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Store, Manage, & Access Documents In Salesforce With XfilesPro .pdf
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.
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Store, Manage, & Access Documents In Salesforce With XfilesPro .pdf
- 1. Hey.. I amCaptain 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/FileManagement 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 ofDocument Management Success Storage Management Hassle-free File Management Easy File Access 1 2 3
- 9. Storage Management Challenge ConsequenceSolution Limited File Storage High Cost Storing Salesforce Files Externally
- 10. External Storage Integrationwith 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 Viewwithin Salesforce File Access Control File Collaboration
- 13. XfilesPro : AnAdvanced 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
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- 15. THANK YOU To Knowmore about XfilesPro, Please get in touch with us. sales@xfilespro.com