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ADM-201 · Question #39

The sales operations team at Universal Containers purchased a list of shipping companies they would like to be imported into the Salesforce org using the Data Import Wizard. Some companies on the list

The correct answer is C. Account name and Account Site.. To prevent duplicates when importing Account records, the administrator should use Account Name combined with Account Site as matching criteria for unique identification.

Submitted by ravi_2018· Apr 18, 2026Data and Analytics Management

Question

The sales operations team at Universal Containers purchased a list of shipping companies they would like to be imported into the Salesforce org using the Data Import Wizard. Some companies on the list may already be customers. Which fields should the administrator use to prevent duplicates when importing these Account records?

Options

  • AOwner name and Account Name.
  • BAccount name and Created Date.
  • CAccount name and Account Site.
  • DAccount name and Billing Address.

How the community answered

(29 responses)
  • A
    3% (1)
  • B
    3% (1)
  • C
    86% (25)
  • D
    7% (2)

Why each option

To prevent duplicates when importing Account records, the administrator should use Account Name combined with Account Site as matching criteria for unique identification.

AOwner name and Account Name.

Owner Name is a lookup field to a user and does not uniquely identify an Account record itself for duplicate matching purposes.

BAccount name and Created Date.

Created Date is an audit field automatically populated by the system and is not used as a unique identifier for matching existing records during data import.

CAccount name and Account Site.Correct

Using 'Account Name' in conjunction with 'Account Site' provides a robust strategy for identifying existing accounts and preventing duplicates during import. While Account Name helps, Account Site acts as an additional distinguishing factor, especially for companies with similar names but different locations.

DAccount name and Billing Address.

While Billing Address could be part of a matching strategy, Account Site is often a more concise and reliable field specifically designed to distinguish between business locations.

Concept tested: Data Import Wizard duplicate matching

Source: https://help.salesforce.com/s/articleView?id=sf.data_import_wizard.htm&type=5

Topics

#Data Import Wizard#Duplicate Management#Account Object#Data Management

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