A Salesforce administrator at a healthcare company needs to import 12,000 new Lead records gathered from a recent medical conference. The administrative requirements specify that the import process must automatically execute active Lead assignment rules and prevent creating duplicate records based on email address matching. Which data tool should the administrator select to fulfill this requirement?
- Data Import Wizard, because it supports Lead imports under 50,000 records and natively provides options to trigger lead assignment rules and detect duplicates.Answer
- BData Loader, because Data Import Wizard is limited to custom objects and cannot import standard Lead records.
- CData Loader using Bulk API, because Data Import Wizard cannot process imports exceeding 10,000 records in a single batch.
- DData Loader command-line interface, because only desktop utilities can evaluate lead assignment rules during data insertion.
Answer
Data Import Wizard, because it supports Lead imports under 50,000 records and natively provides options to trigger lead assignment rules and detect duplicates.
The Data Import Wizard is the optimal utility because the dataset size (12,000 records) is well within its 50,000 record capacity limit, the target object (Leads) is supported by the wizard, and it natively includes functionality to run lead assignment rules and match existing records to prevent duplicates during import.
Step-by-Step Solution
Key Concept
Selecting between Data Import Wizard and Data Loader based on record volume, object support, assignment rule execution, and native duplicate prevention.