![]() ![]() The document displays a range of information such as lists of open cases, contacts, communications, and much more. This is all happening dynamically and in real-time, coming straight from Salesforce and Titan: Preview of Generated Document Within your Salesforce screen flow, you will see a preview of a generated document. The user can choose the type of document they want to generate, for example Account Activity summary: Account Activity Summary We have embedded Titan within the screen flow, so when we click “Generate a Document” for example and then Next, you will be able to see Titan. This gives you the ability to perform several account actions such as Create a Task, Send an Email, and Generate a Document. You can see this by clicking on the button to open a screen flow. Instead, all your options are consolidated into one. This button reduces clutter because you no longer need to have lots of different buttons for account actions. In our Account record, you will see we have created a Lightning Button called Account Actions: Account Record in Salesforce ![]() In this example, we will work with an Account record in Salesforce but the same applies to any record in any object. Read on to find out more! Work with any Record in Salesforce ![]() Enhance your screen flows with Titan’s forms to streamline any business process. With the power of Salesforce Screen Flow and Titan you can embed any Titan Form within any step in a screen flow. Leverage Titan’s flexible, dynamic forms to improve the user experience for your Salesforce processes. ![]()
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