XfilesPro Reviews & Product Details

We had excellent customer service from Harshitha and the rest of the XfilesPro team. Utilizing the built in functionality makes accessing your archived files very quick and easy. The integration process was simple and fast, and training the team on utilizing the functions took only a few minutes. We look forward to our continued daily utilization of XfilesPro. Review collected by and hosted on G2.com.

The only downside to XfilesPro is Salesforce has such an archaic storage limit that such third party products are required. Thankfully the XfilesPro team was there to help, and our operations are running smoothly. Review collected by and hosted on G2.com.

We have been using XfilesPro for several years now for a specific scenario where we share cases and attachments with an external organizations Salesforce environment. Each case shared creates a linked case in the others respective Salesforce environment. The XfilesPro application lets us then easily upload the attachments associated with the case to Salesforce, transfers them to our Sharepoint site, and links them to the case in the other Salesforce org, where they can be read or downloaded. This tool has also been a great way to reduce the amount of file storage we are using for attachments in Salesforce.

Throughout our years of using the tool, the XfilesPro support team has been great! From the initial project customization and implementation, to the on-going support, the team has always been quick to respond and willing to jump in and help resolve any issues in a timely manner. Review collected by and hosted on G2.com.

With our recent upgrade to 8.2.3, the XfilesPro team has implemented new connection refreshing capabilities which makes refreshing our connection to Sharepoint much easier. Before this enhancement, the steps you had to go through to refresh the connection annually was a bit tedious, but now it is just a single click. Overall, it's been a great, cost effective solution for our use case. Review collected by and hosted on G2.com.

The ease of moving documents from Salesforce to Google Drive and being able to move files based on date of creation. The customer support has been great and the help we have received made the integration very easy. We use the tool monthly to clear out old files and free up space in our org. Review collected by and hosted on G2.com.

Not much. It is a great product. We did have a bug but it was fixed quickly. Review collected by and hosted on G2.com.

Xfiles Pro saved us thousands of dollars in file storage overages and is very easy to use. Support has been excellent as well Review collected by and hosted on G2.com.

I joined the project late, so I had a late start in learning, and I don't think I would've been able to master it without the help of their excellent Support team. Review collected by and hosted on G2.com.

Straight forward to add the XfilesPro component on Salesforce record pages and generally easy for the User to upload files (except existing Google Docs).

The XfielsPro support team are very responsive and competent to address an issue if and when something comes up. Review collected by and hosted on G2.com.

"Uploading" a Google Doc is not intuitive, since Google Docs are not actual files but shortcuts. So for a User, uploading a Word document works normally because it is a file. Google Docs can be added to a folder shown on a Salesforce record by moving it or creating a shortcut from Google Drive.

As an administrator, I would value access to additional detailed technical information about the configuration of XfilesPro Object setup, custom settings, editing the folder structure, etc. Review collected by and hosted on G2.com.

Xfiles Pro has been a very reliable solution for connecting Salesforce and SharePoint. Our team uses it reliably everyday. The upgrades continue to add valuable features, and whenever we’ve run into changes that affected our workflow, their support team has been quick to provide effective workarounds so we could maintain the same functionality. Their responsiveness and commitment to helping us get the most out of the platform has been excellent. Review collected by and hosted on G2.com.

The setup can be a bit more involved, and I do find myself leaning on support at times. That said, the support team is always quick, knowledgeable, and extremely helpful, so even the challenges turn into positives with their assistance. Review collected by and hosted on G2.com.

We hit out storage limit with Salesforce very quickly and needed a cost effective solution. That was back in 2021 and we've been relying on XfilesPro ever since. We love that our team can upload and access files in SharePoint very quickly, directly from the record in Salesforce. The support is also excellent. Whenever we've had an issue, the team can jump onto a video call and get it sorted out, often on the same day. Review collected by and hosted on G2.com.

Nothing really. It does everything we need it to. Review collected by and hosted on G2.com.

I appreciate how easy it is to configure, which makes implementation straightforward. The software offers a wide range of features, and users genuinely enjoy working with it. Review collected by and hosted on G2.com.

If I had to choose one issue, it would be with the xfile export tool. Sometimes, it fails to include files that are smaller than 6MB. Review collected by and hosted on G2.com.

Install and implementation is easy thanks to all the well designed documentation.

Whenever we have an issue or concern, support is quick to respond, always knowledgeable and friendly.

End users find the widget easy to use and the design is very slick. Review collected by and hosted on G2.com.

We were having to do some manual work whenever an account name changed. We often wouldn't notice the disconnect had occurred until someone uploaded a file and it didn't end up in the same folder as was available from the widget. We would then have to go and move the file, rename the main folder and then delete the "duplicate".

This has been resolved with the availability of a trigger with the latest version.

Therefore, I do not have any dislikes about XFiles Pro Review collected by and hosted on G2.com.

It helps us enormously to keep our enviroment tidy and not to slow down Salesforce Review collected by and hosted on G2.com.

We like everything about xfiles, we have no problems with the product and are very enthusiastic. Review collected by and hosted on G2.com.