 2 Type II Compliant – a major milestone in our commitment to providing secure services and delivering trust to the customer. This recognition is extra special because it’s a testament to our consistent efforts in maintaining the highest standards of confidentiality, integrity, and availability of our solutions. What is SOC 2 Type II Compliance? The Service and Organization Controls (SOC) 2 is a report based on the Auditing Standards Board of the American Institute of Certified Public Accountants (AICPA) SSAE 18. SOC 2 Type II is an audit resulting in a report covering a specified period of time and includes auditing both the design and operating effectiveness of controls, whereas Type I covers a specific point in time. SOC 2 Type II includes principles for data security, availability, confidentiality, privacy, and transaction processing integrity. Why Does SOC 2 Type II Compliance Matter? At XfilesPro, achieving SOC 2 Type II Compliance isn’t just a badge of honor. This validates that our data handling processes and internal controls are not only in place but have been consistently maintained and reviewed over time. For our customers, it offers a powerful reassurance that our solutions and services are handled with the highest levels of accountability. In an era where digital threats continue to grow, compliance is more than just a requirement—it’s a strategic imperative. With SOC 2 Type II, we stand ready to meet the expectations of modern industry standards and navigate the landscape of data security with confidence. What Does the SOC 2 Type II Compliance Mean for Our Customers? XfilesPro’s SOC 2 Type II Compliance is more than a security milestone—it’s a promise of consistency, transparency, and unwavering trust for them. This achievement validates that our security practices aren’t just one-time efforts but are deeply integrated into our day-to-day operations. This helps our customers rest assured that we not only meet security standards but continuously monitor, improve, and mitigate potential risks. Most importantly, it reinforces our long-standing commitment to data privacy, ensuring our solutions are handled with the highest level of care, responsibility, and protection. Moreover, this ensures; Security Assurance SOC 2 Type II compliance assures that security controls are not only properly designed but also operate effectively over time, providing real and reliable protection for our solutions. Improved Operational Efficiency The continuous auditing and monitoring required for SOC 2 Type II pushes us to regularly refine and optimize our internal processes. This leads to smoother operations, fewer inefficiencies, and a stronger foundation for scalability. Competitive Advantage Following the Type II Compliance sets XfilesPro apart from others who may not meet the same security and compliance standards. It builds confidence among customers and partners, positioning us as a trusted and reliable solution provider. What’s Next for Us? Crossing SOC 2 Type II Compliance is not the end of the road—it’s a stepping stone toward even greater security and compliance excellence. To the customers of XfilesPro’s document management and generation apps for Salesforce, we will continue to strengthen our security practices and internal controls to stay ahead of evolving risks. Likewise, customers of DataArchiva—our comprehensive data management suite, including archiving and backup solutions for Salesforce—can also take confidence in this milestone, which reinforces our promise of delivering secure, reliable, and compliant solutions. We also need to mention that this achievement would not have been possible without the relentless dedication, collaboration, and expertise of our incredible team. As we celebrate this success, we also want to reaffirm our determination to provide secure solutions, uphold transparency, and maintain the highest standards of trust and integrity in everything we do. At XfilesPro, security isn’t just a checkbox—it’s a core value we live by. 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
Stronger Together: DataArchiva is Now Part of XfilesPro
If you’re a Salesforce customer, you don’t need an introduction to XfilesPro and DataArchiva. Trusted by over 1,000 companies, XfilesPro elevates Salesforce users’ document management experience through seamless external storage integration (SharePoint, AWS S3, Google Drive, OneDrive) and a powerful DocGen suite for document generation and lifecycle management. DataArchiva, on the other hand, offers a fully-fledged platform to archive and back up Salesforce data. Both XfilesPro and DatArchiva have become popular applications in the Salesforce ecosystem over the years. Now, both platforms have united as one! Yes, that’s no mistake you read — XfilesPro and DataArchiva have come together under one roof for the next level of innovation. Previously part of CEPTES Software, DataArchiva officially transitioned to XfilesPro Labs in 2024 following a strategic de-merger. Why did this happen? This move strengthens XfilesPro’s vision of delivering an all-encompassing document and data management suite for Salesforce customers. How does this transition affect XfilesPro and DataArchiva customers? Let’s find out! What