Question
You are using the Data import wizard to import records into the account table from a CSV file.
The CSV-to-table mapping is as follows:
✑ The Name column represents the account name and maps to the Account Name column.
✑ The Parent Name column represents the holding company of the account with subsidiaries underneath.
Records that are imported into the table are only related to other records in the file.
You need to configure the import to create the relationship between records.
What should you do?
- A. Map Parent Name in the CSV file to the Parent Account column. Select Account Name as the lookup criteria. Correct
- B. Map Parent Name in the file to the Parent Account column. Select Parent Account as the lookup criteria.
- C. Create an alternate key on the account table by using the Account Name column. Do not map Parent Name in the file.
- D. Look up the record IDs of the records in the Parent Account column. Add the record IDs as a new column in the file. Map the new column to the Parent Account column.
Explanation
Option A is correct. In the import wizard, map the CSV Parent Name column to the Parent Account lookup column, and set Account Name as the lookup reference. The wizard then resolves each parent by matching the name to account records, including records created in the same import. Option B uses Parent Account as the lookup criteria, so it would try to match the parent's own parent field rather than the account name. Option C leaves Parent Name unmapped, so no relationship is created; an alternate key alone does not set the lookup. Option D is impossible because the related records exist only in the file, so they have no record IDs before the import.
