I have a list of ~200 different contacts (and their SF IDs) and I'd like to get a CSV of all their associated opportunities from SF. The only way I know how to do so is to create an Opportunities report and creating a filter for each contact, then setting up filter logic with a bunch of ORs. As far as I know there's not an easy way to do this with the SF Data Loader tool either. Is there a faster/better way to do this?
1 Answer
Below are the steps you could follow to export all the related opportunities for the contactId's you have.
- Have an excel file with a contactId column which has all 200 of the contact Id's (contact file)
- Export all the opportunities to another excel file and add it to the above contact file as opportunity sheet including contactId column on opportunity
- Do an Excel Vlookup using contactId on both sheets to get all the relevant opportunities
NOTE: like @davidreed suggested make sure to use salesforce 18 characters ID
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2Make sure to use the 18-character Salesforce Ids!
VLOOKUP()
is not case-safe. Nov 7, 2018 at 22:10 -
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This makes sense, thanks. I'll give it a go (remembering to use 18 digit IDs - cheers @DavidReed )!– sayvNov 7, 2018 at 22:21