The salesforce_report_search formula lets you fetch multiple rows of data from a Salesforce report, with the ability to apply optional filters and sorting. It's ideal when you want to pull filtered datasets from saved reports directly into your spreadsheet.
https://www.loom.com/share/34de39a1a86b4f3a88f5600805908d47
=salesforce_report_search(report_name, fields, [filter_string], [settings])
| Argument | Required? | Description |
|---|---|---|
report_name |
Yes | The name of the Salesforce report you want to fetch from (e.g. "All Opportunities") |
fields |
Yes | A comma-separated list of fields to return (e.g. "Amount, Stage") or a cell range (e.g. B1:D1) |
filter_string |
Optional | Conditions to filter the data (e.g. "Stage = Closed Won") |
settings |
Optional | Comma-separated options like limit, include_header, or sort. Example: "limit=100,include_header=true,sort=Amount:desc" |
fields)You can:
"Opportunity Name, Amount, Stage"A1:A3 or B1:D1"Stage = Closed Won"