I am relatively new to Salesforce. I am struggling to get a solution for my task. I am given a list of 100 accounts (which do not have Salesforce IDs and are obtained outside from Salesforce). I need to find if these 100 accounts are present in Salesforce and if there is a match I need to obtain their Salesforce IDs so that we can continue to work on our project. It's basically matching the given accounts with accounts in our org. So do you have any knowledge how can I match them so that I would be able to obtain their IDs?
Assuming you have this list in csv format, you can match the Accounts on the basis of Account names. But please note, it is possible that multiple accounts may be operating with the same name. In that case, you will be confused which Account to pick up.
I don't think there is anything you can do with apex, this process has to be manual. You can follow something like this:
- You need to identify few fields (3 or 4) on the Account whose combination always yields a unique value. Create a new column of this unique combination on the excel sheet.
- Now, you need to export the Accounts using a dataloader. It is possible your ORG may have large data volume, so I would suggest you to export the data keeping in some filter condition. Don't forget to include Account id in the export as well because that's what we need. After you have the export, combine the same fields to generate a unique column.
- Now you have two different file with same unique column. You can now easily utilize VLOOKUP functionality of excel to get the Account Id of the matched accounts.
I hope that works for you.