Data and Analytics Management (Obj. 1, 2) Flashcards

1
Q

G.W. Computing has a global customer base and its Salesforce Org holds over 5,000 Accounts, 15,000 Contacts, and more than 20,000 Lead records. There is a persistent complaint from the VP of Sales that the information on Account, Contacts, and Leads is not up to date. He requested their Admin to validate and update the data with the latest information. What should the Admin use to resolve this issue? (1)

A.) The Admin should validate the information with a third-party solution from AppExchange like D&B Optimizer and update every Lead, Account, Contact record with that information.

B.) The Admin should find the latest information of every record and update it.

C.) The Admin should use Data Loader to validate the information of each record.

D.) This is a cumbersome task and the Admin cannot do anything about it.

A

A.) The Admin should validate the information with a third-party solution from AppExchange like D&B Optimizer and update every Lead, Account, Contact record with that information.

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2
Q

A data file containing Contact records is automatically sent to a computer every day. The Admin needs to automatically load contact records from this file into Salesforce at 6p.m. daily. What is the best tool to use for this requirement? (2)

A.) Data Loader via command-line interface

B.) Run a Batch Class to Insert the Records

C.) Data Loader via user interface

D.) Use an AppExchange tool such as Jitterbit Data Loader

A

A.) Data Loader via command-line interface

D.) Use an AppExchange tool such as Jitterbit Data Loader

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3
Q

An organization has multi-currency enabled. What can cause a record in an import file to fail? (2)

A.) The record fails system validation rules

B.) Currency in the file is an inactive Salesforce currency

C.) The record fails custom validation rules

D.) Currency field is left blank

A

A.) The record fails system validation rules

D.) The record fails custom validation rules

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4
Q

An account record owned by an inactive user needs to be updated. Who has the ability to update the record? (1)

A.) Records owned by inactive users cannot be updated; the user must be reactivated first.

B.) System administrators and all users with visibility to the record and create or edit permissions on the account object

C.) System administrators only

D.) All active users

A

B.) System administrators and all users with visibility to the record and create or edit permissions on the account object

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5
Q

Which of the following is true regarding Data Loader? (2)

A.) Data Loader runs on both Windows and Mac operating systems

B.) Data Loader Command Line Interface (CLI) is only supported in Windows

C.) Data Loader is only available for Mac

D.) Data Loader is only available for Windows

A

A.) Data Loader runs on both Windows and Mac operating systems

B.) Data Loader Command Line Interface (CLI) is only supported in Windows

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6
Q

When an opportunity status is updated to ‘Closed Won’, the sales team would like to ensure that no users except the VP of Sales can delete that opportunity record from the system. What should the Admin. customize to achieve this? (1)

A.) Use a combination of workflow rule, record type, page layout, and validation rule to prevent deletion

B.) Create an assignment rule to assign record deletion for VP of sales.

C.) Create an approval process to lock the record once the status is updated.

D.) Create a workflow rule to prevent record deletion from the system.

A

A.) Use a combination of workflow rule, record type, page layout, and validation rule to prevent deletion

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7
Q

In which two scenarios would validation rules be enforced but not show a visual confirmation if a record was created or not? (2)

A.) Lead Conversion

B.) Record Merge

C.) Submission of Web-to-Case form

D.) Submission of Web-to-Lead form

A

C.) Submission of Web-to-Case form

D.) Submission of Web-to-Lead

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8
Q

The Admin has scheduled a data backup using the Salesforce Data Export service because they would like to download backup files from Salesforce to their local machine. How long does a backup data export remain available before it is automatically deleted? (1)

A.) 48 hours

B.) 12 hours

C.) 24 hours

D.) 36 hours

A

A.) 48 hours

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9
Q

Cosmic Solutions has had problems with duplicate records in their org in the past. They have implemented several measures to reduce the number of duplicates they currently have. They have also implemented dynamic forms on their record pages. With both dynamic forms and duplicate management being used, at which point can the agents be warned at the earliest about potentially duplicate records? (1)

A.) Only after a scan is run

B.) Only after a record is saved

C.) Only after making a save attempt

D.) Before saving a record

A

D.) Before saving a record

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10
Q

Orbit Solutions reached their Salesforce data storage limit and is looking to free up some space in order not to buy additional storage in the meantime. The admin would like to archive old inactive Contact records to make space to add new contacts. What is the most efficient way to achieve this? (1)

A.) Use the Data Import Wizard to export and delete the data in one step

B.) Use Data Loader or create a report to export the data and then use Data Loader to delete the data

C.) Create a Contact Report, export the data, and then manually delete the records.

