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Query via Spreadsheet Upload

Open neocolmartin opened this issue 1 year ago • 0 comments

Describe the problem you are trying to solve

  • I often find myself in this situation: I have a spreadsheet of data from SF. It may have come from a query, or an exported report, etc. One of the fields references another record, either by ID or by name. I want to retrieve some fields from all records referenced in that column, but there's a lot of them.

Describe the solution you'd like

  • I want to upload the file, specify which Object to query, which column from the spreadsheet to query by, which field from the object to match, and which other fields from that object to retrieve. I should then receive a download with my existing data in, plus additional columns for the fields I wanted to retrieve.
  • It's possible each row may match multiple records in that object, so there should be some controls over how to handle that, similar to the existing load records feature.

neocolmartin avatar Mar 07 '24 15:03 neocolmartin