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Sales-Con-201 Data Management Practice Question

Universal Containers needs to map complex hierarchies during data migration. They have parent and child accounts across multiple legacy systems. What is the recommended best practice for loading hierarchical account data?

Answer choices

Why each option matters

Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.

Correct answer & explanation

Load parent accounts, export the resulting Salesforce IDs, map them to child records using an External ID, and then load child accounts.

When loading accounts with parent-child relationships, you must load parent accounts first, export their generated Salesforce IDs, map those IDs to the child records' Parent Account field using an External ID or Salesforce ID, and then load the child records.

Answer analysis

Option-by-option breakdown

For each option: why learners choose it and why it is or isn't the right answer here.

  • Use the Data Import Wizard with the 'Parent Account Name' match key to establish relationships in a single pass.

    Why it's wrong here

    Data Import Wizard does not support complex hierarchy matching via Account Name due to potential uniqueness and matching conflicts.

  • Perform a bulk insert on a self-referential CSV file where parent and child rows are interleaved.

    Why it's wrong here

    Interleaving rows in a single file will still cause database constraint errors for children whose parents have not yet been inserted.

  • Load child accounts first using the legacy parent identifier, and Salesforce will automatically resolve the hierarchy.

    Why it's wrong here

    Salesforce cannot resolve parent relationships if the parent records do not yet exist in the database.

  • Load parent accounts, export the resulting Salesforce IDs, map them to child records using an External ID, and then load child accounts.

    Why this is correct

    This is the standard two-pass migration pattern required to properly establish parent-child lookups.

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Written and reviewed by Johnson Ajibi, MSc IT Security

Senior Network & Security Engineer · founder of Courseiva

Last reviewed August 2026 · checked against the official Salesforce exam blueprint

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