D.) Use a third-party tool such is Informatica Cloud

A

B.) Use Data Loader or create a report to export the data and then use Data Loader to delete the data

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11
Q

What is required to use the Data Loader client application if the IP address has not been added to the list of trusted IP ranges? (2)

A.) Security token

B.) Username and password

C.) Multi-factor authentication

D.) Web Server OAuth token

A

A.) Security token

B.) Username and password

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12
Q

The Admin discovered that a number of records were deleted by mistake 2 weeks ago. What can be done in this situation to produce a list of the deleted records to recover them? (1)

A.) Use Data Loader to export the deleted records by checking ‘Include Deleted Records’ in settings

B.) Data Recovery Manager can be accessed in Salesforce Setup to restore deleted records

C.) Use the ‘Export All’ option in Data Loader and export the records

D.) Nothing, after 10 days deleted records are removed from the recycle bin

A

C.) Use the ‘Export All’ option in Data Loader and export the records

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13
Q

The Admin received a request from the Support Team Manager that the email field on the case form should be mandatory if the phone field information is not provided. Otherwise if the phone number is provided then it is not necessary to have the email field completed. How can the Admin achieve this? (1)

A.) Assignment rule

B.) Workflow rule

C.) Escalation rule

D.) Validation rule

A

D.) Validation rule

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14
Q

An Admin needs to insert custom object records on a weekly basis. The number of records that need to be inserted often exceeds 60,000. There may also be the possibility of duplicate records, which the organization does not want. What is the best way for the Admin to load the records? (1)

A.) Use the Data Import Wizard

B.) Use Duplicate Management and import the records via Data Loader

C.) Run a Batch Import class

D.) Use a third-party data import tool

A

B.) Use Duplicate Management and import the records via Data Loader

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15
Q

What will happen if a record in a Data Loader import file contains a picklist value that does not exist in Salesforce and the picklist is not restricted? (1)

A.) The record will be added, but the picklist value will not be added to the list of selectable values

B.) The import will fail with an error message

C.) The record will be added, and the picklist value will be added to the list of existing values

D.) The record will be added with the default value for the picklist field

A

A.) The record will be added, but the picklist value will not be added to the list of selectable values

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16
Q

What are some differences between using the Data Import Wizard and Data Loader? (3)

A.) Data Import Wizard cannot export records but Data Loader can

B.) Both Data Import Wizard and Data Loader can be accessed by all users

C.) Triggering Workflow rules is optional when using the Import Wizard but not with Data Loader

D.) The Data Import Wizard can only load standard objects but Data Loader can load custom objects

E.) Mappings can be saved with Data Loader but not with the Import Wizard

A

A.) Data Import Wizard cannot export records but Data Loader can

C.) Triggering Workflow rules is optional when using the Import Wizard but not with Data Loader

E.) Mappings can be saved with Data Loader but not with the Import Wizard

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17
Q

An Admin has 7 million records that need to be loaded into Salesforce and wants to do it in one batch. How can the records be uploaded in one batch? (1)

A.) It is not possible to load 7 million records

B.) Data Import Wizard

C.) Third-party data loading tool

D.) Data Loader

A

C.) Third-party data loading tool

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18
Q

What is true regarding the Data Export Service? (1)

A.) A request must be sent to Salesforce to enable the Data Export service

B.) Data will be exported in .csv format

C.) The Data Export service will export data from all records but not attachments

D.) The Data Export service can be set up to run daily

A

B.) Data will be exported in .csv format

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19
Q

An Admin wants to update the records that have a picklist field status of ‘New’ and make that field blank instead. How can this be achieved? (1)

