A Comprehensive Guide to Salesforce File Management

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jan 13th, 2025

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 files, you know you need a proper automated file management system. Organizing files in Salesforce will ensure your employees can quickly find the information they need to complete their daily tasks.

Managing Notes and Attachments in Salesforce

Most employees regularly store notes and attachments in Salesforce as part of their work duties. These files are essential to following up with customers or adhering to business standards and processes.

Salesforce notes are text documents that store information about your business, like reminders, how-to guides, or even a list of tasks. Notes are also considered as Salesforce attachments because they can be tied to accounts or contact records. Employees cannot work at their peak performance without notes as they help to track conversations with customers or can be used as a reminder to attend scheduled meetings.

As this is a files article, you might wonder what are “attachments vs. files in Salesforce?” Well, attachments and files are both documents. In Salesforce, attachments and files can be stored as records, but they work differently on the platform.

For example, attachments were the old way of connecting files to your Salesforce records. They had their own individual and parent records, which you could attach to a lookup field. On the other hand, files are the new way of managing documents in Salesforce. Now, files are stored in Salesforce Files: a versatile system to share your files among many records and users.

Third-Party Integrations: Salesforce Files Connect

You will need a third-party Salesforce file sharing application to accomplish your business goals while organizing files in Salesforce automatically. Salesforce has its own file management tool called Files Connect. You can use the neat tool to work with your files at the same time as colleagues.

When it comes to Salesforce, file sharing is just one of the benefits you will get. Another one, from Salesforce Files Connect is the SharePoint integration. SharePoint is a popular business tool, so connecting these pieces of software will surely streamline your business processes further.

Salesforce Files: Automating Workflows with Salesforce Flow Builder

You can also make use of your Salesforce Flow builder to automate file tasks. Salesforce Flow is free and will give you custom solutions for business processes.

The simple drag-and-drop builder interface allows employees to create flows for Salesforce files. But keep in mind that you might need some coding knowledge for more complex automation.

Automating Advanced File Management in Salesforce

The best way to work with files in Salesforce is to link them to appropriate contact or account records. This level of file management in Salesforce will make finding your files way faster and gives you a stress-free elevated user experience.

However, advanced file management cannot be done manually. In our opinion, it’s a big, time-consuming task, and your employees could use their work hours better, especially since file management can be automated.

Titan & Salesforce for Zero Code File Management Solutions

We suggest you try Titan Files for Salesforce file management. Our app can create, modify, and organize files from within Salesforce. An added benefit is that Titan Files integrates with external file storage apps for file transfer workflows without writing a single line of code!

Salesforce Files Object 

One of Titan’s sharp solutions for automating file management tasks is that you can read and write files to any object in Salesforce.

This feature lets you create reliable Salesforce file operations that push and pull real-time data directly to and from your CRM platform.

Salesforce File Upload

You don’t have to manually upload files to Salesforce with Titan. Our flexible Salesforce upload file tools automate every stage of your file journey.

You can automatically upload files to Salesforce seamlessly to keep your documents virus-free and ready for collaboration.

Cloud-Based External Salesforce File Storage

With Titan Files automation tools, you get instant document storage in Salesforce. But we also provide a complete solution for connecting your CRM platform to third-party Salesforce file storage platforms.

Now, you don’t have to worry about your Salesforce storage limit. Titan Files integrates with all the major software companies like Google Drive, OneDrive, and Box, to name a few.

We hope to see you soon!

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.