There are numerous external storage options in the market with whom you can get your Salesforce integrated. However, it is advisable to be precise and careful while undertaking this integration because it deals with important business data. When you integrate Salesforce with a file storage platform, you are syncing all your important business files and documents with the concerned platform. You cannot afford to make any mistake in such integrations as it may result in the loss of sensitive business records.
Therefore, it is very important to find an integration partner that suits all your requirements. It is advisable to approach a reliable Salesforce external file storage solution provider to guide you every step of the way. These service providers analyse your key business objectives and your specific file storage needs to provide you with the best solutions. They will also suggest you with suitable options of external file storage platforms you can integrate with.
Here are some of the basic services provided by a reliable Salesforce external file storage solutions provider:
Providing Best External File Storage Integration Options
An ideal file storage solutions provider should provide you with an array of suitable options to integrate with, such as AWS S3, Dropbox, Google Drive, Onedrive etc. They should readily perform all the necessary custom settings and develop necessary applications and communities to help you use the integrated platform.
Helping You Collaborate Important Files
A competent external file storage solutions provider should ensure that the Salesforce users can sync all the necessary files and documents with the concerned external storage platform seamlessly, without hampering their user experience. Also, they should make sure that the users are not facing any hassles in accessing their Salesforce files on the integrated platform.
No Limits On File Size
An able file storage solutions provider should have no restrictions on the size of the files being integrated and accessed using the external file storage platform. They should ensure that the users are able to view, download, upload and move files pertaining to all sizes, along with allowing the option of multiple file uploads simultaneously.
Upgrades and Customisations
When you are choosing an idea Salesforce external file storage solutions provider, make sure the services they provide are pertaining to the upgraded version of Salesforce, i.e. Salesforce Lightning. Majority of the advanced software platforms are built in the environment of Salesforce Lightning as it provides better functionality and increased automation.
Also, the service provider should be able to undertake seamless mobile customisation of the external file storage platform with Salesforce1 mobile. This improves the flexibility of operations, allowing the client users to access the integrated platform from any location at any time.
Facilitating Smooth Migration
If you are getting Salesforce integrated with an external file storage platform through a file storage solutions provider, you need to ensure that they facilitate easy and smooth migration of files across the integrate platform. Whether it is exporting files from Salesforce to the external file storage system of importing files from the files storage platform to Salesforce, the migration should be seamless and quick.
Drag and Drop Facilities
A competent external file storage solutions provider should provide their clients with simple drag and drop facilities to select and move files across the integration platforms. This would save considerable time a user would otherwise spend in selecting, copying or moving the required files and records.