Northern Trail Outfitters gains sales leads at its annual trade show. Duplicate leads are generated when they are imported and already exist in the system.
What should be done to address the issue with duplicate leads?
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A. B. C. D.D
To address the issue of duplicate leads in Northern Trail Outfitters' Salesforce system, the most appropriate solution would be to select option D: Upload the leads using the Data Import Wizard and select the appropriate field to match duplicates against existing records.
The Data Import Wizard in Salesforce is a user-friendly tool that allows for the import of data into Salesforce. It provides various options and settings to handle duplicate records during the import process. Here's a detailed explanation of why option D is the correct choice:
A. Upload the leads to Data.com to remove the duplicates and select the option to have them automatically imported. Data.com, which is now known as Data.com Clean, is a data enrichment and cleansing tool provided by Salesforce. While it can help with data quality, it doesn't directly address the issue of duplicate leads during import. Therefore, option A is not the best choice for handling duplicate leads in this scenario.
B. Upload the leads and click the "Find Duplicates" button for each of the leads to identify potential duplicate lead records. Manually clicking the "Find Duplicates" button for each lead is not a scalable solution and would be time-consuming, especially when dealing with a large number of leads. It is not an efficient approach, so option B is not the recommended solution.
C. Upload the leads using Data Loader and enable the "Find Duplicates" setting to prevent duplicate records. While Data Loader is a powerful tool for importing and exporting data in Salesforce, it doesn't have a built-in "Find Duplicates" setting. Therefore, option C is not the correct choice for addressing the issue of duplicate leads.
D. Upload the leads using the Data Import Wizard and select the appropriate field to match duplicates against existing records. The Data Import Wizard provides a feature to handle duplicate records during the import process. When using the wizard, you can select a specific field (such as email, name, or any unique identifier) to match against existing records in the system. This helps in identifying potential duplicate leads and allows you to take necessary actions, such as merging or updating existing records.
By choosing option D, Northern Trail Outfitters can use the Data Import Wizard to upload the leads obtained from the trade show. They should select a unique field, such as email, to match against existing leads in Salesforce. This way, the wizard will automatically identify any duplicates based on the specified field and provide options to handle them accordingly.
Overall, option D provides a practical and efficient solution to address the issue of duplicate leads by leveraging the capabilities of the Data Import Wizard in Salesforce.