Data Management (8%)

Data Export Service

- Data will be exported in .csv format - Data Exports can be scheduled for backups on a weekly or monthly intevals. SFDC will send an email with a link to a zip file that contain .csv files. - Images, documents, and attachments can be included when selecting the type of data to export.

What are 3 differences between using Data Import Wizard and Data Loader?

1) Triggering workflow rules is optional when using Import Wizard but not with Data loader 2) Data Import Wizard cannot export records but Data Loader can 3) Mappings can be saved with Data Loader but not with Import Wizard

What are some reasons to use picklists?

1) helps maintain data quality 2) reduce time to enter data 3) Multiple values can be entered note - users CANNOT add additional values to the picklist Single or multi-select picklists can be used to define a list of values which can be used when entering data. Only admins can add values to picklists. When defining picklist, there is a checkbox "restrict picklist to the values defined in the value set." Although it seems like unchecking this box would allow users to add additional values, this checkbox only applies to whether additional calues can be added via API, not via the user interface.

Data Loader transaction record limit

50K to 5million records

What are the different dimension of Data Quality?

Age Completeness Accuracy Consistency Duplication Usage

A weekly or monthly backup of a Salesforce instance can be exported to a set of?

CSV files. All organization data can be exported to a set of CSV files.

Your organization wants to PREVENT users from creating duplicating lead records in Salesforce. How can this be achieved? (Select 2 answers) Create a validation rule on the lead object. Install an AppExchange package. Configure duplicate rules. Preventing duplicate lead creation is not possible.

Duplicate rules can be used to prevent duplicate records. There are also many third-party applications that are used to manage data quality. Validation rules can enforce data quality on a single record but not across multiple records.

What should you do with the file before you import it into Salesforce?

Ensure data is clean and accurate: - meets system and custom data validation requirements - remove duplicates, blanks, empty spaces - rename column heads

What Data Standards should you consider when creating, processing, and maintaining data.

Naming Formatting Workflow Quality Roles and Ownership Security and Permissions Monitoring

What can be used to support your Data Management Plan?

Required Fields Validation Rules Workflow Rules Page Layouts Dashboards Data Enrichment Tools Duplicate Management Custom Field Types

What will happen if a record in Dataloader import file contains picklist value that does not exist in Salesforce and the picklist is not restricted?

The record will be added BUT the picklist value will not be added to the list of existing values. If a value for a picklist field does not exist and the picklist is not restricted, then the record will be added. However, the picklist value will not be added to the existing values and will not be available when adding other records. If the picklist is restricted e.g. "restrict picklist to the values defined in the value set' is selected, then additional values cannot be added via API/Dataloader and the record is not saved.

Data Import Wizard

This tool, accessible through the Setup menu, lets you import data in common standard objects, such as contacts, leads, accounts, as well as data in custom objects. It can import up to 50,000 records at a time. It provides a simple interface to specify the configuration parameters, data sources, and the field mappings that map the field names in your import file with the field names in Salesforce.

You have discovered that a number of records were deleted by mistake 2 weeks ago. What can you do in this situation to produce a list of the deleted records to recover them?

Use the "Export All" option in Data Loader and export the records. Deleted records are available in the recycle bin for 15 days, and can be undeleted. However it there are a large number of records and a list is required. The "Export All" option in Data Loader will include records in the recycle bin. After export, the deleted records can then be imported to restore them.

In your presentation, you note some of the pitfalls of bad data. Which outcome is consistently linked to poor quality data?

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