The salesforce_lookup formula lets you pull one or more field values from a single Salesforce record by matching any field. Use this when you want to look up fields based on values like Account Name, Email, or Opportunity Name.
It works just like VLOOKUP, but for your Salesforce data — straight into your spreadsheet.
https://www.loom.com/share/34de39a1a86b4f3a88f5600805908d47
=salesforce_lookup(object_type, lookup_field, lookup_value, fields_list)
| Argument | Required? | Description |
|---|---|---|
object_type |
Yes | The Salesforce object you want to search, e.g. "Account", "Contact", "Opportunity", "Lead" |
lookup_field |
Yes | The field you want to match against, e.g. "Email" or "Account Name" |
lookup_value |
Yes | The value to match, e.g. "[email protected]" or "Acme Corp" |
fields |
Yes | A comma-separated list of fields to return or a cell range (like B1:D1) |
fields_list)You can:
"Name, Industry, Type"A1:A3 or B1:D1Field Name (Relation) eg: Email (Owner)