PeopleImport

The blue information button (i) in the bottom left hand corner provides what information?

(Select all that apply)

When logged in, how can a user easily access support and training resources?

(Select all that apply)

John would like to change the Lead and Contact field mapping defaults.

Where/How can they be changed?

What is the first step in PeopleImport?

PeopleImport will compare an external data source against which Salesforce Objects?

(Select all that apply)

Which data sources are compatible with PeopleImport?

(Select all that apply)

Field mapping can be done by:

(Select all that apply)

If using a CSV file as the input data source, it can be read with UTF-8 encoding.

Data must be compared against both Leads and Contacts.

Joe is setting up a scenario and wants to save a private draft before making it publicly available.

Where can he enable the option to save scenarios locally?

How can a single field mapping be removed?

A field in the incoming data source can be mapped to multiple Salesforce fields.

On the Contact mapping section, what do the pink and blue fields indicate?

Select the correct definition for the mapping option, Update Only if Blank.

What mapping option should be utilized if the user is intending to use a field for matching only and does not intend for the field to be updated?

Only fields that are mapped in Stage 1 can be matched on in Stage 3.

PeopleImport always requires mapping to the following standard, required fields.

(Select all that apply)

What can be found on the Today page?

(Select all that apply)

Restore files can be which file type?

(Select all that apply)

The update/insert batch size can be adjusted to as low as 1 and as high as 200.

When enabled, the option to Trigger User Emails (via assignment rules) will only work if the assignment rule in Salesforce is set up to send emails.

What is the default file location for storing log files, restore files and the replace list?

Select all reasons to use the Check button after mapping fields.

It is required to use conditions in Stage 2.

In Stage 1, it is possible to add constants to fields.

What options are available when adding Leads/Contacts to a Campaign?

(Select all that apply)

If a Campaign Member status is not valid, PeopleImport will use the default status.

The Task Ownership Overrides section in Stage 4 gives the user the option to assign tasks to someone other than the Lead/Contact owner.

Tasks can be assigned to Leads owned by queues or groups.

Joe is inserting new Contact records and would like to add them to a Campaign in Stage 4.

What happens if that Contact is already on that Campaign?

What is the maximum number of tasks that can be created for each Lead/Contact that is updated/inserted.

Standard functionality allows the user to compare the records in the spreadsheet only to Leads and Contacts on a specific campaign?

PeopleImport can be used to insert/update Person Accounts?

Joe would like to compare his input data to the Contact object first.

What can he do in Stage 3 to ensure this happens?

If no match is found in any of the object matching steps, a user has the ability to:

(Select all that apply)

When the Create New Lead Final Match Condition is selected, by default the organizations Lead Assignment Rules will fire.

John has his Final Match Condition in Stage 3 set to create a New Contact/New Account for records that are not matched in other object match steps.

However, in his input file he has several Contacts for each individual Account.

How can he make sure that every Account with the same name is only inserted once and not duplicated?

When comparing against both the Lead and Contact objects, it is required to have an Account Match Step.

The MatchBlank option in Stage 3 will match blank values from the input file to blank values in Salesforce.

It will also match where the value in the spreadsheet is populated and the value in Salesforce is blank.

While building match steps in Stage 3, Jill notices that she has accidently matched the First Name field to the Last Name field.

How would Jill go about correcting this mistake?

John needs to add matched Contacts and Leads to different Salesforce Campaigns.

Matched Contacts should be assigned to the Campaign Trade Show – Current Contact and Leads to the Campaign Trade Show – Current Leads.

New Contacts/New Accounts should be assigned to the Campaign Trade Show – New.

How can he accomplish this?

Jill is comparing her list of records against Leads, Contacts, and Accounts.

She has 30 rows from her input file that did not match to a current Lead or Contact, but did match to a current Account based on her match steps.

What action will be taken for these 30 people from her input file?

John has a match step that is matching on the following criteria:

First Name (Mapping Type FirstName)

Last Name (Mapping Type Exact)

His input file includes a record for Tracey Smith with the Best Buy Account.

This record matched to Tracey Smith associated with the Staples Account in Salesforce.

How could John manipulate his match steps to ensure that the row from his input file matches to the correct record in Salesforce?

Joe’s input file has data for Thomas Smith with the XYZ Company and he has an existing record in Salesforce for Tom Smith with the XYZ Company.  Based on his current match step shown below, the record from his file is not matching to the record in Salesforce.

First Name (Mapping Type Exact)

Last Name (Mapping Type Exact)

Account Name (Mapping Type Cleaned Account Name)

What can be done so that Thomas Smith from his input file matches to the Tom Smith record in Salesforce?

(Select all that apply)

It is not possible to invoke a lead assignment rule when new leads are created.

If a record matches to both a Lead and a Contact match step, both of these records will be updated.

How can a user assign new Contacts created from an Account Match Step to the matched Account Owner?

Match steps should be set up with the loose match steps listed first getting more rigid with each step.

In Stage 5, what is the first thing that must be done?

The Action column indicates:

Jill has grouped her results by the Action column.

She would like to check all of her Contacts to be updated for processing.

How would she accomplish this?

In the results grid, all records are pre-checked for processing by default.

What must be done to see the matching Salesforce record in the grid?

Fields from matching records are listed in alphabetical order for each object in the results grid and cannot be re-ordered.

What are all the possible files that can be created when the processing is complete?

(Select all that apply)

John has selected Process Checked Objects and receives a pop-up window that indicates Input Data Errors.

How can he ignore this warning and process his file?

What information does the control section provide?

Jill is reviewing the results and finds a record that matched, but she does not consider this a good match, and would prefer to insert the record instead of updating the chosen matching record.

What is her best option for handling this?

John needs to create Opportunities as part of his import.

How can he accomplish this?

To ALWAYS merge multi-select picklist fields from the input file to a matching record users can: