QuestionQ27

Integration and Data Management

Universal Containers obtains sales leads each year through trade shows. At times, duplicate leads are created when the marketing team imports leads that already exist in the system. What should a consultant recommend to prevent duplicate leads from being created in the system?

  • A Upload the leads to Data.com to remove the duplicates and select the option to have them automatically imported.
  • B Upload the leads and click the "Find Duplicates" button for each of the leads to identify potential duplicate lead records.
  • C Upload the leads using Data Loader and enable the "Find Duplicates" setting to prevent duplicate records.
  • D Upload the leads using Data Import Wizard and select the appropriate field to match duplicates against existing records.
Explanation

The Data Import Wizard can match imported leads to existing lead records using a selected matching field, such as email, name, Salesforce ID, or an external ID. When an imported lead matches an existing record, Salesforce updates that record instead of creating a duplicate.

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