Category: Titan Files
What is a Bill of Sale? If you’ve ever bought or sold a car, a boat, or any other type of personal property, you’ve probably come across a bill of sale. But what exactly is a bill of sale, and why is it important? Let’s start with the basics. The definition of a bill of sale is…
What is a Batch File in Salesforce Flow? A batch file in Salesforce Flow is a file that contains a list of records or data that can be processed by a scheduled flow or batch. This Salesforce batch process is usually faster compared to processing single records sequentially. Batch files are often used to automate repetitive tasks…
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…
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…
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…
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 Salesforce automation tools…
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…
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…
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…
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…
