Slaesforce FAQ

how to match accountid to account name in salesforce

by Isabelle Marks Published 2 years ago Updated 2 years ago
image

Use this api name to put the Account Name. Now à Need to create a trigger in Salesforce which will search Account Id on behalf of Account Name automatically and add that id in AccountId lookup field. 2) Query on Account object first get the Id on behalf of Name and now use this Id in your callout like this.

Full Answer

How to identify Account ID in Salesforce?

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...•

What is record ID in Salesforce?

Each record in the Salesforce.com system has a unique ID field assigned to it which is known as Record ID. It is system generated and cannot be edited or deleted. It is generated every time a new record is inserted into the application.

What is AccountID Salesforce?

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.

Why do we need 2 IDs in Salesforce?

As a Salesforce admin or developer, you need to perform data operations, write formulas and reference records using their unique Record IDs. Salesforce provides you with two versions of Record IDs – a 15 character and an 18 character ID. The two versions are used in different situations.

What is the difference between 15 digit and 18 digit ID?

15 Digit Id is case-sensitive whereas 18 Digit Id is case-insensitive. Many legacy applications doesn't support case sensitive strings, so in that case we can make use of 18 digit Id which is case in-sensitive. 15 digit or 18 digit depends upon your requirement and dependent application.

How do I find the standard object ID in Salesforce?

Standard Object Ids are found in the ID of each record. The first three digits are object specific; so the Account ids will start with 001 and Opportunity will start with 006. You should be able to retrieve these with reporting, dataloader, etc.

What is difference between account and contact in Salesforce?

Accounts are companies that you're doing business with, and contacts are the people who work for them. Accounts and contacts are related to many other standard objects, which makes them some of the most important objects in Salesforce.

How do I find my Salesforce API name?

Standard objectsGo to Setup.Go to App Setup | click Customize.Locate the object the click Fields.Look for "API Name" column value in "Custom Fields & Relationships" section.

Match Keys

Match keys speed up matching by narrowing the potential matches to the most likely duplicates before the rule applies the comprehensive matching equation.

Matching Equation

Important For accurate matches, the new or edited record must include a value in the Account Name field and either the City or the ZIP Code field.

Querying AccountShare

When I query for an AccountShare, I get some interesting stuff, including an ID but no name, label or fullname :

Account Sharing Rule in Setup

This setup screen shows some descriptive fields 'Label', 'Rule Name', 'Description' before the definition of the sharing rule :

Account Sharing Rule in SFDX Metadata

Now when I look at what SFDX returns for those AccountShare sharing rules, in sharingRules/Account.sharingRules-meta.xml, I get something like this :

Match Keys

Match keys speed up matching by narrowing the potential matches to the most likely duplicates before the rule applies the comprehensive matching equation.

Matching Equation

Important For accurate matches, the new or edited record must include a value in the Account Name field and either the City or the ZIP Code field.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9