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Is there anyway to run a bulk search in my instance looking to match one column (email address) from a csv? I get some long files that need mass checks for compliance reasons (400 rows - match on one column) I can't find built solutions like workbench or app that do this. Thank you.

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  • What have you tried? Where are you stuck? Either SOSL or the Global Search bar seem to fit this need in some respects, but more detail is needed (edit).
    – David Reed
    Jun 8 '20 at 18:08
  • As David mentioned need more details. It is not clear what is intent of your requirement. Do you want to do it in bulk by an automated process ? Jun 8 '20 at 18:26
  • Hi, yes my needs are bulk - I will clarify in my question
    – jaw999
    Jun 8 '20 at 18:36
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There is no built-in solution to consume a CSV and run a search against multiple objects for each row. You will need to build this using custom code, either on-platform or ideally in a middleware/ETL platform.

The code needed is not particularly complex, but you should be cognizant of the fine details of how SOSL builds a result set if you choose to use SOSL, as it may not return all potential matches to you.

If this is a one-off need, I would script it using your scripting language of choice (Python is mine) off-platform. If this is a recurring need, detailed analysis of your specific requirements and the tools available to you would be needed to settle on an architecture.

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  • Thanks. As it is recurring I think I am going to get internal help from developers associated with the source database. An off the shelf app would be cool though.
    – jaw999
    Jun 11 '20 at 17:22

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