Category: Titan Workflow

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…

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…

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…

Natural language processing (NLP) consists of tasks that let humans interact with computers using their voices. You can find content related to NLP if you look within the artificial intelligence (AI) field. As time passes and tech improves, AI becomes more important for assisting computers with complex tasks. NLP is no different and aims to take computers…

Salesforce is the #1 customer relationship management (CRM) platform. So, it will be flexible enough to let you connect with your favorite third-party apps to get Salesforce automation tools if you do not find one that suits your liking within the ecosystem. These automation tools speed up your marketing, sales, and customer service workflows so that you…

** Please note that AI Cloud, Einstein GPT, and other GPT products from Salesforce are now called Einstein. Salesforce provides us with artificial intelligence (AI) tools on its AI Cloud. Why not take full advantage of your customer relationship (CRM) platform to automate processes for your service, sales, and marketing teams? Are you ready to work with…

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…

Today, we focus on discussing Digital Transaction Management (DTM) topics in Salesforce. Are you ready to get rid of manual processes that contain mountains of paperwork? Keep reading our article to find out how you can get more hours in the day with automation software to speed up digital transaction tasks. Let’s get your time back! Instant…

Signing up to Salesforce Sales Cloud for customer relationship management (CRM) tasks can entirely change how your business operates. The CRM platform is like no other since it can speed up sales, marketing, and customer service processes with advanced Salesforce automation tools. Join us in the article below as we dive deep into the Salesforce Sales Cloud…