Generate a document using record in Salesforce
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.
- Admins can configure a generated document to use records from Salesforce easily with one click.
How to Video
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.