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

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How to Guide

Publish a document using RecordID.

To add a RecordID, do the following:

  1. Add a condition where the object equals Other. 
  1. Type RecordID in the field and click on the Save button . This will ensure that you do not get the confirmation message. 

Graphical user interface

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