Knowledge Base Category: Guide to Titan Users

Titan for Salesforce: How to Delete Old Titan Projects?

Are there any Prerequisites? Yes, you need a registered Titan account. Understanding Project Metrics in Titan On the Titan Dashboard and with an active regular license, you will find the Projects metric that lets you know exactly how many projects you have created and how much quota you have left to work with. Below you will find…

Explore Titan’s Salesforce API Calls and Document Generation

Titan has received many questions regarding API Calls Salesforce, Doc Gens, Live Trace, and Unmetered Option Plans. If you want to know how they work in Titan projects and would like to understand the pricing structure, please join us below as we explore and share our top discussions. Spotlight on Titan Product Offerings for Salesforce We offer…

Titan for Salesforce: Update Basic Info in Profile

Are there any Prerequisites? Yes! To update your details and email address in the Titan dashboard, you must have a registered account with Titan. What steps should I follow? Follow the below steps to easily update your account name and email address. 2. Click on the Profile tab on the My Account page to get access to…

Titan for Salesforce: How to Switch User Accounts?

Are there any Prerequisites? Yes! To successfully switch between users, you need a registered enterprise Titan account with more than one user account active. What steps should I follow? Follow the sequence of steps and screenshots to switch between users on the Titan platform. On your Titan dashboard, click on the Hamburger menu. Now select the Switch…

Salesforce Solutions: Customizing the Account Settings Menu

Are there any Prerequisites? Firstly, you need a registered Titan Account in Free, Teams, and Business Pro packages. What steps should I follow? Here is a quick overview of the Account Settings Menu. To begin, log in to your Titan Account and click on Settings on your Titan Dashboard. Select Account Settings. The Account Settings Menu is…

Case Collaborator Salesforce: How to Assign Collaborators

Are there any Prerequisites for Salesforce Case Collaborators? Absolutely! You need a registered Titan account with a collaborator license to allow admins to assign projects to collaborators. Visit our website if you need add-ons or purchase directly from the Titan dashboard. What steps should I follow to add case collaborator Salesforce? Take a look at the following steps needed to assign collaborators to documents. Log on…