Data and Analytics Management

CSV File

* Comma Separate Values * A plain text file that contains a list of data * An accepted file format for Data Loader and Data Import Wizard

What are three reports that be used to display a list of the top 10 accounts on a dashboard?

* Tabular report with Rows to Display set to 10 * Summary report with a chart * Summary report without a chart

Data Import Wizard

* A tool to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts * Can also import data for custom objects * Can import up to 50,000 records at a time

A system administrator uses the Import Wizard to update existing Account records. Which two values can the Import Wizard use to find matching records?

* Account Name * Site fields

Matrix Report

* Allows you to group and summarize data by both rows and columns * Can be used as the source report for dashboard components * Used for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography * Matrix reports without at least one row and one column grouping show as summary reports on the report run page

Lookup Filter

Administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields (For example, restrict the Account Name field on opportunities to allow only active accounts.)

What should an administrator do to organize the fields available on a report?

Create a custom report type

Ursa Major Solar has inconsistent data in its 20,000 existing accounts and asked the system administrator to convert all of the standard country fields to ISO codes. Which method should the system administrator use?

Mass update addresses

Which configuration option shows sales representatives the fields they must fill in prior to saving an opportunity?

Page Layout required fields

Which set of Salesforce records is exported by choosing the Export All option instead of Export in Data Loader?

Records for a specified object including records in the recycle bin

What report should an administrator use to display the number of contacts related to an account?

Summary report with a report formula

Summary Report

This report is similar to a tabular report, but allow users also to group rows of data, view subtotals, and create charts. It can be used as the source report for dashboard components. Use this type of report to show subtotals based on the value of a particular field, or when you want to create a hierarchical list, such as all opportunities for your team, subtotal by Stage and Owner.

Tabular Report

This report is the simplest and fastest way to look at data. Similar to spreadsheets, it consist simply of an ordered set of fields in columns, with each matching record listed in a row. Use this report type for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.

Report Type

Two kinds of report types: * Standard report * Custom report Standard report type gives you access to most Salesforce data. For example, the opportunities report type gives you access to opportunity records and fields in your report. Custom report type gives you access to custom objects in Salesforce, or custom views of standard objects, which an admin configures.

How long is data stored in the Recycle Bin?

Up to 15 days

Data Loader vs. Import Wizard

Use Data Loader when: * You need to load 50,000 to 5,000,000 records. Data Loader is supported for loads of up to 5 million records. * You want to schedule regular data loads, such as nightly imports. * You want to export your data for backup purposes. Use the import wizard when: * You're loading less than 50,000 records. * You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.

Filter Logic

Use filter logic to customize how existing filters apply to a report. Each filter is assigned a number. If you'd like your report to return records that meet the criteria of Filter 1 and either Filter 2 or Filter 3, use this filter logic: Filter 1 AND (Filter 2 OR Filter 3). Filter logic requires at least one field filter.

Validation Rules

Verify that the data a user enters into a record meets the standards you specify before the user can save the record