Auto Store Documents in Your Preferred External Storage Platform

 

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:

1. 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.
2. Integration with Salesforce:
• The app integrates seamlessly with Salesforce’s standard document storage features, such as Salesforce Files and Notes & Attachments.
• It provides custom options to auto-archive or store files from specific objects (like Accounts, Opportunities, Cases, etc.) based on triggers or rules you set up.
3. Customizable Rules and Workflow:
• Users can create and manage specific rules to decide when and where files should be sent to external storage. This can be based on record type, file type, or other criteria.
• You can also set up workflows that automatically store files when a record is created, updated, or meets certain conditions.
4. File Compression and Storage Optimization:
• The app offers built-in compression options (ZIP files) to reduce storage costs and improve data management.
• Large files can be compressed before being uploaded to external storage, ensuring efficient storage utilization.
5. File Retrieval and Access:
• Once files are stored externally, FileZIPO provides easy retrieval and access directly from Salesforce, maintaining a seamless experience for users.
• It allows you to view, download, or even delete files from external storage without leaving the Salesforce interface.
6. Data Security and Compliance:
• With support for encryption and secure connections, FileZIPO ensures that your files are stored and transmitted securely.
• You can configure access controls to ensure that only authorized users have access to the stored files.
7. Support for Multiple Storage Providers:
• You can configure FileZIPO to integrate with various external storage providers like Amazon S3, Google Drive, OneDrive, Box, and others.
• This flexibility allows businesses to choose the storage provider that fits their needs and budget.

Benefits of Using FileZIPO:

• Cost Savings: By moving your files to cost-effective external storage, you reduce your reliance on Salesforce’s native storage limits, avoiding expensive data storage costs within Salesforce.
• Scalability: As your organization grows and generates more documents, FileZIPO ensures you can scale your document storage without hitting limits or slowing down Salesforce performance.
• Seamless User Experience: With files stored externally, Salesforce remains fast and responsive while still providing easy access to documents stored off-platform.
• Improved Compliance: FileZIPO helps companies stay compliant with data retention policies by automating the archiving process.
• Operational Efficiency: By automating file storage and retrieval, your team can focus more on core business tasks rather than worrying about manual file management.

How to Use FileZIPO:

1. Install the App:
• Go to the Salesforce AppExchange and search for FileZIPO.
• Install the app into your Salesforce instance following the installation wizard.
2. Configure External Storage Integration:
• Once installed, configure your preferred external storage provider(s) in the app settings. You will need to authenticate and grant permissions for FileZIPO to access the external storage.
3. Set Storage Rules:
• Define rules to specify which files should be moved to external storage, when they should be moved, and any additional options like file compression or categorization.
4. Test the Setup:
• After configuring everything, test the system by uploading or modifying a document in Salesforce to ensure it is automatically stored in your external storage.
5. Monitor and Optimize:
• Use the app’s dashboard to monitor file storage activity and performance. Make adjustments to your rules if needed to optimize storage efficiency.

Conclusion:

FileZIPO is a powerful tool for Salesforce users looking to optimize their document storage strategy by integrating with external cloud storage solutions. By automating file storage, compressing files, and offering seamless integration with Salesforce, FileZIPO provides a cost-effective and scalable way to manage documents and data while keeping your Salesforce instance lean and efficient.

If you want to explore FileZIPO, it’s available on the Salesforce AppExchange, where you can find more information, download the app, and view user reviews to understand how it works in real-world scenarios.