Knowledge Base Category: Product
Are you struggling to make Salesforce quotes look pretty? Titan is here with the perfect makeover! Check out this use case to learn how to build a dynamic Salesforce document using only point-and-click tools for beautiful quotes that will turn heads 😉 Too busy to read? Titan Partner, Amit Midha, takes you through every detail in the…
Are you looking to streamline your accreditation process? You may have a PDF procedure, that needs data to be pushed to Salesforce automatically rather than manually entered? Well, this is what our client from the higher education industry wanted. If you can relate or want to find out more, keep reading! You can also watch the YouTube…
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…
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…
What is a W-9 Tax Form? A W-9 Tax Form, fulfilling the w-9 tax form purpose, is a US document filled in by self-employed individuals and entities such as consultants and contractors, typically those acting as a w9 tax form independent contractor. In this instance, the requester of the W-9 form is usually the person who hires…
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…
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 Salesforce is that it manages…
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…
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….
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…
