Salesforce Document Generation with Titan: Insert & Edit Sections
Upgrade your Salesforce document generation and start creating your dream projects and workflows by signing up for Titan today! Get ready to be inspired by our no-code document builder for Salesforce to create any web project for any use case you can imagine!
Join us in this tutorial video, where you discover our cant-go-wrong, no-code collection of innovative features. Get ready to empower your business teams with Titan Docs and keep a look out for our other videos to create projects with 100% no code!
Chapters:
00:00 An introduction to Salesforce Sections.
0:35 Learn how to add a Section.
1:20 Add Merge Fields to a Section.
If you prefer to read the article, visit our Titan Academy: https://academy.titandxp.com/DocGen-E...
What will you learn?
This tutorial will dive into exploring Sections for Salesforce document generation! But before we do, we just want to remind you that we have previously covered tables in other articles and videos. And why do we mention this here?
Just a quick note to remember that tables are a Titan feature that can be used to display a varying number of records, such as a list of contacts related to an account.
However, If you would like to show this exact example but want to show the data formatted in a table layout, we recommend using a more freehand or freestyle format. Is this what you need? Join us below as we cover how to use a Section field in your Salesforce document generation process!
To add a Section, Click on FormTitan in your Word Menu and then choose Insert/Edit Section. Continue by selecting your provider. For this tutorial, we shall choose Salesforce and then click on the Next button. The other two providers are Titan Web and Titan Submission. These providers will be covered in the advanced tutorial.
In our tutorial we want to show a list of cases related to a Salesforce account, so we will pick Case from the drop-down menu before adding a comment to help distinguish the purpose of the query, and then clicking on the Insert button. The varying options displayed as checkboxes beneath the comment field will be covered in the advanced tutorial.
Notice that a section is now added to your Word document! You can now go ahead and add Merge fields to the Section field.
Remove the default text from your Section field and provide space within the tags. Then click on the Insert/Edit field button to add the fields that you want to display within the Section.
Titan recognizes that this is a case query because we are working within the case Section field that we just created. Pick your fields and remember to change the Multiple fields toggle switch to on. For this tutorial we shall choose Case Number and Subject before clicking on the Insert button.
Remember to clean up the titles by deleting the text that you do not need and add a tab space in your Section field between Case Number and Subject. Easy!
How do I get Started with Titan?
It's so simple! Transform the way you use your Salesforce system and choose Titan Docs for the best deals in town with a host of other modules on offer that include Titan Web, Survey, Sign, Forms, Contract Lifecycle Management (CLM) and Flow.
Exclusive to Titan, we guarantee sensational time-savings for all your manual Salesforce workflow processes. Join Titan and discover noteworthy features that can take your business to the next level with custom Salesforce solutions. Let’s get this started!
With us, you can reduce manual workflow processes and start creating seamless Salesforce doc gen projects today! We would love to hear from you and your thoughts on our no-code document builder for Salesforce. So, please hit that like or leave a comment if you enjoyed our video!
The Titan platform is Salesforce’s most flexible 3rd party application and offers you a variety of products that are full of new custom features. Make sure to remember to subscribe to our YouTube Channel to watch our videos and keep up to date on all our expert tips and tricks that you can use in Titan for Salesforce: / @titan_dxp
Contact us by visiting:
Titan Website: https://titandxp.com/
AppExchange: https://appexchange.salesforce.com/ap...
LinkedIn: / mycompany
Twitter: https://twitter.com/FormTitan?ref_src
Facebook: / titandxp
#SalesforceDocumentGeneration #NoCodeSalesforcePlatform #nocodedocbuilder #SalesforceIntegration #Salesforce #docgen #nocode #salesforcesections #titanwordaddin