Data Management (10%) Flashcards
• CSV files • Data quality • Field mapping • Record IDs • External IDs • Duplicate records • Data Loader • Data Import Wizard • Data export service • Exports
How long is data stored in the Recycle Bin?
Up to 15 days
Ursa Major Solar has inconsistent data in its 20,000 existing accounts and asked the system administrator to convert all of the standard country fields to ISO codes.
Which method should the system administrator use?
Mass update addresses
Which set of Salesforce records is exported by choosing the Export All option instead of Export in Data Loader?
Records for a specified object including records in the recycle bin
A system administrator uses the Import Wizard to update existing Account records.
Which two values can the Import Wizard use to find matching records?
- Account Name
* Site fields
Which configuration option shows sales representatives the fields they must fill in prior to saving an opportunity?
Page Layout required fields
Lookup Filter
Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields. For example: Restrict the Account Name field on opportunities to allow only active accounts.
Data Import Wizard
The Data Import Wizard is a tool to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts. You can also import data for custom objects. You can import up to 50,000 records at a time.
Validation Rules
Validation rules verify that the data a user enters into a record meets the standards you specify before the user can save the record.
Data Loader vs. Import Wizard
Use Data Loader when:
• You need to load 50,000 to 5,000,000 records. Data Loader is supported for loads of up to 5 million records.
• You want to schedule regular data loads, such as nightly imports.
• You want to export your data for backup purposes.
Use the import wizard when:
• You’re loading less than 50,000 records.
• You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.
CSV File
A Comma Separated Values (CSV) file is a plain text file that contains a list of data. CSV files are an accepted file format for Data Loader and Data Import Wizard.
Ursa Major Solar regularly imports accounts from an external order system that has its own ID field for each record. What should the system administrator do to help prevent duplicates during these imports?
a. Import the data using the Data Loader.
b. Use the ID from the order system in place of the Salesforce ID.
c. Create a unique external ID field on accounts in Salesforce for matching.
d. Create a formula field that identifies matches.
c. Create a unique external ID field on accounts in Salesforce for matching.
Correct: Creating a unique external ID field on accounts would guarantee no duplicates from an external order system.
The sales operations team at Ursa Major Solar needs to import and export accounts, contacts, opportunities, and orders. Which profile permissions do the sales operation team need to be able to perform this task? (Choose two answers.)
a. API Enabled
b. Modify All for those objects
c. View All Data
d. Weekly Data Export
a. API Enabled
Correct. To use the Data Guider for importing and exporting accounts, contacts, opportunities, and orders the profile permissions need API enabled
b. Modify All for those objects
Correct. The Modify Al/ setting on accounts, contacts, opportunities, and orders objects means users with this permission can view, edit, and delete al/ records regardless of sharing. This meets the need of importing and exporting on just the stated objects.
The director of operations at Ursa Major Solar has noticed that when sales reps move opportunities to the closed stage, they don’t always fill in the product installation date. When the date is not logged, the operations team has to reach out to the sales rep to confirm the installation date. The director of operations has requested that sales reps not be able to close an opportunity without first logging the product installation date. Which feature allows Ursa Major Solar to require a value in the product installation date, a custom date field, when the opportunity stage changes to Closed?
a. Validation Rule
b. Dependent Picklist
c. Page Layout
d. Record Type
a. Validation Rule
Correct: Validation rules can be used to make fields conditionally required based on the opportunity stage.
