A Salesforce administrator needs to update Account records with new custom category fields. The data operation requires matching existing records by Account Name and Site to prevent duplicate creation, while also suppressing active Workflow Rules from executing during the import. Which data utility should the administrator select to meet these requirements?
- Data Import Wizard, because it supports record matching by Account Name and Site, handles up to records, and provides an option to disable workflow rule execution.Answer
- BData Loader, because workflow rule suppression during data operations is only available within the desktop application settings.
- CData Import Wizard, because it automatically bypasses all system validation rules and workflow processes for updates under records.
- DData Loader, because updating standard Account records exceeding rows requires Bulk API asynchronous processing.
Answer
Data Import Wizard, because it supports record matching by Account Name and Site, handles up to records, and provides an option to disable workflow rule execution.
The correct answer identifies that the Data Import Wizard is the appropriate tool for this scenario. The job volume of records is below the wizard's limit. Additionally, the Data Import Wizard supports Account matching by Name and Site to avoid duplicate record creation and includes an explicit configuration option to enable or disable workflow rules during the import process.
Step-by-Step Solution
Key Concept
Data Import Wizard vs Data Loader capabilities for Account deduplication, volume limits, and workflow suppression
Estimated Time:1m 30s