Automate Salesforce Workflows with Titan Flow

Business Background

When you need to automate Salesforce workflows, Flow actions can help move data between systems, update records, and trigger business processes with less manual effort. This is useful when your team needs to keep Salesforce data accurate, reduce repetitive admin work, and support processes such as approvals, onboarding, document generation, or customer updates.

Automated workflows also make it easier to manage data consistently across each step of a process.

Titan Solution

Titan Flow lets you configure Salesforce actions, parameters, and field mapping to support bi-directional data syncing between Titan and Salesforce.

You can use Titan Flow to get data from Salesforce, push data back to Salesforce, update records, and continue automated processes based on your business requirements. This helps keep your Titan projects connected to Salesforce while reducing manual data handling.

How to Guide

1. Click the + sign on the Action Flow icon. The Add Node screen opens.
2. Click the Salesforce option.

3. Click the SF Flow option. The Add Node screen opens.
4. Click the Configure Salesforce Integration button. The Salesforce Integration screen opens.

5. Click the Create New button. The Map Salesforce fields screen opens.

6. Select Your SF Flow from the Objects in Salesforce drop-down list.
7. Paste the URL in the URL field.
8. If necessary, type the description in the Description field.

Note:

When you add a description it is displayed under My Get Record Integration.

9. Click the Parameters option to send parameters to the Flow.

10. Click the Mapping option to add the results from Salesforce Flow.
11. Select the Element from the Current Device and Record ID drop-down list.
12. Click the Apply button and click the Close button from the Salesforce Integration screen.

13. Select the Get option from the Process push or get drop-down list and click the Next button.
14. Add a Tag name in the Tag field and click the Insert button.

The added Salesforce Flow shows on the screen.

Interested in Titan and Salesforce. Read up on our no-code forms.