Does This Transition Mean for Our Customers? With DataArchiva becoming a part of XfilesPro, we are excited to provide our customers with expanded access to enterprise-grade archiving and backup solutions alongside our industry-leading document management and generation capabilities. Here’s what is in store for our customers; One Suite, Zero Hassle Managing documents and data across different vendors can be complex and time-consuming. With XfilesPro and DataArchiva now under one suite, our customers can seamlessly handle both structured and unstructured data within Salesforce. This unified approach simplifies workflows, reduces integration challenges, and eliminates the hassle of juggling with multiple providers. Exclusive Offers for Customers As part of this integration, existing XfilesPro customers will have access to exclusive discounts, personalized deals, and tailored integrations with DataArchiva. This ensures a smooth transition for those looking to expand their data management strategy without disrupting the operations. Through this, we aim to reward loyalty while making enterprise-grade solutions more cost-effective for our customers. Future-ready Data and Document Management Businesses need a long-term approach to managing their Salesforce data and documents to ensure compliance and scalability as they grow. With XfilesPro and DataArchiva combined, organizations can implement a long-term strategy for secure storage, structured archiving, and seamless retrieval for efficient and optimized performance in the long run. Enhanced Compliance and Performance With AI-powered data archiving and automated backup capabilities, businesses can now ensure complete audit readiness and robust data security as optimized storage solutions reduce unnecessary costs, improve system performance, and keep compliance risks at bay. Whether it’s industry regulations or internal governance policies, our combined suite keeps the customers ahead with best-in-class compliance measures. Looking Ahead: The Future of Unified Data and Document Management The integration of DataArchiva into XfilesPro was just the beginning. As we continue to evolve, we deliver smarter, more efficient, and future-ready solutions with a major focus on; More AI-driven Automation Leveraging advanced AI intelligence, we enhance search capabilities, compliance monitoring, and lifecycle automation for increased efficiency and productivity. Stronger Salesforce Integrations Our commitment to seamless connectivity continues to grow, expanding integrations across multiple Salesforce Clouds and industry-specific applications, ensuring effortless data management. Smarter Governance and Retention Policies We empower enterprises with intelligent governance tools and enable them to define and enforce customized data and document retention policies. A Future-Ready Suite for Salesforce Enterprises The integration between XfilesPro and DataArchiva goes beyond product expansion—it marks a significant step toward creating a seamless, all-in-one document and data management ecosystem within Salesforce. From efficient file collaboration and automated workflows to structured data retention, XfilesPro customers now have a 360-degree solution to streamline critical business information. And the best is yet to come! If you’re an XfilesPro customer, now is the perfect time to explore DataArchiva’s solutions and unlock exclusive benefits. To know more about XfilesPro and DataArchiva, get in touch with us today! 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
XfilesPro Labs: The Journey, the Vision, and What’s Next for You
Are you a Salesforce user? If so, you’ve likely heard of XfilesPro—the #1 document management solution for Salesforce. Trusted by over 1,000 companies and 550K+ users across industries, XfilesPro redefines document management. With seamless storage integration (SharePoint, AWS S3, Google Drive, OneDrive) and a powerful DocGen suite for document generation and lifecycle management, XfilesPro delivers a complete, efficient, and secure document experience for businesses. Recently, XfilesPro took one of the biggest leaps in its history. Launched in 2014, XfilesPro has spent over a decade revolutionizing document management as a flagship CEPTES product. In 2024, it took a bold new step, de-merging to become an independent entity, ready to drive even greater innovation, namely XfilesPro Labs. Why did this transition happen? Moreover, what does this shift mean to you if you’re one of our customers or a Salesforce customer? Let’s find answers to your questions in this article. Firstly, let’s look into CEPTES Software. A Key Player in the Salesforce Ecosystem Launched in 2010, CEPTES Software is a one-stop destination for enterprises across sectors seeking Salesforce and partner solutions with a strong presence in the US, APAC, and ANZ. CEPTES offers several Salesforce services like digital transformation, multi-cloud implementation, data cloud, data integration and migration, product and solution development, advisory, DevOps, QA services, and Agentforce. The company primarily focuses on industries including fintech, logistics, media, telecom, hi-tech, retail, manufacturing, digital commerce, health-tech, and real estate. With