SFDC Admin: Data Management 8%

To help prevent duplicates, Salesforce provides Standard Matching Rules for which objects? (select 3) -Opportunities -Accounts -Cases -Leads -Contacts

Accounts Leads Contacts Explanation There are standard matching rules for Accounts, Contacts and Leads, which can be activated and customized. You can also create additional matching rules for other objects, to assist with preventing duplicates in Salesforce. Refer to https://help.salesforce.com/articleView?id=matching_rules_standard_rules.htm&type=0 for more details.

The IT Director has mandated that all records in Salesforce must be backed up weekly. Which Data Management tool can be used to meet this requirement? -Schedule Report -Force.com IDE -None. Salesforce cannot be backed up -Data Export

Data Export Explanation The Data Export functionality under Data Management supports the exporting of all data records inside of Salesforce as frequently as Weekly (this is Monthly in the free Developer accounts). Scheduled Reports can be scheduled, but this would be for only one object and would not encompass all Salesforce data. The Force.com IDE is a tool that can export metadata (in other words, the settings, configuration, code, etc. of a Salesforce instance) but cannot export the data records themselves. A common point of confusion is that of data vs. metadata. Consider metadata as those things you would administer and customize via the Setup menu in Salesforce, whereas data would be the individual records that are created by users from within the interface.

The VP of Marketing has purchased a list of 60,000 Leads that need to be imported into Salesforce. Which Data Import tool is best suited for importing these records? -Data Loader -Data Import Wizard -Workbench -None of the Above

Data Loader Explanation Although the Data Import Wizard can be used to import Lead Records, the maximum number of records which it can import at one time is 50,000. For this scenario, you will want to use the Data Loader, which can handle up to 5 million records per import.

You have been tasked with importing hundreds of cases into Salesforce. Which Data Import tool will be able to fulfill this requirement? -None of the Above -Data Loader -Data Import Wizard -Mass Import Cases

Data Loader Explanation The Data Import Wizard can import Accounts, Contacts, Leads and Solutions, along with Custom Objects. It cannot import Cases, therefore the Data Loader will need to be used.

The VP of Sales informs you that a Sales Executive who owns many account records has just left the company. The ownership of these accounts needs to be changed to the VP of Sales, immediately. What Data Management tool is best for quickly making these ownership changes? -Data Import Wizard -Mass Transfer Records -Data Loader

Mass Transfer Records Explanation The Mass Transfer Records option under Data Management in Setup gives you the ability to Mass Transfer records, such as Accounts in this scenario, from one user to another. This is the quickest and easiest way to accommodate this request, which you will run into frequently. You could use the Data Loader for this and reassign ownership by performing an Update, but you would first have to export the appropriate records and then manually update the exported .csv file for the other user, and then do an import. The Data Import Wizard will also be a painful experience if you try and update existing account records and change ownership. The Mass Transfer option is ideal. You can also get to this functionality via the Accounts tab - look for the Transfer Accounts link under the Tools section at the bottom-right of the screen. Try it out and get familiar with how the mass transfer of records works in Salesforce.

The Marketing Manager has complained that Lead records in Salesforce have inconsistent formatting of phone numbers. What could you utilize on Lead records to enforce consistency with phone number entries in Leads? -Workflow Rule -Flow -Field Update -Validation Rule -Picklist Field

Validation Rule Explanation Validation Rules are helpful in enforcing data quality inside of Salesforce. For example, you could require that all Lead record phone number fields contain 10 numeric characters, as well as utilizing dashes or parentheticals, etc. as needed.