Overview (2 min)

Titan Files is Titan's dedicated file automation tool that you can use to manage and organize your files in Salesforce. This course offers instructions on configuring Titan Files within your Salesforce environment. It also covers creating both straightforward and intricate Titan Files flows, empowering you to seamlessly facilitate file-related business processes and management tasks—no coding required.

For example, Titan Files offers the capability to scan files for viruses before uploading them to your organization's cloud repository. Furthermore, you can convert Word documents into PDFs or use optical character recognition (OCR) to identify and seamlessly integrate text and images into Salesforce fields.