over 15 years of proven expertise, CEPTES has successfully partnered with more than 1000 customers globally and is a distinguished Salesforce Summit Partner and three-time Partner Innovation Award winner. The significant transformation that happened in the evolution of the organization was when Saksoft announced the acquisition of CEPTES Software in 2024. A leading technology provider offering application engineering, data analytics, cloud, infrastructure, cybersecurity services, quality assurance and testing, Saksoft obtained CEPTES to deliver comprehensive, data-driven solutions tailored to the specific needs of its customers across industries. The Vision: Why XfilesPro Labs? The transition to become a distinct enterprise wasn’t just a change in our functional structure. It was a strategic move to drive faster innovation, deeper specialization, and a stronger customer experience. A More Focused Approach As a standalone company, XfilesPro Labs can fully concentrate on transforming the document and data management realm within the Salesforce ecosystem. Greater Agility The shift to XfilesPro Labs empowers us for quicker decision-making, faster product enhancements, and better responsiveness to customer needs. Stronger Innovation With a dedicated team and resources, we are poised to introduce cutting-edge solutions that redefine document and data management for businesses. Commitment to Salesforce-First Excellence As a Salesforce-first expert, XfilesPro Labs will continue refining its products to seamlessly integrate with and enhance the Salesforce experience. What’s Next for You: The Future of XfilesPro Labs The transition to XfilesPro Labs is more than just a change in our business model. It’s more about how our customers benefit from this shift. Here’s what the foundation of XfilesPro Labs means to our customers; Enhanced Product Innovation XfilesPro Labs pushes the boundaries of document management in Salesforce by introducing cutting-edge features and AI-driven enhancements. This transformation ensures that innovation remains at the forefront, delivering continuous improvements to optimize workflows. So, customers can expect faster, smarter, and more intuitive solutions that evolve with their business needs. AI-powered Document Management With the introduction of next-gen advancements like X-agent, the AI-enhanced assistant for the XfilesPro product suite, our customers can experience an entirely new level of intelligent document handling. Here, automated workflows will eliminate manual processes and improve efficiency while ensuring accuracy and compliance. More Flexibility and Scalability XfilesPro Labs is designed to support businesses of all sizes with scalable solutions tailored to their unique requirements. Whether it’s automated storage for large datasets, advanced compliance measures, or secured cross-team collaboration, customers will have the flexibility to choose what suits them best. This ensures seamless adaptability to their changing document management needs. Unmatched Customer Support Operating as an independent entity allows XfilesPro Labs to invest even more in customer success. From dedicated training programs to personalized support, businesses will receive hands-on assistance at every stage. Most importantly, our commitment to customer experience ensures faster issue resolution, deeper product understanding, and long-term value for every user. However, the inception of XfilesPro Labs goes beyond innovation and building trust. The transformation also paved the way for DataArchiva’s union with XfilesPro Labs. You read it right! DataArchiva is Now a Part of XfilesPro Labs Another exciting milestone we crossed in this journey was when DataArchiva (previously a CEPTES product), an advanced data management suite for Salesforce, merged with XfilesPro Labs. This strategic move sets us up to strengthen our position as a leading provider of document as well as data management solutions for Salesforce. The integration of DataArchiva with XfilesPro Labs offers; End-to-End Document Management With DataArchiva joining with XfilesPro Labs, our customers can have a unified solution for both document and data management within Salesforce. XfilesPro ensures external document storage and collaboration, while DataArchiva offers Salesforce data archiving and backup solutions based on requirements. Together, they create a comprehensive suite that simplifies Salesforce data governance while enhancing operational efficiency. Unmatched Compliance and Security Managing both structured and unstructured data is now more streamlined while staying audit-ready for our customers. Advanced security protocols safeguard sensitive information, while automated compliance measures help meet regulatory demands with ease. This allows businesses to focus on growth without worrying about data security and compliance challenges. One Ecosystem, Boundless Innovation By combining archiving, backup, storage, collaboration, and automation, XfilesPro Labs revolutionizes how enterprises handle Salesforce data. With a relentless focus on innovation, customers can expect smarter, faster, and more scalable solutions for their ever-growing data and document management needs. Thank You for Being Part of Our Story Our journey to XfilesPro Labs was revolutionary. At the heart of this journey are our customers, partners, and stakeholders who have placed their trust in XfilesPro, shaping our growth and success. Over the past decade, what began as a simple storage integration tool
