Data and Analytics Management Flashcards
1
Q
Lookup Filter
A
Administrator settings that restrict the valid values and lookup dialog results for lookup, master detail, and hierarchical relationship fields
ex. restrict the account name field on opportunities to only active accounts
2
Q
Data Import Wizard
A
50,000 or fewer records
Prevents duplicates
Contacts, Campaign Members, Leads, Accounts, Solutions, Person Accounts
3
Q
Data Loader
A
Up to 5 million
Regular loads like nighty imports
export for backup purposes
4
Q
What should an administrator do to organize the fields available on a report?
A
Create a custom report type