The salesforce_lookup formula lets you pull one or more field values from a single Salesforce record by matching any field. Use this when you want to look up fields based on values like `Account Name`, `Email`, or `Opportunity Name`.
It works just like VLOOKUP, but for your Salesforce data — straight into your spreadsheet.
Demo
Syntax
=salesforce_lookup(object_type, lookup_field, lookup_value, fields_list)
Arguments
| Argument | Required | Description |
| object_type | YES | The Salesforce object you want to search, e.g. "Account", "Contact", "Opportunity", "Lead" |
| lookup_field | YES | The field you want to match against, e.g. "Email" or "Account Name" |
| lookup_value | YES | The value to match, e.g. "john@example.com" or "Acme Corp" |
| fields | YES | A comma-separated list of fields to return or a cell range (like B1:D1) |
Field List Syntax (fields_list)
You can:
- List fields directly: "Name, Industry, Type"
- Reference a cell range: A1:A3 or B1:D1
- Field names are case-insensitive, but best practice is to match the Salesforce field label.
- Include related fields: You can use fields from related objects, by using the format Field Name (Relation). Example: Email (Owner)
Examples:
Fetch the account industry and type using the account name.
=salesforce_lookup("Account", "Name", "Acme Corp", "Industry, Type")
Lookup a contact by email and return their name and phone.
=salesforce_lookup("Contact", "Email", A3:A25, "First Name, Last Name, Phone")
ℹ️ Note: If you intend to run a lookup across multiple records, it would be easier for you to reference them in a single formula like A3:A25 in this example, which points to individual emails to be looked up.
Lookup opportunity details from the name.
=salesforce_lookup("Opportunity", "Name", "Q4 Expansion Deal", "Amount, Stage, Close Date")
Use a header range for the field list.
=salesforce_lookup("Lead", "Email", A2, B1:D1)
Best Practices & Tips:
- Instead of dragging-down a single lookup across multiple rows, consider merging it all into a single formula. That will help you save on API limits with Salesforce:
=salesforce_lookup("Contact", "Email", A3:A25, "First Name, Last Name, Phone")
Common Errors
| Error Message | Cause |
| Internal error executing the custom function | This error happens in Google Sheets when a formula takes longer than 30 seconds to execute. Try executing the formula again. |
| Salesforce connection requires reauth | Open the sidebar and reauthorize Salesforce for the formula to continue to work. |
| Invalid object type | The object name doesn’t match any in your Salesforce schema. |
| Invalid field name | One or more fields don't exist in the object you queried. |
| Filter syntax error | The filter_string is formatted incorrectly. |