Setting up the Salesforce package from FormTitan

Last updated May 05 2019

To those working with the FT button for document generation directly from Salesforce - This one is for you!
When you install the FormTitan package there are basic properties you need to set up in order to connect the Salesforce account to your FormTitan account. Till now these properties had to be set up inside the Salesforce account, but as of this version we have added a Tab called "Document Generation" to our "My Account" page that will allow you to easily do the same configurations from within FormTitan.
Read how to set up the FormTitan-Salesforce connction after FT package installation


Enjoy!


 

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