Category: Titan Files

How to Export Data from 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 from Salesforce.  The simplest way to export a copy of all your Salesforce files and attachments from salesforce.com is to navigate to Setup. Search…

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…

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…

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, 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…

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…

The Files Connect tool is essential for Salesforce users. With it, employees can share information with external business apps, like Google Drive and other third parties. Join us in the article below to learn how Salesforce Files and Titan Files can give you the tools you need to streamline file management processes. Salesforce Files Connect: Setup Process…