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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 monitor failed Google Sheets writes from Salesforce Workflow Builder

Monitor failed Google Sheets writes from Salesforce Workflow Builder with comprehensive alerting and real-time status tracking for reliable data sync.

RevOps

How to merge duplicate fields when importing Salesforce contacts from various systems

Merge duplicate contact fields from multiple systems using spreadsheet formulas and consolidation logic before importing to Salesforce for clean data.

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How to match Excel email addresses with existing Salesforce CRM contacts for mass email campaigns

Learn how to match Excel email addresses with Salesforce CRM contacts for mass email campaigns without creating duplicates or losing data integrity.

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Sales

How to parse Excel XLSX files in Aura component and match records by unique ID in Salesforce

Skip complex Aura component development for Excel parsing. Learn how to upload XLSX files and match Salesforce records by unique ID without custom code.

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How to parse Excel file data in Salesforce LWC using JavaScript libraries

Learn how to parse Excel data for Salesforce LWC without complex JavaScript libraries. Skip custom development with direct Excel integration solutions.

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How to monitor specific columns in Google Sheets for survey follow-up requests

Set up precise column monitoring in Google Sheets to automatically detect and alert on survey follow-up requests without manual scanning.

Sales

How to restrict Salesforce report access per user when sharing Google Sheets

Learn how to restrict Salesforce report access per user in shared Google Sheets using granular permission controls and role-based access management.

RevOps

How to process multiple Excel sheets into Salesforce Account records in LWC

Import multiple Excel sheets to Salesforce Accounts without complex LWC orchestration. Handle sheet dependencies and coordinated imports automatically.

Sales

How to preserve leading zeros when exporting Salesforce LWC table data to Excel XLSX format

Learn how to preserve leading zeros when exporting Salesforce LWC table data to Excel XLSX format without complex JavaScript development.

RevOps

How to send bulk emails to Salesforce contacts based on criteria stored in external spreadsheets

Send bulk emails to Salesforce contacts using external spreadsheet criteria by syncing segmentation data to enable native CRM email campaigns.

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Sales

How to revoke individual user access to Salesforce connector without affecting Google Sheet sharing

Learn how to revoke individual Salesforce connector access while preserving Google Sheets collaboration through layered permission management systems.

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How to send mass emails to Salesforce contacts using segmentation data from non-integrated Excel sources

Execute mass email campaigns in Salesforce using external Excel segmentation data by creating automated pipelines that sync targeting criteria.

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Sales
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