Salesforce Integration

Why Connect Titan to your Salesforce?

Connect Titan to Salesforce so your projects can read, update, and create Salesforce data in real time. Once the connection is set up, you can use Salesforce data across Titan forms, web apps, documents, surveys, signatures, and automated workflows.

This allows you to collect user information, send it to Salesforce, prefill project fields with existing Salesforce records, generate documents from Salesforce data, send surveys, complete signing processes, and keep records updated as users move through your project.

Titan’s Salesforce integration helps you build connected processes without manually copying data between systems. Your team can work from Salesforce while Titan handles the front-end experience, data capture, document generation, signing, and workflow automation connected to your Salesforce records.

How do you Connect Titan to your Salesforce?

You can make this connection in just a few simple steps.

1. Select the Settings tab:

2. Next, navigate to Integrations, scroll through the list of integrations until you find Salesforce and click the Authenticate button.

Note:

If you are connecting to Salesforce Sandbox, select Salesforce Sandbox.

Note:

When you connect to Salesforce, Titan receives an access token with a refresh token, so it can communicate with the Salesforce org. Under no circumstance does Titan save your username and password.

3. On the pop-up will open, fill in your Salesforce Username and Password, then click the Log In button to get started with Salesforce forms and any other Salesforce project you like:

4. Click the Allow button to allow FormTitan access to your Salesforce:

Note:

The Salesforce user that you have chosen to authenticate will dictate the level of access Titan has to objects, fields, records (sharing rules) etc.  For example, if the authenticated user does not have read access to an object, it will not be visible in the push/get  menu. Furthermore, if the user has read access and you try and update the record, you will get a permission error. The same applies for field level permissions. It is recommended to authenticate a user with the level of permission needed for your Titan projects.

A connected app will be automatically added to the Salesforce org. This connected app can be seen under Connected Apps OAuth Usage in the Salesforce setup:

You are now ready to start creating Salesforce dynamic forms, web projects, signature processes, and more.