G2

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.