--- title: XfilesPro Reviews meta\_title: 'XfilesPro Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 75 reviews by the users' company size, role or industry to find out how XfilesPro works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 75 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Content Management url: https://www.g2.com/categories/content-management --- # XfilesPro Reviews & Product Details Visit Website Managing documents in Salesforce shouldn’t be challenging - it should be seamless, scalable, and efficient. Yet, many businesses struggle with limited storage, scattered file management, slow document workflows, and security concerns. That’s why 1,000+ Salesforce customers across multiple industries trust XfilesPro to revolutionize their document management. With an advanced document management platform, XfilesPro solves complex document challenges in Salesforce, including storage, collaboration, security, and lifecycle management. Salesforce File Storage Management: Free up Salesforce file storage space by automatically moving files to SharePoint, OneDrive, Google Drive, and AWS S3 - without losing accessibility. Document Security & Collaboration: Secure all your business documents with role-based access controls, audit logs, and sharing restrictions. Enhance document collaboration & accessibility with document folders, easy sharing, syncing, tagging, versioning, etc. Effortless Document Generation: Automate document creation within Salesforce along with complete lifecycle management, ensuring faster processing, accuracy, and consistency. With AI-powered capabilities, feature-rich applications, and top-tier customer support, XfilesPro ensures that your document management isn’t just efficient - it’s a competitive advantage. Let’s transform how you handle documents in Salesforce. XfilesPro isn’t just about documents - we offer a complete data management suite for Salesforce and other AI-powered applications. Explore other XfilesPro products: ✔ DataArchiva Archive - Compliant & cost-effective data archiving (native & external cloud) ✔ DataArchiva Backup - Automated data, metadata, file backup (external cloud) ✔ Xmailbox - Virtual mailbox for Salesforce, powered by AI ✔ Xtract - Effortless data extraction & OCR app, powered by AI More info: www.xfilespro.com * * * Product Website XfilesPro Seller [XfilesPro Labs](https://www.g2.com/sellers/xfilespro-labs-5addd155-67ba-45b3-8061-f3850daec1a2) Discussions [XfilesPro Community](https://www.g2.com/products/xfilespro/discuss) Languages Supported English Solution Type All-in-One Overview by Sambit Kumar Samanta Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 1 month [ View More Pricing Information ](https://www.g2.com/products/xfilespro/pricing) ## XfilesPro Integrations (6) What do users say about integrations? Verified by XfilesPro [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Agentforce Sales (formerly Salesforce Sales Cloud) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Agentforce Service (formerly Salesforce Service Cloud) ](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") AWS S3 Objects to Alation ](https://www.g2.com/products/aws-s3-objects-to-alation/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Google Workspace ](https://www.g2.com/products/google-workspace/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft SharePoint ](https://www.g2.com/products/microsoft-sharepoint/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Salesforce Agentforce ](https://www.g2.com/products/salesforce-agentforce/reviews) Show More ![Verified User in Health, Wellness and Fitness](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Health, Wellness and Fitness") AH Verified User in Health, Wellness and Fitness Mid-Market (51-1000 emp.) 7/7/2026 "A Great Product Backed by an Outstanding Support Team" 5/5 What do you like best about XfilesPro? What I like most about XFilesPro is that it integrates Google Drive directly into Salesforce, allowing our users to access and manage documents without leaving Salesforce. Once properly configured, it provides a much more intuitive and efficient document management experience than working directly in Google Drive. Another aspect I really appreciate is the support team. Throughout a complex migration and folder reorganisation project, they have been responsive, open to feedback, and willing to enhance the product to support our specific requirements. Thanks to that collaboration, we were able to implement a folder structure that better fits our business processes. Review collected by and hosted on G2.com. What do you dislike about XfilesPro? The biggest challenge for us has been understanding how XFiles manages folder structures and relationships across different Salesforce objects. During our migration, we found that configuring and maintaining a consistent folder hierarchy across Accounts, Opportunities and custom objects required a significant amount of manual work and investigation. More