Data Tools Flashcards

1
Q

Which three changes can be made after a Match Rule has been created and saved?

A

Add a Match Rule Exclude Criteria
Add a Match Rule Criteria
Edit a Handler Set

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2
Q

True or False: It is possible to edit the data entities being matched after a Match Rule has been created and saved.

A

False.

It is not possible to change the entities that are being matched once the match rule has been saved;

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3
Q

True or False: It is possible of Add a Match Rule Criteria after a Match Rule has been created and saved.

A

True.

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4
Q

If a contact meets multiple criteria in an Update Rule Set, how will the value be determined?

A

The last criteria met will determine which value to set.

In an Update Rule Set, rules are evaluated from top-to-bottom. The last evaluation performed is the one that results in the value being set.

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5
Q

What entity pair can be matched against one another in a Match or Deduplication Rule?

A

Contacts & Comapies

Contacts can be matched against Companies (and Companies against Contacts) in a Match or Deduplication Rule.

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6
Q

True or False: Deduplication Rules let you perform actions against non-matches; Match Rules do not.

A

True.

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7
Q

True or False: Match Rules let you perform actions against non matches; Deduplication Rules do not

A

False.

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8
Q

True or False: Match Rules let you perform actions against matches; Deduplication Rules do not

A

False.

Both Match Rules and Deduplication Rules let you perform actions against matches.

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9
Q

True of False: Both Match Rules and Deduplication Rules match between different data entities (ie. contacts «» accounts)

A

True.

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10
Q

What Validation Rule would allow you to remove all “$” symbols in a specific field?

A

Find and Replace

Find and Replace allows you to locate specific characters ($) and replace them with another value (null).

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11
Q

True of False: Match Rules can evaluate whether a contact field value matches a value in a Select List

A

False. Match Rules cannot evaluate whether a contact field value matches a value in a Select List

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12
Q

True of False: More than one Update Rule Set can evaluate the same Lookup Table

A

True.

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13
Q

True of False: Rules in an Update Rule Set can be re-ordered by dragging and dropping them

A

True.

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14
Q

True of False: Wildcard characters (?*) can be used in Lookup Table values

A

False.

Wildcard characters (?*) cannot be used in Lookup Table values

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15
Q

What three actions can be performed after a Lookup Table has been created, saved, and populated with values?

A

Replacement Value Column Name can be edited
Lookup Value Column Name can be edited
All Lookup Table entries can be exported

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16
Q

True or False: The case-sensitivity setting can be changed after a Lookup Table has been created, saved, and populated with values.

A

False.

You cannot change the case-sensitivity setting after saving the lookup table; you will need to re-create the Lookup Table if changes are required to this setting.

17
Q

True or False: The Lookup Table entries can be exported after a Lookup Table has been created, saved, and populated with values.

A

True.

18
Q

What Data Tool can you directly upload values into?

A

Lookup Table

Lookup Tables are designed for large sets of data and therefore allow for values to be directly uploaded into them.

19
Q

Where would you create an update rule?

A

Contact » data tools

20
Q

You can drag and drop update rules for what purpose?

A

to change the order of execution

21
Q

True or False: Validation rules can only be used in a program builder step

A

False.

validation rules can also be applied in a contact group for one-ff manual data cleanup

22
Q

what type of deduplication rule must you use when deduping different data entity types?

A

Multi-table deduplication

Multi-table deduplication tables are required to dedupe one entity type against another. When in the same entity type, use single-table dedupe rule

23
Q

True or False: ‘Numeric Field Calculation’ can perform this action: “Company Revenue” Divided By “Number of Employees”

A

False.

‘Numeric Field Calculation’ adds or subtracts values from two numeric fields and does not perform multiplication or division functions.

24
Q

True or False: ‘Numeric Field Calculation’ can perform this action: “Company Revenue (in thousands)” Multiplied By 1000

A

False.

‘Numeric Field Calculation’ adds or subtracts values from two numeric fields and does not perform multiplication or division functions.

25
Q

True or False: ‘Numeric Field Calculation’ can perform this action: “Company Revenue (worldwide)” Minus “Company Revenue (branch)”

A

True.

26
Q

True or False: ‘Numeric Field Calculation’ can perform multiplication and division functions.

A

False.

‘Numeric Field Calculation’ adds or subtracts values from two numeric fields and does not perform multiplication or division functions.