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

Highlights

• 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.

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

XfilesPro is an AI-powered Salesforce SharePoint Integration and document management solution that helps Salesforce teams integrate Salesforce with Microsoft SharePoint, AWS S3, Google Drive, & OneDrive for secure external file storage. Automatically create SharePoint, AWS S3, Google Drive, & OneDrive, upload & sync Salesforce files, manage SharePoint files, and collaborate securely - all without leaving Salesforce.

Trusted by 1,000+ customers and backed by 16+ years of Salesforce expertise, XfilesPro helps organizations reduce Salesforce file storage costs, automate document management, and build a centralized SharePoint document repository with enterprise-grade security, compliance, and AI-powered search. Built for Sales Cloud, Service Cloud, Experience Cloud, Field Service, and custom Salesforce applications, XfilesPro delivers a seamless document management experience across every business process.

Why XfilesPro?

✔ AI-Powered Salesforce Integration

✔ Supports SharePoint, Google Drive, OneDrive & AWS S3

✔ 1,000+ Customers Worldwide

✔ 15+ Years of Salesforce Expertise

✔ Enterprise Security, Compliance & Audit Trails

✔ Reduce Salesforce Storage Costs with External File Storage

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