Excel add-in
The Excel Add-in connects Microsoft Excel to your Titan account, allowing you to work with Salesforce data directly in spreadsheets. It supports data import, export, and updates while keeping records synced between Excel, Titan, and Salesforce.
Installation of Excel Add-In
Install the Titan add-in for Microsoft Excel.
Build
Populate an Excel sheet with Salesforce data for review, bulk updates, and offline analysis. Supports handling large data sets, preparing changes before syncing, and maintaining data consistency when updating records back in Salesforce.
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