Category: Titan Workflow
What is a Salesforce Organization ID? Your Salesforce Organization ID is the unique identifier associated with your specific instance of Salesforce or organization. The Organization ID is one of several key pieces of information that identifies your organization. Key Points about the Salesforce Organization ID Each Salesforce ID is completely unique whether your org is a company,…
Salesforce Customize Application Salesforce is the world-leading customer relationship management platform where you can customize your applications to meet your business needs. Customizing your Salesforce applications typically involves making changes to the platform to suit your organization’s unique requirements, business processes, and branding. Key Aspects of Customizing Salesforce Apps First up are custom objects and fields. First,…
Salesforce is the most popular customer relationship management (CRM) platform that can offer your business Omni-channel data solutions to reach your target audience and provide them with engaging customer experiences. Join us in the article below as we explore Omni-channel and Salesforce capabilities in more detail to find out if they have the solutions for your business…
When it comes to interacting with customers and clients, there is a large variety of documents for you to choose from depending on the situation. We will break down each type of business document when it comes to generating quotes, bids, and even proposals to make sure you aren’t left scratching your head when it comes to…
What are Excel Dynamic Array Formulas? Excel Dynamic Array Formulas are a set of features and functions introduced in Excel to enable you to work with an array of data dynamically. Traditionally, formulas operated on a single cell at a time which made working with arrays of data cumbersome. The dynamic array functions and formulas allow a…
Hi! Today, we are discussing wet signatures on documents still in Salesforce workflows. If you are interested in finding out how to eliminate these time-consuming and money-wasting elements from your workflow processes, please join us below. What is a Wet Signature? Let’s start by defining wet signatures. They are essentially physical signatures created by people signing paper…
What is a Redline Document? Redline documents are Word documents that show edits, revisions, and changes that were made to a previous version of the same document. Redlined revisions are often used for documentation that requires multiple revisions, for example, legal documents, contracts, regulations, technical manuals, and text-based materials. Redline documents can make it easy for readers…
Interested in finding out how to easily automate your Quote to Cash process? Join us below as we cover a few topics regarding this exciting field. What is Quote to Cash? Essentially, It’s a business process undertaken by sales teams. Tasks like generating customer quotes and receiving payments for goods and services rendered will fall under a…
Notarizing a document is an important step to ensure that it hasn’t been tampered with and to provide evidence that it is authentic. A notary is someone who can help notarize a document, which includes verifying the identity of the signer and checking that they are a willing participant. As this is a common practice for businesses…
Every Salesforce system is distinctive as they each have unique workflows, custom input fields, and various third-party applications integrated for specific business objectives. They get to this complex state with the help of customization options that improve business processes. However, it’s risky to customize Salesforce and deploy workflows without test automation. Why? Well, you could run into…
