Data and Analytics Management

Question 1

Which two charts would show the number of leads and the % of leads as part of the whole?

Answer 1

Pie & Donut

Question 2

Save Hierarchy Level Checkbox

Answer 2

Ensures that the hierarchy level that was used when creating a report stays intact. If user has permission to see reports originally, the same applies when any subsequent report is created.

Question 3

How could an admin configure a dashboard for every sales rep to show their current oppty pipeline?

Answer 3

Set the dashboard running user to “the dashboard viewer”

Question 4

Max # of components that can be on a dashboard

Answer 4

20

Question 5

Criteria based sharing rules

Answer 5

Determine what records to share based on field values other than ownership (for example, product managers could see opptys for their products even if sales reps own the opptys)

Question 6

What permissions do you need to use the Data Loader for importing and exporting?

Answer 6

API Enabled & Modify All for the objects you need to import and export

Question 7

What can admins use to make fields conditionally required based on the oppty stage?

Answer 7

Validation rules

Question 8

If users are experiencing separate error messages when selecting one of two values from a picklist, what is the likely cause?

Answer 8

Contradicting validation rules

Question 9

How long is data stored in the recycle bin?

Answer 9

up to 15 days

Question 10

Mass update addresses

Answer 10

Can help update fields in all records for an object to standardize. Common examples would be phone number, address, country codes.

Question 11

Which values can the import wizard use to find matching account records to perform updates?

Answer 11

Account name & site fields

Question 12

Lookup filter

Answer 12

Restricts valid values and lookup dialog results for lookup, master-detail and hierarchical relationship fields. Example, restrict account name to only active accounts on the oppty page.

Question 13

T or F: Data import wizard is just for standard objects

Answer 13

F, can import data for custom objects as well.

Question 14

How many records can the data import wizard import at a time?

Answer 14

50k

Question 15

Data Loader vs Import Wizard

Answer 15

Data Loader
- up to 5M records
- schedule regular data loads
- export data for backup purposes
Import Wizard
- less than 50k records
- Turn off processes during an import/update/upsert

Question 16

What type of file format is needed for Data Loader & Import Wizard?

Answer 16

CSV

Question 17

What are 3 reports that can be used to display a list of the top 10 accounts on a dashboard?

Answer 17

Tabular report with rows to display =10
Summary report with a chart
Summary report without a chart

Question 18

Tabular report

Answer 18

Simplest and fastest way to look at data. Looks like spreadsheet. Can’t be used to create charts. Can’t be used in dashboards.

Question 19

Summary report

Answer 19

Similar to tabular but allow users to group rows of data, view subtotals and create charts.

Question 20

Matrix Report

Answer 20

Group and summarize data by both rows and columns. Compare related totals or values in several different fields.