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Difficulty: MediumData Import Wizard and Data Loader Utilities

A Salesforce administrator at a financial services firm needs to perform an upsert of 35,000 Account records using a custom field marked as an External ID. A key operational requirement is to suppress active workflow rules from triggering during the import process without manually deactivating them in Salesforce Setup. Which data utility should the administrator use to fulfill this requirement?

  1. Data Import Wizard, because it supports up to 50,000 records, allows matching by External ID, and provides a native setting to disable workflow rules during import.Answer
  2. B
    Data Loader, because it is the only Salesforce utility that supports matching records using a custom External ID field during upsert operations.
  3. C
    Data Loader, because its desktop client settings allow administrators to disable active workflow rules for bulk DML operations.
  4. D
    Data Export Wizard, because it combines record upserting capabilities with automated suppression of active workflow rules.

Answer

Data Import Wizard, because it supports up to 50,000 records, allows matching by External ID, and provides a native setting to disable workflow rules during import.
The choice selecting Data Import Wizard is correct because the tool supports up to 50,000 records for Account imports, allows matching existing records by External ID, and includes a native configuration setting to suppress workflow rules and processes during the import wizard workflow without modifying Setup.

Step-by-Step Solution

1
Evaluate record volume and object support.
The operation involves 35,000 Account records. Accounts are supported standard objects and 35,000 is under the 50,000 record threshold for Data Import Wizard.
Data Import Wizard supports up to 50,000 records for Accounts, Contacts, Leads, Solutions, Campaign Members, and custom objects.
2
Evaluate feature requirements (External ID matching and workflow suppression).
Data Import Wizard allows upsert matching by External ID and uniquely offers a built-in checkbox option to trigger or suppress workflow rules and processes upon import.
Data Loader requires manually deactivating workflow rules prior to import if suppression is needed, whereas Data Import Wizard includes this functionality natively in its wizard interface.

Key Concept

Data Import Wizard capabilities vs. Data Loader capabilities (record volume limits, object support, and workflow suppression settings)
Estimated Time:1m 30s
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Topics

Data Import Wizard and Data Loader Utilities

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