How to Use JOIN Function in Google Sheets
The following blog is a primer on how to use the JOIN function in Google Sheets. Manually matching data across multiple spreadsheets is time-consuming and prone to errors....
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AI + Google Sheets: Top 5 Tools for Productivity
ChatGPT, the AI chatbot by OpenAI, reached 100 million users in February 2023, just two months after its release. For perspective, it took TikTok nine months, and Instagram two...
Ultimate Guide to SUM in Google Sheets
The SUM function in Google Sheets is an easy-to-use and versatile tool to quickly calculate totals in your spreadsheet. Instead of manually adding values from each cell, SUM effortlessly calculates...
How to Build a Salesforce Summary Report
Salesforce reports are one of the most impactful features of the CRM platform. They allow your team to organize, analyze, and visualize sales data to make key decisions...
How to Convert PDF to CSV File
Read this guide to learn the quickest and easiest ways to convert a PDF to a CSV file. A PDF file is a popular format for storing and...
Forecast Categories in Salesforce: Complete Guide
Salesforce allows for a wide variety of customization, enabling the CRM to fit your precise business needs. But Salesforce’s standard features are already designed to fit many sales...
How to Change Cell Size in Google Sheets
The following blog is the ultimate guide on how to change cell size in Google Sheets. Google Sheets is a flexible interface for organizing, storing, and analyzing data....
How to Update Salesforce from Google Sheets
SalesOps users frequently import Salesforce data into Google Sheets to perform analysis, forecasting, and visualizations. The spreadsheet interface is more flexible and versatile than the Salesforce UI, allowing...
How to Use IMPORTXML in Google Sheets
Want to import web data into Google Sheets? Here’s a comprehensive guide on how to use IMPORTXML in Google Sheets. The traditional way to pull data from a...
Ultimate Guide: Salesforce Lead to Account Matching (w/ Google Sheets Template)
Objects within Salesforce CRM generally have well-defined relationships. But a glaring gap exists between the Lead and Account objects in Salesforce. In Salesforce, a Lead typically passes through...
How to Split Cells in Google Sheets
This easy-to-follow guide will show you how to split cells in Google Sheets. Google Sheets enables you to sort, format, and organize data in a number of different...
Salesforce KPI Dashboards: Download Free Google Sheets Templates
SalesOps managers have enough on their plate. Between mountains of reporting, ad hoc requests, and all of their other duties, the last thing SalesOps managers want is to build...