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Hello, my Partner Channel reps are given csvs from their partners (e.g. 200 clients that Partner X works with). The channel rep needs to then check each account in our SFDC instance for what direct rep owns the account, are they a current customer, etc. How can we easily do this?
2 answers
  1. Feb 26, 2020, 10:30 PM
    Account name, url. Yea that sounds like the best way to tackle this, by comparing the URL field. any advice on creating the lightening component? 
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