Configure Salesforce Lightning Web Components with Titan

Overview

Titan lets you create custom interfaces that can be embedded in Salesforce as Lightning Web Components (LWCs). These components can be added to Salesforce record pages, Experience Cloud sites, and the Salesforce Mobile App.

This allows users to interact with Salesforce data directly from a Titan-built interface. Depending on the project configuration, users can view related records, update fields, open Salesforce records, trigger actions, and submit changes back to Salesforce.

Business Background

Salesforce record pages often contain related lists, buttons, and standard fields. While these are useful, some business processes require a more guided interface with custom logic, validations, and bulk update actions.

For example, users may need to review and update multiple related contacts, opportunities, or cases from a single screen without opening each Salesforce record individually.

Titan Lightning Web Components help support these use cases by embedding a custom Titan experience directly inside Salesforce.

Titan Solution

With Titan, you can build a custom interface and publish it as a Salesforce Lightning Web Component. The component can display Salesforce data, apply business logic, validate user input, and push updates back to Salesforce.

A Titan LWC can be used to:

• Display related Salesforce records.
• Update Salesforce fields from a custom interface.
• Apply validations before data is submitted.
• Perform bulk updates.
• Open Salesforce records from the component.
• Show additional record details in a modal.
• Trigger Salesforce actions or notifications based on user input.

Prerequisites

Before configuring a Titan Lightning Web Component, make sure that:

• Your Salesforce edition has API access enabled.
• The Titan package is installed from the Salesforce AppExchange.
• Titan is connected to your Salesforce environment.
• The relevant Salesforce objects, fields, and permissions are available to the users who will access the component.
• The Titan project has been created and configured for the required Salesforce data.

Example Use Case

In this example, a Titan interface is embedded on an Account record page in Salesforce.

The Account page includes a custom tab called Customer 360. This tab contains a Titan Lightning Web Component that displays related Account data, such as:

• Contacts
• Opportunities
• Cases

Users can view and update related information without leaving the Account record page.

View and Update Related Contacts

The Titan component can display contacts related to the current Account record.

This can show the same contact data that appears in the standard Salesforce related list, but with additional interaction options configured in Titan.

For example, users can update contact email addresses directly in the Titan component. When changes are made, Titan can apply validations before the user submits the updates.

After submission, Titan pushes the updated contact data back to Salesforce.

This allows users to update multiple related records from a single interface, rather than opening each contact record individually.

View and Update Opportunities

The Titan component can also display opportunities related to the Account record.

Users can view opportunity details such as:

• Opportunity name
• Stage
• Amount

Depending on the configuration, users can update fields such as the opportunity stage directly from the component.

A button can also be added to let users open the Salesforce record or view more opportunity information in a modal.

View and Update Cases

The Titan component can display cases related to the Account record.

Users can update case information such as:

• Status
• Priority
• Escalation status

For example, marking a case as escalated can trigger relevant Salesforce processes or notifications.

Notes

• The available actions depend on how the Titan project and Salesforce integration are configured.
• Users must have the required Salesforce permissions to view or update records.
• Validations can be configured in Titan to control what users can submit.
• Bulk updates should be tested before the component is deployed to production.
• Components should be tested in the Salesforce desktop, Experience Cloud, and mobile environments, as applicable.

Result

After configuration, users can interact with Salesforce data through a custom Titan interface embedded directly in Salesforce. This helps simplify record management, reduce manual updates, and support guided business processes from a single Salesforce page.