Salesforce Electronic Signature Tools: Titan Basic Course Overview скачать в хорошем качестве

Salesforce Electronic Signature Tools: Titan Basic Course Overview

There’s never been a better time to upgrade your business! Choose Titan Sign for secure and easy-to-use Salesforce electronic signature tools that integrate seamlessly with the CRM and your documents. Get ready to share, manage, and track the progress of e-signatures directly from Salesforce using Titan Sign capabilities. Join us in this tutorial video, where you discover powerful no-code features from Titan Sign to take your business processes to the next level. Watch our tutorial to explore the latest expert tips and keep a look out for our other videos to create projects with 100% no code! Chapters: 00:00 An introduction to Titan Sign's basic course overview. 0:46 How to generate a Titan Sign document in a variety of ways. 0:54 Learn about the FT Generate Document button. 2:53 A demonstration of email notifications and the Salesforce electronic signature signing process. 4:53 Watch how to set up an automated flow. If you prefer to read the article, visit our Titan Academy: What will you learn? This tutorial will cover some of the main features and commonly used capabilities of Titan Sign. Using Titan Sign, you can create signature templates using Microsoft Word and the Titan Word Add-in. The Word Add-in tool can create sign projects for single signer and multiple signers, or configure a dynamic number of signers. You can pull any data from Salesforce into your Word document and update Salesforce data using the information provided during the signing process. You can also generate and store the final signed document in the file section in Salesforce! In this short tutorial video, we look at generating a Titan Sign document in a variety of ways: FT Generate Button and Salesforce Automation. We explain the FT Generate button first, by showing you how to navigate to your Salesforce environment to click the FT Generate Document button. This button is included in the Titan Package. For demonstrative purposes, we have a sample project set up on the opportunity object. Titan supports any standard or custom object in Salesforce. This means that you can generate sign projects from any Salesforce object! Keep watching the video as more instructions follow to complete the tutorial on generating a document with the FT Generate Document button. We also show you how documents are delivered and how you can easily sign them. Lastly, we finish the tutorial video with an explanation of setting up an automated flow in Salesforce. How do I get Started with Titan? Creating workflow and signing processes for Salesforce just got better with Titan! Choose Titan Sign for the best deals in town with a host of other modules on offer that include Titan Web, Forms, Docs, Survey, Contract Lifecycle Management (CLM) and Flow. Exclusive to Titan, we guarantee sensational time-savings for all your manual Salesforce workflow processes. Join Titan! We are Salesforce's most dynamic 3rd party platform offering you solutions for every use case. Let’s get this started! With us, you can create seamless and secure e-signatures for Salesforce! We would love to hear from you and your thoughts on our no-code platform for Salesforce. So, please hit that like or leave a comment if you enjoyed our video! Why you will love Titan? We provide the fastest way to create no-code web applications, projects, and digital workflows! Make sure 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   #SalesforceElectronicSignature #NoCodeSalesforcePlatform #nocodebuilder #SalesforceIntegration #Salesforce #Esignature #nocode #salesforceFTgenerate #titanEsignature