documentation and best-practice guidance for these scenarios would be extremely valuable. We would also appreciate more administration features within Salesforce, such as easier management of Lightning Page configuration, better visibility of where the XFiles component is used, and the ability to manage folders (including deleting them) directly from Salesforce when appropriate. Review collected by and hosted on G2.com. What problems is XfilesPro solving and how is that benefiting you? XFilesPro allows us to centralize all our clients documentation in Google Drive while giving our users seamless access directly from Salesforce. This eliminates the need to switch between different systems and ensures that documents are always available within the context of the relevant Salesforce record. It has significantly improved the way our teams collaborate, making it easier to find, upload and manage documents throughout the patient's journey. It also provides a structured and scalable document management solution that supports our daily operations. Recently, we also worked with the XFilesPro team to implement a folder hierarchy that better matches our business processes. Having documents organised consistently between Accounts and Opportunities will make document management much more reliable and easier to maintain going forward. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: G2 invite on behalf of seller ![Verified User in Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consulting") GC Verified User in Consulting Small-Business (50 or fewer emp.) 2/5/2026 Guest users or non-business users of the software, not included in G2 scores. "Attentive Onboarding, Intuitive Setup, and Always-Available Support" 5/5 What do you like best about XfilesPro? Professional onboarding team that is very attentive to all my questions and provided valuable support during implementation. The integration interface for admin users is very intuitive and easy to follow during initial setup. In case of running into problem, the support team was always available to help via call. The onboard team also made themselves available when connecting to our clients and were very discreet and accommodating. Review collected by and hosted on G2.com. What do you dislike about XfilesPro? Nothing at the moment. The only challenge I had was that our internal installation user guide was slightly outdated and didn't mirror the features in the installed packages. I was able to find some online materials (Youtube) of xFilesPro, but the materials there are also a bit outdated. So it could be very helpful to send release notes and feature updates to clients on a regular basis. Review collected by and hosted on G2.com. What problems is XfilesPro solving and how is that benefiting you? Integrating Company SharePoint Site together with Salesforce CRM, making collaboration more centralized and easier for all. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: G2 invite on behalf of seller CN Christopher N. VP, Application Development Mid-Market (51-1000 emp.) 7/9/2026 "Easy Salesforce-to-SharePoint Integration Setup" 4.5/5 What do you like best about XfilesPro? Easy to set up for our Salesforce-to-SharePoint integration. Review collected by and hosted on G2.com. What do you dislike about XfilesPro? It needs better support for software upgrades. Review collected by and hosted on G2.com. What problems is XfilesPro solving and how is that benefiting you? xFiles supports our data storage initiative by helping us keep Salesforce uncluttered while storing all documents in one central location. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Jonathan S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jonathan S.") JS Jonathan S. Director of Information Technology and Security Small-Business (50 or fewer emp.) 1/28/2026 "Revolutionized File Management in Salesforce" 5/5 What do you like best about XfilesPro? I love how XfilesPro is the backbone of our Salesforce environment, being the best storage solution available. It has transformed the way our business organizes and manages files with its unique ability to export files from Salesforce while seamlessly integrating and using them within Salesforce. It solves our biggest file storage and organization challenges by providing a single, structured way to manage documents that is both powerful and easy to use. XfilesPro eliminated the headaches of scattered files and limited access, making everything searchable and accessible through multiple paths. Its integration with Google Drive allows us to send emails directly from Salesforce using our existing Classic Email Templates, and attach files stored in Google Drive as attachments or links that can be password protected and expire. This centralizes communication and documentation in Salesforce, leveraging external file storage to significantly improve our workflow and efficiency. The simplification and centralization of file management in Salesforce is