Check out this Slideshare to learn how Salesforce & SharePoint customers can bring both these platforms to experience next-gen file management with zero Salesforce storage limitations, seamless file collaboration, structured folders, etc. Get in touch with our experts to learn more.

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

2. Live Webinar
Salesforce & SharePoint Integration
Beyond External File Storage
Sambit Samanta
Principal Consultant, Products
Ratish Kumar
AVP, Products

5. Key Takeaways
● Salesforce & SharePoint - The Powerhouses
● The Dual Magic
● XfilesPro : The Enabler
● What's Beyond Storage?
● Q&A

6. Salesforce : The World’s #1 CRM Platform
Image
Credit:
Salesforce
150,000+
Customers
Worldwide
90% of Fortune
500 Companies
22.9% Share of
the CRM Market
70+ Acquisitions
(Slack, Tableau, Mulesoft)
62% Customers
are from US
Revenue Growth:
10X Over the Last
Decade

7. SharePoint : Most Popular Document Management & Collaboration Platform
Content Management
Document Storage
Document Collaboration
3rd-party App Integration
File Sharing
200,000+
Customers
Worldwide
200 Million
Users
85% Fortune
500 Companies
60% Market Share
Document Collaboration
Industry

8. Why Integrate Salesforce & SharePoint?
Cost-effective
Better
Documentation
Large Scale
Collaboration
Enhanced
Efficiency

9. Integrate Salesforce and SharePoint for File Collaboration with XfilesPro
Centralized File
Management
Storage
Enabler
Advanced File
Collaboration

10. What’s Beyond Storage?
Custom Folder
Structure
Template Folder
Structure
Tagging
Bi-sync Multi-site

11. Bi-sync
Sync files both ways, From Salesforce &
from SharePoint
Upload files from Salesforce or from
SharePoint & still view them under
your Salesforce records
Existing files in SharePoint can be
synced seamlessly to its related
Salesforce records

13. Custom Folder Structure
Set the folder structure of your choice to
seamlessly manage files/attachments
Any complex folder
structure
Conditional folder
structure

15. Template Folder Structure
Set common folders across all records
under an object
Supports any complex
folder structure
Automated Process

17. Tagging
Tag files & sort/report based on the
tag values
Support text tags to manually
enter the value while
uploading files
Support pre-defined picklist
tags to choose while
uploading files

19. Multi-site
Have multiple SharePoint sites & upload
files to the site of your choice
Supports any number of sites under
a particular SharePoint domain

21. Trouble in Salesforce File Management?
Quick Setup &
Easy to Use
Save on File
Storage Cost
Manage Community
User Files
Retain Files for
Compliance
Enrich File
Collaboration
Improve File
Access
Seamless File
Sharing
Store Files in a Highly
Structured Way

22. Q&A

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