Data and Analytics Management

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Users with what permission can transfer any Record?

'Modify All Data' or 'Modify All'

Up to how many fields can be used as external IDs on an object.

25 custom fields

The limit on the number of records for the Recycle Bin is calculated at what?

25 times the organization storage in MB

What can be mass deleted?

Accounts, Activities, Cases, Contacts, Leads, Solutions, Products, and Reports

Data Import Wizard can be accessed by who?

Admins and End Users

What is an identifier for a record from another system that is added to a Salesforce object.

An external ID

Import Jobs can be monitored from the Bulk Data Load Jobs page by clicking the

Bulk API Monitoring on the Data Import Wizard home page.

Data being imported into Salesforce is required to be in

CSV Format

Exported files can be

CSV, XLS, XLSX

The Mass Transfer Records tool does not support all standard objects like what?

Cases or Opportunities

The Data Import Wizard Steps

Choose Data, Edit Field Mapping, Import Data

Accounts, Person Accounts, Contacts, Leads, Solutions, Campaign Members and Custom Objects allowed

DATA IMPORT WIZARD

Choose which fields to find possible duplicates.

DATA IMPORT WIZARD

Import only and with a limit of 50,000 records

DATA IMPORT WIZARD

Insert, Update, Upsert

DATA IMPORT WIZARD

Validation rules and triggers will fire. Running workflow rules and processes when records meet the criteria is optional

DATA IMPORT WIZARD

Bulk import, Update or Export, Upsert, Hard Delete

DATA LOADER

No option to find duplicates

DATA LOADER

Supports all objects and uploading attachments

DATA LOADER

Up to 5 million records can be loaded

DATA LOADER

Workflow rules, validation rules and triggers will fire

DATA LOADER

Data export cannot be done with

Data Import Wizard

Only one import job can be done at a time.

Data Import Wizard

This tool is accessible from Setup or from the object-specific homepage. The import will start by clicking the Launch Wizard button

Data Import Wizard

can perform a limited number of import tasks.

Data Import Wizard

What can be used as a Salesforce native alternative to mass delete records?

Data Loader

What can only be accessed by system administrators

Data Loader

Tools like what export records with the 18-character ID?

Data Loader and Data Export Services

is a client application that needs to be downloaded to the desktop directly from Data Management sidebar.

Data loader

This controls whether and when duplicates can be created.

Duplicate Management

Matching criteria is necessary for updating existing records. Unique value fields should always be selected to ensure

Duplicate Prevention

What defines what happens to duplicate records found. These rules can allow or block a duplicate record to be saved.

Duplicate Rules

What works together to prevent users from creating duplicate records?

Duplicate rules and matching rules

Existing Articles can be imported into Salesforce Knowledge through the what?

Import Articles tool

What tool is used to transfer multiple records from one user to another within Salesforce.

Mass Transfer Records

Activating what creates match keys which are codes based on the fields referenced in a matching rule and applied to existing records

Match rule

What can be accessed in the App Launcher under All Items. It can also be added to the navigation bar.

Recycle Bin

What has a limit on the number of records it can store

Recycle Bin

what also gets deleted during a mass delete?

Related records

What queries the database directly and always return the 15-character case-sensitive IDs.

Reports

What has the options to add, remove and replace members in opportunity teams?

The mass team reassignment wizard

If the Recycle Bin limit is exceeded what is automatically deleted?

The oldest records are automatically deleted (if they have been there for at least 2 hours).

What will never change even if it is deleted and later undeleted.

The record ID

What improves data quality by ensuring that field values of a record meet certain criteria before the record is allowed to be saved in the org.

Validation rules

what will fire for any inserted or updated records that meet the workflow rule criteria.

Workflow

What should be manually switched off before a data import job if any of these processes may prevent records from being uploaded successfully.

Workflow and other processes

Data Loader Command Line Interface is useful for what?

batch operation

The Data Import wizard can automatically map as many of the

data fields (CSV Header) as possible to standard Salesforce data fields.

Two unique output files (successes, errors) are generated after the operation. These files contain the results or what?

logs of the operation

If the wizard can't map the fields, mapping can be

manually selected. Unmapped fields are not imported into Salesforce.

If the org has enabled multiple languages for its Knowledge base, use the what from the setup menu?

option to Import and Export Articles for Translation

In Lightning Knowledge, articles of multiple what can be imported at once.

record types

'Hard Delete' will delete records without moving to the what? Also, what setting must be enabled after installing Data Loader

recycle bin, use bulk api

The activated matching rule will then be able to compare a what to all existing records with the same "match key"?

single record

External ID field type must be what and can be marked case sensitive

text, number, or email

When importing articles, a .zip folder with the following files must be created:

the .CSV file for each article, and the .properties file setting the article's parameters (such as date format, character encoding etc).

Data to be loaded can be specified from what?

the user interface or command line interface(Windows only).

The 18 character ID can be converted to 15 characters by doing what>

truncating the last 3 characters

Articles to be imported must be sorted out by what and match what?

type, and match its predefined Article Type in Salesforce Knowledge

what will update an existing record if a match is found, if not then a new record is inserted.

upsert


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