Salesforce Certified Platform App Builder — Question 475

The marketing team at Universal Containers has a list of 400 leads it wants to upload to Salesforce. The team needs to avoid creating duplicate records.
Which two actions should be taken to meet this requirement? (Choose two.)

Answer options

• A. Utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly created duplicate leads.
• B. Use Data Loader's update function to import leads and match to existing records based on e-mail address.
• C. Enable Duplicate Matching in the Data Management section in Setup and activate the Lead-to-Lead scenario.
• D. Upload the lead list using the Import Wizard and select a Matching Type to prevent duplicate lead creation.

Correct answer: A, D

Explanation

Option A is correct because utilizing a Lead Matching Rule and Duplicate Rule effectively prevents the creation of duplicate leads. Option D is also correct as selecting a Matching Type in the Import Wizard helps in identifying potential duplicates during the import process. Options B and C do not address the requirement effectively; B focuses on updating existing records rather than preventing duplicates during the initial upload, and C does not directly relate to the lead import process.