Most users complain that after moving their Salesforce files to any external storage, their workload doubles & file management becomes slightly more difficult. To help them resolve their concern, XfilesPro offers this amazing Bi-sync component. Understand the component in detail by checking out this Slideshare.
2. Introducing XfilesPro
XfilesPro is an advanced file management &
external collaboration solution for Salesforce
that allows users to seamlessly collaborate
their Salesforce system with different external
systems (SharePoint, Google Drive, OneDrive,
AWS S3) enabling them to store important files
in them. Users can boost their ROI by 3X+,
significantly improve the system performance,
& bring down the file storage costs.
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3. Now Let’s Talk Bi-Sync
Simplifying file management in
Salesforce to a great extent is
XfilesPro’s bi-directional file
syncing capability. With bi-sync,
users can upload files from either
of the systems (Salesforce & the
external storage) & easily view it
from either of the systems as well.
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5. Real-time File Collaboration
The great thing about the bi-sync functionality is that it promotes
seamless & real-time collaboration between systems. In simpler terms,
the changes made to the Salesforce files in one system will
automatically be reflected in the other system, without the user having
to make the said changes manually.
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6. Ease of Navigation
Another beneficial thing about the
bi-sync functionality is that it makes
navigation between the two systems
very simple. In fact, users (that have
the access to the external storage)
have the option to navigate into their
integrated external storage directly
from the Salesforce UI itself.
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7. Keep Track of your Work
When XfilesPro is used to set up a
bi-directional sync between Salesforce &
any external storage, it becomes very
easy to monitor & keep track of the
changes made to the files. Users have
the ability to check the version history of
the files, stored in the external storage,
where they can see the all the changes
made since they last accessed the file.
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8. Control your Access Permissions
Another thing that becomes easier
with bi-sync is controlling which
user gets access to what kind of
files. Using XfilesPro, users can
easily assign individual users
different access permissions. This
includes giving permissions at both
the organizational-level & the
user/profile-level.
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9. Simplified Template Creation
In case users have to create
multiple records of the same type
on a daily basis, they get the option
to create pre-defined templates for
the same when using XfilesPro’s
bi-sync component. This not only
reduces the manual effort but also
save a lot of time.
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