Record IDs Data import/export Mass Transfer External IDs

Question 1

Two forms of Record ID

Answer 1

15-character case sensitive
  shows in browser
  reports, lists & formula fields
18-character case insensitive
  to account for excel
  used for API (including dataloader)
first 3 characters define the object

Question 2

Avoid hard coding Record ID into anything

Answer 2

e.g. A formula field to test for a record type ID. The record type id in a sandbox will be different to the sandbox formulas will break (unless it’s a full sandbox)
Preferred method is to compare the ‘name’ of the record type. (RecordType.DeveloperName)

Question 3

Know the differences between the Import Wizard & the Data Loader
Need to understand differences to apply to scenarios.

Answer 3

Wizard: <= 100Mb

Workflows can be bypassed

Question 4

Data Loader

Answer 4

Can update any object
No limit to the records
no de-dupe
no transformation
could be run from command line (ie can be shceduled)
can insert, update, upsert, delete, export
can use .csv or JDBC connection
bulk API – moves data files to server so it’s a “local” load (goes faster).

Question 5

Dataloader is API

Answer 5

know the authentication requirements of an API login vs. a web-based login

Question 6

Mass Transfer

Answer 6

Used to update ownership of Account, Leads and Custom Objects.
Must identify who it’s going to, but not from.
Can only transfer 250 at a time.
Cannot be easily undone.

Question 7

What happens when accounts are transferred?

Answer 7

Any notes that belong to the existing owner.
All contacts that belong to the existing owner.
All opportunities (including closed opportunities if you select the Transfer closed opportunities checkbox below) that belong to the existing owner.
All open activities assigned to the existing owner. Note that completed activities will not be transferred.
The new owner might need to edit sharing.

Question 8

External IDs

Answer 8

Designed for Integration
This is a field attribute on a custom field (text, email, number)
Also should mark field as Unique & Case sensitive.
It gets indexed and can be searched
Best use is Upsert capability of the SOQL language

Question 9

Weekly Data Export

Answer 9

Only reason he’s seen it used is for regulatory compliance. Re-building an SF db using it would mean that all the IDs would change and stuff.

Question 10

Mass Delete

Answer 10

Can only be used for Accounts, Contacts, Activities, Leads, Cases, Solutions, Products
Cannot delete from custom objects
Accounts will delete cascade to contacts etc.
Can delete 200 at a time, goes to recycle bin

Question 11

Data Migration best practices

Answer 11

Cannot assign records to in-active users (need to activate, load, deactivate - can get temp user limit upped to make it possible)
Insertable System fields, allow you to preserve creation date, user, etc. from legacy systems.
Utilize external IDs
Avoid too much activity history
Turn off work flow rules

Question 12

List Views

Answer 12

Available on most tabs
Only one object type
Customizable (filters, columns)
Can be updated by end users