Integrating Salesforce with Google Drive helps you to reduce Salesforce storage cost and facilitates easy file management.

For example, you have a large volume of files in your Salesforce org.

Some of these are legacy files that you only need for records while others are important, so you need to take their backup to avoid any loss of files.This is where the Salesforce-Google Drive integration comes to your rescue.

It helps you to sync Salesforce files with Google Drive.

Hence, you can transfer your legacy files to Google Drive and save storage space in your org.And, whenever a new file is added in your org, it will be automatically transferred to the Google Drive folder, so you can have its backup.

You can still view or download these synced files in your Salesforce org.Hence, this integration can help enterprises in saving $$ on Salesforce storage cost and making way for efficient file management.

Are you falling short of storage space in Salesforce?

And spending thousands of dollars on getting additional storage?

What if you can get an alternative to keep all your files and attachments in an external cloud with no loss or heavy expense?Sounds interesting!

We have the most perfect solution for this.File ZIPO helps you to Sync Salesforce Files & Attachments with External Cloud Platforms, such as Google Drive and Dropbox.

After Syncing, these files are stored directly in the third party accounts while reducing your manual work.

However, you can still “View” or “Download” them within your org.Click here to know more

Salesforce admins usually need to add files and attachments from their external cloud, such as Google Drive, OneDrive, AmazonS3, Dropbox, and Box.com to Salesforce records.

But the standard Salesforce process is very long and time-taking.As per the process, you can only add files from the desktop to Salesforce.

So, if you want to restore your files, you have to download them from external storage accounts to your desktop, and then add them in Salesforce one by one.You cannot add these files directly from external storage accounts to Salesforce.This is why we have added the “Add Files” feature in File ZIPO.

Using this, you can add your files and attachments directly from external cloud or on-premise to your Salesforce org.Read More

Is Salesforce storage cost burning a hole in your pocket?

Use File ZIPO to sync your files and attachments from Salesforce to external cloud with a few clicks only.  

Do you want to secure a backup of your Salesforce files quickly?

Using File ZIPO, you can save unlimited files from your org to external storage accounts easily and free up Salesforce storage space.Click here to know more — https://filezipo.io/

A XYZ company is an Accounting firm which manages many clients (Account).

Currently, all the files or attachments of all the accounts are stored in Salesforce and accounting person manually download the files/attachments and upload them on Google Drive Account.Is there a way to automatically upload the files or attachments from Salesforce to Google Drive (whenever it is created in Salesforce)?Can we automatically access the Google Drive files directly in Salesforce without logging into Google Drive account?Solution: As Files or Attachments of any object’s record can be “Auto-Synced” to “Google Drive” account, so we need to perform below steps to Configure “Auto-Sync” functionality using File ZIPO:Step 1: Add or Configure a new Google Drive Account in File ZIPOStep 2: Define the objects which needs to be Auto-Synced across Salesforce & Google DriveStep 3: Add the FileZIPO Sync Component on the Object’s record page to access Sync recordsLet’s go through all the above steps one by one to Configure Auto-Sync using File ZIPO.

A XYZ company is an Accounting firm which manages many clients (Account).

Currently, all the files or attachments of all the accounts are stored in Salesforce and accounting person manually download the files/attachments and upload them on dropbox Account.Is there a way to manually sync few selected files or attachments from Salesforce to dropbox?Can we access the dropbox files directly in Salesforce without logging into dropbox account once the files are synced?Solution:As Files or Attachments of any object’s record can be “Manually-Synced” to “dropbox” account, so we need to perform below steps to perform “Manual-Sync” functionality using File ZIPO:Step 1: Add or Configure a new dropbox Account in File ZIPO Step 2: Define the objects & folder which needs to be Synced across Salesforce Step 3: Manually Sync files or attachment from the File ZIPO UI Step 4: Add the FileZIPO Sync Component on the Object’s record page to access Sync recordsRead More

FileZIPO Installation Guide: Follow step by step guide to Install or setup FileZIPO in Sandbox or Production as per your requirements.

Do you want to Merge your Salesforce files into a single PDF?

We have File ZIPO that helps you merge files within minutes, and also saves your time.

Have you tried it yet?

Explore its benefits.Click here to know more: https://bit.ly/2X0ZV6n

In Salesforce, there are some files and attachments that are highly important.

So, a user needs to take their backup to avoid any loss.

Taking a backup helps you to ensure the security of your files.

For example, if a file gets deleted from Salesforce mistakenly or due to lack of storage space, you will lose it.In addition, backup is also taken to reuse Salesforce storage space.

For example, there are legacy files and attachments in your Salesforce storage that are not in use, but you need them for records.

Here you can take a backup of these files and attachments, then delete them from Salesforce to reuse the space in your org without any need to buy additional storage.But taking a backup using the Salesforce standard process is not an easy task as it requires a lot of effort and is very time-taking.

A XYZ company is an Accounting firm which manages many clients (Account).

Currently, all the files or attachments of all the accounts are stored in Salesforce and accounting person manually download the files/attachments and upload them on DropBox Account.Is there a way to automatically upload the files or attachments from Salesforce to DropBox (whenever it is created in Salesforce)?Can we automatically access the DropBox files directly in Salesforce without logging into DropBox?Solution:As Files or Attachments of any object’s record can be “Auto-Synced” to “DropBox” account, so we need to perform below steps to Configure “Auto-Sync” functionality using File ZIPO:Step 1: Add or Configure a new DropBox Account in File ZIPO Step 2: Define the objects which needs to be Auto-Synced across Salesforce & DropBox Step 3: Add the FileZIPO Sync Component on the Object’s record page to access Sync recordsRead More

Do you want to access the Google Drive files directly in Salesforce without logging into Google Drive account?

File ZIPO can sync your account directly.

How do you ZIP your Salesforce files?

Are you still downloading each file & then manually creating a ZIP folder on your system?

Well, it’s time to say BYE-BYE to the standard process.

Introducing File ZIPO’s ZIP files feature that allows you to ZIP Salesforce files in just a few clicks without a need to download themUsing this, you can select multiple Salesforce files & attachments in your org and ZIP them directly from the Salesforce org and download them in:Single folderMultiple folder (Parent / Child Structure)Your ZIP folder will be ready in just a few clicks, saving both time & efficiency.Click here to know more

In Salesforce, you often need to merge multiple files and documents into a single PDF.

But, there is no option to convert or combine your files within your org.As per the Salesforce standard process, you can only download files and documents one-by-one from your org to desktop, and then manually merge and/or convert them into a PDF.

This process takes a lot of time,especially in the case of multiple Salesforce files.To provide a solution for this, we’ve added the “Merge Files” feature to File ZIPO.Now, you can merge these Salesforce (PDF & Word) files into a single PDF file which you can download on desktop.

It saves your time, manual work & increases your productivity by many folds.Read More

File ZIPO helps you to backup your Salesforce files & attachments to external cloud or on-premise.

The feature is extremely useful for Salesforce admins or developers to take backup quickly and reuse the limited Salesforce storage space.

Hence, you will be saving lots of $$ too!

Automatically upload the files or attachments from Salesforce to Google Drive and access Google Drive files directly in Salesforce using File ZIPO.

Let’s go through all the above steps one by one to Configure Auto-Sync using File ZIPO.