Salesforce Ben’s Post

Being a Salesforce Admin means you have to be highly knowledgeable about Salesforce, but most people don’t realize there are other skills required to be a successful Admin... These are our top Excel tips that all Salesforce Admins should know! https://lnkd.in/d-WidYHc #Salesforce

Alyssa Lefebvre-Beuscher

Senior Director of Internal Systems @KeepIt | Freelance SaaS Content Writer | Startup Advisor

2mo

XLOOKUP is something I use daily with Salesforce data. I don't think I could cope without it 😅

Stephane Plancke

Head of Core , Member of Spire

2mo

For me you Forgot 1: Vlookup

Louise Taylor MCIM

Salesforce Consultant (charity specialist) helping charities achieve their mission though digital tech. Salesforce Certified Admin and Non-Profit Consultant. Trailhead Ranger. FormAssembly certified.

2mo

Xlookup and CHAR(10) to put a line break in a concatenated field (like mailing street) are also so useful!

Calum Scott

Director, RevOps Consulting at RevQore

2mo

Am I the only one who prefers GSheets to Excel? When working with CRM data it allows me to do everything Excel can but also use plugins like FuzzyLookup and GoogleFinance formulas 🤔

Danny Gelfenbaum ☁️

Helping SMBs maximize profit with Salesforce automation | Salesforce Application Architect | Head of Operation @BKONECT

2mo

Where's the XLOOKUP mentioned? Or it's ugly sister - VLOOKUP

Vlookup or Xlookup 100% have to make this list.

Mohan Vuppalapati

Salesforce Consultant at Claris, an Apple company

2mo

Lookup functions, Pivot tables and Text Join are those I can further vote🗳 for

Rob Stevens

Salesforce Product Owner | 12+ years Salesforce experience | 4x Certified

2mo

No vlookup!? Surely a top 5 for any excel nerd…

Libby Schulzetenberg

Operations | Tech Translator | Marketing Automation | Database Management

2mo

I keep telling myself I'll finally switch over to Xlookup but I always fall back to Vlookup... that and utilizing pivot tables for reports where you export all details!

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TEXTJOIN to create WHERE IN clauses is my new favorite. ❤️

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