A Salesforce administrator at a wealth management company needs to import 12,000 prospective client records into the Lead standard object. The import process must check existing records for matching Email addresses to avoid creating duplicates, update existing matches, and automatically trigger active Lead Assignment Rules for newly created leads. Which data management tool should the administrator use to fulfill these requirements?
- Data Import Wizard, because it supports Lead imports up to 50,000 records, matches existing records by Email, and option to trigger Lead Assignment Rules.Answer
- BData Loader, because it is the only Salesforce data utility that can evaluate duplicate matching criteria based on standard fields like Email.
- CData Import Wizard, because it can handle record volumes up to 5,000,000 records for all standard objects including Opportunities and Leads.
- DData Loader, because the Data Import Wizard only supports custom objects and cannot process standard object data imports.
Answer
The Data Import Wizard should be used because it supports Lead imports up to 50,000 records, enables record matching by Email to prevent duplicates, and allows administrators to execute active Lead Assignment Rules during the import.
The Data Import Wizard is the optimal tool because the volume (12,000 records) is well within its 50,000 record limit, the Lead object is supported, and it natively provides options to match existing records by Email (to prevent duplicates/upsert) and to trigger active Lead Assignment Rules.
Step-by-Step Solution
Key Concept
Selecting between Data Import Wizard and Data Loader based on record volume, object support, duplicate matching capabilities, and workflow/assignment rule execution.