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Create, Modify, and Organize Files from within Salesforce with Titan Files

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As Salesforce is a customer relationship management (CRM) platform, using it as a central location to store customer data, sales transactions, and communication history is a logical strategy. However, when all your marketing, sales, and customer service teams are using Salesforce for file storage, it can become difficult to manage data and documents.

We are sure you would like all teams in your organization to access, share, and work with the most accurate data and files in Salesforce. So, join us in the article below to find out how you can automatically organize digital files, documents, and images in Salesforce with Titan Files.

Salesforce Files: Efficient Electronic File Management

Salesforce has a feature called Files that you can use to store and share files. It’s a popular electronic document management software choice among trailblazers as it allows teams across an organization to collaborate faster with each other on a single platform.

Salesforce Files helps to put documents, presentations, spreadsheets, and more in order so that individuals can view them from anywhere in the world as long as they have a device that connects to the internet.

We think Salesforce Files is efficient at keeping documents well-organized. Here are a few components of Salesforce Files to verify it as a logical business solution:

  • Salesforce Files offers version control for documents. This means you can track the history of files you upload to Salesforce.
  • Salesforce Files integrates well with the other products in the CRM ecosystem. For example, Salesforce Files is supported by Sales Cloud, Service Cloud, and Community Cloud. These seamless integrations make sure that you can sync files between apps to speed up work processes.
  • You get security features from Salesforce Files. Administrators can configure access controls, user permissions, and sharing settings to control who can view and work with files. In this way, you can protect your data. Salesforce Files also gives us encryption and compliance tools. They can be used to keep your data secure while meeting regulations. 

Integration of Salesforce Files Connect and Titan Files

Although Salesforce Files is a powerful app, it is not perfect. For example, here are a few limitations of just using Salesforce to organize your documents:

  • Salesforce has various storage limits, and the one you have will depend on the edition you are signed up for. When you hit your file storage limit, your teams will not be able to upload new documents to Salesforce until you purchase more storage.
  • Salesforce also has an individual file size limitation. If you have large files, like videos or CAD files, that need to be uploaded to Salesforce, you might not be able to store them in your CRM platform.
  • The number of files that you upload to Salesforce per day also has a limit. This is to make sure that everyone has enough resources to work well within Salesforce.

For these reasons or other specific business requirements, you might want to consider an alternative solution to Salesforce Files. We can recommend Salesforce Files Connect or Titan Files.

Files Connect lets trailblazers access and share documents with external data storage providers like Google Drive and SharePoint using Salesforce. One of the advantages of choosing Files Connect is that it gives Salesforce users real-time access to externally saved files.

Different teams can enjoy accessing the most up-to-date content without downloading or uploading files and bypassing Salesforce limitations by using third-party storage apps.

Titan Files: Best File Management Software for Salesforce

If you are looking to branch out of the Salesforce ecosystem, we suggest Titan Files. This document management system software integrates directly into Salesforce to streamline business processes. For example, trailblazers can create, edit, and store files the way they want to in Salesforce.

However, we know that Salesforce has file limitations. For this reason, Titan Files also lets you transfer your content to an external file storage app of choice. The best part about Titan Files is that you can achieve these results without writing any code!

With a 4.95 out of 5-star rating on the Salesforce AppExchange marketplace, let’s take a look at why trailblazers love Titan Files.

1. Zero Code File Management System

To start, you can automate any file process with Titan Files and Salesforce Flow using no code or complex configurations. A common file process is storing business content in third-party storage apps. With Titan Files, you can seamlessly integrate into your cloud storage solution to allow you to continue working in the ways that best serve your business.

2. Salesforce File Upload

Titan does not just manage files. It’s an all-in-one digital experience platform. You can use Titan Files with Titan’s other products, like Titan Flow, to speed up workflows from start to finish. For example, you can read and write files from and to Salesforce file objects or mass upload files to Salesforce.

3. Salesforce Export Files

Titan can also be used to export files from Salesforce with no code. Titan Flow works intuitively with Salesforce Flow to export and download files from Salesforce in 3 easy steps! Take a look at the flow below:

4. Optimizing Salesforce File Storage

As we mentioned before, Salesforce has file storage limits. If you want to connect Salesforce to any third-party file storage app, you can do so. Titan Files will give you instant and seamless data transfers. Here are a few providers for extra storage that Titan Files supports:

  • Google Drive
  • OneDrive
  • Box
  • Amazon S3
  • Dropbox
  • Many FTP Integrations

Wrapping Up Titan Files: All-in-One Platform for File Processes

Thanks for reading our article on document management in Salesforce. We hope we have inspired you to take action with some of our file management best practices so you can boost collaboration and productivity among your various teams.

With the popularity of remote work and people using mobile devices 24/7, it’s important to have business files accessed from Salesforce or a third-party storage app.

In this article, we looked at Salesforce Files, Salesforce Files Connect, and Titan Files as top solutions that give you the power to access and manage files from anywhere in the world. However, we highly suggest you try out Titan Files, as it gives you full flexibility to automate tasks using zero code.

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