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 three.)
A.
Deduplicate the data before importing into Salesforce.
B.
Import the records and use Duplicate Management.
C.
Install the Data Quality Analysis Dashboards from the AppExchange.
D.
Standardize all rows to match Salesforce data types.
E.
Import the records and create a workflow rule to change the data type.
A. Deduplicate the data before importing into Salesforce.
This is crucial to maintain data integrity. Eliminating duplicates before import helps in avoiding data clutter and ensures that you have a single source of truth within Salesforce.
D. Standardize all rows to match Salesforce data types.
Ensuring that the Excel data matches the Salesforce field types (Date, Number, Text etc.) before importing will prevent errors during the import process and ensure that data is accurately reflected in Salesforce.
B. Import the records and use Duplicate Management.
While it's important to deduplicate before importing, using Salesforce's Duplicate Management feature provides another layer of data integrity, ensuring that no duplicates are created during or after the import process.
Note that option E would be problematic because workflow rules are not designed to change data types, and option C might be useful but doesn't directly address the issue of data types or duplicates in this specific context.
(X) C. Install the Data Quality Analysis Dashboards from the AppExchange.
While useful for ongoing data quality monitoring, this step is not directly related to the initial import process of standardizing and deduplicating data.
Answer is A, C, and D. Duplicate Management is for maintaining data quality and preventing duplicates from being created.
https://trailhead.salesforce.com/content/learn/modules/data_quality
https://help.salesforce.com/s/articleView?id=sf.data_quality.htm&type=5
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