Data Management (10%)

Question 1

What is the Salesforce ID?

Answer 1

A globally unique ID assigned to each record when created; 15 digit case sensitive when displayed in the UI / reports and 18 digit case insensitive from API / data loader.

Question 2

What happens to deleted records?

Answer 2

Deleted records go to the recycle bin. After 15 days or if the bin limit is exceeded they are permanently deleted. While in the recycle bin, deleted records can be restored.

Question 3

How does storage work in Salesforce?

Answer 3

Storage is categorized into data and file storage. Data storage is used by storing records normally 2KB each. File storage is used by attachments, files and documents.

Question 4

When would you use an external ID?

Answer 4

When you want to use an identifier from an external system to import or update data.

Question 5

What are the options for importing and exporting data?

Answer 5

Data import wizard, data loader, 3rd party tools for integration, export from reports, data export service.

Question 6

How can knowledge articles be imported to Salesforce?

Answer 6

Import articles tool from setup menu allows articles and any translations to be imported into salesforce knowledge.

Question 7

What are the main tools for data import?

Answer 7

Data import wizard and data loader.

Question 8

Up to how many records can data import wizard and data loader import?

Answer 8

Data import wizard can import up to 50,000 records, while data loader can import up to 5 million records.

Question 9

In what format is data imported, exported or deleted?

Answer 9

CSV format.

Question 10

What are the steps to import data?

Answer 10

Data selection, mapping and import.

Question 11

Which of the data management tools cannot export data?

Answer 11

Data import wizard.

Question 12

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

Answer 12

Data loader.

Question 13

How can knowledge articles outside of Salesforce be imported into Salesforce?

Answer 13

Import articles tool.

Question 14

What can be done with the mass transfer tool?

Answer 14

Accounts, Leads and Custom objects and some related data can be transferred from one owner to another.

Question 15

How can data be mass deleted?

Answer 15

The Mass Delete tool allows mass deletion of Accounts, Leads, Activities, Contacts, Cases, Solutions, Products and Reports. Criteria can be set to find selected records to delete.

Question 16

How do Validation Rules work?

Answer 16

A formula expression can be defined which is checked before create and update. If the formula returns true an error message is displayed.

Question 17

How can data be automatically exported?

Answer 17

The data export service can be used to export all or selected data weekly or monthly. An email is sent with a link to a downloadable zip file.

Question 18

What is the difference between a matching rule and a duplicate rule?

Answer 18

Matching rule is used to identify duplicates. Duplicate rule defines what happens to duplicates - allow or block.

Question 19

What actions can be taken by the administrator to ensure the data quality of the org?

Answer 19

Establish organization data standards and naming conventions, import clean data, remove duplicate records, and use validation rules.

Question 20

When are validation rules enforced?

Answer 20

Enforced immediately on record save, prior to workflows or process builders.

Question 21

How can system validation be used?

Answer 21

To enforce data type, data length, required fields or unique entries.

Question 22

When are custom validation rules used?

Answer 22

Used for custom complex validation rules that can involve one or more fields (standard or custom).

Question 23

What are the implications of validation rules?

Answer 23

Validates data type, field length, enforces required fields and enforces unique setting.

Question 24

What happens when loading records through a data import tool and the required fields are blank or not matched?

Answer 24

Those records fail to load.

Question 25

What happens when a formula in a validation rule returns a result ‘true’?

Answer 25

The record is not created or saved and an error message is displayed.

Question 26

How does the unique field requirement differ from duplication rules?

Answer 26

The unique field requirement looks at specific fields and ensures there is no other record with that entry. Duplication rules are used for the record as a whole when only one record should exist.

Question 27

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

Answer 27

RegEX.

Question 28

After selecting the objects to be exported, what else can be optionally included in the export?

Answer 28

Images, documents and attachments; chatter files and salesforce CRM content.

Question 29

What are the formats available for exporting reports?

Answer 29

CSV files, excel(.xcl) files.

Question 30

How does the data export service work?

Answer 30

All or selected data is exported weekly, monthly or on demand(maximum once every 7 days). An email is sent with a link to a downloadable zip file which becomes an inactive link after 48 hours.

Question 31

In which case would a user run into issues with exporting data?

Answer 31

Accessing export download link 3 days after link was sent; exporting data from a sandbox environment.

Question 32

What are the options for exporting data?

Answer 32

Data loader, export from reports, data export service.

Question 33

Which salesforce features for lightning experience allow finding duplicates across the org and merging them?

Answer 33

Duplicate jobs and duplicate record sets