Introducing X-agent: Our AI Assistant for the XfilesPro Product Suite
Artificial Intelligence is no longer a futuristic concept—it’s here, transforming how businesses operate. From automating workflows to delivering intelligent insights, AI is driving efficiency, productivity, and smarter decision-making across industries. In the Salesforce ecosystem, AI-powered innovations like Agentforce are revolutionizing how businesses interact with data, automate processes, and make informed decisions. With AI reshaping industries, XfilesPro has taken the next big leap by introducing X-agent—our AI-powered assistant designed to redefine Salesforce document management, document generation, and data archiving & backup. X-agent + XfilesPro: A New Era of Smart Productivity AI is transforming SaaS applications by automating tasks, enhancing accuracy, and delivering intelligent insights. In Salesforce document management, AI enables smart classification, intelligent search, predictive analytics, and automated content generation. Beyond documents, AI enhances Salesforce data archiving and backup by predicting storage needs, ensuring compliance, and detecting anomalies in real-time. X-agent empowers businesses with AI-driven efficiency across their entire document and data lifecycle. Why We Introduced X-agent? With Agentforce redefining the Salesforce AI experience, businesses need intelligent automation to stay ahead. Our goal has always been to simplify document and data management, and AI is the perfect enabler. By integrating X-agent across XfilesPro and DataArchiva, we aim to: Eliminate manual inefficiencies with AI-driven document organization, categorization, and retrieval. Enhance compliance & security through AI-powered Salesforce data archiving, anomaly detection, and policy enforcement. Enable intuitive search with NLP, allowing users to find documents and data effortlessly. Predict storage needs & optimize data management, ensuring cost efficiency and seamless operations. With AI becoming a fundamental pillar of digital transformation, our move into AI wasn’t just about innovation—it was a necessity to keep our customers ahead in an AI-first world. How X-agent Transforms Salesforce Document & Data Management X-agent isn’t just another AI assistant—it’s designed to revolutionize how businesses interact with their documents and data within Salesforce. Here’s how X-agent empowers XfilesPro and DataArchiva users: Seamless Document Management (XfilesPro File Management) Instantly find, categorize, and retrieve files with AI-powered search & smart recommendations. AI-Driven Document Generation (XfilesPro Doc Gen) Generate contracts, invoices, and reports effortlessly with context-aware automation. Smart Data Archiving & Backup (DataArchiva) AI predicts storage needs, automates retention policies, and detects anomalies for enhanced compliance. Conversational AI for User Queries With NLP, users can interact with their data and documents through natural language. AI-Powered Smart Search No more struggling with file structures—X-agent understands natural language queries and delivers precise results. Intelligent Alerts & Notifications X-agent automates real-time updates, ensuring users stay informed about critical actions. Automated Compliance Monitoring X-agent tracks transactions, monitors regulatory adherence, and generates audit-ready reports. With X-agent, we’re not just adding AI—we’re redefining how businesses manage, govern, and optimize their Salesforce document and data management. The Future: What’s Next for X-agent? Basic AI capabilities are already live in our latest releases, and a full version of X-agent will roll out soon—bringing more intelligent automation, predictive insights, and AI-driven workflows. Here’s what’s coming: Advanced AI Models: X-agent will continue evolving, making document and data management smarter and more intuitive. AI-Driven Enhancements: Expect powerful features like predictive workflows, automated approvals, and intelligent compliance monitoring. Salesforce AI Ecosystem Integration: We’re working on deeper integration with Einstein AI, Agentforce, and other Salesforce AI tools. The future of AI-driven document and data management is here—and X-agent is leading the way! Stay tuned as we shape the next generation of Salesforce document management and data automation. The AI Revolution Starts Now The AI-powered future of Salesforce document management and data archiving is already here – X-agent is leading the way. Businesses that embrace AI today will gain a competitive edge, optimizing operations, improving compliance, and unlocking new levels of efficiency. Get in touch with us to learn more about X-agent. 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
Beyond Business: The Vision and Values of XfilesPro
