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Salesforce Admin Certification > Data and Analytics Management > Flashcards

Data and Analytics Management Flashcards

1
Q

What are the two main methods of mass updating or importing data in SF?

A

Data Import Wizard and Data Loader.

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2
Q

How can data be exported from SF?

A

Data Export Service, Reports, and Data Loader.

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3
Q

What format should all import datafiles be in?

A

CSV

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4
Q

What is Basic Data Import?

A

Basic Data Import can be used to import contacts and leads using a simplified import flow.

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5
Q

What are the differences between Data Import Wizard and Data Loader?

A

DIW: Anyone can use.
DL: Admins only

DIW: Available from setup menu
DL: App, needs to be downloaded

DIW: Import only and with a limit of 50k records
DL: Import/Export up to 5M records

DIW: Workflow rules optional
DL: Workflow rules will fire

DIW: Only certain objects allowed including custom objects
DL: Supports all objects

DIW: Choose to find possible duplicates
DL: No option to find duplicates

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6
Q

What file formats may exported files be in?

A

CSV
XLS
XLSX

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7
Q

What are the steps to using the Data Import Wizard?

A
  1. Choose Data
  2. Edit Field mapping
    3.Import data
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8
Q

Where can you monitor import jobs?

A

The Bulk Data Load Jobs page Only admins have access to this page.

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9
Q

What can you do with Data Loader??

A

Data Loader can be used to add, update, delete, or export records.

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10
Q

What will “Hard delete” do in Data Loader?

A

‘Hard Delete’ will delete records without moving to the recycle bin.

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11
Q

What does upsert mean?

A

‘Upsert’ will update an existing record if a match is found, if not then a new record is inserted.

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12
Q

What is the difference between export and export all?

A

‘Export All’ will include records in the recycle bin.

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13
Q

What is the import articles tool?

A

Existing Articles can be imported into Salesforce Knowledge through the Import Articles tool.

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14
Q

What are the steps for importing articles using the Import Articles tool?

A
  1. Create the .csv file
  2. Specify important parameters
  3. Zip the files.
  4. Select Knowledge Base, Record Type, and Import .zip file.
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15
Q

When using the Import Articles tool what should the .zip file contain?

A
  1. The .csv file with the article
  2. The corresponding .properties file
  3. any related HTML or image files that need importing with it
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16
Q

The API will accept either _ or_ - character ID’s.

A

15 or 18.

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17
Q

What is a SF record ID?

A

Each record in Salesforce has a globally unique ID assigned when it is created.

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18
Q

What is an external ID?

A

An external ID is an identifier for a record from another system that is added to a Salesforce object.

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19
Q

What does the Mass Transfer Records tool do?

A

Mass Transfer Records tool is used to transfer multiple records from one user to another within Salesforce.

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20
Q

What can be used as alternatives to the Mass transfer Records tool on objects that it does not support?

A

Data Import Wizard or Data Loader.

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21
Q

What objects are supported by the Mass Delete tool?

A

Accounts, Activities, Cases, Contacts, Leads, Solutions, Products, and Reports.

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22
Q

What is an alternative to the Mass delete tool?

A

Data Loader

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23
Q

How long are deleted records kept for?

A

15 days.

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24
Q

What is the recycle bin limit?

A

The limit on the number of records for the Recycle Bin is calculated at 25 times the organization storage in MB. If the limit is exceeded, the oldest record are automatically deleted.

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25
Q

What are validation rules?

A

Validation rules improve data quality by ensuring that field values of a record meet certain criteria before the record is allowed to be saved in the org.

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26
Q

What are matching rules?

A

A matching rule determines whether the record a user is creating or updating is similar enough to other records to be considered a duplicate.

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27
Q

What are Duplicate rules?

A

Duplicate rules define what happens to duplicate records when found. These rules can either allow a duplicate record to be saved or block it.

28
Q

What are match keys?

A

Codes based on the fields referenced in a matching rule and applied to existing records.

29
Q

When will duplicate rules not run?

A
  1. When the record was created with quick create or via Community-self registration
  2. Restored with undelete
  3. Added with Lightning Sync
  4. Manually merged
30
Q

What is a duplicate record set?

A

A duplicate record set is a list of items identified as duplicates.

31
Q

What are Duplicate jobs?

A

Duplicate Jobs are used in Lightning Experience Performance Edition and Unlimited Edition with standard or custom matching rules to scan existing accounts, contacts, or leads for duplicates.

32
Q

How much storage does a typical record use? What are some exceptions?

