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Difficulty: MediumData Import Wizard and Data Loader Utilities

A system administrator needs to import 4,500 new Account records along with their associated Contact records from a single CSV file. To maintain data cleanliness, the administrator must prevent creating duplicate Account records during the load by matching existing Accounts by Account Name and Site. Which tool and operation method should the administrator use to achieve this requirement?

  1. Use the Data Import Wizard to load Accounts and Contacts simultaneously in a single file while setting matching criteria for Accounts by Name and Site.Answer
  2. B
    Use Data Loader to perform a single combined insert of Accounts and Contacts with built-in Account Name duplicate checking.
  3. C
    Use Data Loader to perform an upsert on Contacts, which automatically creates and deduplicates parent Account records on the fly.
  4. D
    Use the Data Import Wizard to run two separate consecutive imports because the wizard cannot process parent and child objects in the same job.

Answer

The administrator should use the Data Import Wizard to load Accounts and Contacts simultaneously in a single file while selecting the option to match Accounts by Name and Site.
The Data Import Wizard is designed for loading up to 50,000 records of supported standard objects (Accounts, Contacts, Leads, Solutions, Campaign Members) and custom objects. A key feature of the Data Import Wizard is its ability to import parent Accounts and child Contacts simultaneously from a single CSV file, while applying built-in duplicate matching rules such as matching Accounts by Account Name and Site.

Step-by-Step Solution

1
Evaluate record volume and object support requirements.
The total volume is 4,500 records (well within the 50,000 limit for Data Import Wizard), and the objects involved are Accounts and Contacts.
Data Import Wizard handles up to 50,000 records for supported standard objects including Accounts and Contacts.
2
Evaluate functionality for parent-child relationship handling and deduplication.
Data Import Wizard permits importing Accounts and related Contacts in a single CSV file upload and provides built-in matching criteria (e.g., Account Name and Site) to prevent duplicates.
Data Loader requires separate steps (inserting Accounts first, exporting generated IDs, then inserting Contacts linked via Account IDs) and lacks built-in duplicate matching during import.

Key Concept

Data Import Wizard capability for combined Account and Contact imports with duplicate matching
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Topics

Data Import Wizard and Data Loader Utilities

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