Searching for specific records with List of IDs

"I have a list of SFDC IDs. How do I pull a report of just those records in SFDC?

Sometimes you're given a CSV with IDs (or emails, or websites, etc.) and are asked to do something with it. The CSV file has some information, but you need to see more about the records to complete the task requested. This article walks you through how to take a list of IDs and create a SFDC report of just those records.

First, concatenate the IDs

Open your list of IDs in Excel or Google Sheets.
In a new column, reference an ID and use the concatenate function to add a comma to the end
- =CONCATENATE(A2,",")
Drag your formula down so your new column has each ID with a comma at the end.

Then create your report

1. Create a new report for the relevant object and add a Field Filter to Account ID

2. Paste your IDs. If you have more text than can fit in one filter (see below), add additional filters until all IDs are in your report.

3. Click the arrow next to 'Add' and select 'Filter Logic'

4. Within the Filter Logic, replace 'AND' with 'OR' and click OK

5. Run your report & enjoy!

The Report Field Filter character limit is 1,000

That means --

Number of 15 char IDs you can filter on*: 62
Number of 18 char IDs you can filter on*: 52

*This includes commas

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