• Product

    Document Studio

    Generate, Sign, and Automate Salesforce documents with real-time sync

    Document Generation
    eSign
    Files
    CLM

    Experience Studio

    Build portals, apps, and forms directly in Salesforce with Dynamic data flow and adaptability

    Forms
    Flows
    Portals
    Surveys

    Go Unlimited

    Portals & Web Apps
    High-Volume Doc Gen
    Forms & Synced Surveys
    eSign & Contract Lifecycle
    Enterprise Compliance
    All-in-One Suite
    Book a demo
  • Solutions
    Financial Services
    eCommerce
    Legal
    Tech
    Insurance
    Nonprofit
    Manufacturing
    Education
    Healthcare
Log In Slack sales

Titan Support

How can we help you?

Platform

User Profile

Business Background

Personalize your web projects with a custom user profile picture or icon.

Titan Solution

  • Titan lets you personalize your web projects with a custom user profile picture or icon in a few clicks with no coding. Add a custom user profile picture or icon to differentiate your projects and users from others.
  • Titan is linked directly to Salesforce, all images are synced from Salesforce, and any changes are synced to Salesforce.

How to Guide

Note:

Prerequisites:

  1. Configure a SmartV Profile page if you want to add a Profile image or icon to the project’s header. This is not mandatory.
  2. Add a header to your web project. This is mandatory.

  1. Click the Pages drop-down arrow to open the list.
  2. Click the Gear icon next to the Manage Menus option. The Site Menus screen opens.

Manage Menus option

Manage Menus option
  1. Under Header, ensure the toggle switch is on to include a header.

Site Menus

Site Menus
  1. Use the Profile image toggle to switch the profile image on. It is off by default.
  2. Click the Gear icon to configure the profile image.
  3. Use the Profile icon toggle to switch the profile image on. It is on by default.
  4. Click the Edit icon to change the default icon. The Select icon screen opens.

Site Menus - User Profile option

Site Menus – User Profile option
  1. Use the search field to search for an icon.
  2. Select an icon and click the Apply button.

Select icon screen

Select icon screen
  1. Click the X icon in the top right of the screen to close the Site Menus screen.
  2. Save and Preview your project.

The custom profile image is added to the header:

Example

Example

The custom profile icon is added to the header:

Example

Example

You can add the following to the header:

The Only Forms Solution Built 100% in Salesforce.

Slack an expert