Introduction Salesforce files have a way of accumulating silently — email attachments, contracts, proposal PDFs, case documents, images, and reports. Over time, this growing file volume eats into Salesforce storage limits, increases costs, and makes file retrieval harder for users. While Salesforce provides basic file management features, it does not offer a simple way to bulk archive old files . As a result, admins are often left choosing between paying for extra storage or manually cleaning up files — both inefficient options. A structured archiving strategy solves this challenge. In this guide, we’ll explore best practices Salesforce Admins can follow to archive old files safely, reduce storage usage, and maintain compliance. Why Archiving Old Salesforce Files Matters Unmanaged file growth leads to: Rising Salesforce file storage costs Slower file search and record load times Cluttered user experience Higher compliance and audit risks Greater chance of accidental file deletion Archi...
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...