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Salesforce Certified Administrator > Data and Analytics Management I & II > Flashcards

Data and Analytics Management I & II Flashcards

1
Q

There are two main methods of mass updating or importing data in Salesforce: They are

A

Data Import Wizard and Data Loader.

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2
Q

Data can be exported from Salesforce using these 3 options

A

the Data Export Service, Reports, and Data Loader.

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3
Q

“___“can be accessed from Setup to perform data import tasks, such as adding or updating records.

A

Data Import Wizard

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4
Q

“___” is a client application that can be downloaded to the desktop and used for tasks such as data import, update, and export.

A

Data Loader

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5
Q

What data tool has the ability to catch duplicates

A

Data Import Wizard

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6
Q

workflow rules are executed when inserting or updating records when using this data management tool

A

Data Loader

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7
Q

All import data files must be in “___’ format.

A

CSV

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8
Q

this is the Globally unique ID that every record has. Can either be 15 characters or 18 characters that the API will accept.

A

Salesforce Record ID

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9
Q

This data management tool can be user by End Users and Admins

A

DATA IMPORT WIZARD

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10
Q

This data management tool is Import only and with a limit of 50,000 records

A

DATA IMPORT WIZARD

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11
Q

This data management means Validation rules and triggers will fire. Running workflow rules and processes when records meet the criteria is optional.

A

DATA IMPORT WIZARD

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12
Q

This data management is Admins only

A

DATA LOADER

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13
Q

This data management uses Client App; Needs to be downloaded

A

DATA LOADER

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14
Q

This data management tool means Up to 5 million records can be loaded

A

DATA LOADER

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15
Q

This data management tool means Up to 5 million records can be loaded

A

DATA LOADER

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16
Q

This data management tool uses Workflow rules, validation rules, and triggers will fire

A

DATA LOADER

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17
Q

This data management tool supports Accounts, Person Accounts, Contacts, Leads, Solutions, Campaign Members, and Custom Objects allowed

A

DATA IMPORT WIZARD

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18
Q

This data management tool allows you to Choose which fields to find possible duplicates

A

DATA IMPORT WIZARD

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19
Q

This data management tool supports Insert, Update, Upsert

A

DATA IMPORT WIZARD

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20
Q

This data management tool Supports all objects and uploading attachments

A

Data Loader

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21
Q

This data management tool has No option to find duplicates

A

DATA LOADER

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22
Q

This data management tool supports Bulk import, Update or Export,Upsert, Hard Delete

A

DATA LOADER

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23
Q

Only one import job can be done at a time with this data tool

A

Data import wizard

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24
Q

T/F

Data export cannot be done with Data Import Wizard.

A

True

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25
Q

Workflow rules & processes can be turned on or off for records imported with this data tool

A

Data Import Wizard

26
Q

T/F
If the data import wizard can’t map the fields, mapping can be manually selected. Unmapped fields are still imported into Salesforce.

A

False. If the wizard can’t map the fields, mapping can be manually selected. Unmapped fields are not imported into Salesforce.

27
Q

“___” can be used to add, update, delete, or export records.

A

Data Loader

28
Q

“____” is a client applicationthat needs to be downloaded to the desktop directly from the Data Management sidebar.

A

Data Loader

29
Q

Workflow will fire for any inserted or updated records that meet the workflow rule criteria with this data tool

A

Data Loader

30
Q

“____“will delete records without moving to the recycle bin. The ‘Use Bulk API’ setting must be enabled after installing Data Loader.

A

Hard Delete’

31
Q

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

A

‘Upsert’

32
Q

T/F

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

A

True

33
Q

Existing Articles can be imported into Salesforce Knowledge through the

A

Import Articles tool

34
Q

In Lightning Knowledge, articles of multiple record types can be imported at once using

A

MASS IMPORT

35
Q

“____” tool is used to transfer multiple recordsfrom one user to another within Salesforce.

A

Mass Transfer Records

36
Q

Users with “____” or “____” can transfer any Record.

A

‘Modify All Data’ or ‘Modify All’

37
Q

The mass team reassignment wizard has the options to “___” “___” or “___” members in opportunity teams.

A

add, remove and replace

38
Q

These 8 things can be mass deleted

A

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

39
Q

T/F

Related records don’t get deleted during a mass delete

A

False, Related records also get deleted during a mass delete

40
Q

“___” 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.

A

Validation rules

41
Q

Using the “_____” tool, address fields such as Country or State can be updated for all records that use standard address fields.

A

Mass Update Addresses

42
Q

“___“options determine the records that will be processed by a duplicate rule.

A

Record-Level Security

43
Q

The Data export service can be executed immediately or scheduled to run on a “___” or “____” basis.

A

weekly or monthly

44
Q

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.

A

validation rules

45
Q

There are two types of validation rules:

A

system validation and custom validation.

46
Q

“____” rules are set up on the field itself, by limiting field length, requiring it be unique, or other simple requirements.

A

System validation

47
Q

“____” rules are more complex and can contain formulas or criteria that determine if data can be processed or rejected

A

Custom validation

48
Q

“____” is performed by Salesforce. For example, it ensures that the data type is correct for a field

A

System validation

49
Q

A “____” rule can be used to perform a complex validation that involves one or more fields.

A

custom validation

50
Q

“_____” are used to verify that the data being entered by users meet the standards set by their organizations before a record can be saved.

A

Validation rules

51
Q

These are rules that can be created and incorporated with functions and logic in order to meet more business-specific validation requirements.

A

Custom validation

52
Q

“_____” are run first, before other types of processing rules

A

System and Custom Validation rules

53
Q

What is the order of processing rules? 5 steps

A

1 Validation Rules

2 Duplicate and Assignment Rules

3 Auto-Response Rules

4 Workflow Rules(with immediate actions)

5 Escalation and Entitlement Rules

54
Q

This Validation rule Ensures data type is correct for the field (e.g. email, phone, currency, number)

A

System Validation Rules

55
Q

This Validation rule Validates field length on text, currency and number fields

A

System Validation Rules

56
Q

This Validation rule Validates field length on text, currency and number fields

A

System Validation

57
Q

making fields required and/or unique, is an example of “___” validation rules

A

system

58
Q

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.

A

required

59
Q

Fields can be marked as “__” to not allow duplicate values across the records of the object

A

unique

60
Q

“___” 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

A

Custom validation

Salesforce Certified Administrator (13 decks)

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