Can you match by multiple criteria in Data Import Wizard? I only see 1 'Match By' option available. I'd like to match by 2 or more fields for updating...(Name, City..etc.).
1 Answer
There is no option to add additional Match By attributes in the Data Import Wizard. The attribute is used to uniquely identify records, and this is from the help text for the attribute:
Unique values in your data (for example, ID values or email values) help Salesforce determine whether to add new records or update existing records.
Your option here could be to create a new field which is marked as both External Id & Unique, and consists the data in the combination you want (e.g., Name & City), and then be able to utilize that field for matching.
answered May 31, 2019 at 19:53
