How to Store Documents Natively in Salesforce and Save File Storage Costs?

Efficiently managing your document storage can significantly impact cost reductions, particularly for Salesforce users. Salesforce offers exceptional CRM capabilities; however, its file storage constraints may prove aggravating, particularly for teams that frequently upload documents.

Fortunately, MassMailer Docs provides a solution that circumvents Salesforce’s storage limitations while keeping your documents accessible within the platform. This lets you store documents natively in Salesforce and save file storage costs.

The Problem: Salesforce File Storage Costs

One of the most significant challenges you will encounter as a Salesforce user is the file storage limitations. Although Salesforce is exceptional at managing customer data, the platform’s file storage can rapidly become a bottleneck for organizations that manage substantial volumes of documents.

Salesforce’s default storage allocation frequently fails to meet the needs of departments such as marketing, sales, or customer service, which require the preservation of documents such as contracts, proposals, marketing collateral, presentations, and even images.

For instance, the standard Salesforce plan typically includes 10 GB of file storage per organization and 2 GB per individual license.

At first, the storage capacity may seem abundant, but it can quickly deplete as your business grows and you upload more files to Salesforce objects like leads, accounts, or opportunities. This is particularly true if your organization frequently manages large file formats, such as comprehensive presentations, videos, or high-resolution images.

The Solution: MassMailer Docs for Native Document Storage

 

MassMailer Docs offers a fresh approach to storing your files directly in Salesforce while seamlessly utilizing Rackspace Cloud Files for actual storage, delivering a budget-friendly and scalable cloud storage solution.

Let’s go through how it functions:

• Native Storage: MassMailer Docs seamlessly integrates your documents into Salesforce. Your teams can easily upload and access them through the familiar Salesforce interface.
• Rackspace Integration: Say goodbye to Salesforce’s costly file storage and enjoy the peace of mind of securely storing your documents in Rackspace Cloud Files. Rackspace provides significantly reduced monthly storage expenses, approximately $0.10 per GB, and bandwidth fees.
• Cost Savings: Transitioning your file storage to Rackspace reduces costs dramatically compared to acquiring extra Salesforce file storage.

Benefits of Using MassMailer Docs

You can expect to see the following benefits when using MassMailer Docs:

 

• • Integration with Salesforce: MassMailer Docs is seamlessly integrated into your Salesforce CRM. Managing your documents is a breeze, as you can keep everything in one place without the hassle of switching between applications. File storage has never been more convenient and accessible!

• • File Categorization & Search: Categorize files using custom attributes, establish hierarchical folders, and search for documents within Salesforce effortlessly. These features simplify document management and allow you to locate what you need quickly.

• • Public and Private Files: When storing documents, you can designate them as public (accessible via URL) or private (restricted to Salesforce users), allowing you to maintain complete control over file access.

• • File Versioning and Expiry: Track various versions of a file, guaranteeing that your team can always access the most up-to-date document. Setting expiration dates for public files is useful, especially when sharing documents with external stakeholders for a specific duration.

• • Mass Upload and Drag-and-Drop Functionality: With MassMailer Docs, you can effortlessly drag and drop multiple files into Salesforce objects, streamlining your team’s workflow when handling large batches of documents.

• • Improved Security: Rackspace provides an additional layer of security for file storage. You have direct control over the Rackspace account, ensuring your data remains secure and distinct from other platforms.

• Flexibility: MassMailer Docs offers remarkable customization and flexibility, accommodating various file types and sizes. You can effortlessly store everything from PDFs and images to large presentations.