Category: Titan Workflow

Creating custom processes to upload files to Salesforce 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 that…

Some file management tasks can be 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 and…

Salesforce sandboxes give you a testing environment to experiment with the configuration and customization of your processes and projects. It’s essential to plan for testing systems in a Salesforce sandbox so that developers do not break or disrupt live production environments that are working and supporting business operations. Join us in the article below to learn more…

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Salesforce databases can become cluttered with redundant, outdated or irrelevant records.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…

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…