Nested VLOOKUPs for Salesforce Admins

I recently needed to check if an email address existed in one of the three Contact Email fields and return the Record ID. How did I do it? I used Excel Nested VLOOKUPS, also called Chained VLOOKUPs in order to find/compare the values and return the Record ID that I needed.

Scenario
As you can see in the image, I had four columns with email addresses.

1st Column: The List of email addresses that needed to be looked for. (The source of this list was an External Platform that we use for Marketing Purposes)
2nd Column: Email
3rd Column: Email 2
4rd Column: Email 3

Generic Formula
=IFERROR(VLOOKUP 1, IFERROR(VLOOKUP 2, VLOOKUP 3))

My Formula
=IFERROR(VLOOKUP(A2,$E$2:$H$4,4,FALSE),IFERROR(VLOOKUP(A2,$F$2:$H$4,3,FALSE),VLOOKUP(A2,$G$2:$H$4,2,FALSE)))

Explanation
The reason why I used nested VLOOKUPS is because we need to sweep column by column and return the record ID if the value is found.

Have in mind
VLOOKUP
returns the #N/A error when it fails to find the lookup value in the given table. IFERROR returns an specified value if #N/A error was returned.

This is how my formula works
The first VLOOKUP runs. If it finds the value, it returns the Record ID, if it fails, it returns #N/A error and checks in the next Column. If it finds the value, it returns the Record ID, if it fails, it returns #N/A error and checks in the next Column. If it finds the value, it returns the Record ID, if it fails, it returns #N/A error.
At the end I got the Record ID that I needed to perform my update.

I hope you found this helpful. I know, managing data can drain your time but sometimes you’ve gotta do what you’ve gotta do.

Have a nice week!

Do you need to “map” a Lead Custom Field to a Standard Contact Field during conversion?

Not possible! in Salesforce, by concept you can only map Standard Fields to Standard Fields and Custom Fields to Custom Fields but what’s your way around? If you run into this requirement this is how you could do it.

Create a Process that Updates a Field when Converting a Lead into a Contact in Process Builder. Something like this:

Object*: Lead
Start the process*: when a record is created or edited

Node: Name you Node
Criteria for Executing Actions*: Conditions are met
Set Conditions: [Lead]. IsConverted Equals Boolean True
Conditions: All of the conditions are met (AND)

Immediate Actions
Action Name: Name your Action
Record*: [Lead].Converted Contact ID
Criteria for Updating Records*: No criteria—just update the records!

Set new field values for the records you update
Mobile Phone Field Reference [Lead].Home_Phone__cc

Very straightforward. The only tricky part is knowing which field value to update when setting new field values for the records you update. Process Builder shows the Field Labels and not the API field names which can be a little confusing but I recommend checking the SOAP API Developer Guide for those purposes.

Preparing for Your Salesforce Admin Certification

I wanted to share with you a list of things that helped me prepare for my Salesforce Admin Certification.  

  1. I registered for the Salesforce Trailhead Virtual Bootcamp for Administrators course through Career Circle. It’s a prescriptive, expert-led training program that fast tracks you to the Salesforce Certified Administrator certification. This is where I got introduced to Trailhead and where my adventure with Salesforce began.
  2. I continued reading on Trailhead as much as I could after the course. I completed the “Build Your Admin Career on Salesforce” Trailmix by Salesforce Trailhead.
  3. I completed all the Admin and App Builder Supersets. Five Super-badges in total. I think you would be fine completing just the Admin superset (Three Superbadges) before your exam but it never hurts to learn more. I highly recommend working on Trailhead Projects and Superbadges. Hands on experience is crucial to your success. 
  4. I watched all of the Trailhead Live videos under the title “Preparing for Your Admin Certification”. All of the instructors do an amazing job at explaining the concepts and giving you tips for the exam. My favorite instructors are: @Caitlin Nguyen and @Mari Greenberg. Their teaching method is very clear and on point.
  5. I watched the “Who Sees What” series on Salesforce Help instead of watching it on YouTube just because it’s in order! Watching it chronologically makes a huge difference when learning about the layers of “Security”. I understood it in one shot.
  6. I went through each section and bullet point of the exam content and read the technical documentation of each topic under Salesforce Help. This is the link: https://help.salesforce.com/home Trailhead is the fun way to learn. There’s no doubt about that especially when you see confetti falling all over you. But if you like to read just the technical documentation go to the link I mentioned above. The amount of information can be overwhelming but I promise it will be very useful to you not only for the exam but for when you work as a Salesforce Admin.
  7. I attended the WEBINAR: Preparation for Your Administrator Certification (CDW-101) offered by Salesforce. You are not allowed to record it so I made sure to take lots of notes. I heard @KevinCorcoran’s presentation and I really liked it. The examples, questions and scenarios that he presented were comparable to the exam questions. He does a very good job of explaining the best answer.

After doing all of those things I got a great understanding of the concepts as a whole and gained experience with the platform. I knew I was not missing pockets of information here and there and felt confident on the day of the exam. I’m not going to lie, I was a bit nervous but I passed! It’s a big accomplishment!

On to the next one: Platform App Builder

I hope you find this information helpful and that you pass as well. Good luck! Shout me out when you do. I would be happy to celebrate your success!