F. Managing Data (ADM 201)

- Data loader - Mass delete records Notes: An administrator can delete records using data loader or mass delete records. As a best practice, an administrator should perform a back up before deleting records.

An administrator at AW Computing incorrectly imported a set of records into Salesforce. Which tools can the administrator use to remove the records from Salesforce? a. Salesforce roll-back b. Data loader c. Mass delete records d. Data Import Wizard

- Deactivate the user record. Notes: An administrator can deactivate the user record and maintain the inactive record. Deactivating a user record maintains the integrity of historic data, prevents the user from accessing Salesforce, and frees up a user license. Record ownership can be transferred to new owners using the mass transfer tool.

How can an administrator prevent a former employee from logging in to the company's Salesforce organization and free up a user license? a. Delete the user record. b. Overwrite the user record. c. Freeze the user record. d. Deactivate the user record.

- Choose whether or not to trigger workflow rules. - Prevent duplicate records from entering the system. Notes: The Data Import Wizard can be used to: Import contacts, accounts, leads, solutions, and records for custom objects; import fewer than 50,000 records; choose whether or not to trigger workflow rules; prevent duplicate records from entering the system.

What are the benefits of using the Data Import Wizard to import data into Salesforce? a. Import greater than 50,000 records. b. Choose whether or not to trigger workflow rules. c. Prevent duplicate records from entering the system. d. Load data for all standard and custom objects.

- Data export service - Reports Notes: The data export service is an automated way of receiving a zip file of CSVs of all of your Salesforce data. The data export service is available within the application and can be scheduled. The data export service emails you when the zip files are ready. In order to use data loader to obtain data for archiving, you must create batch files and schedule them to run using Windows functionality.

What features provides an automated way to obtain a complete set of Salesforce data for archiving? a. Data Import Wizard b. Data export service c. Data loader d. Reports

- the value of a field doesn't meet the data validation criteria. - the import file does not contain the Salesforce ID. Notes: When using the Data Import Wizard, a record will not be imported if the value of a field doesn't meet the data validation criteria or a universally required field is left blank.

When importing records using the Data Import Wizard, what conditions will cause a record to not be imported? a. The value of a field doesn't meet the data validation criteria. b. The import file does not contain the Salesforce ID. c. A universally required field is left blank. d. The format of all date fields matches the format of date fields specified in the locale setting of your org.

- Export or delete data. - Save field mappings for later use. Notes: The data loader can be used to: Import files that contain up to 5,000,000 records; Load certain standard objects, such as products or opportunities; Schedule imports; Save field mappings for later use; Export or delete data.

Why would a user choose data loader instead of the Data Import Wizard? a. Export or delete data. b. Choose whether or not to run data validation rules. c. Import lead records and prevent duplicate records. d. Save field mappings for later use.