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FileZIPO | Sync | Download | Merge | Archive | ZIP (Files or Attachments)

File ZIPO is a Salesforce native app that integrates your Salesforce org with the most popular external cloud storage platforms, viz., OneDrive, Amazon S3, Google Drive, Dropbox & Box.com. With File ZIPO, you can sync all your Salesforce files & attachments with your cloud storage accounts and access them at any time within Salesforce.<br>https://filezipo.io

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FileZIPO | Sync | Download | Merge | Archive | ZIP (Files or Attachments)

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  1. FILEZIPO: Sync | Download | Merge | Archive | ZIP (Files or Attachments or Documents)

  2. BACKGROUND FileZIPO is your favorite Salesforce Storage Solution platforms. Perform file transfer, sync file and attachments to external cloud platform, Zip Or Merge multiple salesforce files to external storage platform such as Google Drive, Dropbox, One Drive, AMazon S3, Box.com. Get a Demo

  3. ONE TOOL MULTIPLE USES 1. Sync Files: Sync your Salesforce Files & Attachments with External Cloud Platforms like Google Drive and Dropbox in a few clicks. Backup Files: Backup your Salesforce files of any size or volume to an external cloud or on-premise storage hassle-free. ZIP Files:Mass Download or ZIP Multiple Salesforce Files/Attachments of any Size or Volume for single record (or multiple records). Merge Files: Merge multiple Files (or attachments) of type (DOC or PDF) of any size or volume into Single PDF in Salesforce in few clicks. Add Files: Add files & attachments of any size or volume from External Cloud to Salesforce directly. 2. 3. 4. 5.

  4. BENEFITS OF USING FILEZIPO 1. 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. 2. 3. 4.

  5. 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. 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. 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. 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. 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. 2. 3. 4. 5.

  6. CONCLUSION FileZIPO is a powerful tool for Salesforce users looking to optimize their document storage strategy by integrating with external 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.

  7. THANK YOU

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