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Which tool can automatically prevent duplicate records?
Hi All ,
Which tool can automatically prevent duplicate records?
A. Import Wizard
B. Connect for Office
C. Excel Connector
D. Data Loader
Help me to choose right ans.
Regards ,
Darshan Desai
1) http://resources.docs.salesforce.com/200/20/en-us/sfdc/pdf/salesforce_import_cheatsheet.pdf
1. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard.
2. Click Launch Wizard!
3. Follow the instructions on the wizard screens. The import process involves these steps:
• Upload the CSV import file into the import wizard.
• Define the matching criteria that the wizard uses to avoid importing duplicate accounts or contacts.
• Map the columns in the import file to the desired Salesforce fields. When you finish the wizard, the import file is placed in a queue for processing. Import files are processed in the order in which they are received. You receive an email when the import completes.
All Answers
Can you please explain the logic? I can't find the option.
Import wizard is inserting duplicate records here :(
1) http://resources.docs.salesforce.com/200/20/en-us/sfdc/pdf/salesforce_import_cheatsheet.pdf
1. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard.
2. Click Launch Wizard!
3. Follow the instructions on the wizard screens. The import process involves these steps:
• Upload the CSV import file into the import wizard.
• Define the matching criteria that the wizard uses to avoid importing duplicate accounts or contacts.
• Map the columns in the import file to the desired Salesforce fields. When you finish the wizard, the import file is placed in a queue for processing. Import files are processed in the order in which they are received. You receive an email when the import completes.
By Selecting Match Contact by "Name", and Match Account by "Name & Site". You can prevent duplication of Accounts and Contacts.