There are 2 methods solutions to this: 1) Toggle to match by name or find by name. 2) Add a Salesforce Search Objection action to get out the Salesforce ID and the ID in the search object step can be used as the parent ID.
Full Answer
How do I find a user's Salesforce ID?
https://<YourInstanceOrMyDomainHere>.lightning.force.com/lightning/setup/ManageUsers/page?address=%2F 00530000003xqAb %3Fnoredirect%3D1%26isUserEntityOverride%3D1 In each URL above, the User's Salesforce ID is 00530000003xqAb Navigate to the User's Profile. For instructions, see our Manage Profile Lists documentation.
How do I get the parent account ID in Salesforce apex?
Note that in Apex the ID is the only field that can be retrieved without a SOQL query for the newly inserted record. So if you also needed to get the Parent Account ID of the newly created Account, you would have to query [SELECT ID, ParentID FROM Account WHERE ID = :acct.Id] in the above example.
How do I extract data from Salesforce?
Extracting data from Salesforce can either be a manual or automatic process and will always be in a CSV file format. You have three options to choose from to correctly export your data and each has their own merits and balance between budget, complexity, and versatility.
How do I retrieve the ID of an account in apex?
If you're creating an Account with Apex using an insert call, the ID will be returned after the call and can be retrieved in Apex. It is the same ID that appears in the URL. For example: Note that in Apex the ID is the only field that can be retrieved without a SOQL query for the newly inserted record.
How do I query a user ID in Salesforce?
Get Current User Id in SalesforceApex. System.debug( 'Current User Id - '+UserInfo.getUserId());Visualforce. < apex:page > < h1 >Visualforce Page < p >UserId: {!$User.Id} ... Aura Component. let currentUser = $A.get( "$SObjectType.CurrentUser.Id" ); Console.log(currentUser);Formula Fields. $User.Id.
How do I find Salesforce account ID?
The AccountID can be retrieved as follows:After logging into Salesforce, click the Home tab;In the upper right hand side, click the gear icon and select Setup;Click on Users from the left hand side panel and once again on Users from the dropdown menu;More items...•
How do I export my Salesforce ID?
Export DataOpen the Data Loader.Click Export. ... Enter your Salesforce username and password, and click Log in.When you're logged in, click Next. ... Choose an object. ... Select the CSV file to export the data to. ... Click Next.Create a SOQL query for the data export.More items...
Where can the Salesforce record id be obtained from?
Salesforce General There are two ways to find them: Go to the Record Type (Setup> Customize> (object)> Record Types). Click on the record type. Find the Record Type ID in the URL between id= and &type.
Is account ID the same as Salesforce ID?
The Account ID is the ID number for the Account Object. The Account object is where Salesforce stores information about a business or organization that is part of the sales process. The Contact ID is the identification number for the Contact object.
What is ID and account ID in Salesforce?
Every record in Salesforce is marked by a unique identifier, or an ID. You can know a record's ID by going to the record's detail page, and take a look at its link in the browser. The most important thing to note here is that Salesforce IDs are always alphanumeric, that is it is a combination of numbers and characters.
How do I export a list of accounts in Salesforce?
Export Account History using Data LoaderOpen Data Loader.Click on Export or Export All. ... Enter your Salesforce username and password. ... Select Show all Salesforce objects and click on Account History (AccountHistory) object.Click on Browse... to select where the csv file will be saved.Click on Next > Yes.More items...
Can you export from Salesforce to Excel?
Exporting data from SalesForce to Excel is pretty simple, once in a report, select the menu arrow > export > Excel format > Export. This will directly open the report in the Excel application, and the data will be usable within Excel spreadsheet program.
How do I export a Salesforce user?
Start by navigating to the Extensions section of the Dashboard and open the User Import / Export Extension. On the extension page, select Export from the menu. Next, set the Export Format to the required file format. Salesforce accepts file imports in CSV format so choose the Tab Separated Value file (*.
How do I find my 18 digit Salesforce ID?
0:512:06How to find 18 Digit Org Id ? - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd it's displaying the log. And here you are 18 digit org id if you filter it out 18 digit. HereMoreAnd it's displaying the log. And here you are 18 digit org id if you filter it out 18 digit. Here you go just copy this. And use it wherever you want it.
How do I find the 15 digit ID in Salesforce?
Follow the below given steps to convert 15 character IDs to 18 character IDs for any record:Go to Setup | Customize | Object Name | Click Fields. ... In the related list “Custom Fields & Relationships” click New.Click the Formula radio button.Click the Text radio button for “Formula Return Type.” (Return type: Text)More items...
How do I find the record ID from a URL in Salesforce lightning?
Get the ID from URL with Apex and Lightning ComponentSTEP-1: Create Lightning Application.STEP-2: Create Lightning Component (Aura Component)STEP – 3: Apex Class Controller.STEP – 4: Place the component inside the App file.