Yes. XfilesPro support Customized Folder Structure.
read some regularly asked questions
Yes. XfilesPro support Customized Folder Structure.
Yes it is possible to integrate XfilesPro with FormAssembly. But it has certain limitation of uploading files. You can upload files upto 20MB only.
No, the Salesforce Global Search doesn’t return results from configured Google Drive folders as its an external storage and global search works for Salesforce ecosystem only.
Yes, it has a template feature that serves the purpose of creating a file/folder structure per record.
No, XfilesPro currently doesn’t support WebDav as external storage.
No, XfilesPro doesn’t support Professional Edition due to Salesforce edition restrictions. It supports Developer, Enterprise, Unlimited, Performance and Force.com editions.
Yes, you can install it in Sandbox.
Yes, it offers you a Bi-directional component as well, which serves the purpose of securely displaying remote(external storage) files.
Yes, CreatedBy field can be added as a list view column on XfilesPro component. It is not a default setup, it is a part of additional customization.
Yes, based on the file uploading user the Owner Name will be rendered on the XFilesPro component.
Yes, XfilesPro does have this out of the box feature to import files from external storage. Files can be seamlessly imported from external storage.
Yes, there are two ways to accomplish this. One is to use the XfilesPro component to upload manually and the other is to automate it using a trigger.
Yes, it is possible. Our Map Folder feature allows you to map existing folders to your records. You can then save all your files in the existing folder.
No, it is not completely native within Salesforce. It is an external file storage and collaboration solution which allows you to store Salesforce files/attachments in your preferred external storage systems (Cloud or On-premise) in order to reduce additional file storage costs. Currently, XfilesPro supports various Cloud storage systems like AWS S3, Google Drive, OneDrive, Dropbox etc. and On-premise storage systems like FTP, Windows shared drive (SMB) and FILE share.
Yes we have multiple non-profits across the world using XfilesPro and Yes we offer discounts to non-profits.
Yes, XfilesPro does support both Enterprise and Professional Org.
No, the XfilesPro’s pricing doesn’t include any external storage provider’s cost.
Yes, we offer 30 days free trial for XfilesPro.
Yes, you can. XfilesPro allows you to select your desired objects and files to store them in the space you have opted to buy from us. We agile the best services to our clients, and give them a choice to choose any object to be configured with XfilesPro.
Yes, it is possible and this aspect is one of the unique features you get in XfilesPro. It offers you an option to share any of your files with anyone within Salesforce and even outside Salesforce. All you have to get is their email address, and the file will be shared as a URL.
Yes, you can. It is possible to have some external storage facility configured within the same org. XfilesPro will help you achieve the same in the most authentic manner. The addition of flash memory will accommodate you with some more storage area.
Yes, you can always attach a single file to multiple records. XfilesPro is designed in a way to make your Salesforce features easy and sorted. Accordingly, we allow you to attach any single file to multiple records within Salesforce without having to upload it multiple times. In this manner, your load is reduced and space is saved to a vast extent.
You can delete the entries which are no longer required using custom object Cloud Storage Provider. Create a custom tab for this object and add it to the XfilesPro application. Inside the tab you should see all the existing records.
No, it’s not only specific to admins. It is for other Salesforce users and Salesforce Community users as well.
Yes XfilesPro seamlessly supports Team Drive.
Yes, it does support storing the email-attachments and email-to-case attachments in external storage systems.
Yes. XfilesPro seamlessly supports Google Drive as well as Team Drive as external storage systems.
XfilesPro currently supports OneDrive directly and we are planning to support Sharepoint in the upcoming release at the end of January 2020.
Yes, XfilesPro offers an option to store your Salesforce files and attachments in a non-cloud (on-premise storage) system. Currently, it supports three local storage providers, SFTP, SMB and File Storage.
XfilesPro is a secure solution. The file transfer process is highly secured.
Every time we upgrade the application, you will get an email notification. If you want to upgrade your version, you can get in touch with our support team. They can help you upgrade your application.
Please visit our AppExchange page to know pricing details. Here is the link: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000008YbzMEAS
XfilesPro is highly customizable to meet specific business needs.
Yes, you can. XfilesPro’s Bidirectional Sync feature enables users to manage their files stored in the remote storage directly from their Salesforce UI.
Yes, you can.
No. There won’t be any changes in user-experience.
Yes. We even offer special discounts to community users.
Yes, you can. XfilesPro supports Salesforce1.
Yes. XfilesPro supports Lightning.
Yes, we will. XfilesPro offers file import/import utility feature which will help you transfer all your files to your external storage system.
Yes. Once implemented, the process becomes automatic. All your files will be automatically stored in your external storage system.
No. There are no limitations on file size or volume.
Yes, you can. We support FTP, SMB Windows Share, FILE.
Currently, XfilesPro supports a wide range of Cloud (AWS, GDrive, OneDrive, Dropbox, etc.) and On-premise (FTP, SMB Windows Share, FILE) storage systems.
No. XfilesPro is not a storage provider. We don’t keep your files. The solution works as a connector in between your Salesforce system & the external storage system.
XfilesPro is an external file storage and collaboration solution for Salesforce that allows users to store their files & attachments in any external Cloud (AWS, GDrive, OneDrive, Dropbox, etc.) or On-premise (FTP, SMB Windows Share, FILE) storage system with seamless integration & collaboration.