A.) Export the records, change the ‘New’ value to blank, and import the records using Data Loader

B.) Upload the Data using Data Loader and External ID’s

C.) Use the Data Import Wizard and use the setting ‘Insert Blanks’ for the picklist field

D.) Export the records, change the ‘New’ to blank, and upload the data using Data Loader using the setting ‘Insert Null Values’

A

D.) Export the records, change the ‘New’ to blank, and upload the data using Data Loader using the setting ‘Insert Null Values’

20
Q

As a responsible Admin, it is important to perform data management. Which of the following are correct in regards to data export and backup? (2)

A.) Exports will always complete within 5 hours.

B.) Large exports are broken up into multiple files.

C.) Formula and roll-up summary fields are always excluded from exports

D.) The Schedule Export option allow you to schedule the export process daily.

A

B.) Large exports are broken up into multiple files.

C.) Formula and roll-up summary fields are always excluded from exports

21
Q

Jim works for a company that has added 10 new fields to a custom object. Jim needs to modify existing records and add data for the new fields. Which set of steps should Jim follow? (1)

A.) Export the data, save the records, append the new data, Insert new records

B.) Export the records, save a backup, append the new data, update records

C.) Export the records, append the new data, insert new records

D.) Export the records, delete the existing records, append the new data, insert new records

A

B.) Export the records, save a backup, append the new data, update records

22
Q

The sales users of Cosmic Enterprises often make incorrect data updates in Salesforce. In addition, inbound integration errors sometimes cause data corruption. The company is looking for a solution that can generate automatic backups and quickly restore data when such data incidents occur. It should support daily incremental backup of custom and standard objects’ records. Which Salesforce product should a data architect recommend for this requirement? (1)

A.) Backup & Restore

B.) Data Export Service

C.) Data Loader

D.) Data Manager

A

A.) Backup & Restore

23
Q

An Admin has identified about 200 leads that were generated incorrectly through the Web-to-Lead form. What are the best ways to remove these? (2)

A.) Use the Mass Delete Leads link

B.) Select the records from a Leads list view and use the Delete button

C.) Use the Delete function of Data Loader

D.) Use the Archive Leads link on the Leads page

A

A.) Use the Mass Delete Leads link

C.) Use the Delete function of Data Loader

24
Q

The Admin would like a backup of Account, Contact, and Opportunity data to be automatically run and stored on a local company server each week. What is the best way to accomplish this? (1)

A.) Use the command-line interface of Data Loader and schedule a weekly job on the local server

B.) Use the Data Export Wizard and schedule a weekly run

C.) Use the Salesforce Data Export service

D.) Write a custom program that accesses the Salesforce API

A

A.) Use the command-line interface of Data Loader and schedule a weekly job on the local server

25
Q

As the total data volume in an organization increases, it has several impacts on the Salesforce application users if best practices are not followed. What are some possible impacts of large data volumes? (3)

A.) Searches run more slowly

B.) Login time increases

C.) Full sandbox refresh time increases

D.) Reports run slowly or time out

E.) Records are not displayed properly

A

A.) Searches run more slowly

C.) Full sandbox refresh time increases

D.) Reports run slowly or time out

26
Q

A sales rep asked an Admin to look for soft-deleted Invoice records. How long does a deleted record stay in the Recycle Bin? (3)

A.) Forever

B.) 30 days

C.) Until the Recycle Bin is emptied using the user interface

D.) Until the Recycle Bin reaches a certain size

E.) 15 days

A

C.) Until the Recycle Bin is emptied using the user interface

D.) Until the Recycle Bin reaches a certain size

E.) 15 days

27
Q

A.W. Inc. uses Salesforce for managing their sales orders. It is very sensitive data and they need to backup this data at their internal server location automatically. Which tool should their Admin use to achieve this? (1)

A.) Use Data Loader every day, running export all

B.) Use the command line interface of Data Loader and schedule the export

C.) Raise a case with Salesforce to backup the data every day

D.) Export the data after running a report

A

B.) Use the command line interface of Data Loader and schedule the export

28
Q

The Admin found records with duplicate values in a text field even though they were marked as unique when the custom field was created. What could be the problem? (1)

