CRT-261 · Question #35
Universal Containers (UC) has Excel files of customer data maintained by its service reps. All of the service reps have worked with the same customer contacts. UC wants to ensure that its Salesforce…
The correct answer is A. Deduplicate the data before importing into Salesforce. The best practice to ensure clean data in Salesforce when importing customer data from Excel files is to deduplicate the data before the import process. This involves identifying and merging duplicate records, ensuring that only unique and accurate data is imported into…
Question
Universal Containers (UC) has Excel files of customer data maintained by its service reps. All of the service reps have worked with the same customer contacts. UC wants to ensure that its Salesforce instance has clean data. Which best practice should a consultant recommend?
Options
- ADeduplicate the data before importing into Salesforce.
- BImport the records and create a Flow to change the data type.
- CImport the records and use Duplicate Management.
How the community answered
(26 responses)- A81% (21)
- B12% (3)
- C8% (2)
Explanation
The best practice to ensure clean data in Salesforce when importing customer data from Excel files is to deduplicate the data before the import process. This involves identifying and merging duplicate records, ensuring that only unique and accurate data is imported into Salesforce. This proactive step prevents data quality issues and maintains the integrity of the Salesforce
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