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Question 67/84
A business currently has a process to manually upload orders from its external Order Management System (OMS) into Salesforce.
This is a labor intensive process since accounts must be exported out of Salesforce to get the IDs. The upload file must be updated with the correct account IDs to relate the orders to the corresponding accounts.
Which two recommendations should make this process more efficient?
Choose 2 answers
This is a labor intensive process since accounts must be exported out of Salesforce to get the IDs. The upload file must be updated with the correct account IDs to relate the orders to the corresponding accounts.
Which two recommendations should make this process more efficient?
Choose 2 answers
Recent Comments (The most recent comments are at the top.)
Mauricio is right!
A and D are the correct answers.
The two recommendations that should make the process of uploading orders from the external OMS into Salesforce more efficient are:
- A. Identify unique fields on Order and Account and set them as External IDs.
- D. Use the upsert wizard in the Data Loader to import the data.
By setting unique fields on Order and Account as External IDs, the business can avoid the need to export and update the account IDs from Salesforce. External IDs are custom fields that contain unique record identifiers from a system outside of Salesforce, and they can be used to relate records without using Salesforce IDs.
By using the upsert wizard in the Data Loader, the business can perform both insert and update operations in one step, and avoid creating duplicate records. The upsert wizard allows the business to specify an external ID field to match the records in the import file with the existing records in Salesforce, and then insert new records or update existing ones accordingly.
https://www.forcetalks.com/blog/what-is-external-id-in-salesforce-the-definitive-guide/...