SFDC TitanX App Setup

Before you begin: Contact your TitanX Account Manager to receive the latest install package link. Install links are version-specific, so always request a fresh one before starting.

▶ Install the TitanX Salesforce Package

⏱ The install may take up to 10 minutes. You'll receive an email once it's complete. Once you get the confirmation, move on to the onboarding steps below.

Create your TitanX API token from the TitanX Platform. You'll need this to connect Salesforce.

▶ 1. Generate API Token in TitanX Platform

Connect the API token in Salesforce and assign the appropriate permission sets to your users.

▶ 2. Configure TitanX API and Permission Sets in Salesforce

Before moving to Step 3, watch this walkthrough video — it covers important context for the custom field setup.

▶ Watch the Video

Set up the intent and phone signal fields that TitanX uses to surface scoring data on your records.

▶ 3. Creating Custom Fields in Salesforce (Intent and Phone Signals)

Configure the scheduled job and map phone fields so TitanX data flows into the right places.

▶ 4. Schedule Job and Map Phone Fields in SFDC

Clone the pre-built report structure so you can track scored contacts and submission activity.

▶ 5. Clone and Configure Report Structure in SFDC

Create and submit your first contact list for scoring through the TitanX install package.

▶ 6. Create and Submit Your First List with SFDC Install Package

Add the TitanX scoring panel to your Lead and/or Contact page layouts for at-a-glance visibility.

▶ 7. Add TitanX Lead Panel to Leads and/or Contacts

Set up the webhook so TitanX can push scoring results back into Salesforce automatically in real-time.

▶ 8. Configure Webhook