Data Management-Admin

The organization has multi-currency enabled. What can cause a record in an import file to fail?

- A record is missing - Record fails system validation rules - Record fails custom validation rules -a record in the import file could fail because a record field is missing, it fails system validation rules, or fails custom validation rules. If multi-currency is enabled and the currency field is left blank, the personal currency of the user will be used

On what objects can duplicate rules be configured?

- Accounts - Custom Objects - Lead - Contact - Individual ***All other standard objects, including Opportunity and Product, are not currently supported

What are some differences between using the Data Import Wizard and Data Loader

- Data Import Wizard cannot export records but Data Loader can - Triggering Workflow rules is optional when using the Import Wizard but not with Data Loader - Mappings can be saved with Data Loader but not with the Import Wizard - The Data Import Wizard can load both standard and custom objects - Data Loader is only available to users with the "Modify All Data" permission and needs to be downloaded as a client application.

What is true regarding Using Salesforce IDs to update via data loader?

- Either the 15 or 18 character Salesforce ID can be used - Salesforce uses a case sensitive 15 digit ID for all records - An 18 character, case safe ID can be converted to a 15 character id by removing the last three characters on the right hand side of the

Created a matching rule on the Contact object to detect duplicates. What is true in this situation?

- Nothing will happen unless a duplicate rule is defined that uses the matching rule - Duplicate contacts will be blocked or allowed based on the setting in the Duplicate Rule - The action of Block or Allow is specified in the duplicate rule - Multiple duplicate rules can be active at the same time on the same object

A sales manager at Cosmic Circle Financial is on a leave of absence, and the sales cloud consultant has been asked to transfer the account records owned by him to another sales manager. Which of the following are transferred with account records by default using the mass transfer feature in SF?

- Open opportunities that belong to the existing owner - Open activities assigned to the existing owner - In SF Classic and Lightning Experience, accounts can be mass transferred to other users. - By default, the new user will own associated Contacts, open Opportunities, Contacts in Draft & In Approval Process status, Orders in Draft status, Notes, Attachments, and open Activities assigned to the existing owner - Option to transfer associated open cases assigned to the existing owner can be optionally selected ***There is no option to include associated completed activities in the mass transfer feature

In which two scenarios would validation rules be enforced but not show a visual confirmation if the record was created or not?

- Submission of web to lead form - Submission of web to case form - Salesforce will only create Lead or Case records using "Web-to-Lead" and "Web-to-Case" respectively if they pass the validation rules - No response is provided to the web user if any validation rules fail, which will cause the lead or case record not to be created

The Salesforce administrator Found Records of duplicate values in a text field even though they were marked as unique when the custom field was created. What could be the problem?

- The option to treat the field as case sensitive was not selected when it was created - If a field in one record has a value of "Account" and another has a value of "account" they would be treated as different values and allowed if the case sensitive option is selected. - If the case insensitive option with Selective, the records would not be allowed and duplicate values not created.

Using the Data Import Wizard to import contacts. Salesforce Admin has chosen to match by email to prevent duplicates. However, if there is data in the file that matches an existing record, they would like to update the existing record in Salesforce. What action should be chosen?

- Update existing records and insert new records. - Since new records have to be inserted, but existing records have to be updated if a match is found based on the email address, the option "Add new and update existing records" should be used

A system administrator needs to insert custom object records on a weekly basis, and sometimes the record count is above 50,000. Also there maybe duplicate records. What is the best way to load the records?

- Use Duplicate Management and import the records via Data Loader - Data Import Wizard has a limit of inserting a max of 50,000 records - If more than 50,000 records, then Data Loader should be used together with Duplicate Management to prevent duplicate records from being created - Duplicate Management is available for Accounts, Contacts, Leads, and Custom objects. - Using a 3rd party tool for this requirement is unnecessary.

Marketing team of ZS Global uses Salesforce for managing their marketing activities. They generated a little over 213,000 leads across the globe with the latest campaign and want all those leads registered inside Salesforce . They requested the Salesforce administrator to perform this task quickly. What tool should the administrator use?

- Use Salesforce Data Loader -Data Loader is the best choice when the number of records to be imported is between 50,000 and 5 million. -Data import wizard can import up to 50,000 leads at a time

When an opportunity status is updated to "Close Won" , the sales team would like to ensure that no users except the VP of SAles can delete that opportunity record from the system What should the administrator customize to achieve this?

- Use a combination of workflow rule, record type, page layout and validation rule to prevent deletion.

