If you are a player in the Salesforce ecosystem then you probably already know that one of the biggest benefits of using the #1 CRM on the planet is that you will be able to automate almost any business process you can think of and for any industry. What sets Salesforce automation apart is that it can be done in a personalized way, via drawing on the richest source of customer data on the planet, and at scale. Despite Salesforce being a game-changer for any organization, it does have some limitations. One of the biggest issues with the CRM giant is that to set up customized workflows for niche use cases, you usually have to invest in some kind of code or custom development. This is no problem if you have a big budget, lots of time to spare, or a team of crack in-house developers. But if you want to speed up time to market, drive down cost, and build bespoke workflows using minimal code, then you need to look for an alternative.
The good news is that Salesforce’s AppExchange has thousands of trusted third-party tools that integrate with Salesforce and enable you to use your CRM more easily, with less development work. In our book, choosing a no-code tool for Salesforce is a stellar option, enabling you to set up custom automations and workflows easily, without breaking much of a sweat. While there are several great tools to choose from, in this article, we will focus on Titan, an all-in-one, no-code platform that makes Salesforce intuitive to use. Specifically, we focus on three use cases for Titan automation: document generation, signing processes, and CLM. Thorough management of documents, fast signing of agreements, and efficient contract management are crucial to most industries from Law to Commerce, Tech to Media, Nonprofits to Healthcare, and many more. So let’s dive in!
Automate Document Generation with Titan
Titan Docs works effectively with Salesforce Flows to automate business processes in your organization. So how do these two tools work, and why do they sync up well together?
This workflow tool empowers you to curate guided and personalized experiences automating workflows at scale to match the needs of your business and use case.
Titan Docs is one of several tools in Titan’s zero code Salesforce platform and it enables you to dynamically generate documents, such as quotes, proposals, and invoices, using Salesforce data in real-time. Titan Docs is object, cloud, and industry agnostic, giving you the freedom to work with any logic or data structure you choose, no custom development necessary.
Before triggering a Titan doc from a Salesforce Flow, ensure that you have an API-enabled edition of Salesforce and that you install Titan via the AppExchange. Finally, connect Titan to Salesforce in a few simple steps.
In this use case, we will look at an Account, but bear in mind you can work with any record you like.
Next, perform any action you like. Below, we have logged a call:
Once you hit the save button, this action will be recorded in your document. Let’s head over to a Salesforce Flow to see exactly how this works.
Visualize your process automation solution in a Salesforce Flow, where you can use a trigger of your choosing to send your document. In the use case below, we have set up a flow for the Account object. The trigger has been configured so that it is pulled every time an Account record is updated:
Using Titan’s Salesforce package, you can call Titan via a custom Apex Class. It is this Apex Class that enables you to generate your document. The Apex Class is called FTDocGen and for it to work properly, you need to correctly set its input values: the APIKey and FormHash of your document, as well as the ID of your object:
For more information on how to access these input values, check out the section on document generation in this FTDocGen guide. To find out more about how Titan’s package can automate all your business processes, check out the documentation on its Salesforce package.
Once these steps are complete, your document and all its changes will be attached to an email. In the email below, you will see that the call you logged is recorded in a fully dynamic document.
Check out this video to learn more: Automate Doc Gen with Salesforce Flow.
Sign Docs Fast for Complete Process Automation
Titan also enables you to automate signing processes using Titan Sign and Salesforce’s automation tools. Salesforce eSignatures, used in an efficient and automated workflow, can help you close your biggest deals fast and improve the experience of all parties involved in the signing process.
As mentioned in the above section on Salesforce document generation, you will need to have installed the Titan package and have an API-enabled edition of Salesforce to get up and running.
Using Titan Sign, you can work with any record in Salesforce you like but for the sake of this use case, we are working with a Standard Opportunity:
In the example below, the stage of the Opportunity has been changed to “Proposal/ Price Quote”, before it is marked as complete:
As we will see in just a moment, this is the action that will send a dynamic document to be signed by an internal or external user.
Below, this is all visualized in a Salesforce Flow so you can see how everything is set up. The Standard Opportunity object is configured at the start of the flow:
By clicking on this object, you can see that the trigger will be pulled every time a record is updated:
You will also be able to see that the conditions for this record are “StageName Equals Proposal/Price Quote”. (You might recall that this condition was met a few steps back when updating your Opportunity).
But how is the signing process triggered? Titan Sign is triggered by an Apex Class, FTDocGen, that you can call from within your Salesforce Flow. This empowers you to automate the entire signing process.
This Apex action requires the API Key and FormHash input values from the document you need signed as well as the ID of your object. Learn how to get these values in the section on Titan Sign in this guide.
Once you have seen what this automation looks like when configured in a Salesforce Flow, check your inbox to verify that the action has been triggered successfully. And bingo, you will see you received a request to sign a document, which you can do so easily by clicking on the link:
Depending on your business needs and security preferences, you can opt to set up 2FA. If you choose to do so, the user will need to authenticate themselves at this stage. After this, your document will open in Titan where you can seamlessly map fields to Salesforce and sign in seconds. Once you are all done, simply click Finish and Sign.
This is how easy it is to trigger a signing process from in a flow. For further details, check out Titan’s eSignatures for Salesforce.
Mastering Salesforce Automation
We hope you enjoyed this article and learned more about Salesforce automation. If you are looking to set up automated processes using no-code, then verified AppExchange apps like Titan are solid options.
About the blog
SFDCLessons is a blog where you can find various Salesforce tutorials and tips that we have written to help beginners and experienced developers alike. we also share my experience and knowledge on Salesforce best practices, troubleshooting, and optimization. Don’t forget to follow us on:
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