Data management

Question 1

What are some identifiers of the salesforce record ID?

Answer 1

1 It’s a globally unique ID assigned when the salesforce record is created.
2 It has 15 characters case-sensitive But can have up to 18 characters.
3 The record ID will never change even if it is deleted and later un-deleted.

Question 2

Provide 2 definitions of what an external salesforce ID and why it would be used.

Answer 2

A: an external ID is an identifier for a record from another system that is added to a salesforce object.
B: useful when loading data from an external system. (Like an SSN)
C: up to 25 custom fields can be used as external IDs on an object.
D: external ID field type must be text, number or email and unique. It can also be marked as case-sensitive.
E: external IDs can be used for matching when importing or updating data.

Question 3

True or False

Mass transfer works with accounts, leads, and custom objects and transfer all related records as well.

Answer 3

False

Some related records will transfer depending on permissions owners and Role hierarchy.
Custom objects no related records are transferred.

Question 4

True or False

You can Mass Delete accounts, activities, cases, contacts, leads, solutions, products, and reports.

Answer 4

True

You can also mass delete related data, filters used to search for the reports and records can optionally be permanently deleted bypassing the recycle bin.

Question 5

True or False

Deleted records are stored for 30 days. After 30 days records are permanently deleted.

Answer 5

False

Deleted records are stored for 15 days. After 15 days records are permanently deleted.

Question 6

200 leads from a tradeshow need to be imported into salesforce while avoiding duplicates. What tools do I use to manage the data?

Answer 6

Data import wizard can catch duplicates in data to be imported.

Question 7

An end user needs to import a list of contacts. What tool would they use?

Answer 7

The data import wizard can be used by both end-users and admins. It also supports importing contacts.

Question 8

There is a need to import cases and ensure the case workflows are fired. What tools would be used to manage the data?

Answer 8

Data loader supports all objects and has an option to firework flows where need be. Cases are not supported by the data import wizard.

Question 9

Data needs to be loaded every night at 11 PM what important tool would be used?

Answer 9

The commandline interface of data loader can be used by a tool that schedules a job that will process data.

Question 10

The system administrator has determined that some duplicate data needs to be hard deleted. What data tools would you use?

Answer 10

Data loader supports a hard delete function.

Question 11

Identify 4 comparisons between data loader and data import wizard.

Answer 11

1 DIW both end users and admins. DL Admins only
2 DIW avail. from set up menu DL Client app download
3 DIW Import only with the 50,000 rec limit DL Up to 5 million rec can be loaded
4 DIW accounts, contacts, leads, solutions, campaign members and custom objects. DL Supports all objects and uploading attachments.
5 DIW find possible duplicates. DL no option to find duplicates
6 DIW Insert, update, upsert. DL Bulk import, update or export, upsert, hard delete
7 DIW Validation rules and triggers will fire. Running workflow rules and processes when records meet the criteria is optional. DL Workflow rules, validation rules and triggers will fire.

Question 12

How does storage work in salesforce?

Answer 12

Storage is categorized into data in file storage. Data storage is used by storing records. File storage is used by attachments, files and documents.

Question 13

What are the options for importing and exporting data?

Answer 13

Data import wizard, data loader, third-party tools for integration, export from reports, data export service

Question 14

How can knowledge articles be imported into salesforce?

Answer 14

Import articles tool from the set up menu allows articles and any translations to be imported into the salesforce knowledge.

Question 15

In what format is data imported, exported or deleted?

Answer 15

CSV format

Question 16

What are the steps to import data?

Answer 16

Data selection, mapping and import (a very broad question with a narrow answer the more detail the better answer)

Question 17

Which of the data management tools cannot export data?

Answer 17

Data import wizard

Question 18

Which of the data import tools can only be used by admin’s?

Answer 18

Data loader (keyword only)

Question 19

How do validation rules work?

Answer 19

If formula expression is defined on an object and checked before a record is created or edited and saved. If the formula returns true, and error message is displayed in the record is not saved.

Question 20

What is the difference between a matching rule and a duplicate rule?

Answer 20

Matching rule is used to identify duplicate duplicate rule defines what happens to duplicate allow or block.

Question 21

What actions can be taken by the administrator to ensure the data quality of an organ?

Answer 21

Establish organization data standards and naming conventions, import clean data, remove duplicate records and use validation rules.

Question 22

When our validation rules enforced?

Answer 22

Enforced immediately on record safe, prior to workflows or process builders

Question 23

What happens when a formula in a validation rule returns a result of true?

Answer 23

The record is not created or saved and error message is displayed. (The validation was met.)

Question 24

How does unique field requirement differ from duplication rules?

Answer 24

The unique field requirement looks at specific fields and ensures that there is no other record with that entry. Duplication rules are used for the record as a whole when only one record should exist.

Question 25

What formula function is used to ensure the correct formatting of the field entry?

Answer 25

RegEx

Not check code

Question 26

After selecting the objects to be exported, what else can be optionally included in the export?

Answer 26

Images, documents and attachments; chatter files and salesforce CRM content.

Question 27

In which case would a user run into issues exporting data?

Answer 27

Accessing export download link three days after link was sent; exporting data from the sandbox environment.