Find/Report Ids
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DemandTools Find/Report ID's Overview
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 c...
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DemandTools Find/Report ID’s - Step 1: Object and Field Selection
Select Incoming Data Source Begin by selecting the input file that will be used for comparison to Salesforce records.DemandTools is available in both 32bit and 64bit versions. The 64bit version is highly recommended for users wanting to compare i...
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DemandTools Find/Report ID’s - Step 2: Conditions and Mapping
Objects to Compare to Specify which existing Salesforce records the input file should be compared to Use All: Input file will be compared to all records of the selected object Use Conditions: Input file will be compared to a subset of existing ...
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DemandTools Find/Report ID’s - Step 3: Review Matches and Export
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 ...
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DemandTools Find/Report ID’s - Single Match Per Line of Export File
Separate output files will be created for matched records vs. non-matched records File of non-matches is optional The matched export file will contain a SEPARATE ROW for each unique existing matched record For example: If a single input record m...
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DemandTools Find/Report ID’s - Multiple Matches Per Line of Export File
All input records written to the output file Matched ID's/fields will be listed in columns appended AFTER the input data Columns will be created for the number of matches per line specified (see below) For Example: Match_1, Match_2, Match_3, et...
