Salesforce Sales Cloud Consultant Test

What should be done before importing a set of records into Salesforce?

1. Review the currency field values

2. Ensure data deduplication in the import file

3. Add validation rules

4. Include record owners for every record

The correct answer is: Ensure data deduplication in the import file

Ensuring data deduplication in the import file is crucial before importing records into Salesforce. This step helps to maintain the integrity of your data and prevents the introduction of duplicate records into the system, which can lead to confusion, inefficiencies, and inaccurate reporting. When data is duplicated, it can skew reports and analytics, cause issues in workflows, and complicate contact management. By identifying and removing duplicates prior to the import, you create a cleaner dataset that aligns with best practices for data management in Salesforce. While reviewing the currency field values, adding validation rules, and including record owners for every record are important considerations in other contexts, they do not address the fundamental issue of data quality that deduplication provides. Currency values need to be aligned once the records are in Salesforce, validation rules are enforced after the data is imported, and record ownership can often be assigned during the import process or adjusted post-import. However, eliminating duplicates beforehand is a proactive approach that directly enhances the data integrity from the outset.