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Chrissy ThompsonChrissy Thompson 

Vlookup to add Contact Record

Is there a formula that works like a vlookup that will help me add the Contact ID if an email matc is found?

Example: If a web to case comes in with an email address provided, I would like SF to look for an exact email match within Contacts and then add the Contact ID to a different field "Contact". Is this possible? If no match is found, then Conrtact would be blank.
 
Best Answer chosen by Chrissy Thompson
Tyeson DevOrgTyeson DevOrg
Hi Chrissy - There is an Idea related to expanding VLOOKUP functionality (Considered for Future Roadmap) posted here - https://success.salesforce.com/ideaView?id=08730000000BqPsAAK.

However - the default behaviour for Web-to-Case is it scans for an exact Email address match and populates the standard Contact Name (lookup) field, and it also populates the standard ContactId (behind-the-scenes) field.

If there are no matching Emails or multiple matching Emails, the Contact fields will of course be blank.

So - if you're trying to ALSO populate another custom Contact Id for other reasons, you could use a simple Formula field (Contact_Id_custom__c=ContactId) or Workflow Field Update, depending on what your actual use case is.

Hopefully this helps! -- Tyeson

All Answers

Tyeson DevOrgTyeson DevOrg
Hi Chrissy - There is an Idea related to expanding VLOOKUP functionality (Considered for Future Roadmap) posted here - https://success.salesforce.com/ideaView?id=08730000000BqPsAAK.

However - the default behaviour for Web-to-Case is it scans for an exact Email address match and populates the standard Contact Name (lookup) field, and it also populates the standard ContactId (behind-the-scenes) field.

If there are no matching Emails or multiple matching Emails, the Contact fields will of course be blank.

So - if you're trying to ALSO populate another custom Contact Id for other reasons, you could use a simple Formula field (Contact_Id_custom__c=ContactId) or Workflow Field Update, depending on what your actual use case is.

Hopefully this helps! -- Tyeson
This was selected as the best answer
Chrissy ThompsonChrissy Thompson
Unfortunitly, I do need the VLOOKUP that is listed on the roadmap. Regardless, thank you for your help!