On-Demand Webinar
Generating Business Documents in Salesforce & Automatically Storing in Preferred Storage with One Click
Are you looking to generate any type of document in Salesforce and automatically move them into your external storage such as SharePoint, S3, OneDrive, or Google Drive – all in one click? This webinar is for you. Watch this on-demand session to learn how Salesforce customers can create highly personalized documents using our document generation tool DocuPrime and store them directly in any external cloud or on-premise storage to save storage usage by leveraging XfilesPro.
In this session, we have showcased in a live demo how DocuPrime has made document generation easy and faster in Salesforce and can easily work together with XfilesPro for automated file management.
Watch the webinar to explore:
- Salesforce File Management with XfilesPro
- The New XfilesPro Functionalities
- The Surprise Package: Document Generation
- The Power of Document Generation & External Storage Integration
- LIVE DEMO – How to do it
Fill in the form now to get this on-demand session.
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Testimonial
Happy Customer
We have been using XfilesPro for a while to connect Salesforce to Sharepoint. It works really well with uploads and changes applied instantly to Sharepoint. Well done!
The support team's expert handling of data migration made what is usually an anxiety-inducing task a seamless and pleasant experience.
XfilesPro stepped in and helped us facilitate the creation of an Amazon S3 bucket, walked us through the process of how it works including getting extremely granular with filters for each object.
We have been using XfilesPro for 3 years. The team has enabled us to transition our file system to Sharepoint and have it accessible through Salesforce seamlessly. Would highly recommend their services.
We are moving from another appexchange provider that integrates SharePoint with Salesforce. The implementation team helped me build out my unique processes and allowed us to export all of our files from SF to SP - saving us $3k per year..
