---
title: How to assign a Salesforce lookup to any cell in Excel
description: Learn how to assign a Salesforce lookup to any cell in Excel. A step-by-step tutorial for streamlined data management.
---

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# How to assign a Salesforce lookup to any cell in Excel

## Learn how to assign a Salesforce lookup to any cell in Excel. A step-by-step tutorial for streamlined data management.

XL-Connector 365’s Context tab allows to assign a lookup to any cell in an Excel workbook, immediately turning it into a window into your Salesforce instance.

To assign a lookup to any cell, follow these steps:

- Select the cell in your spreadsheet and click on the Context tab:![](https://www.xappex.com/wp-content/uploads/2024/06/Context-tab.jpg)
- Click on the Assign Lookup to turn the selected cell into a record lookup control:![](https://www.xappex.com/wp-content/uploads/2024/06/Assign-lookup.jpg)
- Once this is set up, any user of this workbook with XL-Connector 365 installed will be able to search for a specific Account record in Salesforce and populate cell B1 (in the example above) with the Account name, and cell C1 – with the Account Id.![](https://www.xappex.com/wp-content/uploads/2024/06/Look-up-acc.jpg)With this setup (for example), you can use the account Id cell as a reference in an SOQL query and populate the sheet with all Opportunities belonging to the Account selected using the Lookup feature:![](https://www.xappex.com/wp-content/uploads/2024/06/Pull-opp.jpg)
  
  #### **Using Salesforce Record Lookup in a Data Table**
  
  If the **Assign Lookup** button is clicked when the selection is inside of a data table in the worksheet – the Lookup will get assigned to the whole data table column. You will also be able to specify the column to hold record Ids, so when a lookup cell is populated, the Id column in the same data table row will get populated as well.
  
  ![](https://www.xappex.com/wp-content/uploads/2024/06/Column-lookup-e1719607505793.jpg)**Please make sure that the data table is not associated with any flow step as assigning lookups to cells or tables does not work inside of a data range that is associated with a flow step.**

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