Titan Integration Services for Salesforce
CRM360 provides Titan integration services for businesses that want connected document, signature, form, portal and workflow experiences around Salesforce — configured against your Salesforce data and process.
Documents · eSign · Forms · Portals · Surveys · CLM · Files · Workflow
Plain answer
What is Titan?
Titan is a platform that works with Salesforce to provide the experiences around a Salesforce process — the forms people fill in, the documents they receive, the signatures they give, and the portals they sign in to.
Those experiences read from and write to Salesforce data, so the record stays complete and the process stays in one place.
- Forms
- Documents
- eSign
- Portals
- Surveys
- CLM
- Files
- Workflow
Titan is not Salesforce.
Salesforce can remain the system of record — accounts, opportunities, cases, and your custom objects — while Titan handles the connected experiences around it.
Titan is not the whole answer.
A connected form or signature step only works if the data model, security, and automation behind it are right.
CRM360’s role
CRM360 designs how these capabilities fit into the Salesforce architecture and business process.
Titan Architecture
Salesforce holds the data. Titan delivers the experience.
Data moves in both directions. Titan reads Salesforce records to prefill forms and generate documents, then writes submissions, signatures, and files back — where Flow can take the process forward.
- Reads ↓
- Record fields, related records, and files used to prefill and personalize.
- Writes ↑
- New and updated records, signature status, signed documents, uploaded files.
- Triggers
- Salesforce Flow reacts to what Titan writes and moves the process to its next step.
- Forms
- Documents
- eSign
- Portals
- Surveys
- CLM
- Files
- Workflow
Capabilities
Eight capabilities, each tied to a Salesforce record.
Common Workflows
Where Titan and Salesforce work together.
Representative workflow patterns — not documented client projects. Each shows which steps belong to Salesforce, automation, Titan, and people.
Quote → Contract
Illustrative workflow — not a client projectA sales process where contract paperwork is generated from Salesforce data, approved, signed, and returned to the Opportunity.
Where CRM360 focusesTemplate design and merge data, approval rules, signature status, and write-back of the completed contract to the Opportunity.
- Salesforce
- Automation
- Titan
- People
Customer Onboarding
Illustrative workflow — not a client projectNew customers provide information once, and it becomes Salesforce data that drives the onboarding steps that follow.
Where CRM360 focusesForm design mapped to the data model, validation rules, document packages, and the onboarding tasks triggered after signature.
- Salesforce
- Automation
- Titan
- People
Application / Intake
Illustrative workflow — not a client projectApplications arrive through a structured form instead of email, then route to reviewers inside Salesforce.
Where CRM360 focusesIntake form structure, record creation, routing and queue design, review stages, and decision documents.
- Salesforce
- Automation
- Titan
- People
Partner Workflow
Illustrative workflow — not a client projectPartners submit files and information through a portal connected to Salesforce, so shared work stays visible to both sides.
Where CRM360 focusesPortal access and visibility, file handling on the record, partner-facing forms, and notifications at each step.
- Salesforce
- Automation
- Titan
- People
Titan Implementation Process
Eight steps from process to working experience.
A Titan form is easy to build. Designing it so it creates the right records, respects security, triggers the right next step, and still works a year later is the integration work.
- 01
Understand
The business process and the Salesforce context around it.
- 02
Map
Salesforce objects, records, fields and workflow dependencies.
- 03
Design
The Titan experience and the user journey through it.
- 04
Configure
Titan capabilities and experiences, built to the design.
- 05
Connect
The experience wired to Salesforce data and process.
- 06
Test
Data, user experience, workflow and edge cases.
- 07
Deploy
Launch into production with the people who use it.
- 08
Improve
Refine the experience as business needs change.
When Titan Makes Sense
Titan isn’t automatically the right answer.
We recommend Titan when it fits the process — and something else when it doesn’t.
Titan may make sense when
- Documents need to be generated from Salesforce data
- eSign is part of the process
- Forms need to create or update Salesforce records
- Customers or partners need a portal
- Surveys should be tied to Salesforce records
- Files need to be collected against the record
- Contract workflows need structure and visibility
- Salesforce-connected data capture replaces email
It may not be the right answer when
- Standard Salesforce functionality already solves the problem
- Process volume is low
- The process isn’t defined yet
- An existing tool already works well and is properly integrated
In those cases we’ll say so, and recommend the simpler route.
FAQ
Titan integration questions.
What is Titan?
Titan is a platform that works with Salesforce to provide forms, document generation, eSign, portals, surveys, files, contract workflows and related workflow automation. Salesforce can remain the system of record while Titan handles the connected experiences around it.
What does Titan do with Salesforce?
Titan reads Salesforce record data to prefill forms, personalize portals and generate documents, then writes submissions, signatures, files and status back to Salesforce records, where Flow can take the process forward.
Can Titan generate documents from Salesforce data?
Yes. Document templates merge fields from Salesforce records and related records, and the generated document can be stored back on the record. We design the templates, merge data and generation triggers.
How does Titan eSign work with Salesforce?
A document is sent for signature from the Salesforce context, signers follow a defined order, and the signature status and signed file are written back to the related record. The exact setup depends on your objects and process.
What can Titan Forms be used for?
Structured intake that creates or updates Salesforce records — applications, onboarding information, requests and change forms — with prefill from existing data and validation before submission.
What are Titan Portals?
Portals give customers, partners or applicants one place to view their information, complete tasks and upload files, with access controlled by rules tied to Salesforce data.
When does Titan integration make sense?
When Salesforce is central to the process and forms, documents, signatures or portals need to stay tied to Salesforce records. If a native Salesforce feature or a simpler approach fits better, we recommend that instead.
Can CRM360 integrate Titan into an existing Salesforce org?
Yes. We start by reviewing the objects, automation and security the Titan experience will depend on, then design the integration around them.
Do we need a full Salesforce consulting engagement first?
No. Titan integration is a separate service. If your Salesforce org already supports the process, we start with Titan directly. If the data model or automation needs work first, we’ll tell you before anything is configured.
Need broader Salesforce consulting?
CRM360 also provides Salesforce consulting and implementation as a separate service.
Request a Titan consultation
Tell us about the Titan experience you need.
Share the workflow — the forms, documents, signatures or portals involved — and how Salesforce is set up today.