outstanding, particularly with Google Drive integration. The team added extensive documentation which has greatly improved onboarding and usability. The initial setup was extremely easy with help from an XfilesPro representative who was very responsive and supportive. Review collected by and hosted on G2.com. What do you dislike about XfilesPro? There is a learning curve with some of the more advanced features, but the team has recently added extensive documentation that has greatly improved onboarding and usability. Continued refinement of the UI and configuration experience would make it even better, but overall these are minor compared to the value it delivers. Review collected by and hosted on G2.com. What problems is XfilesPro solving and how is that benefiting you? XfilesPro solves our file storage and organization issues in Salesforce, making files searchable and accessible. It enables us to send emails with Google Drive attachments seamlessly within Salesforce, which has improved our workflow and efficiency greatly. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Francisco R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Francisco R.") FR Francisco R. Chief Operating Officer Small-Business (50 or fewer emp.) 6/11/2026 "Seamless SharePoint File Access in Salesforce" 5/5 What do you like best about XfilesPro? We are able view in Salesforce, files that are in Sharepoint Review collected by and hosted on G2.com. What do you dislike about XfilesPro? Sometimes the links break and an admin needs to get on a call with the customer service team to fix it. doesnt happen often and the technical suppor is super fast Review collected by and hosted on G2.com. What problems is XfilesPro solving and how is that benefiting you? Connect Salesforce and Sharepoint Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: G2 invite on behalf of seller TM Timothy M. CEO Small-Business (50 or fewer emp.) 12/16/2025 "XFilesPro essential role in safe food manufacturing" 5/5 What do you like best about XfilesPro? The system is reliable and works every time 24/7 for all the years we have been using it. Our customers using our application need instant access to documents for critical food safety procedures during manufacturing. XfilesPro is essential to their duties and is an important application within Solandra. Easy to implement, easy to use and the customer support is instantaneous. Review collected by and hosted on G2.com. What do you dislike about XfilesPro? We cannot see any downside with XFilespro Review collected by and hosted on G2.com. What problems is XfilesPro solving and how is that benefiting you? XfilesPro seamlessly connects to an external database holding 10's of thousands of documents related to our customers product records. This allows our customer users to find, open, download and share documents within their company and with their customers. The fact that it is so easy to use and works quickly is essential to our business offering. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Christopher H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Christopher H.") CH Christopher H. Director of Risk and Pricing Small-Business (50 or fewer emp.) 10/9/2025 "XfilesPro is the easy file storage solution" 5/5 What do you like best about XfilesPro? 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. What do you dislike about XfilesPro? 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. What problems is XfilesPro solving and how is that benefiting you? XfilesPro completely solved our File Storage issues in Salesforce -- we had exceeded our limits and were at a loss for how to solve that problem quickly. They helped us find the problem areas of excessive storage and implement solutions that we anticipate will fix our file storage needs for at least a few years. When we decide to move forward with in-system document generation, they will be the first team we will reach out to. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AN Verified User in Government Relations 5/25/2026 "Fixing expired certificate" 5/5 What do you like best about XfilesPro? Seamless integration between Salesforce an SharePoint Review collected by and hosted on G2.com. What do you dislike about XfilesPro? Would be nice to have to change a folder path from Salesforce after it has been created. The SharePoint path is determined by the Salesforce record name (e.g. name of an opportunity). Very rarely we change opportunity names, in which case the pathname gets orphaned. I then need to manually change the pathname in SharePoint..... Again, it's a nice to have, certainly not a blocker Review collected by and hosted on G2.com. What problems is XfilesPro solving and how is that benefiting you? Integrating SharePoint and Salesforce Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: In-app AN Verified User in Health, Wellness and Fitness 7/15/2026 "I love the product. I did exactly what we expected it to do." 5/5 What do you like best about XfilesPro? Ease of use once it was configured. The ability to customize the file structure and naming convention. Review collected by and hosted on G2.com. What do you dislike about XfilesPro? The UI was hard to navigate at first. That issue goes away after you use it a few times. Review collected by and hosted on G2.com. What problems is XfilesPro solving and how is that benefiting you? Drive sync and backup capabilities. