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L
I
V
E
W
E
B
I
N
A
R
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
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
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved
Files Management Automation in
Salesforce (Power of Two)
File Management Document Generation
?
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
Salesforce File Storage Optimizer
Salesforce File Storage
Optimization with
Easy External
Storage Integration
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved
What’s new in XfilesPro?
Tagging for
SharePoint
Folder Syncing in
Google Drive
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved
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
Introducing
A Native Document Generation Application for Salesforce
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved
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
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
XfilesPro & DocuPrime - The Twin Power
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved
Watch it LIVE
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved
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
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

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WEBINAR: Generating Business Documents in Salesforce with Automatically Storing in Prefered Storage With One Click

  • 1. L I V E W E B I N A R 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 Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved
  • 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