Cloud Kicks' (CK) marketing department is migrating from its email campaign and management system to Salesforce. The marketing administrator wants to ensure that CK's email templates are retained.
Which two solutions should a consultant recommend for a successful migration? (Choose two.)
Click on the arrows to vote for the correct answer
A. B. C. D.AC
For a successful migration of Cloud Kicks' (CK) email templates to Salesforce, the consultant should recommend the following two solutions:
Option A: Enable Email Import and use the Import Wizard. Enabling Email Import allows CK to import email templates from their previous email campaign and management system into Salesforce. The Import Wizard is a user-friendly tool in Salesforce that facilitates data import. It provides a step-by-step process to map and match fields from the source system to the corresponding fields in Salesforce. CK can use this feature to import their existing email templates, ensuring a seamless transition and retention of their templates.
Option C: Import email templates with the Data Loader. The Data Loader is a powerful Salesforce tool used for bulk data import and export. CK can use the Data Loader to import their email templates by preparing a CSV (Comma-Separated Values) file containing the necessary template data. The CSV file should have the appropriate mappings to ensure the data is correctly mapped to the email template fields in Salesforce. By using the Data Loader, CK can efficiently import a large number of email templates in a batch process.
Option B, which suggests manually recreating the email and mail merge templates in Salesforce, can be time-consuming and error-prone. Since CK wants to retain their existing templates, recreating them manually may not be the most efficient solution.
Option D, creating an email template change set or using the Lightning Platform, does not directly address the migration of existing templates. Change sets and the Lightning Platform are more focused on deploying customizations and configurations between different Salesforce environments, rather than importing templates.
Therefore, the recommended solutions for a successful migration of Cloud Kicks' email templates to Salesforce would be Option A (Enable Email Import and use the Import Wizard) and Option C (Import email templates with the Data Loader).