Data & Analytics Management

Question 1

A sales manager at Ursa Major Solar wants a team of sales reps to know how many open opportunities they have at any given time. How should an administrator configure a report for each sales rep to see their own open opportunities?

Answer 1

Create a report filtered by My Opportunities

Question 2

How long is data stored in the Recycle Bin?

Answer 2

Up to 15 days

Question 3

Ursa Major Solar has inconsistent data in its 20,000 existing accounts and asked the system administrator to convert all of the standard country fields to ISO codes.
Which method should they system administrator use?

Answer 3

Mass update addresses

Question 4

Which set of Salesforce records is exported by choosing the Export All option instead of Export in Data Loader?

Answer 4

Records for a specified object including records in the recycle bin

Question 5

A system administrator uses the Import Wizard to update existing Account records.
Which two values can the Import Wizard use to find matching records?

Answer 5

Account Name

Site fields

Question 6

Which configuration option shows sales representative the fields they must fill in prior to saving an opportunity?

Answer 6

Page Layout required fields

Question 7

Lookup Filter

Answer 7

Administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.
(For example, restrict the Account Name field on opportunities to allow only active accounts.)

Question 8

Data Import Wizard

Answer 8

A tool to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts.
Can also import data for custom objects
Can import up to 50,000 records at a time

Question 9

Validation rules

Answer 9

Verify that the data a user enters into a record meets the standards you specify before the user can save the record.

Question 10

Data Loader vs. Import Wizard

Answer 10

Use Data Loader when:
You need to load 50,000 to 5,000,000 records. Data Loader is supported for loads of up to 5 million records.
You want to schedule regular data loads, such as nightly imports.
You want to export your data for backup purposes.

Use the Import Wizard when:
You’re loading less than 50,000 records.
You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.