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Data Import Wizard matching options

Key Takeaway

In the Data Import Wizard, a row that matches an existing record by your matching type updates that record, and a row that doesn't match creates a new one. The matching type you pick is how you prevent duplicates.

When you import records with the Data Import Wizard, you pick a matching type. The wizard uses it to decide whether each row in your file is an existing Salesforce record or a new one. The choices differ by object and by how strictly they compare values.

How a matching type prevents duplicates

A matching type sets the criteria for avoiding duplicates.

For example, imagine you match leads by email. If a row in your file has the same email as an existing lead, the wizard updates that lead. If you don't match by email, the same row creates a new lead, even though that email already exists in Salesforce.

Platform Administrator II Study Guide

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Given a scenario, identify the appropriate tools and methods for importing data into Salesforce (data import wizard, data loader, and external ID)

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