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Exel Connector - Help PleaseExel Connector - Help Please 

How to get account id from account name?

Hello There,

 

I have a list of account names, how can i get their account id's using excel connector funtionality?

Best Answer chosen by Admin (Salesforce Developers) 
minikramerminikramer

As long as you check your work because it is not an exact match formula, you can perform a useful 'scrub' by trying a 'Callable Function'.  Place this formula into any Excel cell:

 

=sfsearch("Account",A1,"Name",0) 

 

sfsearch is a function defined by the connector

"Account" is literally the Account object. Many other objects will work as well.

A1 is the cell where the Account Name to look up is located.

"Name" is the field to try an limit it to, though I have found this

0 returns the first match found. Entering 1 can return 'Found 3" instead of an ID

 

Another callable function I really benefit form is the =sfemail(A1) which turns an email into a contact ID.

 

 

Happy searching!

All Answers

minikramerminikramer

As long as you check your work because it is not an exact match formula, you can perform a useful 'scrub' by trying a 'Callable Function'.  Place this formula into any Excel cell:

 

=sfsearch("Account",A1,"Name",0) 

 

sfsearch is a function defined by the connector

"Account" is literally the Account object. Many other objects will work as well.

A1 is the cell where the Account Name to look up is located.

"Name" is the field to try an limit it to, though I have found this

0 returns the first match found. Entering 1 can return 'Found 3" instead of an ID

 

Another callable function I really benefit form is the =sfemail(A1) which turns an email into a contact ID.

 

 

Happy searching!

This was selected as the best answer
Exel Connector - Help PleaseExel Connector - Help Please

Awsome...this is so so helpful...you are like an angel...Thank you