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SOLVED

Salesforce Lookup Value - I Need the String Format

Kristie_Pires
8 - Asteroid

Hello all,

 

I am just starting to use the Salesforce connector for more robust Salesforce reporting. I noticed that when the field type is "Lookup", instead of getting the name of the Customer, or employee, I get something like this: XMA2000230GHA, meaning, I don't get the string name as "ABC Corporation". 

 

How's your team able to pull the string name? Is there another table that houses all the names? 

I am totally new to Salesforce, so I am unsure how this works.

 

Thanks!

 

 

1 REPLY 1
AndrewSu
Alteryx Alumni (Retired)

@Kristie_Pires , the string you're getting is the ID of the customer.  If you look up an Opportunity or Accoutn in Salesforce, you can see the ID of the URL.

 

It may look something like this: force.com/lightning/r/Opportunity/[ID]/view

 

Typically the name of the object is in the "Name" field.

 

make sure you're using the most recent connector: https://community.alteryx.com/t5/Community-Gallery/Salesforce-Input-Tool/ta-p/877898

 

help documentation: https://help.alteryx.com/20231/designer/salesforce-input-tool 

 

If this helps resolve your issue, please mark this reply as the solution so that others in the Community can benefit from our collaboration!

 

Thanks.

 

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