Data and Analytics Management

Question 1

How long is date 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 admin 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 admin uses the Import Wizard to update existing Account records.

Which two values can the Import Wizard use to find matching records?

Answer 4

1. Account Name

2. 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

Admin 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 into a record meets the standards you specify before the user can save the record

Question 9

Data Loader vs. Import Wizard

Answer 9

Data Loader:

1. You need to load 50,000-5 million records.
2. You want to schedule regular data loads, such as nightly imports.
3. You want to export your data for backup purposes.

Import Wizard

1. uploading less than 50,000 records
2. 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 Seperated Values
• 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

What are three reports that can be used to display a list of 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 admin 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 spreadsheets, it consist of simply an an ordered set of fields in columns, with each matching recorded listed in a row. Use this report type for creating lists of records or a list with a single grand total. They can’t be used to create group so 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 a tabular report, but allow users also to group rows of data, view subtotals, and crate charts. It can be used as the source report for 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.