Im looking to match an account name coming from my website with an account in Salesforce.
We have the name of a franchise called 'Park123' that is currently being inserted into a text field.
Im using process builder to try and update the Account Name field but not sure how to match this as the account name field is expecting an ID instead of text.
Please assist. Thanks, Dean
3 个回答
Hi Dean,
Do you have a set of accounts always being the same from the web? If so, you can potentially specify the IDs 18 digits instead of the name and use that on automation.
Otherwise you can use flows to loop over account names and when it finds a match update with related ID.
The first option if small set of accounts is the most 'matching' proof. As you may have so many similar accounts as Park 123 or or Park1234 or Parkling etc
Hope this helps,
Ines
