• Product

    Document Studio

    Generate, Sign, and Automate Salesforce documents with real-time sync

    Document Generation eSign Files CLM

    Experience Studio

    Build portals, apps, and forms directly in Salesforce with Dynamic data flow and adaptability

    Forms Flows Portals Surveys

    Go Unlimited

    Portals & Web Apps
    High-Volume Doc Gen
    Forms & Synced Surveys
    eSign & Contract Lifecycle
    Enterprise Compliance
    All-in-One Suite
    Book a demo
  • Solutions
    Financial Services

    KYC, mortgages, and compliance
    Healthcare

    HIPAA patient intake and portals
    Education

    Admissions and FAFSA automation
    Nonprofit

    Donors, grants, and workflows

    Legal

    Intake, contracts, and approvals
    Insurance

    Quoting, claims, and renewals 

    Go Unlimited

    Portals & Web Apps
    High-Volume Doc Gen
    Forms & Synced Surveys
    eSign & Contract Lifecycle
    Enterprise Compliance
    All-in-One Suite
    Book a demo
Log In Slack sales

Titan Support

How can we help you?

Platform

Titan Files Wizard

Business Background

The Titan Files Wizard gets you up and running with Titan Files so you can enjoy advanced file management for Salesforce Flows.

Titan Solution

Titan Files for Salesforce Flows is our dedicated file automation tool that enables seamless file management. Using this product, you can perform several powerful actions, such as scanning files for viruses, uploading files to cloud-based storage, or converting a Word document into PDF. With Titan Files, you can perform advanced file management tasks using zero code. The Titan Files Wizard introduces you to Titan Files and makes the setup process seamless.

How to Guide

Note:

Prerequisite:

  • Titan Files was introduced in version 1.50. Make sure that you have installed the latest Titan package from Salesforce.
  • Alternatively, upgrade to the newest package.
  1. Click on the Gear icon in Salesforce and click the Setup option.
Gear icon
Gear icon
  1. Search for “flows” and click on the Flows option.
  2. Click on the New Flow button at the top right of the page.
Flows option
Flows option
  1. Select the Record-Triggered Flow option and click the Create button.
New Flow screen
New Flow screen
  1. Select the TFile object from the drop-down list.
Note:

A TFile record is created whenever you upload a document to any object that is configured with Titan Files. You can see important information about the TFile Object by navigating to your object manager and selecting TFile. In the Fields & Relationships tab, there are the following labels:

  • ContentDocumentid – This is the ID of the file you uploaded. You can use this to delete the uploaded file.
  • ContentVersionid – This can be used to retrieve the content of an uploaded file.
  • Created By – This is the name of who created the file.
  • File Extension – This holds the file extension and can be used to filter files in your flow.
  • File Name – This is the file name and can be used to filter files in your flow.
  • Last Modified By – This is the name of the last user to modify the file.
  • Owner – This is the user that owns the file.
  • Parent Object – This is the object that the file was uploaded to. This can be used when creating separate flows for files that were uploaded to different objects such as contacts or accounts.
  • Parent Recordid – Allows you to interact with the record where the file was uploaded.
  • TFile Name – This is the name of the TFile Object.
  1. Do the following as necessary:
    • Select an option to trigger the flow.
    • Configure the condition requirements. It is recommended to configure conditions that will trigger the flow. For instance:
      • to handle certain file extensions, or
      • files that are uploaded to a case.
    • Optimize the flow and click the checkbox if you want to include a Run Asynchronously path to access an external system after the original transaction for the triggering record is successfully committed.
  2. Click the Save button at the top right of the page. The Flow ID is generated and can be seen in the URL.
Flow Builder screen
Flow Builder screen
  1. Save the Flow with a unique name in the Flow Label field. The Flow API name is added automatically.
  2. Add a description, if necessary, and click the Save button.
  3. Click the + icon to add an element.
Add an element
Add an element
  1. Search for “file” and select the File Action option from the drop-down list. The New Apex Action screen opens.
Add File Action
Add File Action
  1. Type a unique name in the Label field. The Flow API name is added automatically.
  2. Add a description, if necessary, and select the parent object from the drop-down list. You may need to scroll down to see the Titan Files Wizard.
Files Wizard
Files Wizard
  1. Click the Next button on the Titan Files Wizard.
Welcome screen
Welcome screen
  1. Please review our terms of service and privacy policy and then click the checkbox if you agree.
  2. Click the Next button.
Before we proceed screen
Before we proceed screen
  1. Click the Authenticate button to connect with Salesforce, and then click the Next button.
Salesforce Authentication screen
Salesforce Authentication screen
  1. Type a unique project name and click the Finish button.
Titan Files Project Name screen
Titan Files Project Name screen
  1. Click the Let’s begin button.
Well done! screen
Well done! screen

You will receive an email notification that you have successfully installed Titan Files. You can now start working with Titan Files for Salesforce Flow.

Titan Files in Salesforce
Titan Files in Salesforce

Check out our Academy for more information on Titan Files.

The Only Forms Solution Built 100% in Salesforce.

Slack an expert