1) The webinar introduces XfilesPro, an app that allows users to store, manage, and access documents in Salesforce by integrating with external storage systems. 2) Key challenges of document management in Salesforce include limited file storage, lack of seamless collaboration, and easy accessibility and visibility. 3) XfilesPro provides storage management, hassle-free file management, and easy file access through features like folder structures, centralized management, syncing, search, and access controls.

1. Hey.. I am Captain FiDo
Welcome to the Webinar

2. Live Webinar
Store, Manage, & Access Documents In
Salesforce With XfilesPro
Sambit Samanta
Principal Consultant, Products
Shreshth Tiwari
Lead Consultant, Products

5. Key Takeaways
● Challenges : Document/File Management in Salesforce
● Best Practices : Managing a Large Volume of Files
● 3 Keys : Document Management Success
● XfilesPro Overview
● Q&A

6. Challenges : Document/File Management in Salesforce
Limited
File
Storage Seamless
File
Collaboration
Easy File
Accessibility
& Visibility
No Folder
Structures

7. Best Practices : Managing a Large Volume of Files in Salesforce
Integrate
External
Storage
Syncing
Files
Tagging
Files
Defined
Folder
Structure
Access
Control

8. 3 Keys of Document Management Success
Storage
Management
Hassle-free File
Management
Easy File
Access
1 2 3

9. Storage Management
Challenge Consequence Solution
Limited
File Storage
High Cost
Storing
Salesforce Files
Externally

10. External Storage Integration with Salesforce
Real-time File
Movement &
Sync
Initial File
Migration
Experience
Cloud File
Migration

11. File Management : Transform Your Experience
Folder
Structure
Centralized
File
Management
Easy Syncing
of Files
File
Search
File
Tagging

12. File Access Redefined
View within
Salesforce
File Access
Control
File
Collaboration

13. XfilesPro : An Advanced File Management & External Storage Integration App
Connect any External Storage System
Template/Custom Folder Structure
Initial File Migration
File/Folder Syncing
Quick Setup & Easy to Use
Trusted by 500+ Customers Globally

14. Q&A

15. THANK YOU
To Know more about XfilesPro,
Please get in touch with us.
sales@xfilespro.com