A.) The option to treat the field as case insensitive was not selected when it was created

B.) Salesforce always treats case sensitive and insensitive data as the same

C.) Salesforce only looks at the first 10 characters when fields are marked as unique

D.) Salesforce only enforces the unique restriction when data is loaded using Data Loader

A

A.) The option to treat the field as case insensitive was not selected when it was created

29
Q

What is true regarding the use of an external ID field for matching in the Data Import Wizard? (2)

A.) Matching by external ID is only available when importing solutions.

B.) Matching by external ID is only available for custom objects.

C.) An external ID field can be selected if there are multiple external ID fields

D.) Matching by external ID is available for any object that includes an External ID field and can be imported.

A

C.) An external ID field can be selected if there are multiple external ID fields.

D.) Matching by external ID is available for any object that includes an External ID field and can be imported.

30
Q

What is the most efficient way of transferring 10 records of a custom object displayed in an existing list view from one owner to another? (1)

A.) Use Data Loader

B.) Select the records in the list view and change owner

C.) Change the owner on each record

D.) Use the ‘Mass Transfer’ tool

A

B.) Select the records in the list view and change owner

31
Q

The Admin of Cosmic Solutions is required to update all opportunity records in Salesforce. He has exported all the opportunity data using Data Loader. Changes have been made to the downloaded file, and Data Loader has been used again to update the records. However, the update fails for a large number of records due to validation rules. After analyzing the situation, the Admin has determined that most of the records that failed the validation are old records that were added before the validation rules were created. The rules do not need to apply to these old records. Which process should be used in order to complete the update? (1)

A.) Remove the validation rules, run the update for all the records, and re-create the validation rules.

B.) Deactivate the validation rules, run the update for all the records, and activate the validation rules again.

C.) Deactivate the validation rules, run the update for the new records, activate the validation rules again, and then run the update for the old records.

D.) Deactivate the validation rules, run the update for the old records, and activate the validation rules again.

A

D.) Deactivate the validation rules, run the update for the old records, and activate the validation rules again.

32
Q

An Admin created a validation rule to ensure that users do not change the Close Date of an opportunity to a day in the past. What happens when a user tries to save an opportunity that has a Close Date with a value from last month? (2)

A.) The record will not save.

B.) The error message defined in the validation rule displays on the record.

C.) The validation failure is logged on the field history tracking related list.

D.) The user receives an email with the reason the validation rule failed.

A

A.) The record will not save.

B.) The error message defined in the validation rule displays on the record.

33
Q

Smart Finance is using the Data Import Wizard to import contacts. The Admin has chosen to match by email to prevent duplicates. However, if there is data in the file that matches an existing record, they would like to update the existing record in Salesforce. Which action should be chosen? (1)

A.) Do not update existing records and only insert new records

B.) Update existing records and do not insert any new records

C.) Update existing records an insert new records

D.) Do not insert new records and do not update existing records

A

C.) Update existing records and insert new records

34
Q

Sam has created a matching rule on the Contact object to detect duplicates. What is true in this situation? (2)

A.) Duplicate contacts will be blocked or allowed based on the setting in the Duplicate Rule

B.) Nothing will happen unless a duplicate rule is defined that uses the matching rule

C.) Only one duplicate rule can be active at one time

D.) Only one field can be used for matching in the matching rule

A

A.) Duplicate contacts will be blocked or allowed based on the setting in the Duplicate Rule

B.) Nothing will happen unless a duplicate rule is defined that uses the matching rule

35
Q

An Admin is asked by sales reps to make sure that the opportunity close date cannot be set in the past. How can this be accomplished? (1)

A.) Create a workflow rule to update the close date to the current date when closing the opportunity

B.) Make Opportunity Close date a required field

C.) Create a business process to ensure the opportunity close date is not in the past

D.) Create a validation rule to check the close date against the current date

A

D.) Create a validation rule to check the close date against the current date

36
Q

Your organization wants to allow users to create duplicate records for a custom object and report on those duplicate records when needed. How can this be done? (1)

