I have to import a history of cases in Service Cloud and, sadly, the account names I already have in Sales Cloud and the ones in the import don't match. I have a Client ID though in the Account object that I have available in the import as well.

How can I use it to fill in the right Account for the Case object upon import or even later (in case I have cases to be imported that don't have a Client ID)?

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    Hi Fabrizio. Welcome to Salesforce StackExchange! What did you try so far? Did you have a look at Salesforce Dataloader? – Guy Clairbois Feb 4 '19 at 13:51
  • Hi @Guy! I am working with Dataloader running tests on more and more fields. I had setup a custom lookup field called Client ID hoping it could show up as a relative in the Account record page, but it didn't work because you can only lookup using the Account Name. – Fabrizio Bianchi Feb 4 '19 at 14:06
  1. Mark the field Client ID on Account as an External ID.
  2. Then use dataloader to insert or upsert the Case records. The dataloader UI will ask you which foreign key on Account to match with, and which field on your Case upload file to use for that match.
  • It worked bit not using Upsert but insert instead, since in the sandbox there are no pre-existing cases. So I marked the answer as most useful, but you may want to change it for future reference. – Fabrizio Bianchi Feb 6 '19 at 14:01
  • tnx, updated the answer. – Guy Clairbois Feb 6 '19 at 15:36

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