Find/Report ID’s is used to match data from an external source (e.g. csv, xls, xlsx, mbd, accdb etc.) to data within any object in Salesforce and return the Salesforce ID’s for any matching records. Find/Reports ID's produces spreadsheet(s) that contain all the original input data appended with the Salesforce ID's for matched records and any additional requested fields. Optionally, a separate file of non-matching records can be created. No Salesforce data is changed with this module, it is an Export ONLY module.
Find/Report ID's can support much higher volumes (input file and records compare to) with the native 64bit version. Also, an option to utilize the Salesforce Bulk API is availble, which is best for users still running the 32bit version as this option will also avoid "System out of Memory" exceptions for input files of approximately 70K - 200K records.
Capabilities & Features
- Comparison of external data to any standard or custom Salesforce object
- Verify if external records exist in Salesforce
- Pull back record ID's and other needed fields
- Multiple matching steps in a single pass
- One pass can compare the data in multiple ways to the Salesforce object
- Match on any field or combination of fields
- Can be scheduled through Windows Task Scheduler and/or DemandTools JobBuilder
- Results grid to review matches PRIOR to exporting
- Not available with Bulk API. Results will be written directly to the CSV output file
- Multiple export options
- Output file can show just matches, non-matches, or all matches and non-matches
Common Uses
- Find all Contacts for a list of Account IDs
- Find all "Closed Won" Opportunities for a list of Account IDs
- Match an external list of customers to Accounts
- Pull back additional fields for a list of object IDs
- Emails and phone numbers for Leads
- Mailing address fields for Contacts
- Owner IDs, current stage and projected close dates for a list of Open Opportunities
- Find all Campaigns linked to a specific set of Contacts or Leads
- Check if specific objects exist prior to importing
- The FindIDs results files can then be used in MassEffect to update existing records (matches) and import any new records (non-matches)
- Prior to importing Contacts find matching AccountID's
Compatible Data Sources
- .xls
- .xlsx (Excel 2007)
- .csv
- .mdb (32 bit only)
- .accdb
- .udl
Note: CSV files only for input and export when Bulk API is checked.
