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Question 223 - Certified Service Cloud Consultant discussion

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universal containers receives partner data in excel format.the excel data is all text ,but needs to be imported into existing

Salesforce date,number and text fileds.

Which 3 best practices should a consultant recommend?

A.
Import the records and use duplicate management
Answers
A.
Import the records and use duplicate management
B.
Deduplicate the data before importing into SF
Answers
B.
Deduplicate the data before importing into SF
C.
Install data quality analysis dashboards from the appexchange
Answers
C.
Install data quality analysis dashboards from the appexchange
D.
Standardize all rows to match salesforce data types
Answers
D.
Standardize all rows to match salesforce data types
E.
Import records and cretae a a worflow rule to change the data type
Answers
E.
Import records and cretae a a worflow rule to change the data type
Suggested answer: B, C, D

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. 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. Standardizing all rows to match Salesforce data types will ensure that the data is compatible and consistent with the Salesforce fields. 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
Sarah Pachowsky
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