What should an administrator use as an identifier when importing and updating records from a separate financial system?

The correct answer is B. External ID. An External ID field is specifically designed for data integration scenarios. It is a custom field that is indexed and can be used during data import (via Data Loader or Data Import Wizard) to perform an 'upsert' - matching incoming records to existing Salesforce records by the…

Data and Analytics Management

Question

Options

AAuto-Number field?
BExternal ID
CRich text field
DRecord ID

How the community answered

(34 responses)

A
6% (2)
B
88% (30)
C
3% (1)
D
3% (1)

Explanation

An External ID field is specifically designed for data integration scenarios. It is a custom field that is indexed and can be used during data import (via Data Loader or Data Import Wizard) to perform an 'upsert' - matching incoming records to existing Salesforce records by the external system's unique identifier, then updating matches or inserting new records. Auto-Number fields (A) are generated by Salesforce and will never match IDs from an external financial system. Record ID (D) is Salesforce's internal 15/18-character identifier, which is meaningless to external systems. Rich Text fields (C) are not indexed and are unsuitable for record matching.

Topics

#External ID#Data Import#Record Identifiers#Data Integration

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