Universal Containers is importing 10,000 contact records in Salesforce. They want to avoid duplicate records from being created during the import.
How can this requirement be met?
Universal Containers is importing 10,000 contact records in Salesforce. They want to avoid duplicate records from being created during the import.
How can this requirement be met?
To avoid duplicates during the import process, Universal Containers can use the 'Prevent Duplicates' option on the last step of the Data Loader. This feature is specifically designed to check for and prevent the creation of duplicate records based on existing data in Salesforce. This method is proactive and helps to ensure that no duplicates are created during the import itself, rather than resolving duplicates after they have already been imported.
B: https://help.salesforce.com/s/articleView?id=000331672&type=1
B should not be the answer as it will only solve duplicate problem for that 1 field. Instead C should be the correct answer where a report can be generated using duplicate rules in SF based on proper matching rules