Category Configuration

Automate Every Stage of Your File Management in Salesforce

The digital revolution demands efficient file management. Salesforce automation minimizes errors and enhances productivity. Salesforce offers diverse file management features and integrates with Titan Files for enhanced functionality. Titan Files facilitates automated file transfers, document management, and Salesforce integration without the need for coding. It also provides virus scanning, image modification, and OCR capabilities.

Fully Track CLM in Salesforce from Start to Finish

Effective contract lifecycle management (CLM) is crucial for long-term success. Salesforce offers robust tracking features for managing contracts from creation to closure, renewal, or termination. Implementing CLM software streamlines processes, improves efficiency, reduces errors, and ensures scalability. Consider Titan CLM for redlining, automated tracking, real-time collaboration, and quick deal closures within Salesforce.

Enhancing User Control: Muting Permissions in Permission Set Groups

Introduction In the dynamic landscape of user permissions and access management, Salesforce introduces a powerful feature: the ability to mute…

Restriction Rules: Enhancing Data Security and Access Control in Salesforce

Salesforce is a powerful customer relationship management (CRM) platform that enables businesses to manage their customer data, sales, and marketing…

Optimizing Your Salesforce Org: Tips for Improved Performance

Salesforce is a powerful CRM platform that can help businesses of all sizes streamline their sales, customer service, and marketing efforts. However, as your business grows and evolves, it's important to ensure that your Salesforce org is optimized to meet your changing needs. In this blog post, we'll discuss 10 tips for optimizing your Salesforce org to improve performance and efficiency.

In-App Guidance in Summer ’19

Salesforce Org has introduced a "Beta" feature, "In-App Guidance", to facilitate user training, onboarding, and new feature introduction without the need for code use. This feature allows customization of in-app guidance, action buttons, and important links. Accessible via in-app guidance setup, users can select target audiences, prompt duration, and recurrence schedules.