DATA MANAGEMENT Flashcards
What are the 2 ways to import data into SF?
data import wizard
data loader
Use the Data Import Wizard When:
You need to load less than 50,000 records.
The objects you need to import are supported by the wizard.
You don’t need the import process to be automated.
Use Data Loader When:
You need to load 50,000 to five million records. (more than 5 million records, visit the AppExchange)
You need to load into an object that is not supported by the Data Import Wizard.
You want to schedule regular data loads, such as nightly imports.
Both methods (data wizard/loader ) the NUMBER of records imported depends on:
Your permissions,
The type of data you’re importing
The overall data storage limits for your
organization.
The type of OBJECTS you can import depends on your :
edition.
Data Loader uses the _________ to process records.
SOAP API
Prior to import data, use existing software to create an
export file
There must be an exporting data file created in order to
import data into SF.
Import file should be cleaned up by removing:
Data to remove duplicates
Delete unnecessary information
Correct spelling and other errors
Enforce naming conventions.
Compare and verify that your data will be mapped into the appropriate Salesforce fields by __________________.
Field Mapping
To configure any changes required in Salesforce to imported data. you might need to create:
new custom fields
add new values to picklists
temporarily deactivate workflow rules
What are the 2 methods to EXPORT data?
Data Export Service
Data Loader
Data export from Salesforce can either ________or on an automatic schedule.
manually
Data is exported as a set of ______________files.
comma-separated values (CSV)
What is Data Export Service?
An in-browser service
Accessible via Setup menu
Allows to export data manually once every 7 days
or 29 days.
Data export can automatically at weekly or monthly intervals.(specific editions)
Only backup files only every 29 days, or automatically at monthly intervals only.
