A Salesforce administrator at a wealth management firm needs to fulfill two operational data requirements: import Lead records and trigger active lead assignment rules during the load, and export Asset records to an external compliance repository. Which two statements correctly describe the tool capabilities and selection criteria for these data operations?
- The Data Import Wizard can import the Lead records and execute active lead assignment rules during the import process.Cevap
- Data Loader must be used for the Asset record operation because Data Import Wizard does not support data export operations.Cevap
- CThe Data Import Wizard should be used to export the Asset records because it provides automated background scheduling for large exports.
- DData Loader must be used for the Lead import because the Data Import Wizard cannot trigger lead assignment rules.
Cevap
The correct selections state that the Data Import Wizard can import the Lead records while executing active lead assignment rules, and that Data Loader must be used for the Asset record operation because the Data Import Wizard does not support data export operations.
The Data Import Wizard supports importing up to 50,000 Lead records while explicitly offering an option to trigger active lead assignment rules during the import process. For the second task, Data Loader is mandatory because the Data Import Wizard does not support export operations, exceeds its 50,000 record threshold, and cannot process the Asset standard object.
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Anahtar Kavram
Selecting between Data Import Wizard and Data Loader based on record volume limits, standard object support, operation types (import vs. export), and automation rule triggering.