Creating a Lookup to Find Salesforce Account ID

Integrator.io
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1

I have a custom flow that is pulling data from an outside data table and I want to populate fields in a Salesforce record. The issue I'm running into is that our outside data table only has the Account Names and not the Account IDs so it doesn't populate my lookup field in Salesforce. I believe the solution is to create a lookup in the Celigo flow that would search for the account name and return the account id.

How am I supposed to reference a piece of data from the export in my SQL query? How do I take a the output of that query and map it in my record update?

2

@annalucas you actually don't need an individual lookup and can do this at the mapping level to Salesforce. This is a very common scenario so we wouldn't want to force you to make a individual lookup step for every single field that would need this. Here is a generic article example: https://docs.celigo.com/hc/en-us/articles/360019506771-Map-source-data-fields-to-destination#lookup

Here are some examples with Salesforce.

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3

Ah yes, that makes sense. I forgot about that. Is it possible to use contains at all in the filter? The account name may not the exact same in our outside database as it is in Salesforce.

4

@annalucas I don't see that as an option. If you're needing to do the like operator, you'd probably need to use a normal lookup and write your SOQL query appropriately.