Configure Salesforce Integrations – Push DocGen Files

Business Background

Use Configure Salesforce Integrations to push files to Salesforce.

How to Video

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How to Guide

1. Click the expand (+) icon next to the settings icon in Titan Web. A list of elements will show.
2. Select the Button option from the list.
3. Drag-and-drop a button element to the canvas.
4. Click the On Click Action icon. The On Click Action screen opens.

5. Click the + icon. The Add Node screen opens.

6. Click the Salesforce Action option and click the Next button.

7. Click the Salesforce Integrations button. The Salesforce Integration screen opens.

8. Click the Push option and click the Create New button.

9. Select the Content version from the Object in Salesforce drop-down list.
10. Select the Action drop-down list, for instance, Create.
11. Add a description if necessary. This is not a mandatory field. The description is used for internal needs. It describes the goal of the data from and to Salesforce internally.

12. Click on Mapping.
13. Search for “version” and map the Version Data by selecting the document generation template from the list.

14. Search for “title” and map the Title of the document.
    • Select the document name from the drop-down list.
    • Alternatively, select Other from the drop-down list and add a title in the field.

15. Search for “first” and map the First Publish Location ID if you want to associate the document with a record.
    • Select Other from the drop-down list and add the record ID in the field.
    • Alternatively, select a field or variable on your project that holds the record ID from the drop-down list.

16. Click the Apply button.
17. Click the Close button on the Salesforce Integration screen.
18. Use the drop-down list to select the Push and click the Next button.

19. Add a tag if necessary and click the Insert button. The Salesforce integration is added to the screen
20. Click the Apply button.