All our playbooks
Learn about tips and tricks for spreadsheets, how to get the most out of your business systems, new product features, and innovative customer use cases.
Can Salesforce admin control which reports are accessible through Google Sheets connector
Learn how Salesforce admins can control which reports are accessible through Google Sheets connectors using organizational oversight and permission management.
Client-side XLS file generation from JSON data in Salesforce Lightning components without Apex
Skip complex JSON to XLS conversion in Salesforce Lightning components. Get direct Excel generation without JavaScript libraries or client-side processing.
Client-side Excel file validation in Aura component before Apex controller processing in Salesforce
Validate Excel files without JavaScript validation code. Learn comprehensive pre-processing validation with real-time feedback for Salesforce data integrity.
Chunking strategies for large Salesforce data pulls with cross-object relationships in Power Query
Learn why chunking strategies fail with Salesforce cross-object relationships in Power Query and discover better alternatives for large datasets.
Convert Excel file data to Salesforce custom object records with unique ID matching in Aura
Convert Excel data to Salesforce custom objects without Aura component development. Learn automated field mapping and unique ID matching techniques.
Contact import template with field names for Salesforce CRM data migration
Create accurate Salesforce contact import templates for CRM migration with proper field names and mapping from your source system to Salesforce structure.
Connect Typeform responses in Google Sheets to Salesforce Marketing Cloud Data Extensions
Learn how to connect Typeform responses in Google Sheets to Salesforce Marketing Cloud Data Extensions using automated workflows and data pipeline solutions.
Creating conditional Slack alerts based on survey response types in Google Sheets
Set up intelligent Slack alerts that automatically route different survey response types to appropriate teams based on content and priority.
Create refresh button in Excel to pull Salesforce records using REST API
Build refresh buttons for Salesforce data in Excel without VBA coding. Get automatic refresh controls plus scheduling options for live data updates.
Convert Salesforce SOQL query results to Excel table format via REST API
Skip JSON parsing in VBA to convert Salesforce SOQL results to Excel tables. Get automatic field mapping and data formatting without programming.
Direct export database view results to Excel bypassing reporting tools
Export database view results directly to Excel without BI reporting tools using direct connections, custom SQL queries, and automated refresh capabilities.
Difference between exporting XLSX vs XLS format from Salesforce Lightning components and which to choose
Choose the right Excel format for Salesforce exports. Compare XLSX vs XLS limitations in Lightning components and get automatic format optimization.
Trusted By Over 50,000 Companies