More Control Over Your Salesforce Data
This means you can:
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Import only the data you need — avoid bringing unnecessary fields and records into your spreadsheet.
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Reduce cleanup work — apply filters before the data reaches Google Sheets instead of sorting through it afterward.
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Preview before you import — see exactly what your results will look like and make adjustments if needed.
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Work independently — there’s no need to modify the original Salesforce Report or ask an admin to create a new one just for your analysis.
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Keep your Salesforce Reports unchanged — your selections and filters can be used when pulling the data without affecting the original report.
Whether you’re preparing a quick analysis, building a recurring spreadsheet, or simply need a specific subset of Salesforce data, Fields & Filters makes the process faster, cleaner, and more flexible.
Carolina Moore
Brand, Digital Marketing and Content/SEO Lead
With 20+ years of experience in content, digital marketing, and project management across B2C and B2B industries, including consumer goods and SaaS, she specializes in Salesforce and HubSpot environments, with a strong focus on CRM data management, automation, and user productivity.