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Question 125 - Certified Platform App Builder discussion

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The marketing team at UVC has a list of 400 leads it wants to upload to Salesforce. The team need to avoid creating duplicate records. Which two actions should be taken to meet this requirement? Choose 2 answers

A.
Utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly created duplicate leads.
Answers
A.
Utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly created duplicate leads.
B.
Upload the lead list using the import wizard and select a Matching type to prevent duplicate lead creation.
Answers
B.
Upload the lead list using the import wizard and select a Matching type to prevent duplicate lead creation.
C.
Use Data Loader's update function to import lead and match to existing records based on e-mail address.
Answers
C.
Use Data Loader's update function to import lead and match to existing records based on e-mail address.
D.
Enable Duplicate Matching in the Data Management section in Setup and activate the Lead-to_Lead scenario.
Answers
D.
Enable Duplicate Matching in the Data Management section in Setup and activate the Lead-to_Lead scenario.
Suggested answer: A, B

Explanation:

The best actions to take to avoid creating duplicate leads when uploading a list of 400 leads are to utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly created duplicate leads, and to upload the lead list using the import wizard and select a Matching type to prevent duplicate lead creation. The Lead Matching Rule defines the criteria for identifying duplicate leads, and the Duplicate Rule defines the actions to take when a duplicate is detected. The import wizard allows users to choose a Matching type based on the Lead Matching Rule and block or allow duplicates. Using Data Loader's update function or enabling Duplicate Matching in the Data Management section will not prevent duplicate lead creation.

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asked 23/09/2024
istvan Balla
41 questions
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