Data Management (10%) Flashcards
What is true regarding the use of an external ID field for matching the Data Import Wizard? Choose 2
A.) Matching by external ID is only available when importing solutions
B.) Matching by external ID is only available for custom objects
C.) Matching by external ID is available for any object that includes an External ID field and can be imported
D.) An external ID field can be selected if there are multiple external ID fields
C.) Matching by external ID is available for any object that includes an External ID field and can be imported
D.) An external ID field can be selected if there are multiple external ID fields
Matching by external ID is available for any object that has an External ID and can be imported via the Data Import Wizard. If an object has multiple external ID fields, the field to match by can be selected.
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? Choose 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 a workflow rule to prevent record deletion from the system
D.) Create an approval process to lock the record once the status is updated
A.) Use a combination of workflow rule, record type, page layout and validation rule to prevent deletion
A workflow rule can be used to change the record type of the opportunity. A page layout that does not have a Delete button can be assigned to the record type for all profiles except for the profile of the VP of Sales.
G.W. Computin 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 the issue? Choose 1
A.) The admin should validate the information with D&B Optimizer and update every Lead, Account, Contact record with that information
B.) The admin should use Data Loader to validate the information of each record
C.) The admin should find the latest information of every record and update it
D.) This is a cumbersome task and the admin cannot do anything about it
A.) The admin should validate the information with D&B Optimizer and update every Lead, Account, Contact record with that information
D&B Optimzer (Data.com clean’s replacement) is an effective way to validate and update the Leads, Accounts, & Contact information. Manually finding the latest information for that many accounts, contacts and leads with be a very time consuming and cumbersome project. Data Leader is not used for validating data, only inserting, updating, deleting.
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? Choose 1
A.) Export the records, save a backup, append the new data, update records
B.) Export the records, delete the existing records, append the new data, insert new records
C.) Export the records, append the new data, insert new records
D.) Export the data, save the record, append the new data, insert new records
A.) Export the records, save a backdrop, append the new data, update records
The records should be backed up before any changes are made. The records are already existing so they only need to be updated
An admin has y7 million records that need to be loaded into SFDC and wants to do it in one batch. How can records be uploaded in one batch? Choose 1
A.) It is not possible to load 7 million records
B.) Third-party data loading tool
C.) Data Loader
D.) Data Import Wizard
B.) Third-party data loading tool
Data Loader can be used for loading up to 5 million records. The Data Import Wizard can be used to load up to 50,000 records. There are third-party apps available in the AppExchange which can load more than 5 million records at a time.
When data is deleted, how long does it stay in the Recycle Bin? Choose 3
A.) Until the Recycle Bin reaches a certain size
B.) 15 days
C.) 30 days
D.) When the Recycle Bin is emptied using the user interface
E.) Forever
A.) Until the Recycle Bin reaches a certain size
B.) 15 days
D.) When the Recycle Bin is emptied using the user interface
Data in the Recycle Bin will be kept for a maximum of 15 days, until he maximum size is reached, or if the user empties it using the user interface, API, or using Apex code.
What are some differences between using the Data Import Wizard and Data Loader? Choose 3
A.) Triggering Workflow rules is optional when using the Import Wizard but not with Data Loader
B.) Mappings can be saved with Data Loader but not with the Import Wizard
C.) Both Data Import Wizard and Data Loader can be accessed by all users
D.) The Data Import Wizard can only load standard objects but Data Loader can load custom objects
E.) Data Import Wizard cannot export records but Data Loader can
A.) Triggering Workflow rules is optional when using the Import Wizard but not with Data Loader
B.) Mappings can be saved with Data Loader but not with the Import Wizard
E.) Data Import Wizard cannot export records but Data Loader can
The Data Import Wizard can load both standard and custom objects. Data Loader is only available to users with the “Modify All Data” permission and needs to be downloaded as it is a client application. With Data Loader, Workflow rules, validation rules and triggers will fire. In the Data Import Wizard, running workflow rules and processes when records meet the criteria is optional. Data Import Wizard, running workflow rules and processes when records meet the criteria is optional. Data Import Wizard is used to perform data import tasks, such as adding or updating records while Data Loader is used for tasks such as data import, update and export. There is no option to save mappings in Data Import Wizard but there is a function to do that in the Data Loader user interface.
You have discovered that a number of records were deleted by mistake 2 weeks ago. What can you do in this situation to product a list of the deleted records to recover them? Choose 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.) Nothing, after 10 days deleted records are removed from the recycle bin
D.) Use the “Export All” option in Data Loader and export the records
D.) Use the “Export All” option in Data Loader and export the records
The requirement in the question is about producing a list of all the soft-deleted records, which means you need to extract those records from SFDC. The question tests your knowledge of the option that is available in Data Loader for extracting/exporting records that are in the Recycle Bin. After using the “Export All” option to obtain the soft-deleted records, they can be imported using Data Loader.
Deleted records are available in the recycle bin for 15 days, and can be undeleted. However, if there are a large number and a list is required, the Export All option in Data Loader will include records in the recycle bin. After export, the deleted records can then be imported to restore them.
