Exploring the Integration of Salesforce Files Connect and Titan
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The Files Connect tool is essential for Salesforce users. With it, employees can gain access to share information with external business apps, like Google Drive and SharePoint.
Join us in the article below to learn how Salesforce Files and Titan Files can give you superpowers to streamline your file management processes.
Salesforce Files Connect Setup Process
Starting with Salesforce Files Connect, you can activate this tool in your platform by heading to Setup. Search for Files Connect in Salesforce under your Quick Find box. Proceed by choosing Files Connect and selecting the options that are presented.
Configuring External Data Sources
Next, you will need to setup which external apps you would like to connect to. Salesforce Files Connect and SharePoint are a classic example.
Once again, head to your Quick Find box and search for External Data Sources. Once you are in this configuration, select New External Data Source to connect to your file storage app. Make sure to provide all the details that Salesforce requests, such as the app’s label, name, type, and authentication information.
Now, you can configure your external objects by mapping them to Salesforce. To do this, search for External Objects in your Quick Find box. Once you find it, select it and click New External Object. Proceed by creating and mapping your fields to the external app before adding permissions to users which will allow or prevent them from sharing and viewing files between the two platforms.
All that’s left to do is click on Salesforce Connect and activate it!
Automate File Processes using Salesforce Flow
Another tool that is super beneficial for file management within your CRM platform is Salesforce Flow. It’s an automation tool to speed up processes directly within Salesforce but only in the Lightning platform.
We suggest combining Salesforce Files Connect and Flow if you want to create custom document processes, like creating files automatically without the assistance of a person.
Configuring Titan App for Salesforce Integration
If you are ready to venture outside the Salesforce ecosystem and grab a third-party app to support your business solutions without code, we highly recommend Titan Files. It’s a powerful app that integrates directly with Salesforce for bi-directional data flows to your web projects.
Your employees can use Titan to create, modify, and organize files in Salesforce or use external file storage without writing a single line of code! Here is how you can configure Titan into Salesforce in 3 easy steps.
1. Go to Settings in the Titan Dashboard.
2. Select the Integrations tab and scroll through the software until you find Salesforce.
3. Add your Salesforce credentials to the pop-up notification window and click on Log In.
Benefits of a Files Connect and Titan Files Integration in Salesforce
Salesforce Files Connect and Titan let you link to your favorite external storage providers. The app you integrate with Salesforce for optimized file management strategies will depend on your unique business requirements. However, let’s take a closer look at the benefits of integrating either one of these apps with Salesforce.
Boosting Team Collaboration
Not all employees have a Salesforce license to work on the CRM platform. For this reason, they might perform daily tasks on SharePoint or even Google Drive. We suggest using Titan Files or Files Connect to integrate with external app storage providers so that your Salesforce users can quickly share important documents with other employees in your organization and vice versa for instant cooperation.
Streamlining Workflows
You can rest assured that your employees will always have access to work on the most current files since Files Connect and Titan Files provide real-time integrations. In this way, your business processes will be faster as employees do not have to be delayed by doubt or the need to track down the most up-to-date and reliable files across platforms. They can trust that all their latest file versions are stored in Salesforce.
Unified Data Access
Since Titan Files or Files Connect integrates Salesforce with external storage providers, you know that all your documents will live within your CRM platform. Ensuring that all your customer data and documentation are in a single location makes working and searching for files so much faster.
Enhancing the User Experience
With a Titan Files or Files Connect integration, you gain access to advanced search tools. Your employees can look up data from within Salesforce to find information from external apps like OneDrive. Improving the Salesforce interface in this way improves work experiences for your employees as they get to find files based on certain topics they are looking for.
Frequently Asked Questions
Is Salesforce Files Connect free?
The Files Connect tool is not free. It is considered an additional feature in Salesforce, and the price will depend on which edition you have installed in your ecosystem.
How can I ensure that Salesforce has access to my Titan files?
Once you have integrated Titan and Salesforce, per our guide in the article, you can test the integration.
Do I need coding experience to use Titan Files effectively?
No. Titan customers create and edit files directly from within Salesforce or an external storage system. Titan Files can be used without writing a single line of code!
Wrapping Up The Integration of Salesforce Files Connect and Titan
Thanks for reading our article on Salesforce file management tools. Files Connect and Titan Files are two solid apps to automate file-related processes. We hope we have inspired you to work with a no-code app like Titan Files to automate your complex configurations in Salesforce file operations. Contact us through our social media channels below for more information.
We hope to see you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
