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Question 99 - Certified Service Cloud Consultant discussion

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Universal Containers (UC) receives partner data in Excel format. The Excel data is all text, but needs to be imported into existing Salesforce Date, Number, and Text fields.

Which three best practices should a consultant recommend?

Choose 3 answers

A.
Import the records and create a workflow rule to change the data type.
Answers
A.
Import the records and create a workflow rule to change the data type.
B.
Standardize all rows to match Salesforce data types.
Answers
B.
Standardize all rows to match Salesforce data types.
C.
Import the records and use Duplicate Management.
Answers
C.
Import the records and use Duplicate Management.
D.
Deduplicate the data before importing into Salesforce,
Answers
D.
Deduplicate the data before importing into Salesforce,
E.
Install the Data Quality Analysis Dashboards from the AppExchange.
Answers
E.
Install the Data Quality Analysis Dashboards from the AppExchange.
Suggested answer: B, D, E

Explanation:

These are three best practices that should be used when importing partner data in Excel format into existing Salesforce Date, Number, and Text fields. Standardizing all rows to match Salesforce data types will ensure that the data is compatible and consistent with the Salesforce fields. Deduplicating the data before importing into Salesforce will prevent creating duplicate records and violating unique constraints. Installing the Data Quality Analysis Dashboards from the AppExchange will help monitor and improve the quality of the imported data. Verified

Reference: : https://help.salesforce.com/s/articleView?id=sf.importing.htm&type=5 : https://help.salesforce.com/s/articleView?id=sf.data_quality_dashboard.htm&type=5

asked 23/09/2024
Aline Oliveira
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