Whether intentional or not, every company upholds certain values. At XfilesPro, our values are not just principles. We live by our beliefs and ensure that they resonate with our hearts. That way, we accomplish XfilesPro’s business objectives with a sense of fulfilment. What We Do at XfilesPro? We are a dedicated Salesforce partner focused on transforming the digital landscape through advanced applications on AppExchange. Previously part of CEPTES, we evolved into an independent ISV entity, namely XfilesPro Labs in 2024 by marking a new chapter in our journey of innovation and growth. We leverage the latest technological advancements to resolve the complex challenges of Salesforce users and make their lives easier. To achieve this goal, we build comprehensive applications in-house. Over the years, we have empowered Salesforce users to efficiently create, store, and collaborate on documents through our applications — XfilesPro Doc Gen for automated document generation and XfilesPro for document storage and collaboration. Similarly, we handle their data archival and protection demands through DataArchiva’s native, external, and backup applications. Recently, we rolled out two more apps, one for automated email management and the other for data extraction from Salesforce documents. Named Xmailbox and Xtract, both applications leverage the power of Artificial Intelligence. With over 1,000 customers across 20+ countries and 15+ years of rich experience, XfilesPro has become a trusted partner for businesses seeking comprehensive, unified solutions to manage documents effortlessly and reliably. Principles That Drive Us Forward Since our inception, we have focused on excelling in business while doing good for our people and the communities we serve. Our exceptional values set us apart in terms of culture and help us foster a robust relationship with our employees, customers, and investors. Our Vision We envision transforming the digital landscape with solutions that inspire growth, elevate innovation, and exceed expectations in every client partnership. Our Mission We aim to continuously innovate and redefine digital solutions, enabling our clients to grow, excel, and stay ahead in an ever-evolving digital landscape. Artboard-34 Our Values We uphold the highest ethical standards in every partnership, prioritizing collaboration, innovation, integrity, and customer success—all while staying true to our core values. Our values are; The Pillar of Leadership at XfilesPro Strong leadership is the foundation of meaningful principles. We are proud to have Mr. Harish Kumar, the founder and CEO of XfilesPro, at the helm of our journey, whose vision drives innovation, fuels growth, and upholds our core values of integrity and customer success. His forward-thinking leadership ensures a dynamic and purpose-driven future for XfilesPro. “Beyond business, XfilesPro serves some purpose that shapes our identity. We aim to create lasting values for the people and communities, which is also integral to our definition of success,” says Harish Kumar. With Harish, we have a group of people who work together to accomplish XfilesPro’s goals. We understand the gravity of our company’s principles and strive to uphold them in every decision. It’s our determination to fulfill XfilesPro’s principles. We are a team! We are XfilesPro! 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
XfilesPro Introduces X-impact: Empowering Communities & Creating Change
Every year, AIKYAM sets the stage for something bigger and better. This year, the flagship annual tech conference at XfilesPro announced the arrival of AI-powered innovation across our product ranges. Our product experts rolled out two AI-enhanced applications for Salesforce, namely Xmailbox for automated email communication and Xtract for data extraction from documents. Although AIKYAM’s commitment to tech innovation reached its peak, the event had more in store for humanity and the community. It was the official unveiling of X-impact, the philanthropic arm of XfilesPro. As a company that has long been committed to giving back to the community, XfilesPro saw the need to bring its efforts under a larger, more structured initiative — that’s how the idea of X-impact was born. And AIKYAM 2025 served as its perfect launching pad. Driving Meaningful Change We are proud to be an organization with a strong social conscience and a history of conducting meaningful CSR activities. We believe that every drop counts and every step toward the community can have a huge impact. With this vision, X-impact is dedicated to empowering underserved communities — primarily through educational support and hunger relief. As mentioned earlier, AIKYAM was the foundation stone of X-impact. During the event, we took the first step toward fulfilling our CSR mission by raising ₹1.5 lakhs in just 5 hours. We couldn’t be prouder of this incredible milestone and the great minds who contributed to making this possible. To ensure that our CSR funds are utilized effectively for the well-being of those in need, we collaborate with multiple NGOs focused on education and hunger-relief initiatives. Through them, we use the fund to bring educational reforms & hunger relief. Creating Lasting Impact Giving back to the community is ingrained in our values. At XfilesPro, we take pride in being a member of the Pledge 1% movement, which offers a flexible framework for companies across all industries and sizes to contribute a portion of their employee time, products, profits, or equity toward creating a meaningful social impact. All these initiatives are aimed to fulfill one goal — to serve those in need. We believe X-impact can make impactful changes in some of their lives and bring smiles to their faces. Therefore, our commitment to making positive differences in the community and for the underprivileged will be continued through X-impact. 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
