Email from Salesforce using FormTitan

Last updated Apr 12 2020

This video will show you how to send an Email from Salesforce using FormTitan.

Watch:
- How to configure which email addresses the email will be sent from.
- How to create an email message object under your specified object (in this case under Case).
- How to Set additional email addresses in FormTitan.
- How we set up the Get integration to Populate Case fields from Salesforce.
- How you can create a custom File name for the PDF and then using it for our setting the email settings in our PDF mapping.
- How the PDF via Salesforce button was configured.
...and finally we will show how it all works.

Read more about sending an email through Salesforce


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