=salesforce_report_lookup

The salesforce_report_lookup formula lets you pull one or more field values from a Salesforce report by matching against any field in the report. It’s especially useful when your report contains pre-filtered or aggregated data that isn’t easily available via object-based queries.

Demo

https://www.loom.com/share/34de39a1a86b4f3a88f5600805908d47

Syntax

=salesforce_report_lookup(report_name, lookup_field, lookup_value, fields,
settings)

Arguments

Argument	Required?	Description
`report_name`	Yes	The name of the Salesforce report you want to search.
e.g. `"All Opportunities"`
`lookup_field`	Yes	The report column you want to match against.
e.g. `"Opportunity Name"`
`lookup_value`	Yes	The value to match in the `lookup_field`, e.g. `"Acme Inc"`
For multiple lookups, provide the entire range as an input i.e. A3:A100 where these cells contain the Email or Deal Name values respectively`.`
`fields`	Yes	A comma-separated list of fields to return or a cell range (like `B1:D1`)
`settings`	Optional	Comma-separated options. Available: `"include_header=true"` to return headers in the first row

Field List Syntax (`fields`)

You can:

List fields directly: "Opportunity Name, Amount, Stage"
Reference a cell range: A1:A3 or B1:D1
Field names should match the report column headers (as seen in the report UI)
Case-insensitive matching is supported, but best practice is to copy exact field names from the report

Examples

Look up an opportunity in a report and return its stage