Titan Files for Salesforce: Upload Files to Cloud Storage

Опубликовано: 20 Декабрь 2023
на канале: Titan | Salesforce Forms | Salesforce Doc Gen
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Titan Files for Salesforce Flow gives you the freedom to streamline processes and enhance user flexibility. Customers can view, create, and modify files from within Salesforce as well as use external file storage without writing a single line of code! Pretty awesome right?

With the power to seamlessly integrate with all major external storage providers like S3, DropBox, Box, Google Drive, users can supercharge their Salesforce Flows.

Titan Files also offers advanced features such as virus scanning to ensure file safety and the ability to merge files. Additionally, it facilitates improved collaboration by incorporating external parties into business processes and allows for efficient tracking and archiving of files with external storage providers, recording direct links within Salesforce.

Titan Files' Biggest Highlights:

Automate the way that you work with files and attachments in Salesforce without writing a single line of code.

Titan Files can automate virus scanning for your files and attachments. Before storing, sending, merging, or converting your files guarantee that they are safe and meet your team`s security standards

Titan Files allows you to save your files with external storage providers and record the direct links where you choose in Salesforce.

Extend the power of Salesforce Flows with Titan files by including external parties in your business process.

This video show you how to upload files to cloud storage solutions using Titan Files for Salesforce. Amazon S3 is used an example but you can of course choose another external storage provider. Watch the full video to see how easy it is to integrate simple and advanced file actions with your Salesforce Flows and seamlessly connect to third-party storage solutions.

Chapters:
00:11 Introduction
0:22 Salesforce Flows: create a new Flow
1:15 Create file actions in your Salesforce Flow
1:44 Authenticate Amazon S3
2:33 Add Amazon S3 to contacts.
2:51 Save Salesforce Flow
2:54 Test the process and that the Flow works
3:30 Conclusion

How do I get Started with Titan?
Extend your digital experiences with Titan. Our platform also introduces Titan Academy, where you can take interactive courses, self-assessments, and access all the resources you need to become a true Titan and troubleshoot your problems like a pro!

So, choose Titan for the best Salesforce solutions with many applications, including Titan Web, Sign, Forms, Docs, Survey, Contract Lifecycle Management (CLM), Files, and Flow.

Get in touch with us today to sign up! We would love to hear from you and get your thoughts on our no-code apps for the Salesforce Cloud platform. So, please hit that like button or leave a comment if you enjoyed our video!

And don't forget to subscribe to our YouTube Channel to watch our videos and keep up to date on all our expert tips and tricks that you can use in Titan for Salesforce:    / @titan_dxp  

Contact us by visiting:
Titan Website: https://titandxp.com/
AppExchange: https://appexchange.salesforce.com/ap...
LinkedIn:   / mycompany  
Twitter: https://twitter.com/FormTitan?ref_src
Facebook:   / titandxp  

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