Discover how easy it can be to redefine entire end-to-end processes (through clicks, not code) by combining your Salesforce data with highly customized forms, documents, and experiences.
- Expose or create Salesforce records through fully responsive Forms embedded within your Digital Experiences.
- Manipulate Salesforce data within templated Documents like never before directly within Microsoft Word and Excel.
- Enjoy a dynamic eSignature process with granular step control and easy tracking.
- Forget about workarounds with out-of-the-box conditional logic, available across all features.
When it comes to the many processes and integrations that take place during the customer lifecycle, Salesforce data is likely to be involved at every stage. At the same time, new records will be created and updated, and document sharing and interactions will continue to happen. So, how can you, as a Salesforce Admin, ensure that all processes are robust, scalable, and easy to build?
Trusted by thousands of Salesforce customers, Titan brings to the table an array of functionality and solutions to ensure your organization gets the most out of its Salesforce investment, all while empowering teams to manage end-to-end integrated solutions in one go. Through the native Salesforce integration which allows seamless real time data exchange and record updates using no code, Titan products could be a real game changer for usability and implementation time.
This in-depth overview will showcase the Titan products that are currently available, the ideal use cases and setup effort, as well as how fast your users can (and will) adopt this new integration.
Titan brings together multiple products which can be used together or individually. These products aim to help you and your team achieve a fully functional and customized solution in very little time, with no code involved!
You may have already heard about Titan Web, which is one of the top Experience Cloud alternatives available on the market, or a welcome addition on top of Salesforce’s Experience Cloud. It allows any Salesforce Admin to build custom digital experiences through a user-friendly drag-and-drop interface – however, this is just one piece of the puzzle!
Additionally, Titan Web can also be used to easily extend Salesforce’s Omnistudio capabilities due to the real-time integration, or as a robust alternative altogether.
In this article, we will take a closer look at three other products from the Titan suite:
- Titan Forms: Elevate the form completion experience across your websites and digital experiences using any Salesforce objects.
- Titan Docs: Generate interactive documents containing data from both Salesforce records and reports.
- Titan Sign: Send any agreement out for signature, while being able to track the entire end-to-end process.
Everything you build in Titan is well organized into Projects. A Project can represent anything you decide to do, whether it’s a web experience, form, or document – or, in fact, any of the other available products you decide to try out.
These Projects will be intuitively displayed on your main dashboard (within the application or embedded within your Salesforce instance) for easy navigation. In addition, on the same page, you will notice that your monthly usage will always be displayed at the top. As you create Projects and start using the integrations, make sure you also keep an eye on the allowances.
Redefine Your Company’s Data Capture
If you have been working with Salesforce for a while, you might have used web-to-lead or web-to-case already. What if I told you that you could easily use a similar functionality, but this time as web-to-anything?
To be more specific, Titan Forms are an innovative way for you to capture and integrate data right into Salesforce CRM, using any standard or custom object of your choice. This functionality unlocks great potential for innovation as there will no longer be any constraints on what you can do concerning both looks and function – all without the need for any developer support.
Create Your First Form
Without further ado, let’s dive straight into creating your first form with Titan. The steps to follow are very intuitive, and if you enjoy exploring tools, this one will surprise you in the best possible way. You will first need to create a new Project – choose from the dozens of available templates or start from scratch, and then it’s time to customize and integrate!
It’s by no means an exaggeration that you can control every aspect of your form from a single page. While Titan Forms only allow for one-page forms, feel free to take a look at Titan Web where you can make use of a multi-page Form as well.
As you begin to explore what your form could include, you will notice that there are countless elements to choose from which are grouped into a few main categories. These range from various input type fields, to tables, shapes and, of course, buttons for the user to action.
For each button you choose to add on the canvas, you can define one or multiple rules, each with their own steps, decision elements, actions, and notifications.
Significantly, the available settings for each element or field added to the page are impacted by Conditions. These allow you to decide what, when, and if logic is applied for every single element on your form. You can ensure the form is dynamic and avoid clutter, while the data capture remains a smooth and user-friendly process. Conditional logic is a functionality you will encounter across every Titan product.
On top of adding single or multiple conditions, Titan Forms also offers the ability to easily validate the input and display of an error message. As you will see when we test this out, Titan validations are quite similar to Salesforce validation rules. However, the feedback is offered immediately to the form viewer once the field is completed – you don’t need to hit “submit” first.
Data can be either fetched from Salesforce and exposed within a form, or it can be pushed from the form directly into your CRM. As mentioned above, it doesn’t matter if it’s a Standard or Custom Object in any of these scenarios, ensuring great versatility when it comes to what can be implemented.
If you choose to add a Push integration, you can choose between multiple actions for the relevant records of the selected object: create, update, or delete. The action itself can be composed of multiple objects, with individual actions happening in a sequence if needed.
Each object has its own Mapping section where you can define the values for every field by leveraging form input, static values, or even variables. Find out everything you need to know about the available variable types and how they can be used here.