A

2KB

Accounts - 4KB
Campaigns - 8KB

33
Q

How is additional storage allocated?

A

Additional storage is allocated on a per user basis, 20MB per user for data and 2GB for file storage.

34
Q

What is Data Export Service?

A

Data Export Service is a tool for backing up Salesforce data that can include all data or selected objects (including custom objects).
Export can be scheduled weekly or monthly, or run immediately(maximum once every 7 days).

35
Q

What data can be optionally included in an export?

A

Images, documents, and attachments, Chatter files and CRM content

36
Q

What is Salesforce Backup?

A

Salesforce product that can be used for automatically generating data backups.

37
Q

What are the two types of validation rules?

A
  1. System Validation
  2. Custom Validation
38
Q

What is the order of processing rules?

A
  1. Validation Rules
  2. Duplicate and Assignment Rules
  3. Auto-Response Rules
  4. Workflow Rules (with immediate actions)
  5. Escalation and Entitlement Rules.
39
Q

Will a defined error message display when returned true or false?

A

True

40
Q

What happens if you try to import records that violate validation rules in an object?

A

The records cannot be saved.

41
Q

What are the two main parts in a custom validation rule?

A

The error condition formula and error message.

42
Q

Which tab is used to search for, create, and organize reports and dashboards?

A

The Analytics tab.

43
Q

What is a report type?

A

A report type determines which records and fields are available in a report. A custom report type can be created to allow access to data that is not available using standard report types.

44
Q

What are the object limits on a custom report type?

A

A custom report type can include up to four (4) levels, the primary object and three (3) related objects.

45
Q

What are the different report formats?

A

TABULAR REPORT - A list of records displaying their fields. Charts cannot be created.

SUMMARY REPORT - Contains grouped records and subtotals.

MATRIX REPORT - Records that are grouped or summarized by rows and columns.

JOINED REPORT - Used for analyzing SF data across multiple report types or getting multiple simultaneous views of an object.

46
Q

What are bucket fields?

A

Bucket fields can be used for grouping, filtering, and categorizing report values based on defined criteria.

47
Q

What are summary fields?

A

Summary fields can be used to find the sum, average, highest, or lowest value of a numeric column in a report.

48
Q

What is a row-level formula?

A

A row-level formula creates a new dynamic column on the report that makes calculations on every report row.

49
Q

What is a cross-Block formula?

A

Used to calculate a value that refers to summary values from multiple blocks in a joined report.

50
Q

What is conditional highlighting?

A

Conditional Highlighting allows summarized values to be colored depending on how they meet the value thresholds.

51
Q

Which report format doesn’t allow the creation of charts?

A

Tabular

52
Q

What is a reporting snapshot?

A

A reporting snapshot provides information on historical data by storing report data scheduled over a period of time. Can be scheduled to run daily, weekly, or monthly.

53
Q

Different users would see different results for the same report based on _______?

A

Record ownership, access via sharing, and their role.

54
Q

Besides the dashboard tab, where else can you find dashboards?

A

Dashboards can be embedded in a home tab or a lightning app using the dashboard component in Lightning App Builder.

55
Q

What is a dashboard filter URL?

A

A custom URL that includes filter parameters can be created for a dashboard. The URL can be accessed later to open the dashboard with the filters already set.

56
Q

What is a dashboard component?

A

A dashboard component is the visual representation of source report data and can be in the form of a chart, gauge, metric, or table.

57
Q

How many widgets does a dashboard support?

A

Dashboards support up to 25 widgets.

58
Q

What is the difference between a fixed dashboard and a dynamic dashboard?

A

Fixed will show data based on access level of a specific user. Dynamic changes according to the access level of the user currently viewing it.

59
Q

What are 3 considerations for Dynamic dashboards?

A
  1. Limit of 5 for Enterprise and 10 for Unlimited.
  2. Must be refreshed manually. Cannot be scheduled automatically.
  3. Subscription is disabled.
60
Q

When would an external ID be used?

A

When an identifier from an external system has to be used to import or update data

61
Q

What are the options for importing and exporting data?

A

Data Import Wizard, Data Loader, 3rd Party Tools for Integration, Export from Reports, Data Export Service

62
Q

Which of the data import tools can only be used by admins?

A

Data Loader

63
Q

What formula function is used to ensure the correct formatting of a field entry?

A

RegEx

64
Q

Which SF features for Lightning Experience allow finding duplicates across the org and merging them?

A

Duplicate Jobs and Duplicate Record Sets

65
Q
A

Salesforce Admin Certification (8 decks)

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