Category: Integrations

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…

Salesforce Solutions for Data Collection

A Guide to Salesforce Web-to-Case Form Integration

Salesforce Web-to-Case forms are a great tool that customer service teams can take advantage of to optimize case management tasks. Join us in the article below to get more familiar with Salesforce Web-to-Case forms and how integrating them into your system streamlines business operations in Salesforce. How To Create Web-To-Case in Salesforce ? Follow our user-friendly guide…

Learning Management System Solutions

Titan’s Guide on a LMS & Salesforce Integration

If you have a Learning Management System (LMS) and are signed up to Salesforce, you should consider integrating your platforms to keep all your training material and student data in a single location. This one method of working alone will eradicate manual work for your administrators as they no longer need to submit work to two or…

Automate Salesforce Processes

Salesforce & Zapier for Workflow Automation

When you connect Salesforce to Zapier, what do you get? This short article covers just that – how Salesforce and Zapier can speed up your workflows with their combined powerful automation tools. Let’s get started! Salesforce Automation with Zapier Salesforce has been helping businesses optimize customer relationship management (CRM) tasks found in sales, marketing, and customer service…

Titan's Advice on Automated Solutions

Integrating NetSuite and Salesforce for Automation

NetSuite and Salesforce are both two extremely popular and powerful platforms that offer cloud-based solutions for business management. NetSuite caters to organizations of all sizes by providing flexible enterprise resource planning (ERP) software solutions to complete work goals. On the other hand, Salesforce offers cloud-based solutions for customer relationship management (CRM) tasks and processes. Is your organization…

Data Analysis Solutions from Salesforce

Exploring Salesforce’s Einstein Analytics Platform

All industries collect data for analysis so that major stakeholders can make the best and most informed decisions. By analyzing data, business teams can gain a deeper understanding of their areas of study, which empowers managers to make decisions based on facts and evidence. If you want to make objective decisions for your business based on data…

Titan's Guide on Salesforce Third-Party Apps

Salesforce Third-Party Integration: Why Salesforce Integration is a No-Brainer for Your Business

Innovation with Salesforce Everyone familiar with Salesforce knows they are the #1 CRM platform available on the market today and excellent for managing your customers, employees, and day-to-day business operations. Although Salesforce offers many tools and built-in integrations, there are some things they can’t do, leaving your business to depend on a third-party app or system that…

Data Solutions from Titan

Snowflake: Data Lake Solutions

Snowflake gives you a cloud-based platform to work with your data. The data warehousing platform works well with data lakes, supporting data in structured and semi-structured formats. With Snowflake, you can analyze data found in JSON, Avro, and Parquet files. To learn more about data lakes and Snowflake, read our article below. We start with covering the…

Automated Salesforce Solutions

Is it Time for a DocuSign Salesforce Integration?

With a Salesforce and DocuSign integration, businesses can electronically sign and manage documents within their customer relationship management platform (CRM). But what does this actually mean? Theoretically, your employees will be able to complete the following tasks without leaving the Salesforce ecosystem: Businesses that are dependent on Salesforce tasks to manage their customer relationships find DocuSign a…

Titan Document Generation Solutions for Salesforce and Excel

Titan Guide: Export a Salesforce Report to Excel Automatically

How to Automate Reports in Excel with Salesforce How to run a report in excel? There are two ways in which you can automate Excel reports from Salesforce data. The first option is to use Salesforce’s Scheduled Reports feature, which lets you set a time for Salesforce to create and email reports automatically. If you would like…