The Scenario
A customer satisfaction survey came back flagging 80 specific cases. The survey vendor sent an Excel workbook with case IDs in column A and nothing else. Your QA lead wants a full review deck by end of day: status, priority, owner, subject, and last modified date for each one.
You open Salesforce. You search for the first case ID. You copy the fields. You go back to the workbook. You paste. Row 2 done. Seventy-nine more to go.
The bad version:
- Search for each Case ID in the Salesforce search bar, open the case record, and manually copy Status, Priority, OwnerId, Subject, and LastModifiedDate into adjacent columns.
- Lose track of which row you're on around case 35, paste data into the wrong row, and only notice when the review deck has two rows with the same subject.
- Spend 45 minutes on data collection for a review that will take 20 minutes to write.
The QA lead asked you for analysis. The workbook is asking you to be a human data pipeline.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the case IDs from your column, fetches the live Salesforce records, and writes the details into adjacent columns.
Look up every Salesforce case ID listed in column A of my Excel sheet and append the Description and Resolution fields in columns B and C
What You Get
- A live Salesforce API lookup for every Case ID in column A.
- Columns B and C populated with Description and Resolution per row.
- Rows where the Case ID doesn't exist or you don't have access get a clear error note in column B.
- Empty fields from Salesforce written as blank rather than null so the workbook stays clean.
What If the Data Is Not Quite Ready
You need more fields than the initial prompt captured
The review deck needs Status, Priority, Subject, Owner.Name, and LastModifiedDate too.
For each Case ID in column A, fetch the Salesforce Service Cloud case record and fill in columns B through F with Status, Priority, Subject, Owner.Name, and LastModifiedDate
Some rows already have data from a previous partial run
Columns B and C have values for rows 2 through 40. Don't overwrite them.
For each row in this workbook where column B is blank, look up the Salesforce case ID in column A and fill columns B through F with Status, Priority, Subject, Owner.Name, and LastModifiedDate
OwnerId is returning a Salesforce ID instead of a name
The deck needs human-readable names, not 18-character IDs.
For each Case ID in column A, fetch the Salesforce case record and write Status (B), Priority (C), Subject (D), Owner.Name (E), and LastModifiedDate (F) — resolve OwnerId to the actual owner name
Enrich, flag stale cases, and resolve owner names in one shot
All fields resolved, cases not modified in 14 days flagged, owner names human-readable.
For each Case ID in column A, fetch the Salesforce record and write Status (B), Priority (C), Subject (D), Owner.Name (E), and LastModifiedDate (F) — if LastModifiedDate is more than 14 days ago, write STALE in column G, otherwise leave G blank
One pass: enriched, flagged, and ready for the review deck.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your Salesforce case IDs, then ask SheetXAI to enrich it. For related reading, see the hub overview or the spoke on pulling case data with full SOQL queries.