Data management

Data stays in the recycling until

1. 15 days or 2. Until maximize limit 3. deleted manualy

What are the different ways data can be backed up

1. Data loader-can be saved automatically to file. 2. Data export tool-Can be done on weekly or monthly-done by a link not saved automatically to file

How to enable update records with inactive owners?

"Enable Set Audit Fields upon Record Creation and Update Records with Inactive Owners." To enable the user permissions, first enable the organization preference on the User Interface page. From Setup, enter User Interface in the Quick Find box, then select User Interface under Customize. After you enable the organization preference, enable one or both of the user permissions in a permission set or profile. You can set audit fields only in API-enabled editions of Salesforce. The organization preference defaults to off unless you've previously contacted Salesforce to enable the "Create Audit Fields" permission, which the organization preference replaces. Available in both Salesforce Classic and Lightning Experience and in the following editions: - Developer - Enterprise - Unlimited - Performance - Professional Edition - Group edition​

Duplicate Management Limitations ? only fot ACLC

1. Duplicate management is available for accounts, contacts, leads, and custom objects. All other objects, including Opportunities and Person Accounts, are not currently supported. 2. Duplicate rules don't run when records are created in following ways. a) When records are created using Quick Create. b) When leads are converted to accounts or contacts and your organization doesn't have the "Use Apex Lead Convert" permission. c) When a record is restored with the Undelete button. d) When records are added using Exchange Sync. e) When records are manually merged. 3. In some cases, if duplicate rules are set for an alert to show when potential duplicates are found, users will always be blocked from saving records and will not see a list of possible duplicates. Examples of this include the following. a) When records are added using the data import tools. b) When a person account is converted to a business account (and the newly created business account matches existing business accounts). c) When records are added or edited using Salesforce APIs. 4. Standard and custom matching rules that use fuzzy matching methods only support Latin characters, and, if you're using international data, we recommend you use the Exact matching method with your matching rules. 5. If a field on an object is no longer available to your organization, it may cause matching rules with mappings to this field to be ignored. This could affect your duplicate detection. Make sure you check all duplicate rule field mappings for an object if there is a change to the fields available to your organization. For example, the Clean Status field is only available to customers with a Data.com license. If your organization no longer has a Data.com license, this field is no longer available and matching rules with mappings to this field will be ignored.

Difference between data loader and Import wizard

1. In wizard Workflow activation is optional 2. In data loader you can also export 3. In data loader you can save mapping and Wizard doesn't.

If Multi currency enabled what can cause an import to fail

1. Record fail Custom validation rules. 2. Record fail standard validation rule. 3. A required field is missing.

When data volume increase what happens

1. Searches takes longer. 2. Reports run slowly or timed out. 3. Data refreshes takes longer since it takes more time.

Data Import Wizard for ? ACLSCP

1. The Data Import Wizard makes it easy to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts. 2. You can also import data for custom objects. 3. You can import up to 50,000 records at a time. 4. !!!! You can not import Opportunity records with the Import wizard !!!

Best practice on things to consider before importing/loading data into Salesforce

1. do a test batch of 5 records and check if were imported correctly and remove from bug import file to prevent duplicates. 2. If import goes wrong you can mass delete by date criteria to delete them. 2. Turn-off any workflow that you don't want to fire 3. Consider that Validation roles applies and import will fail for record don't meet those rules. 4. Check sensitive data for data visibility settings such as roles, profiles and sharing setting are in place 5. Set the correct record ownership before importing so it fits the data visibility settings.

How to do bulk update of data

1.Export 2.Save as backup 3.Add data 4. Update records

Matching rule and duplicate rules

A matching rule is made up of individual fields that are assembled into an equation. Each field contains matching criteria that tell the rule how to compare the fields and what conditions need to be met for the specific field to be considered a match. Use matching rules with duplicate rules to manage whether and when users are allowed to create duplicate records within Salesforce.

Data Loader is available on what OS

Available on WIndows and Mac but Command line interface is available only on Windows.

