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Files You Can Find in Salesforce

By Titan

Rating
Not rated yet
Reviews
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Pricing
Free
With paid plans
Listed since
2023

About Files You Can Find in Salesforce

Store Anywhere. Indexed in Salesforce.

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.

Highlights

  • 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

Screenshots and videos

Combine Titan Files & Salesforce Flow Builder for advanced file management actions

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Combine Titan Files & Salesforce Flow Builder for advanced file management actions

Pricing

Free, with paid plans.

The publisher offers discounts.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Platform Cloud
Requires
  • Platform Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on August 16, 2017
Industries
  • Education
  • Financial Services
  • Healthcare & Life Sciences
Languages
  • Dutch
  • English
  • Finnish
  • French
  • German
  • Danish
  • Italian
  • Portuguese
  • Russian
  • Spanish
  • Swedish