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

Coming soon!

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 a field, such as Last Name. The fields in the Field drop-down list come from Salesforce and 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, click the Add a condition option to add another condition.
   • You can configure the conditional logic using AND/OR and bracket operators.
7. Click the Next button. The Authentication screen opens.