Knowledge Base Category: Product

Finance Portal For Salesforce

Get a FREE Equipment Finance Portal For Salesforce!

Accurate documentation including records and applications is the lifeblood of any effective financial services institution. And when customers approach financial services organizations, they are hoping for swift and speedy service as well as to be taken care of. Handling financial applications in a transparent, trustworthy, and efficient way is crucial to showing customers that you care about…

Smart Portals for Processes

Smart Application Processes with No Code Portals for Higher Education

Are you looking to streamline your application process for academic programs in Salesforce? If so, this article is for you! Keep reading to explore a use case from Titan, where we helped a client in the education industry optimize its student application process for Salesforce. If you prefer to watch the video on higher education solutions, check…

Simplifying Forms

Simplifying W-9 Tax Forms for Salesforce

What is a W-9 Tax Form?  A W-9 Tax Form is a US document filled in by self-employed individuals and entities such as consultants and contractors. In this instance, the requester of the W-9 form is usually the person who hires them! These forms need to be filled in to comply with US tax regulations and the…

No Code Event Registration Forms for Salesforce & Nonprofits

Have you ever wanted to build an event registration form that allows customers to buy tickets or make donations with all data captured in Salesforce? If you answered yes, then this article is for you! We also have the video below if you prefer to watch Amit Midha explain the use case with quick demos of how event…

Point and Click Solutions for Salesforce Health Cloud

Are you getting the most out of your Salesforce Health Cloud? We know that it is a premium platform with tools that support digital experiences for healthcare providers and patients. It can easily speed up processes for managing and interacting with patients. For example, one of the key features of Health Cloud is that it manages patient…

Contact Forms

Lead Generation with Contact Forms for Any Industry or Cloud

Contact forms are crucial for collecting information from online visitors interested in your products or services. Go one step further by transforming this data into actual leads that are transferred and stored in your Customer Relationship Management platform. What is Lead Generation in Salesforce? If you are already using Salesforce, you would greatly benefit from all your potential lead data automatically collected…

Titan Forms for Healthcare

Reimagining Client Intake Health Forms with Titan

Successful businesses use intake health forms to direct their clients to a specific service or product they need. These documents exist as countless medical form templates and are used in companies to streamline workflow processes in the onboarding phase! Medical Innovation: Consider client intake forms? Client intake forms consist of various questions related to a client’s requirements….

Enhanced Salesforce Screen Flow

Enhanced Salesforce Screen Flow

With the power of Salesforce Screen Flow and Titan you can embed any Titan Form within any step in a screen flow. Leverage Titan’s flexible, dynamic forms to improve the user experience for your Salesforce processes. Enhance your screen flows with Titan’s forms to streamline any business process. Read on to find out more! Work with any Record in…

Salesforce LWC: Configure Lightning Components with Titan

Salesforce LWC: Configure Stunning Lightning Components with Titan

Harvest the power of Titan and configure stunning Lightning Components with custom logic that can be placed anywhere in Salesforce (namely the Salesforce interface, Experience Cloud, and the Salesforce Mobile App). With drag-and-drop and only clicks, you can build an intuitive UX for your users while leveraging Titan’s suite of products along with our patented logic and integration…

Automate Contract Lifecycle with Titan and Salesforce Flow

Contract Lifecycle Automation with Titan and Salesforce Flow

Business automation tools are crucial in today’s fast-paced and competitive business environment. They enable organizations to streamline operations, increase efficiency, reduce costs, improve accuracy, and focus on strategic initiatives. Automation tools are essential for businesses looking to stay ahead of the game, deliver exceptional customer experiences, and drive growth in today’s digital age. In this use case,…