We have contacts that may have duplicate records (intentional duplicates) but that are housed under different contact record types. Ultimately, they share the same email address. It appears that the wizard fails when you map the contact by contact record type, account record type and accout name if matching the contact by email address.
Matching by Salesforce contact ID is out of the question. Any suggestions? The fact that duplicate contact records exist (even though they're housed under different record types) does it mean the import wizard cannot work?
답변 1개
Jacob, if you matching the Contact by E-mail, salesforce will ignore everything else regardless of what record type the Contact falls under. Two contacts with the same E-mail are deemed duplicates by the import wizard; record type doesn't matter.
You must have an external ID for Upsert if you are planning to add new records or update existing records. If the 15 or 18 digit ID isn't too user friendly, you would have to create a new custom text field , set it as an unique external ID and populate it via workflow rule + field update giving it a value like (Contact.Email + Contact.RecordType)
Now when you match using the above field, the data import wizard will work as expected.
