DerekRoush
6 years agoQrew Trainee
Match Child Records to Parents
I just imported two tables of data from Salesforce, one for Accounts (parent) and one for Building Data (child). Each Account has a unique Account ID and the matching Building Data records include that Account ID field as well.
I thought there was a way to add a field on child records that could import the Record ID of any Account with a matching Account ID field, but I can't figure that out. I could create a VLookup in Excel, but I have 10k+ Account records and that would get cumbersome.
What is the easiest way to link the Building Data child records to the correct Account parent records using the Account ID field that matches on both?
I thought there was a way to add a field on child records that could import the Record ID of any Account with a matching Account ID field, but I can't figure that out. I could create a VLookup in Excel, but I have 10k+ Account records and that would get cumbersome.
What is the easiest way to link the Building Data child records to the correct Account parent records using the Account ID field that matches on both?