Commonwealth Corporation: 1 Admin. 100% Governance.

CommCorp manages competitive grant programs through structured Request for Proposal (RFP) windows. During each cycle, applicants submit proposals and supporting documentation, while Salesforce serves as the system of record for all grant data across programs.

A third-party Salesforce form solution, a competing platform, was implemented to support grant application intake and data capture. However, as program complexity increased, the limitations became clear:

Program Configuration Constraints
The form tool could not support the level of data configuration and structured mapping CommCorp required within Salesforce. Complex program logic and conditional requirements were difficult to implement cleanly.

Data Living in Attachments
Critical application information was often collected but not properly mapped to Salesforce fields. Instead, key details lived inside uploaded attachments, reducing reporting accuracy, automation potential, and data governance.

As RFP cycles scaled, the gap between collected information and structured Salesforce records became a growing operational risk.

CommCorp rebuilt its grant intake and review workflows using Titan Experience Studio, deploying secure, program-specific forms that automatically sync application data to Salesforce.

When an applicant submits a form, data is automatically mapped to structured records, with critical information captured in fields rather than attachments.

Program teams review and evaluate applications within Salesforce, maintaining a governed and centralized process.

At the same time, automated communications support both applicants and internal teams:

• Applicants receive personalized status updates, timelines, and next steps.
• Internal program teams receive structured notifications with key grant data included.
• Email templates are tailored by program to ensure stakeholders receive relevant information.

While communications are distributed externally, submitted data and supporting files remain within Salesforce, preserving governance, visibility, and reporting accuracy.

Full RFP Cycle Completed on Titan: CommCorp successfully completed a full grant cycle on Titan, managing intake, review, and communications end-to-end within Salesforce.

From Attachments to Records: Forms received a significant UI and functionality upgrade. Application data is now captured in structured fields and synced directly to Salesforce records rather than stored in attachments.

Reduced Drop-Offs: Titan’s Save and Return feature was incorporated into complex grant forms, allowing applicants to start an application, save progress, and return later to complete submission.

Salesforce Automation: Internal and external email automation triggers were introduced across workflows, including program-specific templates and grant submission alerts for review teams.

1 Admin. 100% Governance: The Titan platform is managed by an in-house Salesforce admin. Application data is automatically mapped to Salesforce, replacing manual oversight with structured control.