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Difficulty: MediumData Import Wizard and Data Loader Utilities

A Salesforce administrator is evaluating data utility options for four separate data maintenance requirements within an organization. Match each administrative requirement to the appropriate tool and configuration.

  • Upserting 40,000 Contact records while enforcing built-in duplicate matching rules to prevent creating duplicate records.Data Import Wizard
  • Automating a scheduled nightly export of 200,000 Case records using background command-line execution.Data Loader Command Line Interface (CLI)
  • Performing a hard delete on 15,000 obsolete custom object records so they bypass the Recycle Bin.Data Loader Desktop Client with Bulk API enabled
  • Importing 85,000 Opportunity records into Salesforce from a desktop graphical user interface.Data Loader Desktop Client with Standard SOAP API enabled

Answer

1. Upserting 40,000 Contact records with duplicate matching maps to Data Import Wizard.
2. Automating a scheduled nightly export of 200,000 Case records maps to Data Loader Command Line Interface (CLI).
3. Performing a hard delete on 15,000 custom object records maps to Data Loader Desktop Client with Bulk API enabled.
4. Importing 85,000 Opportunity records maps to Data Loader Desktop Client with Standard SOAP API enabled.
Each requirement aligns directly with standard Salesforce utility constraints: Data Import Wizard handles up to 50,000 Contacts with duplicate prevention; Data Loader CLI supports automated background scripts; Data Loader with Bulk API enables hard deletion; and Data Loader Desktop client handles Opportunities and large volumes (>50,000 records).

Step-by-Step Solution

1
Analyze tool constraints for record limits and object support.
Data Import Wizard is limited to 50,000 records and supports Contacts with duplicate detection, but does not support Opportunities.
Identify which task can be handled by browser-based tools versus desktop utilities.
2
Evaluate automation and command-line execution requirements.
Nightly automated execution requires Data Loader CLI configuration files.
Browser tools and desktop GUIs require manual user interaction and cannot be natively scheduled via CLI scripts.
3
Determine requirements for hard deletion.
Hard deletion requires Data Loader with Bulk API enabled.
Standard SOAP API and Data Import Wizard send deleted records to the Recycle Bin rather than permanently purging them.

Key Concept

Selecting between Data Import Wizard and Data Loader based on record volume, object support, automation needs, and operation type.
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Topics

Data Import Wizard and Data Loader Utilities

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