Automate Every Stage of Your File Management in Salesforce

We are squarely in the midst of a digital revolution. If you are still managing files and documents manually, you are being left behind. Manual file management is cumbersome, time-consuming and prone to errors that can lead to compliance risks. However, with Salesforce automation, these errors can be significantly reduced. 

Have you considered automating every stage of the file management process with Salesforce? Storing your files in Salesforce will streamline operations, enhance productivity and ensure data integrity in ways that you can only imagine. Salesforce offers a range of features for file management. Additionally, its integration with Titan Files enhances its functionality.

A Comprehensive File Management System

Salesforce – the cloud-based customer relationship management (CRM) platform – helps businesses – big and small –  manage interactions and relationships with customers and potential customers. One of its outstanding features is its ability to centralize customer data storage. Salesforce storage is divided into two categories: Salesforce File Storage and Salesforce Data Storage.  File storage includes the following:

• files in attachments;
• Files home;
• Salesforce CRM Content;
• Chatter files (including user photos);
• the Documents tab;
• the custom File field on Knowledge articles; and
• Site.com assets.

Salesforce applies different file size limits depending on the file type and location. It’s important that you understand these limits when you automate file management to avoid exceeding storage capacity.

Type of file	Size limit	Location
Attachments	2GB	On a record’s related list in Lightning Experience.
Salesforce Files	2GB	Files homeLibrariesChatter posts and commentsFiles related list on a record
Salesforce CRM Content	2 GB2 GB (including headers) when uploaded via Connect REST API2 GB (including headers) when uploaded via REST API38 MB when uploaded via SOAP API10 MB when uploaded via Bulk API150 MB when uploaded via Bulk API 2.010 MB when uploaded via Visualforce	Content and Libraries tabs in Salesforce Classic
Chat	5 MB when transferring a file in a chat	Chat
Documents	5 MB20 KB for a custom-app logo	Documents tab in Salesforce Classic
Salesforce Knowledge attachments	5 MB	Documents tab in Salesforce Classic

It is possible to share a file with records, people and groups up to 2000 times.  

Automate File Processes with Titan Files

By automating file processes, businesses can streamline operations. Consequently, productivity levels are likely to increase. Titan Files easily automates file transfers, does automated document management, and is completely integrated with Salesforce. Why not automate file management in your organization with Titan Files? 

Automated File Transfer Software

Titan Files is a no-code, automated document management software available on the Salesforce AppExchange that stands out for its ability to facilitate seamless file creation, modification and organization. It is easy to install and use. Titan Files lets you automate the following processes:

• File uploads
• File downloads
• File export 
• Document generation
• Send emails
• Merge files
• Convert to PDF
• File transfers
• File conversion
• File encryption
• File compression
• File sharing
• File deletion
• Virus scans

Salesforce Flow-Based Automation

With Titan Files, you can use Salesforce Flows to streamline your file automation processes. The smooth integration with Salesforce Flow Builder lets you create flows that automate file uploads, downloads, and sharing processes. You can configure automation rules to define how files should be processed.

Salesforce Document Management Software

Titans Files offers superb document management software for Salesforce and can read and write files from and to Salesforce custom and standard objects. You can even combine Salesforce actions. This electronic document management software can also integrate with the following third-party storage apps so that you can store your files where it is convenient for you:

• Google Drive
• Google Sheets
• Amazon S3
• OneDrive
• Box
• DropBox
• FTP
• Custom API

You will no longer be constrained by the file limits in Salesforce. 

Image Modification

Titan Files allows you to modify images as follows:

• Image resize
• Image watermark
• Image compression
• Image conversion

It also offers optical character recognition that can extract text from your images. Imagine your customers send receipts, passports, driver’s licenses, identification documents, or academic papers. With Titan Files, you can extract the relevant text from those images and push it to Salesforce in real time, saving hours of manual work. 

Salesforce Files Virus Scanning

The security of your files is paramount for your Salesforce documents and Titan Files can protect your repository from viruses and malware by scanning files before they enter your system. 

Call Custom REST API

Additionally, Titan offers Call Custom Rest API in the Titan Files app. Call Custom REST API (Representational State Transfer API) refers to using a special type of web API to achieve functionalities beyond those offered by built-in automation tools or pre-built connectors.  

In the context of file management and automation, calling a custom REST API could involve using Salesforce or Titan Files to send a request to a custom API that performs a specific action related to file management. For example, you might use this functionality to trigger a file transfer, update file metadata, or retrieve information about files from an external system. This gives you full flexibility to transfer your Salesforce files and automate business processes.

Titan Files: Zero-Code File Management Software

If you’re looking for a way to achieve incredible two-way data flow with Salesforce, then look no further than Titan Files. This cloud-based platform is designed to seamlessly integrate with Salesforce’s favorite cloud storage solutions, allowing you to create, modify, and organize Salesforce files with ease. The best part? You don’t need to know how to code! With Titan Files, you can expand Salesforce’s file storage capabilities and automate processes without any limitations.

Are you in need of virus scanning for files before uploading them to your storage solution? Do you require direct Salesforce integration? Would you like to convert files to PDF or merge multiple files into a single file? Do you need to automate workflows? Perhaps you need to integrate with Google Drive, AmazonS3, OneDrive, Dropbox, or Box, or use an FTP integration? Or, maybe you need to modify images or use OCR to extract text from images and upload it directly to Salesforce records? 

Whatever your needs may be, Titan Files has got you covered.