How can these requirements be met? Universal containers are importing - ProProfs Discuss
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How can these requirements be met? Universal containers are importing 1000 records into Salesforce. They want to avoid any duplicate records from being created during the import.



A. When importing the file, select the “Prevent Duplicates” option on the last step of the Import Wizard and import the file.
B. Include a column in the import file that has either record names, Salesforce IDS, or external IDS that can be used to match records.
C. After importing all of the custom objects, review all records created and manually merge or delete and duplicate record.
D. After importing all of the custom objects, run a duplicate check report, export the record to a CSV File, and run a mass delete to purge any duplicates.

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Asked by Poojanair, Last updated: Jan 17, 2019

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2 Answers

W. Mocroft

Love to do some charity work. Have a passion for writing and do it in my spare time

W. MocroftPhilanthropist, Master Degree in International Business, Las Vegas
Philanthropist, Master Degree in International Business, Las Vegas

Answered on Jan 17, 2019

The best answer to this is letter B. There is a need to place a column in the import file that will state all of the IDs, record names, and so much more. This can be vital in making sure that there will be no duplicates in the records. There are times when people create duplicate records because they did not do this option.

This only ended up making them confused because they are not sure if they are looking and comparing the same data or they have just come across something that is similar. The other options available may help but will not completely remove the possibility of getting duplicate content.

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John Smith

John Smith

Answered on Jul 01, 2017

B. Include a column in the import file that has either record names, Salesforce IDs, or external IDs that can be used to match records.
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