Files enables secure file uploads and management for Salesforce while working with your existing third-party storage systems.
Here you’ll find support articles that explain how to capture files through Titan experiences, connect and use external storage providers, and link files to the correct Salesforce records.
Browse the guides below to learn how to collect and manage documents such as IDs, contracts, images, and supporting evidence for onboarding, applications, compliance checks, and approvals, while keeping Salesforce in control of permissions and references.
