Data and Analytics Management Flashcards

1
Q

Lookup Filter

A

Administrator settings that restrict the valid values and lookup dialog results for lookup, master detail, and hierarchical relationship fields

ex. restrict the account name field on opportunities to only active accounts

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2
Q

Data Import Wizard

A

50,000 or fewer records

Prevents duplicates

Contacts, Campaign Members, Leads, Accounts, Solutions, Person Accounts

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3
Q

Data Loader

A

Up to 5 million

Regular loads like nighty imports

export for backup purposes

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4
Q

What should an administrator do to organize the fields available on a report?

A

Create a custom report type

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