Check out this webinar slide to learn how Salesforce customers can generate any type of business document within Salesforce using our document generation app DocuPrime & automatically store those documents in their preferred external storage (S3, SharePoint, OneDrive, Google Drive) using XfilesPro. To learn more, please get in touch with us at: sales@xfilespro.com

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Generating Business Documents In Salesforce &
Automatically Storing In Preferred Storage With One Click
Priyadarshi Sahu
Consultant
Sutirtha Roy
Senior Consultant
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved
Preethi Gupta
Consultant

2. Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved
Learning Objectives
01
02
03
04
05
Automation in Salesforce (File & Document)
Salesforce File Management with XfilesPro
What's New in XfilesPro
Document Generation: Unveiling the Next Big Thing
Document Generation with Auto External Storage

3. Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved
Files Management Automation in
Salesforce (Power of Two)
File Management Document Generation
?

4. Comprehensive File Management for Salesforce
Auto File Export
File
Collaboration
Customized
Folder Structure
Template
Creation
File/Folder
Syncing
File Preview
within
Salesforce
Salesforce Cloud
3rd-party
AppExchange Apps
Custom Apps on
Force.com
Salesforce1 Mobile
Works for Both Standard & Community Users*
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved

5. Salesforce File Storage Optimizer
Salesforce File Storage
Optimization with
Easy External
Storage Integration
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved

6. What’s new in XfilesPro?
Tagging for
SharePoint
Folder Syncing in
Google Drive
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved

7. XfilesPro
An Advanced File Management & External Storage Integration Solution for Salesforce
File
Storage
Enabler
Centralized
File
Management
Next-gen File
Collaboration
250M+
Files
Uploaded
500K+
Licensed
Users
5-Star
Rated on
AppX
400+
Customers
Worldwide
60+
Reviews
on AppX
8+
Years of
Success
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved

8. Introducing
A Native Document Generation Application for Salesforce
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved

9. Next-gen Capabilities
Document
Generation
Document
Preview
eSignature
Document
Automation
Unlimited Versions
& Templates
Workflows &
Lightning Flows
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved

10. One Solution for All Your Business Document Needs
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved
MSA, NDA, Contract,
Quote, Order
Sales
MSA, NDA, Policy
Document, Contract
Vendor & Supplier
RFP, RFI, SOW, Proposal,
Handover Doc
Project & Delivery
Invoice, Demand Note,
Payment Receipt
Finance
Offer Letter, Increment
Letter, Experience Letter,
Salary Slips
HR

11. XfilesPro & DocuPrime - The Twin Power
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved

12. Watch it LIVE
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13. Q&A
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved
To know more about XfilesPro or DocuPrime,
please get in touch with us
sales@xfilespro.com | sales@docuprime.io

14. Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved
To know more about XfilesPro or DocuPrime,
please get in touch with us
sales@xfilespro.com | sales@docuprime.io