Data.com

Data.com Clean Data.com Clean provides several ways to keep your Salesforce CRM records up-to-date by using company information from D&B and millions of crowd-sourced contacts. Available in: Salesforce Classic Available with a Data.com Clean license in: Professional, Enterprise, Performance, and Unlimited Editions Clean compares your Salesforce account, contact, and lead records with records from Data.com and creates a link between your Salesforce record and its matching Data.com record. Clean also provides clean status information for Salesforce accounts, contacts, and leads. With a Clean license, your users can do the following: Manually compare individual Salesforce records side by side with matched Data.com records, and update Salesforce records field by field. Select account, contact, and lead records from a list, and clean them all at once. Manually refresh D&B Company records linked to accounts. As a Salesforce admin, you can also do the following: Configure and run automated Clean jobs to flag field value differences on Salesforce records, fill blank fields, overwrite field values. Use the Data.com Match API to create a custom solution for specific business purposes like cleaning leads as they are created and cleaning custom objects. There are two versions of Data.com Clean: Corporate Clean and Premium Clean. Premium Clean includes more Dun & Bradstreet fields for adding to or manually cleaning account, contact, or lead records. The Salesforce Help refers to Data.com Premium Clean unless otherwise noted. For more information on Premium Clean, contact your Salesforce account manager. Data.com Clean Version Dun & Bradstreet (D&B) Fields Data.com Corporate Clean Basic set of Dun & Bradstreet fields. Data.com Premium Clean Basic set of Dun & Bradstreet fields, plus the D&B Company field. This field links to an associated D&B Company record with over 70 additional Dun & Bradstreet fields that are accessible on the D&B Companies tab. Data.com Clean doesn't support person accounts. Note Data.com Clean must be purchased 1:1 for Sales Cloud and Service Cloud seats. Keep Your Salesforce Records Complete and Up-to-Date Your business is only as good as its data. Spend less time updating data and more time growing your business, using Data.com Clean. Maximize valuable company information from D&B and millions of crowd-sourced contacts to keep your Salesforce data clean and up to date.

If you want to create users without sendign them the login details..what is the way to do it

Dataloader you can create many users without the need set passwords generated.

Most efficient way to archive old data on Salesforce

Export using data loader to archive it and then use data loader to delete those same records.

What are the options in data loader- HEEUUID

Insert Update Upsert Delete Hard delete Export Export all To insert records: "Create" on the record To update records: "Edit" on the record To upsert records: "Create" or "Edit" on the record To delete records: "Delete" on the record To hard delete records: "Delete" on the record To mass delete records: "Modify All Data"

Manage Duplicate Records in Salesforce

Maintaining clean and accurate data is one of the most important things you can do to help your organization get the most out of Salesforce. Use Data.com Duplicate Management to control whether and when users can create duplicate records in Salesforce; customize the logic that's used to identify duplicates; and create reports on the duplicates that users save. When a user attempts to save a new record, the record is first compared with existing Salesforce records to identify possible duplicates (1). The criteria used to compare records and identify the possible duplicates are defined by a matching rule. Next, a list of possible duplicates is returned (2). What happens when the record being saved is identified as a possible duplicate depends on what's defined in the duplicate rule (3). For example, the duplicate rule could block users from saving the possible duplicate record or allow them to save it anyway. Both the Block and Allow options include an alert, which tells users why they can't save the record and what they need to do. The Allow option includes the ability to report on the duplicate records.

Your Org wants to allow duplicate records on custom records and report on that..what is the best practice on that?

Manage Duplicate Records in Salesforce Maintaining clean and accurate data is one of the most important things you can do to help your organization get the most out of Salesforce. Use Data.com Duplicate Management to control whether and when users can create duplicate records in Salesforce; customize the logic that's used to identify duplicates; and create reports on the duplicates that users save.

Include NULL values in an a pick list field by: 1.

Open Data Loader. 2. Click Settings. 3. Select Insert Null Values.

What happens after you started export operations

Salesforce creates a zip archive of CSV files and emails the user who scheduled the export when it's ready. The email address for this notification can't be changed. Exports complete as soon as possible, however we can't guarantee the date and time of completion. Large exports are broken up into multiple files. To download the zip file, follow the link in the email or click Data Export. Zip files are deleted 48 hours after the email is sent.

