Please check out the webinar slides to learn how integrating SharePoint with Salesforce using XfilesPro can help Salesforce customers better manage their files with optimized file storage & reduced costs. To know more, please get in touch at sales@xfilespro.com

1. LIVE WEBINAR
Integrate SharePoint and Salesforce
using XfilesPro
An Advanced File Management & Collaboration Tool
for Salesforce
Speakers
Rakesh N. Rao
Global Head, Sales
Vedant Srivastava
Product Consultant
Copyright © 2021 CEPTES Software Pvt. Ltd. All Rights Reserved

2. Learning Objectives
01
02
03
04
05
06
Advantages of using External Storage Systems as Primary Salesforce File Storage
Why XfilesPro?
Different Available External Storage Options
SharePoint as an External Storage
Customer Use Cases
How to Set up the System? LIVE DEMO
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3. Copyright © 2021 CEPTES Software Pvt. Ltd. All Rights Reserved
Storage Optimization
& Cost Savings
Large Volume
File
Management
Generated by
3rd-party Apps
Collaboration
with Internal
Teams
A
Structured
Way to
Store Files
Collaboration
with External
Users (Partners,
Customers,
Vendors)
Collaborate
with
Salesforce
Community
Users
Advantages of using External Storage Systems as Primary Salesforce File Storage
Maintaining
Compliance

4. Copyright © 2021 CEPTES Software Pvt. Ltd. All Rights Reserved
Why XfilesPro?
8+ Years of Proven Expertise
250+ Salesforce customers from 15+
industries with 350K+ licenses have
implemented XfilesPro for Salesforce
file management.
Multi Storage Support
Supports multiple Cloud (SharePoint,
AWS S3, Google Drive, OneDrive,
Dropbox) & On-premise systems
(Network Drive, SFTP, SMB).
Built for Salesforce
Built exclusively for Salesforce
customers that supports Sales Cloud,
Service Cloud, Community Cloud, and
Custom solutions.
Advanced File Management
Capabilities
Salesforce Community user file
management, large volume file
migration, multi-org file integration,
centralized content management,
folder structure.
Faster ROI
Quick to set up, easy to use, highly
customizable, advanced features to
make file management seamless with
70%+ file storage cost savings.
05
01
02 03
04

5. Different Available External Storage Options
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Cloud Storage
On-premise Storage
SFTP SMB
Network Drive
Standard Objects
Custom Objects
Standard Users
Community Users
Upload
View
Download
Delete

6. SharePoint as an External Storage
Copyright © 2021 CEPTES Software Pvt. Ltd. All Rights Reserved
#1 Document Management System with over 100
Million users Worldwide
Lower Investment
Cross-Departmental
Collaboration
Large-scale Document
Management
● Extend the power of SharePoint as your one-stop Document
Management & Collaboration Platform
● Make the process of sharing, managing, changing & finding
files seamless
With
XfilesPro

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Setting up the System
in Minutes
LIVE DEMO

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9. Multi-factor Authentication for Secure Integration
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Customer Use Case (1)
3PL (Top Logistics Company) : 3rd-party App File Management
A massive volume of file
generation from a 3rd-party
AppExchange managed package
File storage reached 430GB &
155% usage mark
Looking to upgrade the 3rd-party
app for better performance, but the
fear of more file generation was
looming around
Unable to migrate the files to some
external storage due to the sheer
volume
File Migration
Unable to Migrate such a
huge Volume of Files to any
External Storage
Massive Volume of Files
430GB of Files & Reached
155% of their Allocated File
Storage
Upgradation
Looking the Upgrade the
AppExchange App for Better
Business Performance
File Storage Reduced - 155% to 36%
Storage Cost Reduction - 86%
Storage space to Upgrade the AppEx App
Benefits
AppExchange Managed Package
File Generation from
3rd-party Solution
External Storage - SharePoint

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Customer Use Case (2)
Top US University : Salesforce Community File Management
Customized Folder Structure
03
● Wanted specific community files to be stored in
specific folders in the remote storage. (e.g 2D,
3D, Digital Cutting files to be stored in their
specific folder
External File Storage &
Collaboration
02 ● Looking to integrate external storage platforms
to migrate files from Salesforce system
Massive File Generation form
Community Users
01
● Students from different courses were the
community users
● Files were uploaded through Salesforce
community portal Centralized File Management System
80%+ Storage Cost Reduction
Collaboration with Community users
Benefits
External Storage - SharePoint | No. of Community users - 10000+

12. Copyright © 2021 CEPTES Software Pvt. Ltd. All Rights Reserved
Customer Use Case (3)
Fortune 500 Media Company : Centralized Document Management
● Replaced the existing files management solution for better
efficiency and ROI
● Each org will have its specific sites that will be connected
with the Salesforce org
Centralized
Document
Management
System
Seamless File
Management
Customized
Folder
Structure
● Upload, Access & Download files from Salesforce directly to
the external storage
● Folder structure based on the parent-child relationship to the
nth level
● XfilesPro's Bi-Sync component to upload files & create folders
from Salesforce
Centralized Document Management
Storage Cost Reduction - 75%
Customized Folder Structure
Benefits
External Storage - SharePoint | No. of Licenses for 4 Orgs - 2000+ | Roadmap to Implement for 32 Orgs across the Company

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Q&A

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sales@xfilespro.com
To know more about XfilesPro & it’s advanced
capabilities, please get in touch with us