XfilesPro Document Management | Connect SharePoint, S3, Google Drive & OneDrive

Connect Salesforce to the cloud storage you already own and manage files from the record. Use one provider or several. ✔ SharePoint Integration ✔ AWS S3 Integration ✔ Google Drive Integration ✔ OneDrive Integration

REDUCE SALESFORCE STORAGE COSTS Reduce Salesforce storage costs by leveraging your existing SharePoint, AWS S3, Google Drive, or OneDrive infrastructure. Keep documents accessible from their related Salesforce records and simplify file management.

AUTOMATE FOLDER CREATION Automatically create folders and subfolders for Accounts, Cases, Opportunities & custom Salesforce objects. Use configurable folder structures to organize Salesforce documents across SharePoint, AWS S3, Google Drive and OneDrive.

DOCUMENT AUTOMATION & WORKFLOW ORCHESTRATION Automate file uploads, document workflows, & external file management in SharePoint, AWS S3, Google Drive & OneDrive using Salesforce Flow, Apex, APIs, Platform Events, and trigger-based automation.

ENTERPRISE DOCUMENT SECURITY & GOVERNANCE Protect business documents with access controls, folder permissions, secure sharing links, and audit trails. Manage document access and sharing to support your organization's security and governance requirements.

BUILT FOR THE SALESFORCE ECOSYSTEM Manage documents across Sales Cloud, Service Cloud, Experience Cloud, Field Service, and custom apps, giving teams and portal users access to relevant files within their Salesforce workflows.

BI-DIRECTIONAL FILE SYNCHRONIZATION Sync files between Salesforce and SharePoint, AWS S3, Google Drive, or OneDrive to keep documents consistent, accessible, and manageable within their related Salesforce records.

BULK MIGRATION & LIVE DEMO Migrate Salesforce files in bulk to SharePoint, AWS S3, Google Drive, or OneDrive to simplify large-scale transfers, reduce Salesforce storage usage, and keep files accessible from their associated records.