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@ayshamariezouain
Last active April 29, 2024 18:02
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Instructions: Copy and paste this to "Query Studio" and replace FROM with the name of the data extension, grab the results and then load it to your data extension.
SELECT
c.Id,
c.FirstName,
c.LastName,
c.OwnerId,
c.PersonBirthdate,
c.PersonEmail,
c.Client_Open_Date__c,
c.UltiPro_Team__c,
c.UltiPro_LOB__c,
u.FirstName as RM_First_Name,
u.LastName as RM_Last_Name,
u.Phone as RM_Phone_Business,
u.Email as RM_Email,
u.Title as RM_Title
FROM [person_account_client] c
LEFT JOIN [User_Salesforce] u ON c.OwnerId = u.Id
WHERE c.UltiPro_Team__c LIKE '%BciCapital%'
OR c.UltiPro_Team__c LIKE '%LOBOther%'
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