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.

Map Salesforce custom fields to Excel columns using REST API

Access Salesforce custom fields in Excel without complex API metadata calls or VBA field mapping logic. Get automatic field discovery and readable column headers.

RevOps

Lightning Aura component CSV file reader with unique ID validation for Salesforce custom objects

Build CSV file readers without Papa Parse libraries. Learn to validate unique IDs and insert custom object records in Salesforce using automated workflows.

RevOps

Parse both CSV and Excel files in single Aura component with conditional record insertion logic for Salesforce

Handle CSV and Excel files without multiple parsing libraries. Learn unified processing with conditional insertion logic for Salesforce record management.

RevOps

Maximum file size limits for Excel attachments in Salesforce Marketing Cloud emails

Understand Marketing Cloud's 1MB Excel attachment limit and learn how to share unlimited spreadsheet data through live links instead.

RevOps
Sales

Marketing Cloud Excel file attachment limitations and supported file formats

Discover Marketing Cloud's Excel attachment restrictions and learn how to share live spreadsheet data that bypasses all file format limitations.

RevOps
Sales

Power Query performance optimization for Salesforce cross-object queries over 25000 rows

Learn how to optimize large Salesforce cross-object queries beyond Power Query's limitations with faster alternatives for 25,000+ row datasets.

RevOps
Sales

Parse JSON response from Salesforce REST API in Excel VBA

Skip complex JSON parsing in Excel VBA for Salesforce REST API responses. Get automatic data conversion without custom parsing functions or external libraries.

RevOps

Preventing duplicate Slack notifications when multiple survey responses arrive simultaneously

Stop Slack notification spam from simultaneous survey responses with intelligent batching and duplicate prevention mechanisms.

RevOps

Read Excel file headers dynamically in Aura component to map fields to custom object in Salesforce

Map Excel headers to Salesforce fields without complex JavaScript parsing. Learn intelligent field mapping with automatic header detection and validation.

RevOps

Querying Salesforce field history to show opportunity progression over 12 months

Track complete opportunity progression over 12 months using Salesforce field history data and time-series analysis for sales cycle insights.

RevOps
Sales

Query Salesforce Report object metadata using SOQL for Excel export

Execute custom SOQL queries on Salesforce Report object metadata with direct Excel export. Skip API limits and manual formatting with automated solutions.

RevOps
Sales

Required vs optional fields in Salesforce contact import templates

Understand which fields are truly required vs optional in Salesforce contact imports to create efficient templates without over-engineering unnecessary fields.

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

Trusted By Over 50,000 Companies