The salesforce_report_lookup formula lets you pull one or more field values from a Salesforce report by matching against any field in the report. It’s handy when your report contains pre-filtered or aggregated data that isn’t readily available via object-based queries.
Demo
Syntax
=salesforce_report_lookup(report_name, lookup_field, lookup_value, fields, settings)
Arguements
| Argument | Required | Description |
| report_name | YES | The name of the Salesforce report you want to search. e.g., "All Opportunities" |
| lookup_field | YES | The report column you want to match against. e.g. "Opportunity Name" |
| lookup_value | YES | The value to match in the lookup_field, e.g. "Acme Inc" For multiple lookups, provide the entire range as an input, i.e., A3:A100, where these cells contain the Email or Deal Name values, respectively. |
| fields | YES | A comma-separated list of fields to return or a cell range (like B1:D1) |
| settings | Optional | Comma-separated options. Available: "include_header=true" to return headers in the first row |
Field List Syntax (fields_list)
You can:
- List fields directly: "Opportunity Name, Amount, Stage"
- Reference a cell range: A1:A3 or B1:D1
- Field names should match the report column headers (as seen in the report UI)
- Case-insensitive matching is supported, but best practice is to copy exact field names from the report
Examples:
Look up an opportunity in a report and return its stage
=salesforce_report_lookup("All Opportunities", "Opportunity Name", "Acme Inc", "Stage")
Pull opportunity details using a header range
=salesforce_report_lookup("All Opportunities", "Opportunity Name", "Acme Inc", B1:D1)
Batch lookup using a range of values
=salesforce_report_lookup("All Opportunities", "Opportunity Name", A2:A10, "Stage, Amount")
Best Practices & Tips:
- This formula is best when your data is already available in a report, especially for joined reports or aggregated views.
- Unlike salesforce_lookup, this doesn’t query the object schema directly — it relies on the visible rows and columns of the report.
- You can open the Salesforce report and copy the column headers to ensure your field names match exactly.
Common Errors
| Error Message | Cause |
| Report not found | The report name is incorrect or inaccessible with your current Salesforce connection. |
| Field not found in report | One or more field names don’t exist in the selected report. |
| No match found | The lookup_value couldn’t be found under the lookup_field. |
| Salesforce connection requires reauth | Open the Coefficient sidebar and reauthorize Salesforce. |
| Internal error executing the custom function | Google Sheets timeout; try simplifying or re-executing the formula. |