Install the FormTitan Package for Salesforce

What is the Purpose of the FormTitan Package?

The FormTitan Package for Salesforce enables Titan features inside Salesforce and allows Salesforce users to trigger Titan processes directly from Salesforce.

Use the package to support processes such as Document Generation, Titan Flows, and Web Forms while keeping data connected between Titan and Salesforce. This helps you push and pull Salesforce data, start Titan actions from Salesforce, and support bi-directional integration across your projects.

What are the Requirements?

You will need to have an API-enabled edition of Salesforce and have installed your Titan package. Install Titan on the Salesforce AppExchange by clicking Get It Now, and following the prompts:

What Features do you get with the FormTitan Package?

Web Apps, Document Generation, which encompasses Titan Sign, Sign Wizard, CLM, Titan Automation, and Forms.

Web Apps:

• Our Web Application feature seamlessly integrates Salesforce and your Titan Web Application by using Titan’s Lightning Web Component.

Document Generation:

• Our Document Generation feature enables you to generate documents directly from Salesforce on any object or list view, via user interaction, or from any Salesforce automation.

Titan Sign:

• Our Sign feature allows you to invoke single or multiple signing processes directly from Salesforce on any object, via user interaction or from any Salesforce automation.

Titan Sign Wizard:

• The Titan Sign Wizard feature enables you to drop a PDF or a document and dynamically configure input elements via drag and drop, signatures, and signers. These documents can be sent to signers either from Salesforce or externally.

CLM Wizard:

• The CLM Wizard allows you to drop a docx file and dynamically configure input elements via drag and drop, signatures, collaborators, and signers. These documents can be sent to collaborators and signers either from Salesforce or externally.

Titan Files:

• Titan Files for Salesforce Flows empowers you to streamline processes and enhance user flexibility. Customers can create, modify, and organize files from within Salesforce or use external file storage without writing a single line of code.

How do I view Titan Package Components?

• On Salesforce, navigate to Apps>Packaging>Installed Packages and select FormTitan. Open View Components to see a list of Titan Metadata components:

Metadata Components Included in the FormTitan Package

The FormTitan Package includes several metadata components. Navigate through the list below for further details:

Custom Objects and Settings

• Titan Sign Document
• Titan Sign Tracking
• Document Tracking
• My Submission
• WorkFlow
• WorkFlow Field
• WorkFlow Log
• FormTitan Pdf URL
• Document Comment
• Doc Gen Log

Apex Classes

• TitanSignWizardURL
  • TitanSignWizardUserStructure
  • TitanSignWizardCollaboratorStructure
• TitanSendtoSlack
• TitanSignInstantURL
• TitanSignBulkInstantURL
• TitanFormsLiteUrl
• GenerateDocsCtl
• CommunitySSOCtl
• CLM Document Download URL
• Titan Flow
  • TitanFlowParameters

• PushNotification
• PushNotificationAdvanced
  • PushNotificationStructure
    • NotificationActionsStructure
• FT_Encryption_Util
• FTDocGen
• DocSignURLHelper
  • DocSignSignerStructure
• TitanSignPrePopulate
• TitanSignCleanPrePopulate
• DocSignVoidCtl

Lightning Components

• Titan LWC
• FTDocMenu
• OpenUrl
• TitanSignWizard
• FTDocGenerate
• FTGeneratePDF

Visualforce Pages

• FTGenerateMultiplePDF
• DocSignVoidDocument
• FormTitan

Dashboard

• Titan Sign Dashboard
• Titan DocGen Analytics

Tabs

• Titan Sign Analytics
• Titan Forms Lite Admin
• Titan Sign Documents
• Form Builder

Reports

• Titan Sign – Documents in Process 1Week
• Titan Sign – Document by Status (FQ)
• Titan Sign Document-Generated By Status.
• Voided Titan Sign Documents (This Month)

App

• Form Titan Lightning

Buttons or Links

• Titan Form Lite
• FT Generate Documents Lightning
• Titan Sign Wizard
• Void Document (Titan Sign Document only)
• Void Documents (Titan Sign Document only)