Importing Records into Salesforce: System Administrator Considerations

System Administrator Considerations for Importing Records into Salesforce

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What should a system administrator consider before importing a set of records into Salesforce.

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A. B. C. D.

AC.

Before importing a set of records into Salesforce, a system administrator should consider various factors to ensure that the imported data is accurate and complete. The following are some considerations that a system administrator should take into account before importing data into Salesforce:

A. Record Owner: The import file should include a record owner for each record. The record owner is a user who has permission to access and modify the record. If the record owner is not specified in the import file, the records will be assigned to the user who performs the import.

B. Validation Rules: Validation rules are not triggered when importing data using the import wizard. Therefore, it is important to ensure that the data being imported is accurate and complies with any validation rules in place before importing.

C. Data De-Duplication: Data should be de-duplicated in the import file prior to import. This means removing any duplicate records in the import file to prevent duplicates in Salesforce. Duplicate records can cause data integrity issues and can make it difficult to search and report on data.

D. Currency Field Values: Currency field values will default to the personal currency of the record owner. Therefore, if the import file contains records with currency fields, the system administrator should ensure that the currency values are correct for each record owner.

In summary, before importing a set of records into Salesforce, a system administrator should consider record ownership, validation rules, data de-duplication, and currency field values to ensure that the imported data is accurate and complete.