Data and Analytics Management I & II Flashcards
There are two main methods of mass updating or importing data in Salesforce: They are
Data Import Wizard and Data Loader.
Data can be exported from Salesforce using these 3 options
the Data Export Service, Reports, and Data Loader.
“___“can be accessed from Setup to perform data import tasks, such as adding or updating records.
Data Import Wizard
“___” is a client application that can be downloaded to the desktop and used for tasks such as data import, update, and export.
Data Loader
What data tool has the ability to catch duplicates
Data Import Wizard
workflow rules are executed when inserting or updating records when using this data management tool
Data Loader
All import data files must be in “___’ format.
CSV
this is the Globally unique ID that every record has. Can either be 15 characters or 18 characters that the API will accept.
Salesforce Record ID
This data management tool can be user by End Users and Admins
DATA IMPORT WIZARD
This data management tool is Import only and with a limit of 50,000 records
DATA IMPORT WIZARD
This data management means Validation rules and triggers will fire. Running workflow rules and processes when records meet the criteria is optional.
DATA IMPORT WIZARD
This data management is Admins only
DATA LOADER
This data management uses Client App; Needs to be downloaded
DATA LOADER
This data management tool means Up to 5 million records can be loaded
DATA LOADER
This data management tool means Up to 5 million records can be loaded
DATA LOADER
This data management tool uses Workflow rules, validation rules, and triggers will fire
DATA LOADER
This data management tool supports Accounts, Person Accounts, Contacts, Leads, Solutions, Campaign Members, and Custom Objects allowed
DATA IMPORT WIZARD
This data management tool allows you to Choose which fields to find possible duplicates
DATA IMPORT WIZARD
This data management tool supports Insert, Update, Upsert
DATA IMPORT WIZARD
This data management tool Supports all objects and uploading attachments
Data Loader
This data management tool has No option to find duplicates
DATA LOADER
This data management tool supports Bulk import, Update or Export,Upsert, Hard Delete
DATA LOADER
Only one import job can be done at a time with this data tool
Data import wizard
T/F
Data export cannot be done with Data Import Wizard.
True
Workflow rules & processes can be turned on or off for records imported with this data tool
Data Import Wizard
T/F
If the data import wizard can’t map the fields, mapping can be manually selected. Unmapped fields are still imported into Salesforce.
False. If the wizard can’t map the fields, mapping can be manually selected. Unmapped fields are not imported into Salesforce.
“___” can be used to add, update, delete, or export records.
Data Loader
“____” is a client applicationthat needs to be downloaded to the desktop directly from the Data Management sidebar.
Data Loader
Workflow will fire for any inserted or updated records that meet the workflow rule criteria with this data tool
Data Loader
“____“will delete records without moving to the recycle bin. The ‘Use Bulk API’ setting must be enabled after installing Data Loader.
Hard Delete’
will update an existing record if a match is found, if not then a new record is inserted.
‘Upsert’
T/F
‘Export All’ will include records in the recycle bin.
True
Existing Articles can be imported into Salesforce Knowledge through the
Import Articles tool
In Lightning Knowledge, articles of multiple record types can be imported at once using
MASS IMPORT
“____” tool is used to transfer multiple recordsfrom one user to another within Salesforce.
Mass Transfer Records
Users with “____” or “____” can transfer any Record.
‘Modify All Data’ or ‘Modify All’
The mass team reassignment wizard has the options to “___” “___” or “___” members in opportunity teams.
add, remove and replace
These 8 things can be mass deleted
Accounts, Activities, Cases, Contacts, Leads, Solutions, Products, and Reports
T/F
Related records don’t get deleted during a mass delete
False, Related records also get deleted during a mass delete
“___” 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.
Validation rules
Using the “_____” tool, address fields such as Country or State can be updated for all records that use standard address fields.
Mass Update Addresses
“___“options determine the records that will be processed by a duplicate rule.
Record-Level Security
The Data export service can be executed immediately or scheduled to run on a “___” or “____” basis.
weekly or monthly
Data validation tools are used to ensure accurate data is entered into Salesforce by way of “____” that ensure that what is acceptable as new or updated data meets the conditions set.
validation rules
There are two types of validation rules:
system validation and custom validation.
“____” rules are set up on the field itself, by limiting field length, requiring it be unique, or other simple requirements.
System validation
“____” rules are more complex and can contain formulas or criteria that determine if data can be processed or rejected
Custom validation
“____” is performed by Salesforce. For example, it ensures that the data type is correct for a field
System validation
A “____” rule can be used to perform a complex validation that involves one or more fields.
custom validation
“_____” are used to verify that the data being entered by users meet the standards set by their organizations before a record can be saved.
Validation rules
These are rules that can be created and incorporated with functions and logic in order to meet more business-specific validation requirements.
Custom validation
“_____” are run first, before other types of processing rules
System and Custom Validation rules
What is the order of processing rules? 5 steps
1 Validation Rules
2 Duplicate and Assignment Rules
3 Auto-Response Rules
4 Workflow Rules(with immediate actions)
5 Escalation and Entitlement Rules
This Validation rule Ensures data type is correct for the field (e.g. email, phone, currency, number)
System Validation Rules
This Validation rule Validates field length on text, currency and number fields
System Validation Rules
This Validation rule Validates field length on text, currency and number fields
System Validation
making fields required and/or unique, is an example of “___” validation rules
system
Fields can be marked “___”, so no matter which user is entering or if being loaded through a tool, an error will occur if the field is blank.
required
Fields can be marked as “__” to not allow duplicate values across the records of the object
unique
“___” rules are custom rules configured on an object that validate field values before a record is created or updated to prevent users from saving invalid data
Custom validation
