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Question 20 - Certified Data Architect discussion

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A manager at Cloud Kicks is importing Leads into Salesforce and needs to avoid creating duplicate records.

Which two approaches should the manager take to achieve this goal? (Choose two.)

A.
Acquire an AppExchange Lead de-duplication application.
Answers
A.
Acquire an AppExchange Lead de-duplication application.
B.
Implement Salesforce Matching and Duplicate Rules.
Answers
B.
Implement Salesforce Matching and Duplicate Rules.
C.
Run the Salesforce Lead Mass de-duplication tool.
Answers
C.
Run the Salesforce Lead Mass de-duplication tool.
D.
Create a Workflow Rule to check for duplicate records.
Answers
D.
Create a Workflow Rule to check for duplicate records.
Suggested answer: A, B

Explanation:

Acquiring an AppExchange Lead de-duplication application and implementing Salesforce Matching and Duplicate Rules are two approaches that the manager at Cloud Kicks should take to avoid creating duplicate records when importing Leads into Salesforce. An AppExchange Lead de-duplication application can provide additional features and functionality for finding and preventing duplicate Leads during import, such as fuzzy matching, custom rules, mass merge, etc. Salesforce Matching and Duplicate Rules can allow the manager to define how Salesforce identifies duplicate Leads based on various criteria and how users can handle them during import, such as blocking, allowing, or alerting them. The other options are not feasible or effective for avoiding duplicate records, as they would either not work during import, not provide de-duplication capabilities, or require additional customization.

asked 23/09/2024
David Wang
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