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 4

A System Administrator will use the Import Wizard
to update existing Account records. Which two
values can the Import Wizard use to find matching
records?

Answer 4

Account Name and Site fields

Question 5

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

Answer 5

Page Layout required fields

Question 6

Lookup filter

Answer 6

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 7

Data Import Wizard

Answer 7

● 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 8

Validation Rules

Answer 8

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

Question 9

Data Loader vs Import Wizard

Answer 9

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 are 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.

Question 10

CSV File

Answer 10

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

Question 11

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

Answer 11

Summary report with a report formula

Question 12

Which three reports can be used to display a list of

the Top 10 Accounts on a dashboard?

Answer 12

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

Question 13

What should an administrator do to organize the

fields available on a report?

Answer 13

Create a custom report type.

Question 14

Tabular Report

Answer 14

This report is the simplest and fastest way to look
at data. Similar to a spreadsheet, they consist
simply of an ordered set of fields in columns, with
each matching record listed in a row. Tabular
reports are best for creating lists 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 15

Summary Report

Answer 15

This report is similar to tabular reports, but also
allow users to group rows of data, view subtotals,
and create charts. They can be used as the source
report for dashboard components. Use this type
for a 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.

Question 16

Ursa Major Solar wants to assign a task
automatically to account managers when a
customer's agreement is about to expire. How
should an administrator configure this
functionality?

Answer 16

Create a Time-based Workflow on Account with a

rule criteria of Agreement End Date > TODAY().

Question 17

An administrator created a workflow rule that
sends email alerts when a case with a high priority
is created. A new support engineer who works
remotely at Ursa Major Solar complains about not
receiving the email alerts. All other users at Ursa
Major Solar receive these email alerts. How can an
administrator troubleshoot this issue?

Answer 17

Verify the user’s email address

Question 18

Ursa Major Solar wants to create a workflow rule
to send an email alert to members of its board of
directors, none of whom use Salesforce. How
many of the board members can be added to a
single email alert?

Answer 18

Up to 5 additional email address can be added to

the email alert.

Question 19

Flow

Answer 19

An application that can execute logic, interact with
the Salesforce database, call Apex classes, and
collect data from users.

Question 20

Quick Action

Answer 20

● Can be object-specific or global action
● Only Create, Update, and Log a Call actions
are supported
● Can also use actions in a process, and can
only set values for fields that are part of the
action’s layout

Question 21

Process Trigger

Answer 21

● Every process includes a trigger, which tells
the process when to start.
● How you configure that trigger depends on
what type of process you’re creating.
○ Record change
○ Event
○ Invokable

Question 22

Approval Process

Answer 22

● Automates how records are approved in
Salesforce
● Specifies each step of approval including
from whom to request approval and what
to do at each point of the process.

Question 23

Delete an Approval Process

Answer 23

● Before you delete an approval process:,
make sure it’s inactive.
● Delete pending approval requests that are
associated with it, and remove them from
the recycle bin.

Question 24

Activate an Approval Process

Answer 24

An approval process must have at least one step
before you can activate it. After an approval
process is activated, you can’t add, delete, or
change the order of the steps or change its reject
or skip behavior, even if the process is inactive.