API and Document Generation (5:30 min)
01 Getting Started
This tutorial covers API and Document Generation tabs found under Settings.
02 API
This tab is used to enable Titan to access Salesforce using the APIs. Once you have installed the Titan package in Salesforce, head to this tab and enable the Allow API Access toggle switch. An API Key will be generated.
You can grant API access to specific Salesforce elements. At a minimum, access for Objects and Users should be enabled but we recommend you grant access to all elements.
You can reset your API access key, this will mean you need to reconfigure any area where your current API key is in use. A best practice is to only do this as a last resort if advised to do so by a Titan technical expert.
You can grant API access to specific Salesforce elements. At a minimum, access for Objects and Users should be enabled but we recommend you grant access to all elements.
You can reset your API access key, this will mean you need to reconfigure any area where your current API key is in use. A best practice is to only do this as a last resort if advised to do so by a Titan technical expert.
03 Document Generation
There are a number of settings you can control in the Document Generation tab, including general settings, titan sign and sign wizard settings, and CLM settings.
In the Settings tab, you can also enable API access in this tab. Your custom settings are needed for specific processes in Salesforce. When you click Apply, Titan will automatically update these custom settings in Salesforce.
In the Titan Sign tab, you can configure the headers and footers of the document emails sent through Titan Sign. Any customization will be used instead of the default header and footer.
If you do not want any configured header or footer simply input one space into each input window.
In the Sign Wizard tab, you can configure custom emails to be sent to reviewers and cc’d email recipients.
In the CLM tab, you can configure the headers and footers of the document emails sent through Titan CLM. Any customization will be used instead of the default header and footer.
In the Settings tab, you can also enable API access in this tab. Your custom settings are needed for specific processes in Salesforce. When you click Apply, Titan will automatically update these custom settings in Salesforce.
In the Titan Sign tab, you can configure the headers and footers of the document emails sent through Titan Sign. Any customization will be used instead of the default header and footer.
If you do not want any configured header or footer simply input one space into each input window.
In the Sign Wizard tab, you can configure custom emails to be sent to reviewers and cc’d email recipients.
In the CLM tab, you can configure the headers and footers of the document emails sent through Titan CLM. Any customization will be used instead of the default header and footer.