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Automation Solutions from Titan

A Guide to Mass Delete Files in Salesforce

Salesforce databases can become cluttered with redundant, outdated or irrelevant records. When this happens, you need to free up storage space and improve database performance in your Salesforce environment. Maybe you have to comply with industry or business regulations that require you to delete certain types of data after a certain period of time. Did you know…

Automation Solutions

Exploring Titan & Salesforce: File-Sharing Workflows

Sharing documents, presentations, and various other files is a basic requirement for all businesses. With file-sharing Salesforce tools, you can transfer text, audio, and video files directly from your Customer Relationship Management (CRM) platform. Join us in the article below to find out how you can streamline your Salesforce file-sharing workflows. Share Salesforce Files with People in…

Data Transfer Solutions

Titan’s Approach to Salesforce’s File-Exporting Process

Export Files in Salesforce Whether you are backing up data, doing analysis, reporting or data integration, complying with retention policies, or collaborating with colleagues, there are several ways to export data in Salesforce.  The simplest way to export a copy of all your Salesforce files and attachments in salesforce.com is to navigate to Setup. Search for and…

Titan File Solutions for Salesforce

Titan Features: Enhancing Seamless Salesforce File Uploads

By uploading files to Salesforce, teams can view and access documents whenever they need. This functionality helps everyone involved in a project to collaborate faster! Join us in the article below to learn how to maximize your Salesforce upload file capabilities. We also focus on Titan Files’ direct integration with Salesforce to upload files for easy access…

Sales Solutions from Titan

Beyond Cold Calls: Salesforce Alternatives to Cold Calling

What Is Cold Calling in Sales? Reaching out to potential customers who have not expressed interest in a company or its products before is called “cold calling.” It means that the salesperson contacts individuals via the phone, email, or any other means, such as social media, without there having been prior contact. The “cold” refers to the…

Data Organization in Salesforce

Salesforce Files Vs. Attachments

Organizing data on your customer relationship management (CRM) platform is essential for finding information quickly. Due to this common business requirement, Salesforce has two features for working with your documents: However, these two features have different ways of functioning in Salesforce. Join us below to explore Salesforce Files vs. Attachments and how they are used in different…

Salesforce Integrations

Turbocharging Salesforce File Storage with Titan 

Salesforce, the world’s number one customer relationship management (CRM) platform, has file storage options for your business media content and documents. Follow us in the article below as we discuss Salesforce file storage solutions boosted with the help of Titan Files. Salesforce Storage Cost Let’s start with one of the most important questions, “What are Salesforce’s file…

Artificial Intelligence Solutions

In-Depth Data Insights: Exploring Salesforce Einstein Discovery

What is Salesforce Einstein Discovery? In 2023 Salesforce introduced Salesforce Einstein AI, a comprehensive suite of artificial intelligence (AI) capabilities embedded in the Salesforce platform.  Einstein AI is included in the Salesforce AI Cloud and is designed for business users, analysts, and data scientists alike. AI Cloud also includes the Einstein Trust Layer, which ensures data privacy…

File Management Solutions

A Comprehensive Guide to Managing Files in Salesforce

With Salesforce, you can store all your files in a single location. You might believe that this solution is basic and insignificant, but think about all the images, proposals, videos, presentations, spreadsheets, contracts, and other types of files your company deals with daily. If you are one of those companies that works with a large volume of…

File Management Solutions

Exploring the Integration of Salesforce Files Connect and Titan

The Files Connect tool is essential for Salesforce users. With it, employees can gain access to share information with external business apps, like Google Drive and SharePoint. Join us in the article below to learn how Salesforce Files and Titan Files can give you superpowers to streamline your file management processes. Salesforce Files Connect Setup Process Starting…