Videos


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We've devided our videos into categories to help you find what you're looking for.
In addition we have loads of videos in our FormTitan 101 youtube channel.

Read from Salesforce (Get)
Read data from any Salesforce object, custom or standard (Get) to populate your form fields in real time from Salesforce.
Write to Salesforce (Push)
FT_301___https://support.titandxp.com/web/project-settings/salesforce/
Salesforce documents generation
FT_301___https://support.titandxp.com/docs/ft-doc-gen-button-salesforce-document-generation/
Salesforce Community
Watch how to extend your Salesforce community with Titan forms and document generation.
Form builder
Form builder
Conditional logic
FT_301___https://support.titandxp.com/web/action-flow/
Section element
Use the versatile Section element to create a repeated section, to group fields, to add tabs, or a collapsing area to your form.
Word add-in
Watch videos about using the FormTitan Word composer to create documents with Salesforce data.
Excel add-in
Watch how to use the Excel add-in to create sheets with data from Salesforce.
Payment Integration
Payment Integration
Salesforce Scheduler
Titan Scheduler is a 0 code component that allow you to map Salesforce objects and manipulate the data via drag and drop. Including: resources, events,custom views, custom days, logic and more.
Salesforce Document Sign
FT_301___https://support.titandxp.com/sign/
Targeting
Targeting
Debug
Debug
FormTitan Academy
FormTitan Academy
General
General Videos
My Account
My Account
Account Settings
Account Settings
Add document to a folder in SalesforcePass parameter to the form to load data from SalesforcePayment Integration and Contact creation in SalesforceSalesforce - Check Contact Or LeadThe basics of FormTitan form builderFormTitan Integration with Salesforce for beginnersAdd an attachment to an account object in SalesforceAdd a new content version object to an existing accountDisplay Salesforce account object attachments (files)Manipulate hierarchical Salesforce data using a table controlShow all Salesforce contacts and drill up to the accountSearch for an account in SF, display and filter its opportunitiesBuild responsive mobile friendly formsCheck if an email is a lead in SF and convert it to a contactworking With salesforce many to many data objectsShow and hide form fields using conditions and decide which value to send to SalesforceUse conditions to enable or disable fields, copy values and more using a formGenerate a PDF and attach it to a Salesforce contact objectUse a repeated section control to read and update Salesforce contactsUsing the calculated control to perform calculation and manipulate textUse custom conditions with date fields on a form Use value rules to perform field validation in a formCreate multiple contacts and cases in SalesforceUse custom button to create a Salesforce account and after add contacts to itAutomatically or manually translate your digital formAdd new Salesforce accounts using a table with row limitWorking with integration logs to diagnose Salesforce API issuesUse custom button to perform Salesforce and other actionsPass Salesforce data to another formRestrict form submissions based on IP, datetime and moreUpdate a Salesforce lead but do not update with empty fieldsGet translated Salesforce picklistDisplay and download Salesforce documents by scopeSet date fields value to todays date / time in your formsUse smart verification to ensure the identity of Salesforce user who is filling the formUse smart verification for Salesforce with session and advanced usagesLookup an account in Salesforce and display its detailsBulk update Salesforce lead objectCreate a new Salesforce lead if one doesnt exist or if we have multipleAdd and refresh a SF table control using a custom buttonCalculate the age of a person that is filling in the formControl which fields on the form will be saved in Salesforce based on actionIntroducing form category - Categorize your formsUse your own stylesheet (CSS) in your digital formMobile application connected to Salesforce via formUse the Country and State picklist from Salesforce to update an account using a formUse static Boolean values on a form and SalesforceCustomize the labels of the SF lookup and table controlsUse the Section control as tabs and control which are shownCustomize labels and date format of the SF table controlDebug your Salesforce digital forms to show hidden fields and ignore validationsUse the Salesforce table control to add a contact and associate it to an accountSet dropdown value from Salesforce and limit the available options for it on a formAlign and space controls