Introducing Get Files: An Advanced XfilesPro Feature for Easier Document Sharing & Collaboration
Simpler document sharing and enhanced document collaboration are becoming more critical in business. Understanding the high and evolving demand for document-sharing capabilities among Salesforce users, XfilesPro has rolled out a new feature ‘Get Files’ in its latest release. It’s the advancement our application offers for Salesforce customers to streamline their daily document management experience. In this blog post, let’s discuss how Get Files empowers Salesforce users to ease their workflow. What is Get Files? Get Files is a new XfilesPro feature using which Salesforce customers can get required files from external users faster. The external users can share files through email and those will be automatically stored within the right folder. That means no manual hassle with a faster and more reliable process. This feature will take XfilesPro’s document management capabilities to a whole new level and add more power to the application’s document collaboration abilities. XfilesPro has been a pioneer in offering document generation, eSign, storage, and collaboration solutions to its global customers through AppExchange. How Does Get Files Work? Get Files adopts a link-sharing method to initiate the file-transferring process. Here, Salesforce users can easily generate a unique link directly from the XfilesPro application and share it with relevant stakeholders (external users) via email. Once the external users (partners, customers, etc.) receive the Get Files link, they can use the ‘Upload Files’ button to import any number of documents on the go. As mentioned above, these documents will be directly stored in the integrated external system inside the adequate folder so that your Salesforce file storage remains unaffected and document collaboration, access becomes hassle-free. In brief, the Get Files feature simplifies the file-sharing process for a better workflow. Now, let’s look into the benefits of this latest XfilesPro advancement. Simplified File Sharing Process It’s no longer manual uploading or sharing files in Salesforce, which often comes with complexities. With ‘Get Files,’ sharing Salesforce files and documents is like a cakewalk that gets done in a matter of a few clicks. No matter if it’s one or a large number of documents, this link-sharing feature allows you to upload documents to Salesforce in a shot. Efficient Document Collaboration Beyond fostering a seamless file-sharing experience, Get Files nurtures enhanced collaboration for Salesforce users. Whether it’s sharing project updates, soliciting feedback, or collaborating on documents, the innovative functionality empowers your team members and external people to simultaneously and efficiently work on documents regardless of their location or time zone. Centralized Document Management Having multiple platforms to store, access, and manage documents is highly onerous. Through Get Files, XfilesPro efficiently addresses this challenge by consolidating the file-sharing process within the app, resulting in centralized file management and organization for users. Here, your external system acts as a unified storage location to store all the uploaded documents, eliminating the need for disparate storage solutions. Robust Security Measures XfilesPro understands the importance of safeguarding sensitive information a document contains. This is the reason Get Files adopts strong and stringent security standards to secure your documents. From encryption protocols to access controls, the feature ensures the security and privacy of your files, giving you peace of mind. Seamless Integration If you’re wondering if the arrival of Get Files would cause any inconvenience to your existing workflow, fret no more! This advanced feature adheres to your processes and productivity tools. No matter if you leverage Email Clients, project management platforms, or cloud storage services, Get Files complements your existing toolkit, enhancing efficiency and collaboration across the board. Now that you understand the potential results that Get Files can drive for your business, you’re curious to explore the feature in action. To see how Get Files works for your business, schedule a demo with one of our product experts! 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
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
How Xfilespro Has Transformed to 10x Faster: A Comprehensive Guide
