Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
XfilesPro Document Management: AI-Powered SharePoint & External File Storage
Secure documents. Seamless collaboration. Unlimited storage.
- Industries
- Horizontal ProductFinancial ServicesHealthcare & Life Sciences
- Business Need
- ProductivityDocument ManagementInformation Management
- Requires
- Sales CloudService CloudExperience CloudGovernment Cloud
- Compatible With
- Sales CloudService CloudExperience Cloud
Integrate SharePoint, AWS S3, OneDrive & Google Drive to manage, share, & collaborate on files while optimizing Salesforce storage costs. Get started with a 7-day free trial. Click "Get It Now."
Highlights
Multi Cloud document storage Integrate SharePoint, Google Drive, AWS S3, & OneDrive with Salesforce. Centralize file access, eliminate storage limitations, and give teams the flexibility to work with the cloud systems they already use.
AI-Powered Salesforce Document Management Centralise Salesforce document management with AI-powered document organisation, intelligent search, and virtually unlimited external file storage.
Automate Folder Creation from Salesforce Objects Automatically create structured folders when new Accounts, Opportunities, Cases, or custom records are created. Keep files organized with consistent folder hierarchies & remove the need for manual setup.
Secure File Sharing and Access Control Share files confidently with granular permission controls, role-based access, and expiring share links. Ensure the right people access the right files — without compromising security or stepping outside Salesforce.
Automatic Email Attachment Management Automatically move and organize email attachments from Salesforce into connected external cloud storage platforms. Improve accessibility and keep important customer communications linked to the right records.
Document Automation & Workflow Orchestration Automate file actions using Salesforce Flows, Apex triggers, APIs, and platform events to streamline document processes, reduce manual effort, and integrate file management into any business workflow.
Advanced Document Security Protect sensitive documents with role-based access, encryption, audit trails, and enterprise-grade security controls.
Built for the Salesforce Ecosystem Built for Salesforce and compatible with Experience Cloud, Field Service, Sales Cloud, Service Cloud, AppExchange apps, and custom Force.com applications.
Live Demo and Sandbox Access Explore the full product experience through a live demo environment. See real workflows in action, test key features hands-on, and validate the solution against your use cases — before you commit.
Provider Details

XfilesPro Labs Pvt Ltd
Bangalore,Karnataka,India
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2010
Website
Email
Phone
+1 951-234-8888XfilesPro Labs Pvt. Ltd. is a Salesforce ISV Partner with over 15 years of experience building enterprise document management, data management, and automation solutions. Trusted by 1,000+ customers across 15+ industries, we help organizations improve productivity, strengthen compliance, reduce storage costs, and scale their Salesforce investments with confidence. Our product portfolio includes AI-powered document management, document generation, eSignature, OCR, data archiving, email archiving, and backup & recovery solutions, enabling organizations to securely manage documents and business-critical data throughout their lifecycle. By combining deep platform expertise with continuous innovation, XfilesPro delivers scalable, enterprise-ready solutions that simplify document operations, protect critical business information, and help organizations prepare for an AI-driven future.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
The pricing shown below is for enterprise customers at volume. XfilesPro offers flexible per-user pricing based on user count, with volume discounts available. We also offer a free trial. Learn more about our pricing: https://www.xfilespro.com/pricing/
Enterprise
$0.99 USD/user/month
Free trial available for 7 days
Lowest Starting Price