using the new selection modeRestrict the file size on a form and attach it to an SF accountSearch for controls and better settings paneAuto position elements on a digital formUse the new max words rule and condition on the formUse a slider control on a digital form to read and update Salesforce Account dataAccess digital form fields using JavaScriptLazy load Salesforce data per page using a digital formSee which fields are affecting or effected on a formLoad data from Salesforce into Google MapLoad a custom list from Salesforce and into a DropdownUsing the PDF interactive modeAdding a page condition to your PDFUse Salesforce lookup fields to get the related object on a digital formUse dropdown with subset of values from Salesforce on a digital formSave account data to Salesforce and send a PDF to the user filling the digital formGenerate a PDF preview of a digital form based on Salesforce data and edit itHow to embed FormTitan Form in Salesforce LightningPopulate multiple Salesforce records into a table in your PDFGenerate a PDF directly from Salesforce: ClassicGenerate a PDF directly from Salesforce: LightningEmbed a FormTitan form in Salesforce Classic or LightningForms with Salesforce flow and lightning componentsGenerate a document from a custom object in Salesforce LightningGenerate a document from a custom object in Salesforce ClassicAutomate your documant generation from Salesforce via workflow outbound messageDisallow paste in an elementSend Titan Sign document to private user with an email addressSend Titan Sign document to a user using 2 factor authorizationSend Titan Sign document to a Salesforce user using 2 factor authorizationEnable smart validation on Titan SignSend signature confirmation email with details when signedSet custom welcome email for private document when sending document for signatureAdjust interactive fields styling within word addinSet custom rejected email for private document when signature is rejectedSend signed PDF for private user when document is signedPopulate a lookup using a URLMerge Files From Salesforce in Formtitan and push merged document back to SalesforceExecute Apex code directly from FormtitanShow/hide section items dynamically based on custom criteriaremove text area resizes from your formBulk insert your records into SalesforceHow to populate dynamic items via apex in FormtitanRefine Multi-select picklist from Salesforce using CheckboxHow to filter repeated items based on a parameterLearn how to hide labels for elements in Titan SignHow to view integration log in Titan SignHow to push data to Salesforce using Titan SignHow to update data in Salesforce using Titan SignHow to validate by email using Titan SignHow to attach additional files to Titan Sign and push to SalesforceHow to notify Titan Sign owner that document has been signedHow to name your document in Titan SignHow to add description to your document in Titan SignHow to send document to users without any authenticationSet Salesforce user list and send Titan Sign to a userSetup custom 2FA mail when sending Titan Sign to Salesforce userCoBrowsing feature in Titan SignHow to edit captions in Titan Sign to fit brandingHow to clear Salesforce cache in Titan SignHow to configure Titan Sign and Salesforce mapping processValidate by email using email elementHow to set document users in Titan SignHow to add placeholder texts in Titan Sign elementsHow to add tags in Titan Sign elements and why this is a big deal!How to add comments inTitan Sign elementsHow to populate elements with system value in Titan SignHow to send email to filler in Titan SignHow to configure picklist using radio/dropdown elements in Titan SignHow to display Image from Salesforce in Titan SignHow to configure lookup in Titan SignHow to set Salesforce users in Titan SignSet custom confirm email in validate by email FunctionalityHow to attach signed documents from Titan Sign to SalesforceHow to send attachments documents from Titan Sign to SalesforceHow to add Javascript to Titan SignHow to add CSS to Titan SignAdd and display a summary in your table and map it to a PDFHow to troubleshoot when word add in stops working?How to read related files from Salesforce ?Remove user from profile group in collaborators using APIShow/Hide days in a calendar using hide specific days functionalityAdjust slot duration in a calendarRe-submit partial data into Salesforce Without Creating DuplicatesHow to push data to Salesforce using switcherHow to read data from Salesforce using switcherHow to push data per page using Salesforce action when deploying page breakHide page based on conditional logic when using pagebreak
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