Automate Your Signing Processes with Titan and Salesforce Flow
Hawk-eye editor with a passion for trailblazing Salesforce experiences
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, we will show you how to trigger Titan Sign from a Salesforce Flow for automatic document signing. Salesforce Flows is a visual workflow tool provided by Salesforce, which allows businesses to automate complex business processes and streamline their operations. It enables users to create interactive and guided experiences by defining and automating a series of steps. Overall, Salesforce Flows are the go-to solution whenever you want to take your business process to the next level.
Combining Titan Sign and Salesforce Flows will allow you to seamlessly initiate powerful and robust signing and approval processes. Leverage the power of Salesforce Flows and Titan Sign to reduce complexity and streamline your process with full automation.
Before getting started, you will need to have an API enabled edition of Salesforce and to have installed your Titan package. Install Titan on the Salesforce AppExchange by clicking Get It Now, and following the prompts. Once Titan is installed, it’s also a good idea to read up on how to connect Titan to Salesforce.
Now you are good to go!
Work with any Record in Salesforce
First up, you want to head over to your Salesforce. In this example, we are focusing on a standard Opportunity in Salesforce but you can work with any record in any object you choose. Absolutely zero limits!
For the purposes of this use case, we will change the status of this Opportunity from “Needs Analysis” to “Proposal/Price Quote” and then mark this stage as complete:
This will trigger an automation to take place to send a dynamic document using Titan to an external or internal user for signing.
Visualize Titan Sign Automation in your Salesforce Flow
Now that we have viewed our Opportunity, let’s jump to our Flow in Salesforce to visualize this automation and find out how it is configured.
In this flow, you will see the Opportunity object set up at the start:
By clicking on this object in your Salesforce Flow, you can get more information on its triggers and conditions. We have chosen to run the flow every time a record is updated:
You will see the conditions that this record should meet have been set as: “StageName Equals Proposal/Price Quote”. You can of course set any conditions you choose.
The above conditions mean that Titan Sign will be triggered when the stage equals Proposal/ Price quote. You will remember this is the very same action we performed earlier when working with our Opportunity object in Salesforce.
But how does this triggering process work? And what does Titan do to make it happen? Well, Titan Sign is triggered via the FormTitan package for Salesforce, which includes an Apex Class. This Apex Class, called FTDocGen is included in a step in your flow and enables you to automate the signing process.
In order to work with this particular Apex action, you need to set specific input values. These are the API Key and FormHash of your document to be signed, as well as the object ID.
Are you stuck trying to get these values? Don’t worry, all the information you need is in our FTDocGen article.
For more information on how to use the FormTitan package in Salesforce, consult our overview.
Sign your Document
Now that you have viewed your automation in a Salesforce Flow, head over to your email and you will see that this action has been successfully triggered! You have been requested to sign a document. Simply, click on the document link to do so:
Remember it is possible to secure your document with 2FA, which means users will have to authenticate themselves at this stage. To learn more about this, read up on configuring SmartV for your Titan Sign project.
Once your document is open, fill in the relevant data, including name and email (this can be mapped to a field) to send data back to Salesforce in real-time. When you are finished, click Finish Sign:
Once you have signed, the document is sent to the next person in this process. When everyone has signed, a copy will be sent to your email.
And this is how you can trigger a sign automation using a Salesforce Flow. This is fully dynamic and can be based on any condition you like!
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