Data Management- SF Admin 2019

Data Management- SF Admin 2019

33 flashcards · Other · by Grant Parkis

1. what is SF ID?

   globally unique ID for each record created 15 digits, case sens, displayed in UI 18 digits case INSENS from API/Data Loader

2. what happens to deleted records

   recycle bin 15 days or if bin limit exceeded - permanently deleted

3. how does storage work in SF

   split into data or file storage data storage = records = 2KB in size file storage = attachments files and documents

4. when would you use an external ID

   need to use identifies from an eternal system to import or update date

5. what are the options for importing and exporting data

   data import wizard data loader 3rd party tools for integration export from reports data export service

6. how can knowledge articles be imported to SF

   import articles tool - allows articles and translations be imported into knoweldge

7. main tools for data import

   data import wizard data loader

8. up to how many records can data import wizard and data loader import

   import wizard = 50000 data loader = 5 million

9. what format is data imported, exported or deleted?

   csv format

10. what are steps to import data

    data selection mapping import

11. which of the data management tools cannot export data

    data import wizard

12. which of the data import tool can only be used by admins

    data loader

13. how can knowledge articles outside of SF be imported into SF

    import articles tool

14. what can be done with the mass transfer tool

    accounts leads custom objects and some related data can be transferred from one owner to another.

15. how can data be mass deleted

    mass delete tool

16. how do validation rules work

    formula expression is defined on an object and checked before a record is created or edited and saved. if formula returns true and error message is displayed and record is not saved.

17. how can data be automatically exported

    data export service can be used to export all or selected data weekly or monthly. email is sent with a link to a downloadable zip file.

18. what is the difference between a matching rule and a duplicate rule

    matching rule = identify duplicates duplicate rules define what HAPPENS to duplicates - allow or block.

19. what actions can be taken by the administrator to ensure the date quality of an org?

    data standards and naming conventions, import clean data, remove duplicate records and use validation rules.

20. when are validation rules enforced

    immediately upon record save, prior to workflow or process builders

21. how can system validation be used

    to enforce data type, data length, required fields or unique entries

22. when are custom validation rules used?

    for custom complex validation rules that can involve one or more fields(std or cust)

23. what are the implications of validation rules

    validates data type field length enforces req fields and enforces unique setting.

24. what happens when loading records through a data import tool and the required fields are blank or not matched?

    those records fail to load

25. what happens when a formula in a validation rule returns a result "true"

    the record is NOT created or saved and an error message is displayed.

26. how does the unique field requirement differ from duplication rules

    unique field looks at specific fields and ensures there is no other record with that entry - its unique. Duplication rules used for the record as a whole when only one record should exist.

27. what formula function is used to ensure the correct formatting of a field entry?

    RegEx

28. after selecting the objects to be exported what else can be optionally included in the export?

    images documents / attachments chatter files SF CRM content

29. what are the formats available for exporting reports?

    CSV XLS (excel

30. how does the data export service work?

    all or selected data is exported weekly monthly or on demand (max is once every 7 days). An email is sent with a link to download zip file inactive link after 48hours

31. in which case would a user run into issues with exporting data

    accessing export download link 3 days after link was sent exporting data from a sandbox environment.

32. what are the options for exporting data

    data loader export from reports data export service

33. which SF feature for lightning experience allow finding duplicates across the org and merging them?

    duplicate jobs and duplicate record sets note duplicate jobs are only in lightning