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shelluk Best way to do this?
Hi
What do you think is the best way to go about getting this data?
1, Customer records have been exported from SalesForce without address details into a Excel spreedsheet
2, Customer records have then been removed that are not needed (to create an invite list basically)
3, Now we need to get the addresses for these customers out of SalesForce and for it to end up in a CSV file
Any help appreciated (warning: I'm pretty new to this!).
Cheers
Shell
Can you export the customer records including the addresses then just write some vlookups in your original spreadsheet to pull in the address info you want for your invitees? Save the values, not the formulas, and save the file as a .csv.
Next time you do this, remember to export ContactID so you can have a unique key field to match against in a vlookup.