Data and Analytics

Question 1

Data Loader

Answer 1

-can be used via user interface or command line
1. User interface—Specify configuration parameters and CSV files used for import and export, and define field mappings that map field names in your import file to field names in Salesforce.
2. Command line (Windows only)—Specify the configuration, data sources, mappings, and actions in files. The command line enables you to set up Data Loader for automated processing.
-Up to 5 million records
-support for all objects, including custom
-does not give option to not fire Workflow rules
-does not offer ability to find duplicates

Question 2

Mass Delete Records (Options)

Answer 2

-Accounts
-Leads
-Activities
-Contacts
-Cases
-Solutions
-Products
-Reports

Question 3

BackUp & Restore

Answer 3

-generates backup and quickly restores data in event of integration errors, malicious attempts, or incorrect data updates
-supports custom and standard object backups and daily incremental backups

Question 4

Mass Transfer

Answer 4

-Accounts can be mass transferred – new user will own associated Contacts, open Opps, Contracts in Draft & In Approval Process status, Orders in Draft status, Notes, Attachments, and open Activities assigned to existing owner
-option to transfer associated open cases optionally selected

Question 5

Data Export

Answer 5

-formula and roll-up summary fields are always excluded from exports
-large exports are broken up into multiple files
-schedule exports every 7 or 29 days
-only one that can export data ‘including’ attachments

Question 6

Duplicate Rules

Answer 6

-can be configured on accounts, individual, contact, lead and custom objects
-all other standard objects, including opp and product, are not supported
-multiple duplicate rules can be active at the same time on same object
-multiple fields can be used in the matching rule
-action of block or allow is specified in duplicate rule

Question 7

Matching by External ID

Answer 7

-available for any object that has External ID and can be imported via Data Import Wizard
-when option to match by External ID selected, DIW detects existing records in SF with external IDs that match values specified in import file

Question 8

Running User for Dashboard

Answer 8

-running user can be changed on dashboard view page by authorized users
-running user’s security settings will determine data that is displayed
-user with “View All Data” permission can choose any user in the org to be a running user of the dashboard
-user with “View My Team’s Dashboards’” perm can choose any user below them in the role hierarchy
-if a user drills down into a source report, they will only see data they have access to and not the data that the running user can access

Question 9

Dashboard Components

Answer 9

-possible to link from a dashboard component to another website or SF record by specifying the value of “Custom Link” in component’s settings
-source report chart can also be used in a dashboard component
-report can be added to new or existing dashboard from dropdown menu of report
-not possible to join two dashboard components together
-Lightning Table component can be used to display tabular info – up to 200 records and 10 columns can be displayed ; can only add up to 2 groups
-max of 20 dashboard components added to single dashboard
-can be charts, tables, gauges, metrics or other components created with Visualforce
-visual representation of data in a report
-smallest possible component is 1 row by 1 column

Question 10

Dashboard Subscription

Answer 10

-more than one user can be added as an additional subscriber to a dashboard
-only users with access to the dashboard are shown in list of recipients available for subscription
-filters applied to dashboard not applied to emailed dashboard
-can be by user, group or by role
-to add other users to dashboard subscription, user must have specific “Subscribe to Dashboards: Add Recipients” perm granted via profile or perm set

Question 11

Custom Report

Answer 11

-Product schedule fields
-History fields
-Age field on cases and opps
— all these fields can not be added to custom report types

Question 12

Reporting Snapshots

Answer 12

-can be used with Tabular or Summary reports

Question 13

Scheduling Reports

Answer 13

-data in report is determined by running user
-recipient of report must be SF users
-standard/custom can be scheduled
-frequency: daily, weekly, or monthly

Question 14

Tabular

Answer 14

-simple list of records with selected columns and is similar to a spreadsheet

Question 15

Summary

Answer 15

-used to group rows of data and allows for the display of subtotals

Question 16

Matrix

Answer 16

-used when there is a need to group data by rows and columns

Question 17

Joined

Answer 17

-let you create multiple report blocks that provide different views of your data
-each block acts like a “sub-report” with its own fields, columns, sorting and filtering
-can contain data from different report types
-can be used as the data source of dashboard component if report contains a chart (can add chart to joined report, then add report as data source to dashboard component)
-up to 5 blocks can be created
-rename and reorder blocks
-create cross-block summary formulas

Question 18

Dynamic Dashboards

Answer 18

-enable each user to see a personalized view of the dashboard data using only data they have access to
-must be refreshed manually
-does not allow users to customize the dashboards
-source reports used in dynamic dashboards do not change depending on the user - only the data varies according to their access level

Question 19

IDs in SF

Answer 19

-record ID will never change (even if deleted and restored)
-15 character ID is case sensitive (can be found in report)
-18 character ID is not case sensitive (Data Loader and Data Export return 18 digit and shown in web browser)

Question 20

Data Import Wizard

Answer 20

-supports important Person Accounts
-can import up to 50,000 records
-has deduplication options
-option to toggle triggering Workflows on and off