When a business looks to leverage an advanced application to manage documents better in Salesforce, they expect the app to meet their document management needs efficiently as well as perform faster without impacting user experience. A document management application needs to be seamless & easy to use, especially when a user is dealing with a large number of documents daily. As the #1 document management application built for Salesforce, XfilesPro is well aligned with today’s business demands & customer needs. To take our application to greater heights, we started a journey to become ’10X faster & we are happy that we accomplished that in a quick period. A Journey of Continued Innovation and Success Being a decade-old document management application for Salesforce, XfilesPro is the most trusted choice for Salesforce customers from around the globe ranging from multiple industries. From entering into the ecosystem as an application to optimize the Salesforce file storage space to a fully-fledged platform that mitigates a wide range of pain points of the users related to document management, XfilesPro has taken a significant transformation over the years. Today, XfilesPro is capable of elevating the document workflow, offering innovative functionalities such as automated document generation in Salesforce, eSignature, external storage integration, seamless collaboration, etc. Let us make it more clear. If your business demands integration between your Salesforce with SharePoint, AWS S3, Google Drive, or OneDrive to enable document migration from the former to the latter, XfilesPro acts as the perfect integration tool. Faster, Smarter, Better: The XfilesPro Advantage With all those advancements to offer, XfilesPro further upgraded by embracing the face of rapid implementation and processing methods that are newer and agile, with modern features that fulfill users’ needs. There are some prominent aspects that define the meaning of 10x faster for XfilesPro. Let us look briefly at each of those. Faster to Install and Configure: Unlike other document management apps, XfilesPro doesn’t require complex configuration processes or comprehensive documentation to get done with its installation. Instead, it acts as a self-guided application that provides easy, in-app steps to establish a seamless integration between Salesforce and your preferred external storage system, eliminating the need for extensive technical expertise or assistance from the support team. Users can easily navigate through the setup process, customize settings according to their preferences, and start using the application without encountering major hurdles. In fact, XfilesPro enforces a Do-it-Yourself (DIY) model, which ultimately results in faster implementation time, enhancing user satisfaction by minimizing frustration, complexity, and time. Faster Adoption and Usage: As the adoption is faster, XfilesPro reduces the comprehensive learning curve by empowering users to become proficient with the app more quickly. This leads to increased productivity as they can leverage XfilesPro’s file management capabilities sooner, resulting in time savings and efficiency gains. Additionally, faster adoption also ensures quicker deployment of XfilesPro’s advancements, such as improved document workflow, streamlined processes, and better collaboration among team members. Another greater benefit of XfilesPro lies where it functions as an admin-friendly application that is powered by intelligent automation. The application automates the end-to-end document management processes and eliminates unnecessary human interaction which causes productivity disruptions. Moreover, XfilesPro ensures extreme convenience for users by allowing them to create customized folder structures in Salesforce, tag content against specific columns in SharePoint, and upload multiple files with the added convenience of drag-and-drop functionality. This delivers a seamless experience managing files. Faster ROI: The faster it is, the quicker the Return On Investment it means. Firstly, XfilesPro drastically reduces the time and resources required for deployment, which ultimately drives cost savings associated with the implementation efforts. Additionally, the faster implementation and the adoption of the app make the users capable of experiencing its cutting-edge functionalities including seamless collaboration, which empowers the sales team with swift deal closure and the support team with quicker customer query resolution. This accelerated time-to-value also adds to ROI enhancement. The Fast Track to Success The conveniences that a 10x faster application like XfilesPro can bring to a growing business are enormous. Better Customer Experience: As XfilesPro enables quicker customer query resolution and improved on-time delivery of requirements, it results in high customer satisfaction. Reduced Time to Value: By expediting the adoption process, businesses can promptly integrate XfilesPro into their workflows, which helps users start leveraging its advanced capabilities without delay. Process Improvement: With XfilesPro, businesses can automate many routine file management tasks in Salesforce that implement smarter workflows and drive efficiency. So, why can’t you benefit from the ‘10x faster’ app to deal with your Salesforce files? To learn how XfilesPro can drive your success,connect with us. 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
