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Salesforce > Data Management & Migration > Flashcards

Data Management & Migration Flashcards

1
Q

Q. What is data management in Salesforce?

A

A. Data management refers to the processes of storing, maintaining, securing, and optimizing data in Salesforce.

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2
Q

Q. What are the key components of Salesforce data management?

A
  • Data Storage & Limits
  • Data Import & Export
  • Data Cleaning & Deduplication
  • Data Migration & Integration
  • Data Backup & Archiving
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3
Q

Q. What are Salesforce’s data storage limits?

A

A. Data storage varies by edition, typically starting at 10GB + additional per-user storage.

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4
Q

Q. What are the main ways to import data into Salesforce?

A
  • Data Import Wizard
  • Data Loader
  • Third-party ETL tools (e.g., MuleSoft, Informatica, Jitterbit)
  • Bulk API for large datasets
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5
Q

Q. What is the Salesforce Data Import Wizard?

A

A. A built-in tool that allows users to import standard and custom object records with limited data volume.

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6
Q

Q. What is the difference between the Data Import Wizard and Data Loader?

A

A. - Data Import Wizard: UI-based, supports up to 50,000 records, provides duplicate detection.
- Data Loader: Supports up to 5 million records, requires installation, and allows complex mappings.

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7
Q

Q. When should you use the Bulk API for data imports?

A

A. When working with large data volumes (more than 50,000 records) for optimized performance.

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8
Q

Q. What are the primary ways to export data from Salesforce?

A
  • Data Export Service (Scheduled Export)
  • Data Loader
  • SOQL Queries
  • API Calls (REST, SOAP, Bulk API)
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9
Q

Q. What is the Data Export Service in Salesforce?

A

A. A tool that allows scheduled exports of all Salesforce data in CSV format.

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10
Q

Q. What is the difference between Data Export and Data Loader for exporting data?

A
  • Data Export: Scheduled, extracts full org data.
  • Data Loader: On-demand, allows filtered record selection
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11
Q

Q. What tools are available for data deduplication in Salesforce?

A
  • Duplicate Rules & Matching Rules
  • Data.com (legacy, now retired)
  • Third-party tools (e.g., DemandTools, Cloudingo, Ringlead)
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12
Q

Q. What are duplicate rules in Salesforce?

A

A. Duplicate rules define how the system detects and prevents duplicate records.

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13
Q

Q. What are matching rules in Salesforce?

A

A. Rules that define how duplicates are identified based on field values.

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14
Q

Q. What is the best practice for maintaining clean data in Salesforce?

A
  • Use duplicate detection rules
  • Implement validation rules
  • Regularly merge duplicate records
  • Conduct scheduled data audits
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15
Q

Q. What are best practices for maintaining high-quality data?

A
  • Enforce required fields and validation rules
  • Use picklists instead of free text fields
  • Standardize naming conventions
  • Implement regular data audits
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16
Q

Q. What is a validation rule in Salesforce?

A

A. A formula-based rule that prevents users from saving incorrect or incomplete data.

17
Q

Q. What is the purpose of record types in data management?

A

A. Record types allow different business processes and page layouts for different users.

18
Q

Q. What is data migration in Salesforce?

A

A. The process of transferring data from an external system into Salesforce.

19
Q

Q. What are the main phases of a Salesforce data migration project?

A
  • Planning & Data Mapping
  • Data Extraction
  • Data Cleansing & Transformation
  • Data Loading
  • Validation & Testing
20
Q

Q. What are the common challenges in data migration?

A
  • Data inconsistencies
  • Duplicate records
  • Data format differences
  • API limits and governor limits
21
Q

Q. What is Large Data Volume (LDV) in Salesforce?

A

Any dataset greater than 1 million records, which requires special performance considerations.

22
Q

Q. What are best practices for handling Large Data Volume (LDV)?

A
  • Use Bulk API instead of REST API
  • Use skinny tables for faster queries
  • Archive old records instead of deleting
  • Optimize indexes and selective queries
23
Q

Q. What is a skinny table in Salesforce?

A

A. A performance optimization technique that stores frequently used fields for faster queries.

24
Q

Q. What is the difference between selective SOQL queries and non-selective SOQL queries?

A
  • Selective Query: Uses indexed fields, faster performance.
  • Non-Selective Query: Scans large datasets, can hit governor limits.
25
Q

Q. What backup options are available in Salesforce?

A
  • Salesforce Weekly Data Export
  • Third-party backup solutions (OwnBackup, Spanning, etc.)
  • Metadata and record-level backups
26
Q

Q. Does Salesforce provide native data recovery services?

A

A. No, Salesforce deprecated its Data Recovery Service in 2021, recommending third-party solutions.

27
Q

Q. What are best practices for data backup in Salesforce?

A
  • Regular scheduled exports
  • Use external backup tools
  • Store historical data separately
28
Q

Q. What is data archiving in Salesforce?

A

A. Moving older records to external storage to improve system performance.

29
Q

Q. What are the benefits of archiving Salesforce data?

A
  • Reduces storage costs
  • Improves query performance
  • Complies with regulatory requirements
30
Q

Q. What tools can be used for data archiving?

A
  • Salesforce Big Objects
  • External databases (AWS, Azure, etc.)
  • ETL tools (Informatica, MuleSoft, etc.)
31
Q

Q. What is data governance in Salesforce?

A

A. A framework to ensure data integrity, security, and compliance.

32
Q

Q. What are key data compliance standards Salesforce supports?

A
  • GDPR (General Data Protection Regulation)
  • CCPA (California Consumer Privacy Act)
  • HIPAA (Health Insurance Portability and Accountability Act)
33
Q

Q. What is Field Audit Trail in Salesforce?

A

A. A feature that tracks changes to field values over time for compliance.

34
Q

Q. What are the best practices for ensuring data compliance?

A
  • Use Field-Level Encryption for sensitive data
  • Implement audit logs for record changes
  • Restrict data access using security controls

Salesforce (18 decks)

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