Document Management for Salesforce
Elevate your document workflow in Salesforce. With XfilesPro, experience effortless efficiency & unparalleled control over your documents from anywhere. Enhance productivity with every click, from document generation to easy external storage & swift collaboration.
15 +
Industries
5 X
Faster Implementation
500 K+
Licensed Users
5 -star
On AppExchange
Optimize, then Level Up
From promptly optimizing the file storage space to integrating your Salesforce with your preferred external storage system (SharePoint, S3, Google Drive, OneDrive, On-prem), XfilesPro engenders an intelligent file management experience in Salesforce with its modern folder structure, file/folder syncing, auto export, template creation, & many more capabilities.
Connect Salesforce with External Storage
Bring your preferred external storage with XfilesPro to store Salesforce files in real-time
Empower Yourself
Effortlessly build a unified document management workflow that is 100% native to Salesforce by setting up one-click actions to generate intuitive documents. Having the most comprehensive process automated within the Salesforce system, you can focus on activities that matter the most.
Unify & Automate
XfilesPro bolsters a centralized file management system that drives higher business results by aligning two comprehensive processes — file management and document generation within Salesforce. We are the only platform with next-gen capabilities to build documents in Salesforce and then manage its growing volume by leveraging your external storage system — all with the power of automation.
How Customers Use XfilesPro to Scale Up
Looking to gain more insights? Read some of XfilesPro’s uplifting customer success stories
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Get Started
Ready to go? Start scaling up with XfilesPro! Give us a chance to show you how XfilesPro works in action for your needs. Share your details below to get a live demo with one of our experts!