SmartV Condition

Business Background

Add conditions to the SmartV configuration with a few clicks with no code.

Titan Solution

• Titan lets you add conditions to the Salesforce object you selected on the Login screen.
• For instance, if you selected Contacts as the Salesforce object, you can add a condition to filter a subset of contacts. You may choose to configure the login screen only for vendors or marketers.

How to Video

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How to Guide

1. Configure the Login screen.

2. Configure condition, for instance, only use contacts with a certain characteristic.
3. Use the drop-down list to select the field, for instance, Last Name. The fields in the Field drop-down list come from Salesforce from the object you selected on the Login screen.
4. Use the drop-down list to select the operation, for instance, Equals.
5. Use the drop-down list to select Static or Field.
   • If Static, add a parameter, for instance, Smith. Only users with the last name Smith will be able to log in.
   • If Field, use the drop-down list to select the field. The fields in the drop-down list is either Boolean-Tue or Boolean-False.

6. If necessary, select the Add a condition option to add another condition.
   • You can configure the conditional logic using AND/OR and bracket operators.
7. Select the Next button. The Authentication screen opens.