Using Custom Formulas to Dynamically Pull Data From Salesforce


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G-Connector has a built-in formula that you can use to run SOQL queries to populate cell-level data. Here’s an example of one:

=RUNQUERY(“SELECT sum(amount) FROM opportunity WHERE stagename ='”&B1&”‘”)

This custom formula run any SOQL query for a single cell. Please, keep in mind that only the value in the first row of the first column will be returned as the result of this formula.

Here’s a video showing how to make such formulas recalculate on demand: