Generate a document using record in Salesforce
Business Background
Titan Docs supports generating documents with the option to publish with Salesforce records for your convenience, providing a business the advantage of fully automated workflows.
Titan Solution
- Admins can configure a generated document to use records from Salesforce easily with one click.
How to Video
Coming soon!
How to Guide
Publish a document using RecordID.
To add a RecordID, do the following:
- Add a condition where the object equals Other.
- Type RecordID in the field and click on the Save button . This will ensure that you do not get the confirmation message.
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