Find the Matches & Review the Results Grid
After finding matches a results grid is displayed which shows each row in the input and indicates whether or not it matched existing records
- The results grid can ultimately be exported to an output file
- To aid in review, the results grid can be grouped or sorted by column
- Details regarding matched records can be displayed by clicking the + to the left of a row.
Note: Results Grid NOT available with Bulk API, and the results can ONLY be written directly to the CSV output file via the "Find Matches/Export Data button".
1. Find Matches: Click to download Salesforce records for comparison
- Results will be displayed when the comparison is complete
- NOT available for Bulk API (button greyed out). Will need to use the "Find Matches/Export Data" under Export Options to export the results directly to a CSV file.
2. Match Counts
- Matches: Total number of matches that were returned for a record based on the match steps
- Unique Matches: Total unique Salesforce records matched
- A single input record can match to the SAME Salesforce record more than once (e.g. the same record was matched in both in Match Step 1 and Match Step 2) resulting in Matches = 2, but Unique Matches = 1
- Sorting or Grouping by Matches is good way to quickly see which records did not match any existing records (e.g. Matches = 0)
3. Input Columns/Data: All the input columns and data for each row in the input file
4. Matched Record Details: Click the + to the left of a matched row to show details of the matched records
- Displayed data includes: Matched Step Number, Matched Step Name, Matched Record ID, Requested fields to be returned (from Fields to show on final output file in Step 1)
- Matched Record ID is a LIVE link
- Click to bring up the record directly inside Salesforce
5. Grid Controls:
- Expand/Collapse All: Show or not show matched record details for all records in the grid
- Check/Uncheck All: Checks or unchecked all records
- ONLY checked records will be written to the export file
- Fit Grid: All columns will be resized to fit the grid
- Match Report: Report of how many total matches and unique matches were found per matching step
- Option to copy report results to clipboard for easy pasting to an email, text file etc.
- Count of non matches at the bottom of the report
Export Results to an Output File
Export the results to an output file.
- Only Checked rows will be written to the output file
- Manually uncheck a row via the Use box to the left of the row
- If the data was grouped, right click on the group header to uncheck the entire group
- Single Match per line, or multiple match per line options available. Detailed export options will vary based on the type of export file selected.
File Export Options: Single Line per Match of Export file: The matched export file will contain a SEPARATE ROW for each unique existing matched record. Matched data is displayed in columns AFTER the input data columns, one row per matched record.
- Optional file on non-matches can be created
- Click HERE for more information on this export file type
Multiple matches per line of export file: The output file will contain the exact same number of rows as the input file. Matched data is displayed in columns AFTER the input data columns. Additional "matched" columns will be added to each row if multiple matches were found for a single input row.
- Non matched records will have blanks in the Matched columns
- Click HERE for more information on this export file type
Click or if using Bulk API
in the lower right to create the export files.
- Enter the output file name and location in which to save the file and select a filetype
- Supported file types include xls, xlsx, dbf, csv, mdb, xml, tab and sql
For large export files it is highly recommended that csv be chosen as the output file type as this streams the results directly to the output file using less RAM which will avoid "System Out of Memory" errors during the export.
When Bulk API is selected in Step 1, the only output file type allowed will be CSV:
