Data and Analytics Management 1

Question 1

What is a Salesforce ID?

Answer 1

A globally unique ID assigned to each record when created; 15 digit case sensitive when displayed in the UI / reports and 18 digit case insensitive from API / Data Loader

Question 2

What happens to deleted records?

Answer 2

Deleted records go to the recycle bin. After 15 days or if the bin limited is exceeded, they are permanently deleted. While in the recycle bin, deleted records can be restored.

Question 3

How does storage work in Salesforce?

Answer 3

Storage is categorized into data and file storing records (usually 2KB each). File storage is used by attachments files and documents.

Question 4

When would an External ID be used?

Answer 4

When an identifier from an external system has to be used to import or update data

Question 5

What are the options for importing and exporting data?

Answer 5

Data Import Wizard, Data Loader, 3rd Party Tools for Integration, Export from Reports, Data Export Service

Question 6

How can Knowledge articles be imported to Salesforce?

Answer 6

Import Articles tool from Setup menu allows articles and any translations to be imported into Salesforce Knowledge.

Question 7

What are the main tools for data import?

Answer 7

Data Import Wizard and Data Loader

Question 8

Up to how many records can Data Import Wizard and Data Loader import?

Answer 8

Data Import Wizard can import up to 50,000 records, while Data Loader can import up to 5 million records.

Question 9

In what format is data imported, exported or deleted?

Answer 9

CSV format

Question 10

What are the steps to import data?

Answer 10

Date selection, mapping, and import

Question 11

Which of the data management tools cannot export data?

Answer 11

Data Import Wizard

Question 12

Which of the data import tools can only be used by admins?

Answer 12

Data Loader

Question 13

How can Knowledge articles outside of Salesforce be imported into Salesforce?

Answer 13

Import Articles tools

Question 14

What can be done with the Mass Transfer tool?

Answer 14

Accounts, Leads and Customer objects and some related data can be transferred from one owner to another.

Question 15

How can data be mass deleted?

Answer 15

The Mass Delete tool allows mass deletion of Accounts, Leads, Activities, Contacts, Cases, Solutions, Products and reports. Criterion can be set to find selected records to delete.

Question 16

How do validation rules work?

Answer 16

A formula expression is defined on a object and checked or edited and saved. If the formula returns true, an error message is displayed and the record is not saved.

Question 17

How can data be automatically exported?

Answer 17

The Data Export service can be used to export all or selected data weekly or monthly. An email is sent with a link to a downloadable zip file.

Question 18

What is the difference between a matching rule and a duplication rule?

Answer 18

Matching rule is used to identify duplicates. Duplicate rule defines what happens to duplicates - allow or block.

Question 19

What actions can be taken by the administrator to ensure the data quality of an org?

Answer 19

Establish organization data standards and naming conventions, import clean data, remove duplicates records, and use validation rules.

Question 20

When are validation rules enforced?

Answer 20

Enforced immediately on record save, prior to Workflows or Process Builders