General Overview - Part 1 (9 min)
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01 Getting Started
Titan is a platform that you can use to create your own automated processes related to fields and objects. This tutorial serves as an example to demonstrate how to use our platform.
02 Log in Protected Portal
By creating a login portal, contacts will log into your website using their email and a one-time verification code.
You can use a variety of details to manage a login portal. This includes custom or standard objects and fields.
These objects and fields are used for both getting data from Salesforce and pushing data to Salesforce.
03 Home Page
Once the user is logged in, they have access to the home page.
04 Logging a New Case
After the user has completed the form and clicked the Submit button, a configured on-click action runs in the background.
This action could push data to your Salesforce account or simply trigger a pop-up message.
When the user clicks on the Log a Case button, a configured form opens.
This action could push data to your Salesforce account or simply trigger a pop-up message.
When the user clicks on the Log a Case button, a configured form opens.
By configuring conditional logic, your form can change depending on the user’s selection.
For file uploads, you can choose the types of files that users can upload.
When the user interacts with the button, a configured on-click action runs in the background.
05 Viewing Logged Cases
Once the user has logged a case, they can navigate to the My Cases tab. This tab will display all the cases the user has logged previously.
Make your website more user-friendly by inserting search features. Users can easily find specific information using the search feature instead of scrolling through lists.
Allow users to easily edit any inline details to make changes.
Make your website more user-friendly by inserting search features. Users can easily find specific information using the search feature instead of scrolling through lists.
Allow users to easily edit any inline details to make changes.
06 My Details
You can include a page for users to review and update their information, this can help ensure your data is up to date.
By inserting a stepper, users can toggle back and forth between two kinds of detail types.
By inserting conditional logic, you can ask for additional details depending on the account type.
By inserting a stepper, users can toggle back and forth between two kinds of detail types.
By inserting conditional logic, you can ask for additional details depending on the account type.