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Find/Report ID's returning "No Matches" when matching on an ID field, but there are matches?  

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Ashley Sierant
Data Hero Admin
Joined:8 months  ago
Posts: 75
May 24, 2017 4:58 pm  

QUESTION:

I have the Salesforce ID in my input file and am using that in my matching steps, but it is not finding the matches.  What am I doing wrong?

ANSWER:

When using Discovery -> Find/Report ID's to match a Salesforce ID field from an input file the the corresponding ID field in Salesforce (i.e. an AccountID) the mapping type "Salesforce.com ID match" should be used instead of "Exact". 

If the input file has the 15-digit ID and "Exact" is used then it will not return any matches, as the actual ID is an 18-digit ID. The "Salesforce.com ID Match" converts the 15-digit ID to it's 18-digit counterpart so it can be matched. 

The "Salesforce.com ID Match" type can be used with either a 15 or 18 digit ID. "Exact" will ONLY find matches if the input file has the full 18-digit ID.

Edited: 5 months  ago

Ashley Sierant
Customer Success Manager
CRMfusion, Inc.


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