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Difficulty: MediumData Import Wizard and Data Loader Utilities

A Salesforce administrator at a financial services organization needs to implement four distinct data management tasks across standard and custom objects. Match each operational requirement on the left with the most appropriate tool and configuration on the right.

  • Upserting 35,000 Lead records while automatically triggering active Lead Assignment Rules and executing duplicate matching.Data Import Wizard (browser-based utility supporting up to 50,000 records, native lead assignment rule execution, and duplicate detection).
  • Hard deleting 120,000 obsolete Activity records to permanently purge them without storing them in the Recycle Bin.Data Loader with Bulk API enabled (desktop client supporting hard deletion of up to 5,000,000 records).
  • Exporting 300,000 Opportunity records every night at midnight via an automated, unattended background process.Data Loader Command-Line Interface (CLI) (desktop utility supporting scheduled script execution and unattended operations).
  • Importing 15,000 standard Product catalog records from a external CSV file.Data Loader (desktop client required because the Data Import Wizard does not support standard Product object imports).

Answer

Each data requirement maps directly to a specific utility based on record volume, target object, operation type, and automation support: 35k Leads with Assignment Rules maps to Data Import Wizard; 120k Hard Delete maps to Data Loader with Bulk API; Nightly automated 300k export maps to Data Loader CLI; 15k Product import maps to Data Loader (due to object limitations in Data Import Wizard).
The mappings correctly pair administrative requirements with utility capabilities: Data Import Wizard is ideal for <50,000 Leads when Lead Assignment Rules and duplicate checking are needed. Data Loader with Bulk API is required for Hard Delete operations over 50k. Data Loader CLI enables automated/scheduled unattended jobs. Data Loader is mandatory for importing Products because Data Import Wizard does not support the Product object.

Step-by-Step Solution

1
Evaluate record volume and standard object support constraints for each scenario.
Identify that Products and Opportunities cannot be loaded via Data Import Wizard regardless of volume, while 120k and 300k record volumes exceed the Data Import Wizard 50,000 limit.
Data Import Wizard is restricted to specific standard objects (Accounts, Contacts, Leads, Solutions, Campaign Members) and up to 50,000 records total per operation.
2
Determine specific operational capabilities required (assignment rules, hard delete, CLI automation).
Match Lead assignment rules to Data Import Wizard native capability, Hard Delete to Data Loader Bulk API setting, and scheduled night export to Data Loader CLI.
Data Import Wizard natively provides assignment rule execution options, Data Loader Bulk API enables hard deletion, and Data Loader CLI provides command-line automation for scheduler tools.

Key Concept

Selecting between Data Import Wizard and Data Loader based on record volume limits (50k vs 5M), object support (standard vs custom), operation types (hard delete, automated CLI), and rule execution capabilities.
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Topics

Data Import Wizard and Data Loader Utilities

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