Is it possible to setup a Lookup during data upload to a custom object that populates information such as a "Person ID" by finding matches of the "first name" and "last name" column combos in the data I'm uploading with my Contact object's records' "first name" and "Last name"?
I don't mind if the lookup is in Salesforce or Dataloader.io.
I'd just like to know how to make SalesForce or Dataloader do the following:
If I'm uploading data into a "Purchases" Custom Object with a Purchase record that has "First Name = John" + "Last Name = Smith," then assign the Contact Object's "PersonID" for the already existing "First Name = John" + "Last Name = Smith" record to the new Purchase record.
The only way that SalesForce tech support has taught me to do this is to upload the people into the Contact Object, export the Contact Object's data, and then use Excel to run a vlookup to match "First Name+Last Name" combos to their Salesforce IDs. THEN upload that new doc with the Salesforce IDs into Salesforce. This worked for datasets of just below 1,000. However, this isn't feasible for datasets we have that are in the millions of records, especially if we're trying to limit errors and steps by limiting our reliance on other products/tools.
It's a little like this StackExchange question but without coding each individual record as something you choose from.