Remove Personal Information when sharing Office documents

Microsoft Office by default documents stores your personal information when creating or editing an office document. You can remove that information like comments, version history, and metadata containing personal information like document author, and date of creation, before sharing the file with other people externally. The Document Inspector feature in Word, Excel, PowerPoint, or Visio can help you find and remove hidden data and personal information in documents that you plan to share.

For Windows

1. In an open Word document, click File then Info.
2. Select Check for Issues and choose Inspect Document to control what type of content you want to be flagged.
3. To start your search, click Inspect and then Remove all the information you want to be edited from your content.

Repeat the process by clicking the Reinspect and Remove all buttons until your document is clean. Click the Close button to save your changes

Reference: Remove hidden data and personal information by inspecting documents, presentations, or workbooks

Case-sensitive VLOOKUP for Salesforce Record Id

Salesforce record Id will always return 15 characters across all objects, and the Id is case sensitive. Of course, if you have admin access, you can create a formula field CASESAFEID(Id) and this will return 18 characters which are case-insensitive.

But, if you have to work with case-sensitive 15 characters and do VLOOKUP in Excel, you need to do extra work, as you probably know that one of the limitations of VLOOKUP is case-insensitive, it means the case is not a consideration in the lookup process, example: 0038000001c9YsM is essentially the same as 0038000001c9Ysm. Hence, VLOOKUP will consider that they are the same and return the first matched, which is totally wrong.

There are a few options you can do for VLOOKUP:

1. Convert 15 to 18 characters
We have shared this in a blog Convert ID from 15 to 18 characters with Excel formula, so you need to have an additional column in the source and lookup data, and use that column for VLOOKUP.

2. Convert to ASCII
This is pretty similar to option 1 above, instead of converting 15 characters case-sensitive to 18 characters case-insensitive, we convert the record Id into ASCII using CODE(), Microsoft Excel CODE function returns the ASCII value of a character or the first character in a cell.

=CODE(MID(A2,1,1)) & CODE(MID(A2,2,1)) & CODE(MID(A2,3,1)) & CODE(MID(A2,4,1)) & CODE(MID(A2,5,1)) & CODE(MID(A2,6,1)) & CODE(MID(A2,7,1)) & CODE(MID(A2,8,1)) & CODE(MID(A2,9,1)) & CODE(MID(A2,10,1)) & CODE(MID(A2,11,1)) & CODE(MID(A2,12,1)) & CODE(MID(A2,13,1)) & CODE(MID(A2,14,1)) & CODE(MID(A2,15,1))

You need to convert both source and column data Record Id to ASCII, then use it for VLOOKUP().


Reference:

• Convert ID from 15 to 18 characters with Excel formula
• 4 ways to do a case-sensitive vlookup in Excel
• Convert Salesforce Ids from 15 to 18 characters