If one or multiple child records are added for any of the objects, field values from the parent(s) will become available for use within the child’s mapping. For example, after adding an Opportunity followed by a Contact record, the Opportunity ID and Contact ID will become available to map while setting up the Opportunity Contact Role.
Test Your Form
During the building process, you can always preview your form and test out your fields on click actions and even the integrations! Let’s take a closer look at how our simple form interacts with Salesforce. Here, the desired end result is for at least an Opportunity, Contact, and Opportunity Role to be created according to the mapping if only the mandatory information is completed in the form.
Once the form is submitted and you are expecting Salesforce actions to take place (in our case, the creation of three records), you can check their status in the Integration Logs in the Salesforce tab of Project Settings. You will see any applicable error details, and in case of successes, the Salesforce Record ID will be available and hyperlinked for ease of access. Salesforce error messages can also be presented to the end user.
Ready to go live? When the form is tested and ready to go, you simply have to publish the Project and decide where exactly it will live. You could leverage the URL only, embed it on your website, or even expose it in Salesforce or Experience Cloud.
Streamline Document Generation
When it comes to the document generation functionality, we will be looking at two different Titan products: Titan Docs and Titan Sign. While not all documents need to be signed (as you could benefit from the dynamic functionality in other scenarios), the combination of the two functionalities makes for a smooth end-to-end process when it’s needed most.
Bring Salesforce Data into Your Documents
It goes without saying that an existing template is easier to complete than starting to write a new document from scratch every time. Additionally, through the use of templates, the wording, branding, and minimum information is always consistent. Let’s see how any template, or Word file for that matter, can be enhanced with Salesforce data right from the get go.
First, make sure you install the Titan Add-in for Microsoft Word and log in. Using the icons from the ribbon, you will be able to bring in whatever you need from Salesforce, whether it’s information from one record, multiple records, or even a combination of related record data or a report.
The document can, of course, contain both text and Salesforce data, and while this example only contains a couple of tables and a section, you can mix and match the items and text exactly as you would in any other Word document. Additionally, if needed, you can add dynamic information in the header or footer.
Customize What Your Users See
As the number of documents will increase over time and there will be dedicated items for different teams and use cases, you should consider who sees what from the start.
Within the mapping you will choose for the form, the Salesforce button will be one of the options. Furthermore, through the use of the Collaborators, you can pick and choose which user, profile, or even permission set has access to which docs.
Once defined, these options will determine which docs are available for selection and different actions when clicking the “FT Generate Document” Button in Salesforce.
Additionally, filters can be enabled based on fields available on the target Salesforce record. This is fully optional but allows an additional level or granular control.
Signatures Made Easy
Nowadays, the need to send, sign, and track signed documents online is at an alltime high. With multiple companies undergoing robust digitalisation and enhancement efforts, the ability to review and sign documents in a matter of minutes really is a dream come true.
It’s important to note the difference between eSignature and digital signature when working through this process, as while both are secure, digital signatures provide an extra layer of assurance and identification of the signer through a digital certificate. Titan Sign does provide both, and while it’s easier to leverage an eSignature, check out this video for more details about digital signature implementation.
Making sure that the authorized person signs documentation in due time is a crucial part of any agreement. Titan Sign can help you determine who is due to complete and sign the document in a dynamic manner based on specific criteria, while adding other relevant parties.
You can easily determine the document access level, with a few options to choose from:
- Public: anyone with the link can access the document, and while the signers have not been predetermined, and no Salesforce related logic is being used, the document can still be pushed to Salesforce if needed.
- Private: the signer is predetermined, and the designated user will receive an email with the link, the file can be synced to Salesforce in real-time.
- Dynamic: add one or multiple predetermined signers either as static information or dynamically based on Salesforce data. For example, you can easily send the document for signature to a related Contact.
Once the document has been published, an email with the link will be sent instantly to the designated signer(s).
Every step of the document signing process is captured, including viewing the document without any action being taken. An individual Titan Sign Tracking record will be created for everything, from the creation of the document to the process being completed. This way, the collaborator’s input and action is clearly visible. Find out more about this feature here.
As many users will already be spending a lot of their time in Salesforce, it’s a real bonus that Titan’s Sign Wizard can be added to any page of your choice.
The wizard itself will guide your users through a few easy steps, from uploading the document, to adding the right signers and notifying them.
Automate With Salesforce Flow
After establishing the desired process and afferent documents, automation is the next step in your Titan journey. Within the managed package available on Salesforce AppExchange that is already installed in your org, there are plenty of custom Apex actions available for use which you should absolutely take a look through.
In the end, why have Salesforce users manually performing the extra clicks if it’s possible to automate the document selection, generation, and sending out for signature?
The actions will require the APIKey and FormHash from the Titan document, which can be found in the Process Builder tab of the mapping configuration you chose.
