(Data and Analytics Management 14%) Data management

Question 1

List the steps involved in preparing and importing data from a sample .CSV file using the data import wizard

Answer 1

1. use existing software to create an export file
2. clean up import file for accuracy and consistency, which involves updating data to remove duplicates, delete unnecessary info, correct spelling
3. Compare your data fields with the salesforce fields you can import into.
4. make any configuration changes required in salesforce to handle the imported data

Question 2

Data Import Wizard

Answer 2

Let’s you import data in common standard object, such as contacts, leads, accounts, as well as data in custom object. Can import 50,000 records at a time

Question 3

Data Loader

Answer 3

Client application that can import up to 5 million records at a time, of any data type, either files, or a database connection.

Question 4

Use Data Import Wizard when

Answer 4

You need to load less than 50,000 records
The objects you need to import are supported by the wizard
You don’t need the import process to be automated

Question 5

Use Data Loader when

Answer 5

You need to load 50,000 - 5 million records anything higher than that you should get a third party partner on app exchange
You need to load an object that is not supported by the data import wizard
You want to schedule regular data loads, such as nightly imports

Question 6

what are the two main ways salesforce exports data

Answer 6

data export service(data export wizard): an in-browser service, accessible through the setup menu. It allows you to export data manually every 7 days or 29 days.

data loader: a client application that you must install separately. can be operated either through the user interface or the command line