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jeffrey_coleman
jeffrey_coleman
Helper ⭐️
May 15, 2018
New Idea

Allow lookup by ID in queries, reports, and data management

  • May 15, 2018
  • 4 replies
  • 79 views
Our sales ops team has been merging accounts, which is leaving me with legacy IDs over in MDA. That, in turn, is causing failures in rules when trying to update those (now missing) account records.

What's frustrating is that I can't find a way to query any of my MDA tables by that ID. I have a unique 18-digit SFDC ID and every time I try to filter by that value I'm forced to enter the account name. But I don't know it, that's what I'm trying to look up!

My suggestion is that the lookup functionality (type the customer name) be limited to when the NAME value is used. If a report builder selects the ID value, they probably mean it. At a minimum, I'd like to be able to filter on that value from within Data Management which is (obviously) the underlying data and accessible only by those with ultimate power and control. 😉

      4 replies

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      October 15, 2019
      @rakesh - wanted to make sure you saw this thread.

      VP of Customer Success at Forcepoint
      spencer_engel
      spencer_engel
      Expert ⭐️
      February 14, 2023

      I’m surprised this doesn’t have more traction. I’m trying to look up some SFDC User IDs in our User table, but I can’t do it because the filter is asking me to search a name. Why?? At least let me toggle whether I want to search for a name or for the ID itself. In this case, I don’t know the name(s), hence why I’m trying to filter on the IDs.

       

       

        jparker
        jparker
        Contributor ⭐️⭐️⭐️⭐️⭐️
        February 14, 2023

        YES! I feel this pain regularly too

        I’ve recently been doing analysis on duplicate accounts and if two accounts share the same name, it’s impossible to know which is the one with the Account ID I’m searching for if both the duplicates are shown only by Name

         

         

        Looking for my next role: Gainsight Lead / CS Ops Product Council Member. Let's connect: https://www.linkedin.com/in/jon-parker/
        TMaier
        TMaier
        Helper ⭐️
        February 15, 2023

        I believe you can switch an equal-to operator for a “contains” to work around this, but it is annoying.

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