Update records with inactive users

The "Update Records with Inactive Owners" permission is supported for the following objects: Account, Asset, Case, Contact, Lead, Note, Opportunity, Order, PersonAccount, ServiceContract, SalesTeam, and all custom objects. Because these permissions give users the power to alter sensitive record data, we've placed them behind an organization preference called "Enable Set Audit Fields upon Record Creation and Update Records with Inactive Owners." To enable the user permissions, first enable the organization preference on the User Interface page. From Setup, enter User Interface in the Quick Find box, then select User Interface. -After you enable the organization preference, enable one or both of the user permissions in a permission set or profile. You can set audit fields only in API-enabled editions of Salesforce. The organization preference defaults to off unless you've previously contacted Salesforce to enable the "Create Audit Fields" permission, which the organization preference replaces.

Export service

The Schedule Export option allows you to schedule the export process for weekly or monthly intervals. Select the desired encoding for your export file. Select Include images, documents, and attachments and Include Chatter files and Salesforce CRM Content document versions to include these items in your export data. Note Including special content in the export increases data export processing time. If you want to have spaces instead of carriage returns or line breaks in your export files, select Replace carriage returns with spaces. This selection is useful if you plan to use your export files for importing or other integrations. If you're scheduling your export, select the frequency (only available for orgs with monthly exports), start and end dates, and time of day for your export. Under Exported Data, select the types of data to include in your export. If you aren't familiar with the terminology used for some of the types of data, we recommend that you select Include all data. Note the following: !!! - Formula and roll-up summary fields are always excluded from exports. !!! If your org uses divisions, data from all divisions is included in the export. If your org uses person accounts and you are exporting accounts, all account fields are included in the account data. However, the contact data only includes the fields shared by contacts and person accounts. For information on field limitations, see the Salesforce Field Reference Guide. Click Start Export or Save. -Salesforce creates a zip archive of CSV files and emails the user who scheduled the export when it's ready. The email address for this notification can't be changed. Exports complete as soon as possible, however we can't guarantee the date and time of completion. Large exports are broken up into multiple files. To download the zip file, follow the link in the email or click Data Export. -Zip files are deleted 48 hours after the email is sent.

When deleted records

Use "export all" in the data loader. "export" do not include deleted records in recycle bin.

Transfer ownership of one object records

Use list view and transfer owner. For transfer records of multiple objects use the Transfer tool.

Mass Deleting records

You can delete multiple reports or records at one time. Available in: both Salesforce Classic and Lightning Experience Available in: All Editions This feature is only available in Database.com via the API. You can only mass delete records of custom objects in Database.com. User Permissions Needed To mass delete data: "Modify All Data" The record types you can mass-delete include cases, solutions, accounts, contacts, leads, products, and activities. Here are some ways mass delete might be handy. You've identified multiple reports that are no longer used and you want to unclutter the list of reports on the Reports tab. You imported your organization's leads incorrectly and you want to start over. A user who recently left your organization had contacts that were duplicates of other users' data and you want to delete these duplicate contacts. Your organization used to enter leads as accounts with the Type field set to "Prospect." You now want to convert these accounts into leads. We strongly suggest you run a report to archive your information. You should also run a weekly export of your data; see Export Backup Data from Salesforce. From Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records and click the link for the type of record to delete. Review the information that will be deleted along with the records. Specify conditions that the selected items must match, for example, "State equals California." If you're deleting accounts, specify whether you want to delete accounts with attached closed/won opportunities or attached opportunities owned by other users. If you're deleting products, check Archive Products if you also want to delete products that are on opportunities. Check this option to: Delete products that are not on opportunities and move them to the Recycle Bin. Archive products that are on opportunities. These products are not moved to the Recycle Bin and cannot be recovered. Leave this box unchecked to delete only those products that are not on opportunities. Selected products that are on opportunities will remain checked after the deletion to indicate they were not included in the deletion. Choose Search to find records that match, and select the items you want to delete. Optionally, check the box in the column header to select all currently displayed items. To permanently delete records, select Permanently delete the selected records. Important Selecting this option prevents you from recovering the selected records from the Recycle Bin. Click Delete. If you did not select Permanently delete the selected records, deleted items are moved to the Recycle Bin.

Can you detect duplicatio when importing data from Dataloader

You can provided you have added validation rules or apex code to detect the duplicates in your org. There is no in built dup detection feature available.

What is the way to back up automation of data to local server file

use the data loader tool with windows command line to automate the export of data