XfilesPro

Application Guide

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Application Guide

XfilesPro is a simple & affordable external file storage solution available for all Salesforce customers. Designed as the best file storage cost saving tool, XfilesPro allows you to upload seamlessly in Salesforce. There isn’t any restriction on file size, file type or file count. You can configure any storage provider, be it cloud or non-cloud storage providers. You can also configure your local FTP server too.

XfilesPro supports public storages, private storages like local FTP servers & also any of the customers’ private content management systems.The best part is that the SFDC file storage is not getting filled up because XfilesPro saves the files externally. It lets you upload as many files as you want without worrying about the cost or the upload limit.

We have seen how to install XfilesPro from APP Exchange, how to configure an external storage and to configure XfilesPro components in Lightning, Salesforce1 & Classic.

Now, it’s time to understand each option of XfilesPro.

To understand XfilesPro & it’s each option better, we will go through each of the tabs on the left-hand side of the screen.

  1. Introduction
  2. Storage Setup
  3. Manage Content

This is the homepage of XfilesPro and we are on the first tab: Introduction


INTRODUCTION
INTRODUCTION is the first tab in XfilesPro. We have three sections in INTRODUCTION which talk more about XfilesPro. The three sections are –
  1. Get Started – This section gives you a glimpse of what XfilesPro is and helps you understand XfilesPro better. Know more about XfilesPro
  2. Setup – This section allows you to setup a storage, be it cloud or non-cloud storage providers. When you click on Storage Setup, it will take you to tab: Storage Setup(link it to second tab). Once you are at this point, you can either add a new storage provider or manage an existing one. Know more on how to setup a storage setup
  3. Resources – This section has all the all tools for you to setup and manage XfilesPro efficiently. You can access all of our data sheets like application guide, vlogs, product updates, give us feedback or contact us for more help.
 
 
STORAGE SETUP
 
This is the tab where you can setup an external storage, be it cloud or non-cloud storage. We have two buttons: AmazonS3 & button: Google Drive on the top-right corner which allows you to configure these cloud storage providers.
 
Let’s see what all options we get when we click on these buttons.
 
button: AmazonS3
 
When we click on this button, a dialog box comes up asking us to enter the following information –
  • Provider Name
  • Provider Access Key
  • Provider Access Secret Key
 
Provider Name: You can set any name in this option. You can identify your provider which you set up.
Provider Access Key: You need to enter the access key to the Amazon S3 account that you own or your organization must have given it to you.
Provider Access Secret Key: You need to enter the access key to the Amazon S3 account that you own or your organization must have given it to you.
 
Once you enter the details and click on Validate, it will ask you to select a bucket from your Amazon S3
It will then prompt you to pick an object where we want our external storage to be configured.
 
Please note- You can pick multiple objects and configure the same AmazonS3 on multiple objects.
Once you add S3 storage provider, it will show in the storage provider list.
 
 
 
 
button:Google Drive
 
When we click on this button, a dialog box comes up asking us to enter the following information –
 
Provider Name
Root Folder Name
Set Your Google App
 
Provider Name: You can set any name in this option. You can identify your provider which you set up.
Root Folder Name: When you enter a root folder name, XfilesPro will create a folder in your Google Drive with the name you gave in this field. All your files will get saved in this folder.
Set Your Google App: To ease things for the end-users, XfilesPro team has created a common Google App which allows any client to use this ensuring their data is not shared/transmitted to anyone. It is highly secured. But if you want to create your own Google App and configure XfilesPro, then you need to mention a provider access key and a provider access secret key. Click here to know how to create a new provider access key & provider access secret key. You will have to mail us with the domian name to provide the access. You can send that information to us at contact@xfilespro.com.
 
Once you enter the details and click on Validate, it will ask you to allow force.com to view and manage files in XfilesPro. Please click on ALLOW and authenticate yourself by entering your google user name and password.
 
Please note- You can pick multiple objects and configure the same Google Drive on multiple objects.
 
MANAGE CONTENT
 
This is the tab where you can view and manage all your files which are uploaded. You can preview these files by clicking on them.

When you click on them, you will get icons to download & delete the file.

You can perform the same actions by click on Action drop-down on this tab.
 

For more information on XfilesPro, please go through the left-hand panel which has setup instructions.

Please feel free to write us at contact@xfilespro.com for more information about XfilesPro.