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.

How to implement error handling for failed Excel uploads in Salesforce LWC

Handle Excel upload errors in Salesforce without building custom LWC exception management. Get intelligent error recovery and detailed reporting automatically.

RevOps

How to handle missing required fields when importing Salesforce contacts from multiple sources

Prevent Salesforce contact import failures by identifying missing required fields upfront and implementing validation before bulk imports from multiple data sources.

RevOps

How to link directly to filtered Google Sheets rows from automated Slack messages

Learn workarounds for linking to specific Google Sheets survey responses from Slack notifications when direct filtering links aren't available.

RevOps

How to import Excel email lists and map to existing Salesforce contacts without API field limitations

Import Excel email lists and map to Salesforce contacts with full field access, bypassing API limitations and user permission restrictions.

RevOps
Sales

How to maintain data formatting and special characters when exporting XLS from Salesforce Lightning

Preserve Salesforce currency, date, and special character formatting in XLS exports. Avoid Lightning component encoding issues with automatic formatting preservation.

Finance

How to manage Salesforce connector permissions when collaborating on Google Sheets reports

Learn how to manage Salesforce connector permissions for team collaboration on Google Sheets reports using layered permission controls and role-based access.

RevOps
Sales

How to maintain Excel formulas when migrating to Salesforce Knowledge Base

While Knowledge articles can't execute Excel formulas, learn how to maintain dynamic calculations in Salesforce using automated data synchronization.

Finance
RevOps

How to map Excel sheet email addresses to Salesforce CRM contacts without creating duplicate records

Map Excel email addresses to Salesforce CRM contacts using UPSERT functionality to prevent duplicate record creation during data imports.

RevOps
Sales

How to map Excel columns to Salesforce Account fields dynamically in LWC

Map Excel columns to Salesforce Account fields dynamically without complex LWC development. Get intelligent auto-mapping and visual field mapping interfaces.

Sales

How to map custom contact fields from non-standard sources to Salesforce import template

Learn how to map custom contact fields from external systems to Salesforce import templates with advanced field mapping and preview capabilities.

RevOps

How to match email addresses for bulk campaigns when Salesforce contact data exists in multiple systems

Consolidate contact data from multiple systems for accurate email matching and unified bulk campaigns using advanced data consolidation techniques.

RevOps
Sales

How to match and merge Excel email data with Salesforce CRM contacts for targeted bulk outreach

Match and merge Excel email data with Salesforce CRM contacts to create enriched datasets for sophisticated targeted bulk outreach campaigns.

RevOps
Sales
500,000+ happy users
Get Started Now
Connect any system to Google Sheets in just seconds.
Get Started

Trusted By Over 50,000 Companies