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Media-savvy content creator, with a curiosity for all Salesforce experiences.
In our digital-first era, businesses require data to be entered into Salesforce quickly, autonomously, and accurately. With this problem solved, all teams in an organization can access, process, and manage information directly from Salesforce for more efficient workplace productivity.
Keep reading if you want to upgrade your systems to include zero manual data entry. Our article covers a special demo presented by Ben McCarthy, founder of Salesforce Ben, highlighting the power of Titan’s integration with Salesforce.
Whether you are a Salesforce admin, developer, or business owner, you will not want to miss this content to support your organization. Our Titan platform has a special ability to push data to your Salesforce org and pull it back to your web projects in real time using no code.
Let’s get started!
First, Ben demoed some of Titan’s key push capabilities before moving on to the platform’s ability to pull data back from Salesforce.
For example, with Titan, admins can push data to Salesforce to perform several actions, including:
In the video, Ben showcased how to update or create a record in a simple web form for demonstrative purposes. Watch the demo to see how to update a record for your Salesforce action instead of creating a new one. However, you can also follow the simple steps below:
2. Use the action drop-down to select Update.
If Salesforce finds multiple matches, you can choose which record you want to update:
You can create a new contact if Salesforce does not find a match.
3. Create a condition to ensure the correct record is updated.
4. Next, you need to map your fields.
Any information you provide will be sent to Salesforce. Note that when one of your users completes the form and provides an email that matches an existing contact, any information they provide that does not match the current Salesforce data will be updated.
Please remember that you can also perform bulk updates for Salesforce using Titan.
Next, admins can leverage Titan to pull data from Salesforce into a project. In the video demo, Ben showcased this capability via a Power Table, Titan’s version of a multi-object hierarchical editable data table. To do this on your end, follow the simple steps below:
2. Next, choose a limit for how many records will be brought from Salesforce.
3. Then, set conditions stating what kinds of accounts you want to bring from your CRM.
When you create a Power Table in Titan, you can see that a get is created automatically, including all the conditions you set.
You can also add a child get such as a Contact and pull all this information automatically from Salesforce into your Power Table.
Thanks for reading our article on how easy it is to push and pull data into Salesforce using no code. Make sure to also watch the demo video, in which Ben showcased how Titan makes it effortless for admins to connect data to Salesforce while providing users with fast and secure front-end experiences.
Are you ready to see our platform in action for your specific use case?
Book a call with us today to empower your teams to build scalable solutions for Salesforce.
See you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
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