Data Management Flashcards
How do upload/update data in Salesforce?
Step 1: prepare your data in csv format: Step 2: - If there are less than 50,000 records, use the data import wizard: setup > data import wizard - If there are between 50,000 and 5,000,000, use the data loader, that is a standalone app Step 3: do your mapping Step 4: upload
How do we export data in Salesforce?
Use the data export wizard: setup > data export wizard Export now or schedule
How to edit the object management settings in Salesforce?
Classic: - for standard objects: setup > object name > select specific customisation - for custom objects > setup > “objects” > edit relevant object Lightning: setup > “Object Manager” tab
How do we allow a contact to belong to several accounts?
By setting up contacts to multiple relationships: - Setup > Accounts > Account settings - Select “Allow users to relate a contact to multiple accounts” - Edit the account layout page by adding the “Related Contacts” from the “Related Lists” - Edit the contact layout page by adding the “Related Accounts” from the “Related Lists”
How do we change the running user of the weekly data export?
To Schedule a new export with a new Running User in Classic
- Click Setup.
- Enter “Scheduled Jobs” in Quick Find.
- Click Scheduled Jobs.
- Look for the Job Name, then click Del.
- Schedule a new export using Export Backup Data from Salesforce as a guide.
To Schedule a new export with a new Running User in Lightning
- Click the gear icon
- Click Setup.
- Enter “Scheduled Jobs” in Quick Find.
- Click Scheduled Jobs.
- Look for the Job Name, then click Del.
- Schedule a new export using Export Backup Data from Salesforce as a guide.
If you receive an ‘Insufficient Privileges’ error in Classic
- Click Setup.
- Enter “Scheduled Jobs” in Quick Find..
- Click Del.
If you receive an ‘Insufficient Privileges’ error in Lightning
- Click the gear icon
- Click Setup.
- Enter “Scheduled Jobs” in Quick Find..
- Click Del.
What do you need to do when you log in the data loader from a dev org for the first time?
When you log into Dataloader first time for Developer org (not sandbox or production), you need to use your security token attached to your password.
You reset your security tokenm from you personal setup menu.
Then you need to append this new token to you password when loading in the data loader:
Username: my_username@example.com.123
Password: myPasswordMYNEWTOKEN
Salesforce Login URL: https://login.salesforce.com
What are the login urls to use for the data loader?
The login urls for the various instances are:
- Prod, company dev and trailhead instances: https://login.salesforce.com
- Sandbox and free dev instances: https://test.salesforce.com
How do duplicate management work in Salesforce?
The idea is to use matching rules to identify potential records and then use duplicates rules top decide what to do with them.
How do matching rules work?
They work by comparing the required fields based on logic (exact/fuzzy or blank).
Some standard rules are provided but they don’t use blanks and are based only on exact matches.
You can fix this by creating custom rules.
Don’t forget to activate the rules.
How do duplicate rules work?
They are activated by matching rules.
You can allow or block the creation/update of duplicates. You can also alert on it and make the resulting records reportable. You still have to create the report type and report, though.
You can edit the rule at “Record-Level Security” to bypass sharing rules to prevent people from creating duplicates to which they don’t have access.
In Lightning, make sure that the Potential Duplicates component is in the required layout
You can also specify roles which the rules don’t apply, such as system administrators.
Don’t forget to activate the rule.
When it comes to tracking history, how many fields per object can you track?
20
