Salesforce Sales Cloud Consultant Test

What action should a system administrator take regarding currency fields during import?

1. They should default to the record owner's currency

2. They must be manually set in the import file

3. They can be ignored during the import

4. They should be excluded from the import file

The correct answer is: They should default to the record owner's currency

When importing data into Salesforce, especially with fields that involve currency, it is crucial to ensure that the currency type aligns with the record owner’s settings. Defaulting currency fields to the record owner's currency helps maintain consistency in reporting and ensures that the system leverages the correct conversion rates applicable to each user's settings. This approach minimizes confusion regarding which currency is being used for transactions and helps in producing accurate reports that consider the appropriate currencies based on user assignments. Manually setting currency fields in the import file can lead to errors if not done correctly, and ignoring currency fields entirely would risk data integrity and accuracy, particularly in organizations dealing with multiple currencies. Excluding currency fields from the import file could disrupt the functionality intended for those fields, particularly in cross-border sales scenarios. Therefore, defaulting to the record owner's currency is the most efficient and effective way to handle currency fields during the data import process.