An administrator is given a .csv file of 5,000 leads with External Id and Status fields. They need to match existing and add new records with Data Loader.
What action should be taken to populate the Status field on the records and add new records?
43 comments · newest first
MA
Marguerita
11 months ago
Update won't add new records, so it's not the right choice here.
KR
Kris
11 months ago
Definitely not Export or Insert, those won't work for this.
MI
Michell
12 months ago
Wait, can Upsert really do both? Sounds too good to be true!
PE
Pearly
12 months ago
I agree, Upsert handles both updates and inserts perfectly.
VE
Verlene
1 year ago
Upsert is the way to go for matching and adding records!
IR
Irving
1 year ago
I'm a bit confused; could we just use Insert for new records? But then how would we update the existing ones?
KE
Kenda
1 year ago
I practiced a similar question, and I believe Upsert is the best option here since we have both existing and new records to handle.
ST
Stevie
1 year ago
I'm not entirely sure, but I remember something about needing to update the Status field specifically, so maybe Update is the right choice?
TE
Tennie
1 year ago
I think we need to use Upsert because it allows us to update existing records and insert new ones at the same time.
TE
Terina
1 year ago
Okay, I think I've got a plan. I'll start by exporting the data to review the fields and structure. Then I'll use the Upsert option in Data Loader to match existing records and add any new ones. Feels like the safest approach to handle this requirement.
RO
Robt
1 year ago
I'm a bit confused on the difference between Update and Upsert. I'll need to double-check the documentation to make sure I understand the implications of each option before making a decision.
HY
Hyun
1 year ago
Upsert sounds like the way to go here. That way I can update existing records and insert new ones in a single operation. I just need to make sure I have the right External Id field mapped correctly.
NO
Nohemi
1 year ago
Hmm, this one seems a bit tricky. I'll need to carefully review the data and the options to make sure I choose the right approach. Maybe I'll start by exporting the data to get a better understanding of the fields and records.
KA
Kati
1 year ago
I think the key here is to match existing records and add new ones. The question mentions using Data Loader, so I'll probably go with the Upsert option to handle both scenarios.
YO
Yong
1 year ago
Upsert? I'd rather be 'up-skirting' my way to the top, if you know what I mean. Just kidding, Upsert is the way to go!
GA
Gary
1 year ago
D) Upsert
CA
Carlene
1 year ago
C) Insert
MO
Mollie
1 year ago
B) Update
LA
Lavonda
1 year ago
A) Export
JE
Jesusa
1 year ago
Jack
VI
Vilma
1 year ago
D) Upsert to add new records with External Id and Status fields
JE
Jesusita
1 year ago
B) Update the Status field on the existing records
TU
Tu
1 year ago
A) Export the existing records with External Id and Status fields
FR
Francoise
2 years ago
Upsert all the way! It's like a one-stop-shop for my data needs. Why bother with anything else?
BR
Brittni
1 year ago
C) Insert
HU
Hubert
1 year ago
D) Upsert
GI
Giovanna
2 years ago
A) Export
SH
Shawna
2 years ago
Upsert is definitely the answer. It's like a magical wand that can do it all - update and insert with a single swing!
LI
Lilli
1 year ago
It's a time-saver for sure, no need to export and then update separately.
RO
Ronnie
1 year ago
I always use upsert when dealing with new and existing records.
TH
Theola
1 year ago
I agree, it's so convenient to update and insert at the same time.
BL
Blondell
1 year ago
Upsert is the way to go for sure!
HA
Han
2 years ago
I'd go with Upsert too. It's the most efficient way to handle both existing and new records in one action.
JO
Jordan
1 year ago
D) Upsert
DE
Destiny
1 year ago
A) Export
LO
Lorean
2 years ago
I'm not sure, but I think C) Insert could also work to add new records.
DO
Dominga
2 years ago
Upsert seems like the way to go. It'll update existing records and insert new ones. Can't go wrong with that!
AS
Ashton
1 year ago
D) Upsert
GA
Galen
1 year ago
C) Insert
TE
Tenesha
1 year ago
B) Update
LO
Lou
2 years ago
A) Export
MI
Ming
2 years ago
I agree with Mattie, Upsert is the best option to populate the Status field and add new records.
MA
Mattie
2 years ago
I think the answer is D) Upsert.