The Titan Platform for Salesforce is a powerful, multi‑patented no‑code digital experience platform (DXP) that lives natively within Salesforce. It enables admins and business users to rapidly build custom forms, branded documents, e‑signatures, client or partner portals, surveys, workflows, and full web applications—without a single line of code. Real‑time bi‑directional syncing keeps Salesforce data accurate and dynamic, and strong compliance features (HIPAA, GDPR, SOC 2)guard enterprise data. Titan truly turns Salesforce into an all‑in‑one digital experience engine.

• Point‑and‑Click Builder: Use intuitive drag‑and‑drop tools to compose forms, docs, surveys, portals, and web apps swiftly and visually. No developers required. 
• Real‑Time Salesforce Sync: Push and pull data instantly across standard and custom Salesforce objects—maintaining live data integrity across Titan and Salesforce. 
• Titan Docs: Generate quotes, invoices, contracts, proposals and receipts using branded templates, dynamic data fields, barcodes/QR codes, and bulk‑send or approval workflows. 
• Titan Sign: Secure, tracked e‑signature workflows built into Salesforce—supports multi‑signer flows, bulk sends, and legal compliance. 
• Titan Forms & Surveys: Build smart, responsive forms with conditional logic, pre‑filled Salesforce data, payment capture, maps, schedulers, and dashboards with analytics. 
• Titan Web / Portals: No‑code portal and web app builder that extends or replaces Experience Cloud—fully branded, SSO‑capable, real‑time data integrated. 
• Titan Workflow & CLM: Automate processes and manage contract lifecycles with collaborative rounds, approval flows, notifications, and dashboards. 
• Titan Files: Integrate file upload and management within Salesforce Flows—users can view, create, and trigger flows involving files via no‑code actions. 
• Compliance‑Grade Security: SOC 2, HIPAA, and GDPR compliance, with encryption at rest/in transit, access control, audit trails, and secure SSO portals. 

• Complete No‑Code Ecosystem: Titan’s drag‑and‑drop tools empower non‑developers to build complex solutions quickly.
• Native Salesforce Architecture: Enjoy seamless integration with Salesforce—no external connectors or duplication needed.
• Accelerated Time to Value: Dashboards, docs, portals, workflows—built, deployed, and live in hours or days.
• Scalable Across Use Cases: From small process automation to enterprise portals, Titan flexes to fit.
• Domain‑Leading Support & Innovation: Titan’s active product roadmap, Titan X Lab, and Titan Academy support continuous improvement.

• Salesforce‑Only Solution: Requires an active Salesforce license—can’t operate independently.
• Initial Learning Curve: The wide breadth of features may require onboarding via Titan Academy or support resources.

• Sales & Proposals: Auto‑generate branded proposals, quotes, contracts—and track signatures—all tied to Salesforce opportunities.
• Client & Partner Portals: Deploy SSO portals for onboarding, support ticketing, intake forms, or status dashboards.
• Contract Lifecycle Management (CLM): Manage drafting, approvals, e‑signatures, and renewals while tracking milestones and version history.
• Healthcare Intake & Consent: Build HIPAA‑compliant intake forms, consent workflows, and automated patient documents with e‑sign. 
• Event Registration & Payments: Use responsive forms with optional payment capture, maps, scheduling, and direct ingestion into Salesforce.
• Internal Operations Automation: Build HR onboarding, IT ticketing, finance approvals, and compliance workflows—all in one place.