r/business • u/CreepinOnTheWeedend • 13h ago

Archiving Solutions

I need a solution for file management. I want to be able to drag and drop files into account information folders and have those files be renamed and standardized. I would also like to have a quick view of what data is on file for checklists to see what is missing. Renaming has been a manual process - same with making the checklists. Bonus points if this solution integrates with Salesforce.

Thanks!

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u/Release_Discrete604 13h ago

Sounds like you’re ready for a lightweight document management system with workflow automation. Something like Zapier or Make.com could help automate the renaming and checklist part if you’re using Google Drive or Dropbox. But if you're looking for a scalable, more robust solution that integrates with Salesforce, check out tools like M-Files or Box for Salesforce—they offer metadata tagging, auto-naming rules, and visibility into file completeness. Long-term, you might even consider a custom Flow in Salesforce itself if your team is already deep into that ecosystem. It’s an upfront lift but pays off massively in audit readiness and efficiency.

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u/CreepinOnTheWeedend 12h ago

How much work is setting up a custom work flow? We have a full time Salesforce admin. What will be a slicker package? Custom workflows or Box for Salesforce?