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XfilesPro Document Management: AI-Powered SharePoint & External File Storage

By XfilesPro Labs Pvt Ltd

Secure SharePoint Integration. Smarter Document Management.

$9.99   USD/user/month

Discounts available for nonprofits

Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Business Need
Productivity
Document Management
Information Management
Requires
Sales Cloud
Service Cloud
Experience Cloud
Government Cloud
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

Integrate SharePoint, Amazon S3, Google Drive & OneDrive with Salesforce for secure document management, external file storage, and lower storage costs. Start your free 7-day trial and experience seamless Salesforce SharePoint Integration.

Highlights

Multi-Cloud Storage Connect Salesforce with SharePoint, Amazon S3, Google Drive, and OneDrive for file storage. Manage SharePoint documents within Salesforce, enable bi-directional sync, and reduce storage costs.

AI-Powered Salesforce Document Management Centralize Salesforce document management with AI-powered organization, intelligent document search, smart tagging, version control, and virtually unlimited document storage.

Automate Folder Creation Automatically create folders for Accounts, Opportunities, Cases, and custom Salesforce objects. Standardize folder structures with templates, subfolders, automated renaming, and folder access controls.

Enterprise Document Security & Governance Secure files with role-based permissions, folder security, password-protected sharing, audit trails, expiring links, and enterprise governance controls - all within Salesforce.

Automatically Upload Salesforce Files to SharePoint Automatically upload Salesforce files and email attachments to external storage. Keep records synchronized while improving accessibility and reducing Salesforce storage costs.

Salesforce Document Automation & Workflow Orchestration Automate SharePoint file uploads, document workflows, and external file management using Salesforce Flow, Apex, APIs, Platform Events, and trigger-based automation.

Advanced Document Management Manage documents with bi-directional synchronization, document previews, version control, unified search, and smart tagging across Salesforce and connected storage platforms.

Built for the Salesforce Ecosystem Salesforce Integration for Sales Cloud, Service Cloud, Experience Cloud, Field Service, AppExchange apps, and custom Salesforce applications.

Bulk File Migration & Live Demo Bulk migrate Salesforce files to external storage, explore live demos, and validate automated document management before deployment.

Provider Details

XfilesPro Labs Pvt Ltd
Bangalore,Karnataka,India
Social Impact
Pledge 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
+1 951-234-8888

XfilesPro 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.

XfilesPro offers flexible per-user pricing, volume discounts, and a free 7-day trial to integrate Salesforce with SharePoint and external file storage. Learn more : https://www.xfilespro.com/pricing/

Standard (Default)

$9.99 USD/user/month

Free trial available for 7 days

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