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What should a system administrator consider before importing a set of records into salesforce?



A. The import file should include a record owner for each record
B. Currency lead values will default to the personal currency of the record owner
C. Data should be de-duplicated in the import file prior to import
D. Validation rules are not triggered when importing data using the import wizard

This question is part of 60 Questions
Asked by Castortroy, Last updated: Jul 10, 2020

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2 Answers

Danny R. Glover

Danny R. Glover, Editor, New York City

Answered Oct 10, 2018

There are two things that should be done by the system administrator before a set of records can be sent into Salesforce. The first thing to be sure about is letter A. The import file should have all of the available information that will make the record that will be placed clear and easy to understand. The second thing that the system administrator should look into is letter B.

The currency lead values are important and should be defaulted to the owner’s personal currency. When these things are done, then everything will be clearer. The records can be accessed without any issues when these are considered first.

 

John Smith

John Smith

Answered Feb 21, 2017

The import file should include a record owner for each record
Currency lead values will default to the personal currency of the record owner
 

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