Category: Titan Files

File Management Solutions

Titan Files for Steady File Transfer Workflows

Moving text, audio, and video files from one application to another is a file transfer workflow. Whether you need to relocate files in Salesforce for business operations or in a personal capacity at home, you can speed up the process with software catering to workflow automation for file transfers. Titan Files is one of those automation tools…

Document Solutions for Funding

Maximize Your Funding Potential with the Ultimate Grant Proposal Template Guide

Are you a nonprofit organization that seeks funding for a new project or initiative? Or are you an individual looking to start a business that requires grant funding? Whatever your situation may be, writing a solid grant proposal is crucial to securing the financial support you need.  In this article, we’ll provide you with the ultimate guide…

Automate Processes for Salesforce

Titan’s Advanced File-Based Workflow Solutions

File-based workflows encompass managing all business data found in documents, audio, videos, and even images. With Titan Files, you get advanced solutions for Salesforce files. No matter which industry you operate in, if you employ Salesforce workflows to manage tasks, then Titan Flows is for you. Join us in the article below as we give you a…

Salesforce Automation Features

Salesforce Flow for Efficient File Uploads

Creating custom processes that include Salesforce to upload files is easy with the Flow tool. Found directly in your CRM platform, Salesforce Flow is a powerful component for building automated workflows with no code. Join us in the article below as we explore Salesforce Flow. We really want to show you how to maximize automation tools that…

Streamline Admin Tasks

Exploring the Power of File Automation Software

Some file management tasks can be incredibly boring and time-consuming. Take, for example, spending hours organizing files by renaming and copying them between different business apps. With tedious tasks like these, it’s easy to start making mistakes if processes are manual. To eliminate file management errors, teams turn to file automation software. These software tools automatically modify…

File Management Solutions

How Does Titan Enable Image Automation in Salesforce?

Seamlessly! Let’s first look at images in Salesforce. In Salesforce, images can be used to visually represent data, enhance user experience, provide a visual element when generating documents, or enhance brand recognition. Images are stored and displayed in custom fields called “image fields” within a record in Salesforce. These fields don’t typically hold an actual image but…

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…