Using Salesforce VLOOKUP Function to Easily Populate Data into Cells

Salesforce VLOOKUP is an important function which is often overlooked. However, it is very useful when you need data quality or you need to allow a user without admin access to make desired changes. The Salesforce VLOOKUP function is very similar to the VLOOKUP function in the Google Sheets.

The VLOOKUP function in Salesforce is used to comparing the field on related object. There are situations when you might need to fill out value, but searching for them manually from too many records is daunting. Did you know? VLOOKUP is a quick way to fill out a bunch of cells at once, from a single reference point. All you need is:

• A list known as list import, from where you want to get the data
• Another list known as the reference list, you are going to use to do the cleaning of the above list.

It is very easier to use VLOOKUP function in Salesforce to updating data in any cells of the table. Keep in mind the VLOOKUP function is only available in validation rules, not in formula field.

Update Salesforce data from Google Sheets

Updating Salesforce data is undoubtedly a time-consuming and tedious process, however with Coefficient’s robust data connector, updating data become smooth and fast. Coefficient offers easy to use yet powerful features that make updating Salesforce data from Google Sheets a hassle-free experience. All you have to do is set up required datasets, link them to Google Sheets, filter and group your data, and import or export everything with a few clicks.

Streamline your hourly or weekly refresh schedule and coefficient will automatically sync new information or any changes from data source to Google Sheets dataset. Reach out to Coefficient for the best assistance on creating reports and better data insights.