A.) Duplicate records can never be created in Salesforce

B.) Utilize duplicate management to allow duplicates on that object and create reports on those duplicate records

C.) Enable duplicate records on custom objects on each user profile you wish to be able to create duplicates

D.) Create an approval process for duplicate records and approve their submission

A

B.) Utilize duplicate management to allow duplicates on that object and create reports on those duplicate records

37
Q

What are the different ways that data can be backed up? (2)

A.) Send an email request to Salesforce to export a copy of all data

B.) Export data using Data Loader

C.) Run a backup manually using Data Export

D.) Schedule a daily data backup using Data Export

A

B.) Export data using Data Loader

C.) Run a backup manually using Data Export

38
Q

What record attribute is required to update a record using Data Loader? (1)

A.) Record Type

B.) Record Name

C.) Record ID

D.) Created By ID

A

C.) Record ID

39
Q

What is true regarding using Salesforce IDs to update data via Data Loader? (1)

A.) Either the 15- or 18-character Salesforce ID can be used

B.) The 18-character Salesforce ID must be used

C.) The Salesforce ID of the record as displayed in the user interface must be used

D.) The 15-character Salesforce ID must be used

A

A.) Either the 15- or 18-character Salesforce ID can be used

40
Q

The marketing team of ZS Global uses Salesforce for managing its marketing activities. They generated a little over 213,000 leads across the globe with the latest campaign and want all those leads registered inside Salesforce. They requested the Admin to perform this task quickly. What tool should the Admin use? (1)

A.) Create Records Manually

B.) Use the Data Import Wizard

C.) Use Salesforce Data Loader

D.) Contact Salesforce Support for data import

A

C.) Use Salesforce Data Loader

41
Q

The owner of a case needs to be changed to another customer support user. The role hierarchy is set up with a customer support role and a support manager role above. Who can change the ownership of the case? (3)

A.) The support manager

B.) All users

C.) Any user with the customer support role

D.) The current owner or the case

E.) The Salesforce Administrator

A

A.) The support manager

D.) The current owner of the case

E.) The Salesforce Administrator

42
Q

The Owner field of an Opportunity record owned by an inactive user needs to be updates. What is the best way to achieve this? (1)

A.) Contact Salesforce to enable this feature

B.) Grant authorized users the ‘Update Records with inactive Owners’ permission

C.) Ask an administrator to do the update any time a record with an inactive user is found

D.) This can only be done through the API

A

B.) Grant authorized users the ‘Update Records with Inactive Owners’ permission

43
Q

What are some benefits of using a custom picklist? (2)

A.) Helps maintain data quality

B.) Users can add additional values to the list

C.) Forces a user to make a selection

D.) Reduces time to enter data

A

A.) Helps maintain data quality

D.) Reduces time to enter data

44
Q

When using the ‘Data Export’ page in Setup, which file type is used to export a backup of Salesforce data on a weekly or monthly basis? (1)

A.) CSV

B.) SFDC

C.) HTML

D.) DOC

A

A.) CSV

45
Q

Where can the Salesforce record ID be obtained from? (3)

A.) Data Loader export file

B.) Setup

C.) Record name

D.) The record URL in the browser

E.) Reports

A

A.) Data Loader export file

D.) The record URL in the browser

E.) Reports

46
Q

On what objects can duplicate rules be configured? (3)

A.) Lead

B.) Product

C.) Custom Objects

D.) Contact

E.) Opportunity

A

A.) Lead

C.) Custom Objects

D.) Contact

47
Q

A sales manager at Cosmic Circle Financial is on a leave of absence, and the sales cloud consultant has been asked to transfer the account records owned by him to another sales manager. Which of the following are transferred with account records by default using the mass transfer feature in Salesforce? (2)

A.) Open activities assigned to the existing owner

B.) Completed activities assigned to the existing owner

C.) Open cases that are owned by the existing owner

D.) Open opportunities that belong to the existing owner

A

A.) Open activities assigned to the existing owner

D.) Open opportunities that belong to the existing owner