Extract and match multiple rows in google sheets

user_18432910 0
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I'm in Google sheets, attempting to assign the correct Salesforce Account IDs to a LONG list of accounts. I have exported all accounts with IDs, and in another sheet I have a list of opportunities I need to import with DataLoader. However, in order to attach these opportunities to their accounts, they need to have the Account ID.

Essentially I need to take Account Name from each sheet, take the corresponding ID and assign that ID to both Account Names. I am not a developer but I am a Salesforce Admin which does require some basic formula building and I'm more than willing to give anything a shot in order to not have to match them manually, one-by-one. Thanks.

data-management salesforce data-manipulation google-sheets
1 Answers

You need VLOOKUP.

Reorder your columns so the Account Name comes first, then Id. Optionally sort by Name, performance will be better. Think what you'll want to do with duplicate accounts.

=VLOOKUP(E2;$A$2:$B$14;2;false)

enter image description here

the parameters are

  1. which value,
  2. against what range (putting dollar signs helps fix the range, otherwise as you drag the formula down it might drag the range down too),
  3. cell from which column to return,
  4. is the reference table sorted
user_3136280
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