XfilesPro Document Management | SharePoint, AWS S3 & Google Drive Integration

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 STORAGE COSTS WITH SHAREPOINT INTEGRATION Avoid expanding Salesforce storage unnecessarily. Move files to SharePoint, AWS S3, Google Drive, or OneDrive while keeping them accessible from their associated Salesforce records.

AUTOMATE FOLDER CREATION FROM OBJECTS Auto-create folders & subfolders through SharePoint integration when new Accounts/Opportunities/Cases/custom records are added. Maintain consistent folder structures, organize files, & reduce repetitive admin work.

DOCUMENT WORKFLOW AUTOMATION 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.

AUTOMATIC EMAIL MANAGEMENT Move and organize Salesforce email attachments in connected storage: SharePoint, Google Drive, AWS S3, or OneDrive. Keep files accessible from the right records, simplify file management, and reduce manual work.

BUILT FOR THE SALESFORCE ECOSYSTEM Integrate Salesforce with SharePoint or other systems to manage documents across Sales Cloud, Service Cloud, Experience Cloud, Field Service, & custom apps, giving teams & portal users access to files within their org.

BI-DIRECTIONAL FILE SYNCHRONIZATION Sync files through Salesforce and SharePoint Integration, AWS S3, Google Drive, or OneDrive to keep documents consistent, accessible, and easy to manage within their associated Salesforce records.

ENTERPRISE DOCUMENT SECURITY & GOVERNANCE Secure documents with access controls, permissions, sharing links, and audit trails. Support governance through SharePoint integration and cloud storage integrations such as Google Drive, OneDrive, and AWS S3.

ADVANCED DOCUMENT MANAGEMENT Manage documents with version control, metadata tagging, bi-directional sync, previews, and smart tagging. Simplify file management with SharePoint integration or by connecting to AWS S3, Google Drive, and OneDrive.