Data and Analytics Management
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
