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Question 11/73
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
Correct Answer: A,B
- Question List (73q)
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Recent Comments (The most recent comments are at the top.)
Correct A & B:
A. Identify unique fields on Order and Account and set them as External IDs.
B. Use the upsert wizard in the Data Loader to import the data