AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Files You Can Find in Salesforce

Store Anywhere. Indexed in Salesforce.

Overview

Connect S3, SharePoint, Box, Google Drive, or Dropbox and map every file to the right Salesforce record without Apex or Flows. With Titan, every file is searchable in Salesforce.

1 of 9

See How Files You Can Find in Salesforce Works

  • Connected File Storage: Sync files to Google Drive, AWS S3, Box, Dropbox, or FTP without leaving Salesforce.

  • Data Extraction with OCR: Use Titan Files and Vision AI to scan images for text and place it directly into Salesforce fields.

  • Control File Format: Create flows to resize, compress, convert, and watermark images and docs.

  • Built-in Compliance: Meet HIPAA, GDPR, and retention requirements with audit-ready tracking.

  • One View in Salesforce: Track file status, access, and history in one place. No toggling or guesswork. Every file is linked to its record with full indexing and metadata sync.

  • Security & Virus Scanning: Scan every file before uploading and stay secure with end-to-end encryption

Titan Files gives your organization the power to turn any file into Salesforce data. Using Titan OCR, you can seamlessly scan, extract, and map files to Salesforce records, by following these simple steps: - Upload File: Via drag-and-drop or selection. - Run OCR: Detect text and tables. - Review Results: Confirm extracted files. - Map to Salesforce: Link objects and fields.

Categories

Business Needs
Document Generation
Data Management
Data Backup & Storage
Industries
Education
Financial Services
Healthcare & Life Sciences
Personas
Architect
Business User
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile

More from Titan

  • Salesforce First Forms
    by Titan
    Go from prompt to Salesforce-synced Form with Titan AI Studio in minutes. All data runs on a single source of truth.
    SalesQuotes & Orders

  • Sign & Sync in Salesforce
    by Titan
    Send, sign, and track documents, all without leaving your CRM or even Word. Automate updates, trigger workflows, and meet enterprise-level compliance with 2FA and full audit trails.
    Quotes & OrdersDocument Generation

  • Salesforce First Web Studio
    by Titan
    Run forms, portals, eSign, docs, and surveys directly on Salesforce. From $150 per org. No per-seat pricing. Nonprofit discounts available.
    Contract ManagementDocument Generation

  • Personalized Salesforce Surveys
    by Titan
    The survey tool that speaks directly to Salesforce. Connect to any object, save answers in real time, guide personalized paths, and stay enterprise-grade compliant with full audit trails.
    SurveysWebsites

  • Dynamic Docs Built for Salesforce
    by Titan
    Build dynamic Microsoft Word templates powered by your Salesforce business logic. If/then rules adapt every document in real time so clients only see what they need.
    Document Generation

  • Salesforce-Synced Portals
    by Titan
    Build and launch multi-page portals faster using Titan AI Studio, with forms, MFA flows, surveys, and eSign connected to Salesforce.
    WebsitesAdmin & Developer Tools