Data Management (11%)

Question 1

Record IDs

Answer 1

15 Digit Record ID: ID will be shown as part of your URL Case sensitive 18 Digit Record ID The API (e.g. Data Loader) will return an 18 digit version Case-insensitive Three characters are appended to the end of the 15 digit ID (these 3 characters are what allow the 18 digit version to be case insensitive) Note: 15 digit version is always stored (saves space) and 18 digit version is calculated when required

Question 2

Data Import Wizards: 1) What standard objects can be imported via Import Wiazard? 2) Can custom objects be imported via Import Wizard?

Answer 2

1) Accounts Contacts Leads Solutions 2) Yes

Question 3

Data Manipulation Wizards

Answer 3

Question 4

Data Loader

Answer 4

Question 5

Wizards vs. Data Loader

Answer 5

Import wizards can load files with up to 50,000 records per job

Transfer wizards can transfer up to 250 records at a time

The Data Loader, however, is not limited in the number of records it can process per job.

Therefore, if you need to process large volumes of data (e.g. create 250k accounts or transfer 10k accounts), use the Data Loader

Question 6

Other Data Manipulation Tools

Answer 6

Question 7

Data Quality: How can you merge duplicate records?

Answer 7

• Leads: Find Duplicates button on detail page, then merge
• Accounts: Merge Accounts link from Accounts tab
• Contacts: Merge Contacts button from Account record

Mass merging records:

• Not supported in SF, use third party tool (e.g. Dupe Blocker by CRM Fusion)

Question 8

Data Backup: Data Export

Answer 8

• Setup > Data Management > Data Export (requires profile permission: Weekly Data Export)
• Choose all or selected objects to include in the backup
• Maximum of one once/week
• You will receive an email with a link to follow to copy the backup to your computer hard drive
• That link is active for 48 hours from the time it becomes available
• Result is a CSV file stored on your local PC or server

Question 9

Data Backup: Data Loader

Answer 9

Use the Export function in Data Loader to extract entire object or selected fields/records

Result is a CSV file stored on your local PC or server

Question 10

Data Backup: Report Export

Answer 10

Create and run a report with selected fields/records included

Export the report as a CSV file (requires profile permission: Export Reports)

Result is a CSV file stored on your local PC or server