FileZIPO is an AppExchange application designed to integrate Salesforce with external storage systems for automatic document storage. This can help businesses streamline the management of their documents, attachments, and files, by automatically storing them in their preferred external cloud storage or file system, while keeping Salesforce records and processes intact. Here's how it works and how you can benefit from it. Key Features of FileZIPO: Automated Document Storage : FileZIPO can automatically save Salesforce documents, attachments, and files to external cloud storage solutions (e.g., Google Drive, Amazon S3, Dropbox) based on your configuration. It allows you to specify rules for when and where to store files, making the process fully automated and seamless. Integration with Salesforce : The app integrates seamlessly with Salesforce’s standard document storage features, such as Salesforce Files and Notes & Attach...
Why Need External Cloud Storage in Salesforce? One of the most crucial aspects of running a business organization is managing its files and documentation. A lot of data is created and recorded in files, documents and more. The data is updated, modified, and deleted regularly as new customers are added. Similarly, in Salesforce, there are a lot of files and documentations that need to be stored in an external storage system. One of the most popular types of external storage is- cloud. Businesses use a variety of external storage systems to store their Salesforce files and attachments such as OneDrive, Google Drive, Dropbox, Amazon S3, and more. To avail excellent results, organizations need to consider different aspects of these external cloud storage systems and check if they align with their business model well. However, Salesforce provides very little storage. As an admin, you either need to delete or move old data at some time, which is a time consuming task or spend t...