Microsoft Excel Add-in

Last updated Sep 29 2020
FormTitan Add-in for Microsoft Office Excel

Formtitan is a cloud-based platform for creating forms, applications, portals and document generation for Salesforce.
The Excel composer is another option for generating documents from Salesforce, which allows you to merge fields from multiple objects directly into Excel without learning any special syntax, code and via clicks only.

FormTitan add-in works on Excel 2016 and Office 365 versions including PC/Mac and the cloud version are fully Supported.


Once you install this add-in, you can login with your FormTitan/Salesforce account and start working.
You will be able to generate XLS. files based on your Salesforce data directly from Excel, or create Excel templates that will be used in automation from salesforce or FormTitan.


Learn more:
Installing
Logging in
Layout 
The elements
Working with the composer
How to’s





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