Hi I am trying to set up the following and getting confused about what data tool I will need to use. I have looked at the documentation and it hasn't really helped me in this area.
I have a Contact with a PIN number. I have a Company with an SFDC Account ID. In the Company record the PIN number can be used to find the SFDC Account ID.
I want to:
- Look at the PIN number in the Contact field
- Find the matching Company
- Add the corresponding SFDC Account ID from the Company to the appropriate field in the Contact record.
Then I can add them to the program that creates new records in SFDC.
Can anyone explain the basic process I would use to do this?
Thanks,
Jonathan