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Question 251 - PL-200 discussion
You are using the Data import wizard to import records into the account table from a CSV file. The CSV-to-table mapping is as follows:
* The Name column represents the account name and maps to the Account Name column.
* The Parent Name column represents the holding company of the account with subsidiaries underneath.
Records that are imported into the table are only related to other records in the file.
You need to configure the import to create the relationship between records.
What should you do?
Map Parent Name in the file to the Parent Account column. Select Parent Account as the lookup criteria.
Create an alternate key on the account table by using the Account Name column. Do not map Parent Name in the file.
Look up the record IDs of the records in the Parent Account column. Add the record IDs as a new column in the file. Map the new column to the Parent Account column.
Map Parent Name in the CSV file to the Parent Account column. Select Account Name as the lookup criteria.
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