Discovered that a number of records were deleted by mistake 2 weeks ago. What can you do in this situation to produce a list of the deleted records to recover them?

- Use the "Export All" option in Data Loader and export the records - For producing a list of all the soft-deleted records, which means you need to extract those records from SF -Option that is available in Data Loader for extracting/exporting records that are in the Recycle Bin - After using the "Export All" option to obtain the soft-deleted records, they can be imported using Data Loader - Deleted records are available in the recycle bin for 15 days, and can be undeleted. - The Export All option in Data Loader will include records in the recycle bin - After export, the deleted records can then be imported to restore them

What is required to use Data Loader?

- Your username and password - The Data Loader client application - The security token is only needed if the IP address has not been added if the IP address has not been added to the list of trusted IP ranges - Salesforce supports Web Server OAuth but this is optional - Standard username and password authentication can be used

Computing has a global base and Salesforce holds over 5,000 accounts, 15,000 contacts, and more than 20,000 lead records. It is requested their Salesforce admin validate and update the data with the latest information. What should the Salesforce administrator do to resolve this issue?

-D&B optimizer, data.com clean replacement, is an effective way to validate and update the leads, accounts, and contact information. - Manually finding the latest information for that many account, contacts, and leads would be very time-consuming. -Data loader is used for validating data, only inserting, updating, deleting data, ect.

What are some benefits of using a custom picklist?

-Multiple values can be entered -Reduces time to enter data - Helps maintain data quality -There are different types of custom picklist fields: Local( values are unique to the specific picklist field) Shared (values are selected from a global picklist value set) Multi-select. -Single or multi-select picklists define a list of values which can be used when entering data - The Multi-select type of picklists allows more than one picklist value to be selected from a defined list -Having custom predefined list helps maintain data quality and reduce the number of time needed to enter data -Only Salesforce Administrators can add values to picklists -Custom picklists do not force a user to make a selection; the field has to be marked as required

What will happen if a record in a Data Loader import file contains a picklist value that does not exist in SF and the picklist is not restricted?

-The record will be added by the picklist value will not be added to the list of selectable values - If the picklist is restricted e.g. "Restrict picklist to the values defined in the value set" is selected, then additional values can be added via the API/ Data Loader and the record is not saved.

A data file containing contact records automatically sent to a computer every day. The administrator needs to automatically load contact records from this file into Salesforce at 6 p.m. daily. What is the best tool to use for this requirement?

-Use an AppExhange tools such as jitterbit data loader -Date Loader via the command-line interface -Data Loader can be used via the user interface or command line. When using Data Loader via the command line, the configuration, data sources, mappings, and actions can be specified in files, which allows setting up Data Loader for automatic processing -For jobs that need to run on a scheduled basis, a third-party app such as "Jitterbit" or command line interface of Data Loader would be the best option

A Salesforce administrator has identified about 200 leads that were generated incorrectly through the Web-to-Lead form. What are the best ways to remove these?

-Use the Delete function of Data Loader -Use the Mass Delete Leads link -Mass Delete Leads is one of the options in Mass Delete Records. Conditions can be set to delete only certain records. -Data loader can be used to delete but with a small number of records. Mass delete would be an easier option

A Salesforce administrator has identified about 200 leads that were generated incorrectly through the Web-to-Lead form. What are the best ways to remove these?

-Use the Delete function of Data Loader -Use the mass delete Leads link

The Salesforce administrator would like a backup of account, contact, and opportunity data to be automatically run in stored on a local company server each week. What is the best way to accomplish this?

-Use the command line interface of data loader and schedule a weekly job on the local server -The Salesforce Data Export Service, also known as the Data Export Wizard, allows data exports to be run manually or scheduled weekly or monthly. -It will send an email with a link to a secure page where data that has been exported can be downloaded; it cannot be automatically stored on a network server -Data Loader can be run in command-line mode and scheduled to run on a weekly basis and store the files on a local company server

When Data is deleted how long does it stay in the recycle bin?

-When the Recycle Bin is emptied using the user interface, API, or using APEX code -Until the recycle bin reaches a certain size -15 days

Wants to allow users to create duplicate records for a custom object on those duplicate records when needed. How can this be done?

1. Utilize duplicate management to allow duplicates on that object AND 2. Create reports on those duplicate records - By using Duplicate Management you can control : I. when to allow users to create duplicate records and II. Create reports on the duplicates that are allowed to be saved