Monitor Usage With Reports and Dashboards
Included in the Titan Salesforce managed package are a few reports and dashboards based on the custom objects that represent your Titan Docs or Titan Sign activity. This means that you can focus on the setup of the documents, and as soon as the solution starts being used, you can simply return to the Titan app to monitor usage from either of the embedded dashboards – as Salesforce Reports, these can also be customized to your stakeholders’ requirements.
Wait… There’s More
If this article has piqued your interest, rest assured that this is by no means everything that Titan brings to the table. While we won’t go into detail about this particular feature as there are a myriad of possibilities, Titan Flow is certainly something you should explore, especially when considering complex integrations involving forms and documents.
In a few words, Titan Flow can bring all of your products together into one process, orchestrated in one single view. Processes which would normally take hours to build can be achieved in next to no time, and aside from Titan products or Salesforce functionality such as Salesforce Flow, you can even work with FTP within the flow.
Also, if you’re working with a significant number of Salesforce Files within your org, make sure to also take a look at Titan Files for Salesforce Flow which allows you to build custom automations in no time. In the example below, you can see an automation that rapidly extracts the content from a zip file linked to a Salesforce Opportunity record, sends its contents to Amazon S3 but also as an email to the end user.
After going through the functionalities included in the Titan products above, you most likely can already tell that there are countless possibilities as far as the use cases or industries they can be leveraged for. Be it Sales processes for any organization, or very specific internal or external scenarios that would involve any data input or document generation, there isn’t a reason they can’t be achieved. Let’s take a closer look at a couple ways Titan can change your workflow forever!
Faster Results With No-Code Configuration
Let’s take Titan Forms as an example. As a Salesforce Admin, have you ever felt that you could build a fully branded, fully customized experience without web development skills or a web developer to assist and send the input exactly where you need it to be? Give your use case a try in Titan Web and Titan Forms to see for yourself the level of complexity you can reach with clicks, not code.
Reimagined Industry Tailored Experience
With a wide range of readily available form templates to choose from, Titan is sure to elevate the tailored experience you would like to achieve for your internal users, customers, or patients. The Healthcare Industry is a great example to look at, as patients require access to their medical records, as well as the ability to schedule appointments or make updates to their sensitive information.
Through the use of Titan Web and Forms, patients and doctors can be in close contact without the burden of administrative work. They can also focus on the conversations and treatment options rather than the paperwork – all through the available self-service options which can be used to acquire the right information in a matter of seconds.
While we have explored just a few of Titan’s products, the platform in its entirety could become an absolute game changer when streamlining digital experience, form completion, and document management – not to mention the seamless integration and automation it offers.
Similar to any other highly customizable solutions, getting your processes up and running on Titan products can take as much or as little time as needed. For example, there’s no reason why you couldn’t have a simple document or form with a few Salesforce data points ready in a couple of minutes. However, would this be the best user experience you could offer internal and external users when there are so many features available? Probably not.
After installing the latest version of the AppExchange Titan managed package in your Salesforce org and authenticating with your Salesforce credentials in Titan, your next steps may vary – this all depends on the product you’re using or testing. For example, if you will be using Titan Sign, you will most likely add the FT Generate Document button/action on the page layout or record page in Salesforce. This will be after checking the Document Generation Settings within Titan and ensuring that documents are properly created and branded with all of the required information.
The specific steps are well explained for each of the products within the documentation options (we’ll touch on these below), and of course the support team is always available to help. All in all, the setup effort will definitely vary depending on the complexity of your requirements.
As far as resources go, you are definitely in for a treat. The Titan team has ensured that documentation and examples are available in multiple formats to cater for all preferences. There’s Titan Academy which includes courses on the basics as well as specific product features. Then there’s a dedicated YouTube channel if you prefer short videos packed with information and best practices. And, last but not least, there’s plenty of written documentation and release notes which can be found in Titan’s Documentation Center.
If there are specific questions you need further assistance with, have no fear! The Titan team is ready to assist you either through Live Chat or via a Case – both of which can be accessed through the TitanBot (found in the corner of every page in the Titan portal).
Additionally, you can purchase a one-hour consultation with a Titan expert from this pop-up screen for any intricate, tailored solution you need assistance with!
With multiple products to choose from and combine, the Titan price setup provides a great opportunity to explore the offering before spending any of your budget.
Each of the products has a basic version, which is free for six months. This means you can thoroughly investigate the core functionality and test out use cases from your own organization for Titan Forms, Docs, or Sign without having to get everything up and running in a sandbox in just a few days (as you would with a trial version). Once you’re ready to dive into the paid options, the price starts at just $12/user/month for Titan Docs, or $150/user/month for Titan Forms.
You can find out more details about pricing on the Titan website.
Finally, it all comes back to creating a flawless user experience – both for the internal user tailoring the forms, documents, or processes, and for the external prospect or customer using them. Through the no-code approach that the entire Titan platform offers, complex experiences and even integrations can be built with great flexibility in no time.
With a complete offering to pick and choose from, Titan products are here to stay and evolve alongside your Salesforce implementation. While you can trial the products for free, make sure you book a demo so that you can have a focused conversation based on your own org’s specific needs.