The Scenario
A customer satisfaction survey came back flagging 80 specific cases. The survey vendor gave you a spreadsheet 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 need. You go back to the sheet. 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 actually write.
The QA lead asked you for analysis. The sheet is asking you to be a human data pipeline.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads the case IDs from your column, fetches the live Salesforce records, and writes the details into adjacent columns — no manual lookups, no search bar.
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, OwnerId, and LastModifiedDate
What You Get
- A live Salesforce API lookup for every Case ID in column A.
- Columns B through F populated with Status, Priority, Subject, OwnerId, and LastModifiedDate per row.
- Rows where the Case ID doesn't exist or you don't have access get a clear error note in column B so nothing silently disappears.
- LastModifiedDate written as a formatted date string.
What If the Data Is Not Quite Ready
OwnerId is a Salesforce ID, not a human-readable name
The review deck needs 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
You also need the case Description and Resolution fields
The deck needs more detail than the summary fields.
Look up every Salesforce case ID listed in column A and append Description (B) and Resolution (C) into adjacent columns — leave B and C blank if the fields are empty rather than writing null
Some rows already have data from a previous partial run
Column B already has status values for rows 2 through 40. Don't overwrite them.
For each row in this sheet 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
Enrich, flag stale cases, and resolve owner names in one shot
You want all fields resolved, any case not modified in 14 days flagged, and 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 sheet with your Salesforce case IDs, then ask SheetXAI to enrich it. For related approaches, see the hub overview or the spoke on pulling case data with full SOQL queries.