Salesforce Data Import Methods

Salesforce Data Import Methods

Question

What are the methods that Salesforce provides to its customers for importing data? (Choose 2 options)

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: A and B

Salesforce provides two methods for importing data.

The first one is the data import wizard which is a tool available in the setup menu.

It allows you to import up to 50,000 records at a time.

The second one is the Data Loader which is an application that allows users to import up to five million records.

Option C is incorrect because Mass Transfer Records give you the ability to transfer many records from one user to another.

These records may be records of an account, leads, contacts or any custom object.

Option D is incorrect because Import Articles is only used for importing articles to the Salesforce knowledge base.

References:

Correct Answer: A and B

Salesforce provides two methods for importing data.

The first one is the data import wizard which is a tool available in the setup menu.

It allows you to import up to 50,000 records at a time.

The second one is the Data Loader which is an application that allows users to import up to five million records.

Option C is incorrect because Mass Transfer Records give you the ability to transfer many records from one user to another.

These records may be records of an account, leads, contacts or any custom object.

Option D is incorrect because Import Articles is only used for importing articles to the Salesforce knowledge base.

References:

The correct options for this question are A. Data Import Wizard and B. Data Loader. Here's a detailed explanation of each:

A. Data Import Wizard: This is a native tool in Salesforce that allows users to import data in a few clicks. It supports importing data for standard and custom objects, and can handle up to 50,000 records at a time. The Data Import Wizard provides a simple, step-by-step interface to map fields, update existing records, and create new records. It also performs duplicate checking to avoid creating duplicate records.

B. Data Loader: This is a standalone tool that can be used to insert, update, delete, or export data in Salesforce. It supports larger data volumes than the Data Import Wizard, with the ability to process millions of records. The Data Loader can be used with most standard and custom objects in Salesforce, and provides advanced features such as the ability to schedule regular data loads, handle complex data relationships, and perform data transformations.

C. Mass Transfer Records: This option is not a method for importing data, but rather a feature for transferring ownership of records from one user to another.

D. Import Articles: This option is also not a method for importing data, but rather a feature for importing knowledge articles into Salesforce Knowledge.