Goal: I'm trying to populate a look-up field on the lead object based on a text field on the the same object. I need to find the ID of the account object whose account name contains the text in the text field on the lead object.
More Context: I import over 200 leads a day and I need to populate the look-up field on the lead object with the client account ID. In order to do so, I look at text field which contains the name of the client account and manually fill in the look up field.
I'm trying to use the visual flow to loop through all non-converted leads where the lookup field is blank and using the data in the text field to look up the client account and bring the account ID to the look up field on the lead.
I've been at this for several days and I can not figure it out.
I hope someone can provide some insight.
Thanks for looking!