All our playbooks

Generate Excel-based data dictionary from Salesforce schema exports

Create live, automated Excel data dictionaries from Salesforce schemas with real-time updates, relationship mapping, and comprehensive metadata documentation.

Alternative methods to run complex NetSuite reports without saved search limitations

Bypass NetSuite's saved search limitations with SuiteQL queries, Records & Lists imports, and multi-source data combination for unlimited reporting.

Alternative methods to PDF exports for sharing NetSuite data with external users

Replace static PDF exports with live, interactive NetSuite data sharing. Create auto-refreshing spreadsheets and collaborative dashboards for external users.

Alternative methods to NetSuite’s built-in cash flow scheduling limitations

Bypass NetSuite's unreliable cash flow scheduling with external integration alternatives that provide flexible timing and consistent execution.

Alternative NetSuite data extraction methods when standard APIs hit limits

Discover alternative NetSuite data extraction methods that work within API constraints using saved searches, reports, and optimized queries when standard APIs fail.

Alternative methods to sync NetSuite financial data to BI tools when APIs are restricted

Discover alternative NetSuite data extraction methods that bypass API restrictions while maintaining live financial data synchronization for BI tools.

Alternative methods to NetSuite’s native consolidation for multiple subsidiaries

Explore alternative methods to NetSuite's native consolidation for multiple subsidiaries using flexible data extraction and custom consolidation workflows.

Auto-populate NetSuite subsidiary data in Google Sheets by entity selection

Auto-populate NetSuite subsidiary data in Google Sheets based on entity selection using dynamic functions and automated refresh for instant reporting.

Alternative to NetSuite formula fields for multi-period revenue analysis

Overcome NetSuite formula field limitations for multi-period revenue analysis with live data connections and unlimited calculation complexity.

Alternative NetSuite data visualization solutions when SuiteDashboards aren’t sufficient

Find better NetSuite data visualization alternatives to SuiteDashboards. Create executive-grade dashboards with modern platforms and automated data pipelines.

Auto-refresh NetSuite saved searches in Google Sheets for live budget meetings

Transform stale NetSuite saved searches into live budget dashboards that auto-refresh in Google Sheets during meetings and presentations.

API rate limit workarounds for continuous NetSuite CRM bidirectional sync

Discover how to avoid API rate limit issues in NetSuite CRM sync with efficient data retrieval and intelligent scheduling strategies.