Category: Titan Forms

Form Builder Solutions for Salesforce

FormAssembly for Salesforce vs Titan: Which is Best for Your Business?

Are you looking for a powerful form-building tool to streamline your business operations and enhance customer experience? Look no further! In this article, we will compare two top-notch form-building solutions, FormAssembly and Titan, to help you choose the best option for your business. Before we dive into the specifics of FormAssembly and Titan, let’s take a quick…

Sales Solutions from Titan

Beyond Cold Calls: Salesforce Alternatives to Cold Calling

What Is Cold Calling in Sales? Reaching out to potential customers who have not expressed interest in a company or its products before is called “cold calling.” It means that the salesperson contacts individuals via the phone, email, or any other means, such as social media, without there having been prior contact. The “cold” refers to the…

Salesforce Solutions for Data Collection

A Guide to Salesforce Web-to-Case Form Integration

Salesforce Web-to-Case forms are a great tool that customer service teams can take advantage of to optimize case management tasks. Join us in the article below to get more familiar with Salesforce Web-to-Case forms and how integrating them into your system streamlines business operations. How To Set Up Salesforce Web-To-Case? Follow our user-friendly guide to add Web-to-Case…

Salesforce Dynamic Forms Solutions

Salesforce Dynamic Forms Deliver Solutions that Work

Dynamic Forms from Salesforce lets you customize your user interface for your specific business requirements to ensure that your data is clearly understood and your staff are optimizing their workflow processes. So how do other businesses take full advantage of the custom Dynamic Forms feature from Salesforce? Join us below as we share a common use case…

Salesforce Dynamic Forms

Dynamic Page Layouts, Dynamic Related Lists and Other Salesforce Features

If you want to learn more about Salesforce, Dynamic Form, Opportunity use cases, and other features from the world’s #1 customer relationship (CRM) platform, you have come to the right place. Many Titan users have had a lot of questions regarding topics surrounding Salesforce Dynamic Form, Opportunity use cases, and the different types of objects found in…

Salesforce Dynamic Forms

Salesforce Case Object for Dynamic Forms

If you were wondering, Salesforce Dynamic Forms does support standard objects like Accounts, Contacts, Opportunities, Leads, and yes, even Cases We thought we should let you know as there has been some confusion online. Don’t miss out on any crucial information that you could use to take full advantage of your dynamic forms in Salesforce. Join us…

Dynamic Forms in Salesforce

How to Enable Dynamic Forms in Salesforce

Salesforce, the #1 customer relationship management (CRM) platform, has listened to your requests and has provided its Dynamic Forms feature that you can use for your business workflow processes today! It does not matter if you are a small business or a large organization. If you use Salesforce, you are going to want to know about this…

WordPress Salesforce Integration

5 Reasons to Configure a WordPress Salesforce Integration

WordPress is one of the most popular content management systems (CMS) online today, used by individuals, entrepreneurs, small businesses, and even large organizations. The platform is mostly known for designing and hosting websites and blogs in a simple manner through its user-centric interface. If you have a WordPress account, you already know how easy it is to…

Salesforce Conditional Field Visibility

How Salesforce Conditional Field Visibility Works

You might want to use conditional field visibility in Salesforce so you can decide which fields you would like to view or hide on a specific record page. Many businesses like to set up Salesforce conditional field visibility for a more precise, decluttered view of their record pages. This approach provides a user-friendly experience and lets teams…