Data & Analytics Management 14% Flashcards

1
Q

Which two best practices are recommended prior to mass-deleting records?

A
  1. Create a new list view for all records that need to be deleted.
  2. Schedule a weekly data export and download the backup zip files.
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2
Q

What is a benefit of using a Lookup Filter instead of a Validation Rule?

A

A Lookup Filter improves user efficiency when selecting a related record

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3
Q

What are two ways to customize basic reports using Lightning Experience?

A

By adding a filter or a chart.

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4
Q

Which three reports can be used to display a list of the Top 10 Accounts on a dashboard?

A

Summary report with a chart
Summary report without a chart
Tabular report with Rows to Display set to 10

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5
Q

Ursa Major Solar is looking into backup methods. Which set of small and large data backup methods are available in native Salesforce? (3 answers)

A

Data Loader Exports,
Report Exports,
and Weekly Data Export Service

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6
Q

Ursa Major Solar wants to ensure that unique data is always input into a specific field.
Which two field properties should the administrator configure?

A

Required

Unique

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7
Q

A Finance user with the “View All Data” permission enabled sees no Opportunities when opening a
Sales pipeline report. However, a Sales Rep sees Opportunities as expected.
Which two actions should a System Administrator perform to resolve this problem?

A

Select Save Hierarchy Level on the pipeline report.

(Show the hierarchy to see your org’s role hierarchy above the report results. You can use the role hierarchy to share report data
with people at different levels in the hierarchy)

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8
Q

Which report should a System Administrator use to display the number of Contacts related to an
Account?

A

Summary report with a report formula

Write summary formulas to evaluate a report’s group subtotals and grand totals.

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9
Q

Ursa Major Solar needs to transfer records from one user to another user during a mass transfer of
account records.
Which two record types can be used for this transfer?

A

Closed Cases

Open Cases

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