Data Management Flashcards
• Describe the considerations when importing, updating, transferring, and mass deleting data (e.g., CSV files, field matching, matching types, record IDs, external IDs, duplicate records). • Given a scenario, identify tools and use cases for managing data (e.g., dataloader, data import wizard). • Describe the capabilities and implications of data validation tools. • Describe the different ways to back up data (e.g., weekly data export service, exports, dataloader).
What is the Salesforce Id?
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/DataLoader
What happens to deleted records?
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.
How does storage work in Salesforce?
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.
When would you use an External Id?
When you want to use an Identified from an External System to Import or Update data.
What are the options for Importing and exporting data?
Data Import Wizard, Data Loader, 3rd Party Tools for Integration, Export from Reports, Data Export Service.
How can Knowledge articles be imported to Salesforce?
Import Articles Tool from the Setup menu allows articles and any translations to be imported into Salesforce Knowledge.
What can be done with the Mass Transfer Tool?
Accounts, Leads and Custom Objects and some related data can be transferred from one owner to another.
How can data be mass deleted?
The Mass Delete tool allows mass deletion of Accounts, Leads, Activities, Contacts, Cases, Solutions, Products and Reports. Criterion can be set to find selected records to delete.
How do Validation Rules work?
A formula expression is defined on an object and checked before a record is created or edited and saved. If the formula returns true, an error message is displayed and the record is not saved.
How can data be automatically exported?
Data Export service can be enabled by logging a case with Salesforce Support. All or selected data is exported weekly, monthly or on demand. An email is sent with a link to a downloadable zip file.
What is the difference between a matching rule and a duplicate rule?
Matching rule is used to identify duplication. Duplicate Rule defines what happens to duplicates - allow or block.
