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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.

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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

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