As the total data volume is an organization increases, it has several impacts on the SFDC application users if best practices are not followed. What are some possible impacts of large data volumes? Choose 3
A.) Searches run more slowly B.) Reports run slowly or time out C.) Login time increases D.) Full sandbox refresh time increases E.) Records are not displayed properly
A.) Searches run more slowly
B.) Reports run slowly or time out
D.) Full sandbox refresh time increases
As data volume increases, searches take more time, reports run more slowly unless they are filtered properly, and a full sandbox refresh takes longer as there is more data to copy. But records are still displayed properly, and the time spent by a user during login does not increase.
Sam has created a matching rule on the Contact object to detect duplicates. What is true in this situation? Choose 2
A.) Nothing will happen unless a duplicate rule is defined that uses the matching rule
B.) Duplicate contacts will be blocked or allowed based on the setting in the Duplicate Rule
C.) Only one field can be used for matching in the matching rule
D.) Only one duplicate rule can be active at one time
A.) Nothing will happen unless a duplicate rule is defined that uses the matching rule
B.) Duplicate contacts will be blocked or allowed based on the setting in the Duplicate Rule
A duplicate rule users a matching rule to identify which Contacts are considered duplicates and multiple duplicate rules can be active at the same time on the same object. Multiple fields can be used in the matching rule. The action of Block or Allow is specified in the duplicate rule.
What will happen is a record in a Data Loader import file contains a picklist value that does not exist in SFDC and the picklist is not restricted? Choose 1
A.) The record will be added and the picklist value will be added to the list of existing values
B.) The import will fail with an error message
C.) The record will be added but the picklist value will not be added to the list of selectable values
D.) The record will be added with the default value for the picklist field
C.) The record will be added but the picklist value will not be added to the list of selectable values
If a value for a picklist field does not exist and the picklist is not restricted, then the record will be added. However, the picklist value will not be added to the values that can be selected and will not be available when adding other records. If the picklist is restricted e.g. “Restrict picklist to the values defined in the value set” is selected, then additional values cannot be added via the API/Data Loader and the record is not saved.
Your org 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? Choose 1
A.) Utilize duplicate management to allow duplicates on that object and create reports on those duplicate records
B.) Enable duplicate records on custom objects on each user profile you wish to be able to create duplicates
C.) Duplicate records can never be created in SFDC
D.) Create an approval process for duplicate records and approve their submission
A.) Utilize duplicate management to allow duplicates on that object and create reports on those duplicate records
By using Duplicate Management you can control when to allow users to create duplicate records and create reports on the duplicated that are allowed be be saved.
A.W. Inc uses SFDC for managing their sales orders. It is a very sensitive data and they need to backup this data at their internal server location automatically. Choose 1
A.) Raise a case with SFDC to backup the data every day
B.) use Data Loader every day, running export all
C.) Use the command line interface of Data Loader and schedule the export
D.) Export the data after running a report
C.) Use the command line interface of Data Loader and schedule the export
A scheduled job can be defined to run the command line interface of Data Loader
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? Choose 2
A.) The error message defined in the validation rule displays on the record
B.) The validation failure is logged on the field history tracking related list
C.) The record will not save
D.) The user receives an email with the reason the validation rule failed
A.) The error message defined in the validation rule displays on the record
C.) The record will not save
A validation rule allows you to specify your own business-specific criteria to prevent users from saving invalid data in one or more fields. If a user enters an invalid Close Date, the error message defined in the validation rule displays on the record and the record will not save. A validation failure will not be logged on the field history tracking related list and the reason for a validation failure will not be sent to the user.
Orbit Solutions reached their SFDC data storage limit and it 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 effective way to achieve this? Choose 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 as Informatica Cloud
B.) Use Data Loader or create a report to export the data and then use Data Loader to delete the data
The most efficient way to achieve this is to export the data (either by creating a report or by using Data loader) and include the Contact IDs. This can then be used as the input file to Data Loader to delete the same records. Data can be exported from SFDC via Data Loader, Reports, or Data Export Service. Although a Contact Report can be created and exported, manually deleting records is not going to be efficient.
What are the different ways that data can be backed up? Choose 2
A.) Run a backup manually using Data Export
B.) Export data using Data Loader
C.) Schedule a daily data backup using Data Export
D.) Send an email request to SFDC to export a copy of all data
A.) Run a backup manually using Data Export
B.) Export data using Data Loader
Data export can be run manually or scheduled to run weekly or monthly. Data export also referred to as the “Data Export Wizard”. Backup files can be generated manually only once every 7 days. Data Loader can be used at any time to export data. Sending an email to SFDC to request for a data export is not necessary and would not be entertained as SFDC users with the “Weekly Data Export” permission would be able to do this.
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 SFDC. Which action should be chosen? Choose 1
A.) Update existing records and no not insert any new records
B.) Update existing records and insert new records
C.) Do not insert new records and no not update existing records
D.) Do not update existing records and only insert new records
B.) Update existing records and insert new records
Since new records have to be inserted, but existing records have to be updated if a match is found based on the email address, the option “Add new and update existing records” should be used.
Which of the following is true regarding Data Loader? Choose 2
A.) Data Loader is only available for Mac
B.) Data Loader is only available for Windows
C.) Data Loader Command Line Inerface (CLI) is only supported in Windows
D.) Data Loader runs on both Windows and Mac operating systems
C.) Data Loader Command Line Inerface (CLI) is only supported in Windows
D.) Data Loader runs on both Windows and Mac operating systems
Data loader is supported on Windows and Mac. The Data Loader command-line interface is only supported on Windows.