Shipments at Cloud Kicks (CK) are created and updated by the warehouse staff in a shipping application. The Information needs to be pushed into Salesforce on a regular basis. CK's app builder creates a custom object called Delivery_c to track the information.
How can the app builder prevent creating duplicate delivery records and update the correct existing records when migrating data from the shipping application?

Question

Shipments at Cloud Kicks (CK) are created and updated by the warehouse staff in a shipping application. The Information needs to be pushed into Salesforce on a regular basis. CK's app builder creates a custom object called Delivery_c to track the information.

How can the app builder prevent creating duplicate delivery records and update the correct existing records when migrating data from the shipping application?

Carola Lotito · Accepted Answer

Create a unique External ID field and use Dataloader.

Carola Lotito · Answer

Use the Import Wizard and match on the tracking number.

Carola Lotito · Answer

Use the Import Wizard and match on the Salesforce ID.

Carola Lotito · Answer

Create a duplicate match rule and use Dataloader.

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