Hi There, I am doing some Salesforce work in Excel. Essentially I have two workbooks of data. workbook 1 is data I have in Salesforce. workbook 2 is data to be entered into Salesforce.
In each workbook there are two columns (A - Contact Name, B - Firm Name,) What I need to do is almost like a vlookup. I want to run a Formula in Column C of workbook 2 to cross check data in workbook 2.
Essentially if the contacts name and firm name show up in a row together in workbook 1 that matches a row in workbook 2, I will see a note show up (like a vlookup) in that cell in that row in a third column.
I am quite new with excel and I hope I am describing this well. In case not, I have attached two workbooks to describe the situation. Workbook two shows the desired result in Column C and Column D is the explanation of the result.
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