Data and Analytics Management

Question 1

How long is data stored in the Recycle Bin?

Answer 1

Up to 15 days

Question 2

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 the system administrator use?

Answer 2

Mass update addresses

Question 3

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

Answer 3

Records for a specified object including records in the recycle bin

Question 3

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 3

• Account Name

- Site Fields

Question 4

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

Answer 4

Page Layout required fields

Question 5

Lookup Filter

Answer 5

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 6

Data Import Wizard

Answer 6

• A tool to important 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 7

Validation Rules

Answer 7

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

Question 8

Data Loader vs Import Wizard

Answer 8

Use Data Loader when:

• You need to load 50k to 5 million records. Data Loader is support for loads 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 50k records.
• You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.

Question 9

CSV File

Answer 9

• Comma Separated Values
• A plain text file that contains a list of data
• An accepted file format for Data Loader and Data Import Wizard

Question 10

What report should an administrator use to display the number of contacts related to an account?

Answer 10

Summary report with a report formula

Question 10

What are three reports that can be used to display a list of the top 10 accounts on a dashboard?

Answer 10

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

Question 11

What should an administrator do to organize the fields available on a report?

Answer 11

Create a custom report type.

Question 12

Tabular Report

Answer 12

This report is the simplest and fastest way to look at data. Similar to spreadsheets, it consist simply of an ordered set of fields in columns, with each matching record listed in a row. Use this report type of creating list of records or a list with a single grand total. They can’t be used to create groups of data or charts, and can’t be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.

Question 13

Summary Report

Answer 13

This report is similar to a tabular report, but allow users also to group rows of data, view subtotals, and create charts. It can be used as the source report for the dashboard components. Use this type of report to show subtotals based on the value of a particular field, or when you want to create a hierarchical list, such as all opportunities for your team, subtotal by Stage and Owner.