Compliance Documentation Generated with Salesforce

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jan 9th, 2025

Documentation that records the information, processes, and requirements needed to adhere to compliance programs is essential to ensuring consistency in a business or an industry. Compliance documents also serve the purpose of making sure that a company is implementing the proper standards instructed by a compliance program.

Let’s Get Started with Document Generation for Compliance

Examples of compliance documents include Certificates of Compliance (COC), Statements of Compliance, Full Material Disclosures, and other documents that could pertain to your specific country or industry. Overall, corporate and regulatory compliance are the most popular guidelines that have specific frameworks of rules and regulations that must be followed.

If you want your business to operate successfully by ensuring consistency across all practices that fall within their specific regulations, we suggest to take advantage of Titan’s capabilities for document generation with Salesforce. Your business can use Titan to create and automate compliance documents. Automation is the best way to streamline workflow processes by eliminating manual tasks that will guarantee consistency and compliance across your entire organization.

Top 5 Salesforce Document Generation Use Cases for Compliance

Titan delivers Salesforce solutions that work seamlessly and bi-directionally every time. Follow us below as we dive into 5 everyday use cases that showcase how Titan can help you with Salesforce document generation.

1. Save Time on Generating Regulatory Compliance Reports

To prove that your business is adhering to the rules and directives of a regulatory standard, you need to create compliance reports. These are serious documents, and with them, your business might avoid falling into violating compliance which could damage the reputation of your business. In some cases, disobeying regulations could result in massive fines, shutting down of business operations, or even lawsuits.

Why wait to create all your compliance reports? Get your regulatory compliance reports ready for inspection with Titan and Salesforce on time. Use Titan to generate documents directly from Salesforce that prove compliance with industry regulations, such as HIPAA, GDPR, SOX, or ISO.

2. Goodbye Manually Created Audit Documentation

Companies need audit documentation to record all the procedures that they have undertaken in work have been conducted correctly, as well as any additional evidence the auditor has found. The documentation will also contain the remarks and summaries of the inspection provided by the auditor.

To speed up the creation of documentation for audits, use Titan to create documents that contain data pulled directly and automatically from Salesforce. Get Titan today so that you can start generating documents that include financial figures, transaction logs, inventory lists, auditor feedback, and any other relevant Salesforce data that you require for your audit process.

3. Risk Assessment Plans from Titan

Do you have documents that provide plans for any disasters and guidelines on how to cope when they arise? These documents would be your risk assessment reports and provide structure in times of chaos. Preparing risk assessment reports have many benefits, such as educating your employees about risks in the workplace, and the steps to take if any arise.

Proper documentation to prepare for risks with mitigation plans must be accessible by your employees. We hope that your risk assessment and mitigation plans are documented digitally! This is a laborious task, but it can go far in reducing disastrous events in the workplace. Use Titan to generate your risk assessment reports directly from Salesforce. We can also help you create documents in multiple formats with dynamic content, such as images and interactive elements.

Make use of Titan’s digital signatures, collaborative document-sharing capabilities, and access permission features, to name a few, which can all be achieved with 0% code!

4. Compliance Certificates from a Salesforce-Focused App

A compliance certificate (COC) is a document that guarantees that a product or service offered by a business meets the requirements of a regulation. Examples of COCs include SOC 2 for information security, ISO 9001 for quality management, and LEED for environmental sustainability.

Use Titan to automatically generate your compliance certificates that prove your business is meeting the standards directed in a specific regulation. We will ensure that your Salesforce data is automatically populated in your generated compliance certificates to eliminate any errors that could arise from copy-pasting or manual data entry tasks.

5. Remain Protected by Salesforce Generated Documents

Records that hold an agreement between two or more people or businesses fall under legal and contract documents. These types of documents are usually signed by the parties who are part of the agreement and can be used in court to settle disputes.

Your business can create and generate legally compliant Salesforce documents with Titan within minutes. If you want Salesforce solutions for your contracts, agreements, or terms of service, Titan has them! Our dynamic document generation functionality will automatically pull your Salesforce data into templates to display partner details, prices, special assignments, conditions, or any other information you need.

Take advantage of our advanced collaboration features that allow signers to electronically sign legal and contract documents with updates sent via email to the document owner to ensure transparency across the whole contract management lifecycle.

Empower your Business with Titan

Titan has complete Salesforce solutions for your business! Take a quick look at our curated list of advanced features to help you generate all your compliance documents.

Create custom document templates directly from Salesforce to simplify your document generation processes.

You can automatically generate any type of document using Salesforce data, including reports, audits, plans, contracts, certificates, and so much more!

Use Titan to edit or merge multiple documents.

Titan can convert your documents into HTML, PNG, Docx, or PDF formats.

Documents can be stored either on Titan’s secure server or on your Salesforce cloud.

There are no limits to the number of Salesforce objects that Titan can read from or write to.

Titan can push (write) to any number of Salesforce objects and create, update, and even delete Salesforce records.

Automatically populate your document based on any number of objects, related lists, and dynamic content such as images, HTML, and more with Titan.

Embed images into your document with Titan.

Use Titan to pull files, URLs, or rich text fields from Salesforce and parse them as Images on our document engine.

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.