Find/Report IDs leverages DemandTools advanced matching techniques to match data from an input spreadsheet to data within any Salesforce Object and return the Salesforce ID or any field for all matching records.
This session covers how to use Find/Report IDs to match data from a spreadsheet (e.g. csv, xls, xlsx, mbd, accdb etc.) to data within any Salesforce Object and return the Salesforce IDs (& other fields) for matching records.
Highlights covered in the Class:
- Multiple matching steps
- Results grid to review matches PRIOR to exporting
- Live links to directly access matching records in Salesforce
- Grid Results options
- Multiple export options
**all public training recordings are unedited**