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: In-app CD Chris D. Lead Business System Analyst - CRM Enterprise (\> 1000 emp.) 9/11/2025 "Great solution for offloading attachments from Salesforce to Sharepoint" 5/5 What do you like best about XfilesPro? 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. What do you dislike about XfilesPro? 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. What problems is XfilesPro solving and how is that benefiting you? XfilesPro allows us to share attachments with an external Salesforce Organization. Our process creates replicate cases in an external organizations Salesforce Org, and Xfiles allows us to share the attachments associated with the cases. This allows the internal and external customer support teams to be able to see all attachments for a case, regardless of where the case initiated, making it possible for the support teams of each org to work the shared cases. Integrations keep the cases in sync as updates are made. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: G2 invite on behalf of seller ## Questions about XfilesPro? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about XfilesPro ](https://www.g2.com/products/xfilespro/discussions/new) GU Guest User What is XfilesPro used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-xfilespro-used-for) [ View all Discussions ](https://www.g2.com/products/xfilespro/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 1 month ### Return on Investment 7 months ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/xfilespro/pricing) ##### ##### XfilesPro Features Platform Custom Branding User, Role, and Access Management Internationalization [ View More Features ](https://www.g2.com/products/xfilespro/features) ## Top-Rated Alternatives [ ![Conga Composer](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Conga Composer") Conga Composer 4.4/5(918) ](https://www.g2.com/products/conga-composer/reviews) [ ![Dropbox](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dropbox") Dropbox 4.4/5(31,415) ](https://www.g2.com/products/dropbox/reviews) [ ![Box](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Box") Box 4.2/5(5,260) ](https://www.g2.com/products/box/reviews) [ View All Alternatives ](https://www.g2.com/products/xfilespro/competitors/alternatives) ##### Categories on G2 [Cloud Content Collaboration](https://www.g2.com/categories/cloud-content-collaboration)[Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)[E-Signature](https://www.g2.com/categories/e-signature) [Cloud Content Collaboration](https://www.g2.com/categories/cloud-content-collaboration)[Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)[E-Signature](https://www.g2.com/categories/e-signature)[Document Generation](https://www.g2.com/categories/document-generation)[Contract Management](https://www.g2.com/categories/contract-management)[Proposal](https://www.g2.com/categories/proposal)[Document Management](https://www.g2.com/categories/document-management)[Salesforce CRM Document Generation](https://www.g2.com/categories/salesforce-crm-document-generation) [Show MoreShow Less](javascript:void(0);) ##### Explore More [How accurately does the platform track SaaS licenses, including per-user, per-feature, or tiered licensing models?](https://www.g2.com/discussions/how-accurately-does-the-platform-track-saas-licenses-including-per-user-per-feature-or-tiered-licensing-models)[Which academic scheduling platforms offer quick approval workflows for last-minute location changes?](https://www.g2.com/discussions/which-academic-scheduling-platforms-offer-quick-approval-workflows-for-last-minute-location-changes)[How do teams use Box to manage and extract value from unstructured content like documents and PDFs?](https://www.g2.com/discussions/how-do-teams-use-box-to-manage-and-extract-value-from-unstructured-content-like-documents-and-pdfs) [What are the most trusted provider data management platforms by healthcare practitioners based on user reviews?](https://www.g2.com/discussions/what-are-the-most-trusted-provider-data-management-platforms-by-healthcare-practitioners-based-on-user-reviews)[Which event registration platforms do event teams actually stick with after the first event rather than switching to something else next time?](https://www.g2.com/discussions/which-event-registration-platforms-do-event-teams-actually-stick-with-after-the-first-event-rather-than-switching-to-something-else-next-time)[Pros and Cons Details](https://www.g2.com/products/xfilespro/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)