DATA MANAGEMENT

Question 1

What are the 2 ways to import data into SF?

Answer 1

data import wizard

data loader

Question 2

Use the Data Import Wizard When:

Answer 2

You need to load less than 50,000 records.

The objects you need to import are supported by the wizard.

You don’t need the import process to be automated.

Question 3

Use Data Loader When:

Answer 3

You need to load 50,000 to five million records. (more than 5 million records, visit the AppExchange)

You need to load into an object that is not supported by the Data Import Wizard.

You want to schedule regular data loads, such as nightly imports.

Question 4

Both methods (data wizard/loader ) the NUMBER of records imported depends on:

Answer 4

Your permissions,

The type of data you’re importing

The overall data storage limits for your
organization.

Question 5

The type of OBJECTS you can import depends on your :

Answer 5

edition.

Question 6

Data Loader uses the _________ to process records.

Answer 6

SOAP API

Question 7

Prior to import data, use existing software to create an

Answer 7

export file

Question 8

There must be an exporting data file created in order to

Answer 8

import data into SF.

Question 9

Import file should be cleaned up by removing:

Answer 9

Data to remove duplicates

Delete unnecessary information

Correct spelling and other errors

Enforce naming conventions.

Question 10

Compare and verify that your data will be mapped into the appropriate Salesforce fields by __________________.

Answer 10

Field Mapping

Question 11

To configure any changes required in Salesforce to imported data. you might need to create:

Answer 11

new custom fields
add new values to picklists
temporarily deactivate workflow rules

Question 12

What are the 2 methods to EXPORT data?

Answer 12

Data Export Service

Data Loader

Question 13

Data export from Salesforce can either ________or on an automatic schedule.

Answer 13

manually

Question 14

Data is exported as a set of ______________files.

Answer 14

comma-separated values (CSV)

Question 15

What is Data Export Service?

Answer 15

An in-browser service

Accessible via Setup menu

Allows to export data manually once every 7 days
or 29 days.

Data export can automatically at weekly or monthly intervals.(specific editions)

Only backup files only every 29 days, or automatically at monthly intervals only.

Question 16

What is Data Loader?

Answer 16

A client application (must install separately)

Can be operated either through the user interface or the command line. (command line option is useful if you want to automate the export process, or use APIs to integrate with another system.)

Question 17

Schedule Export option allows you to schedule the export process ____________________for intervals.

Answer 17

weekly or

monthly

Question 18

Export Now option prepares your files for export ____________. This option is only available if enough time has passed since your last export.

Answer 18

immediately

Question 19

Where do you access Data Export Service?

Answer 19

Setup>

Quick Find >

Then select Data Export and Export Now or Schedule Export

Question 20

Salesforce creates a ________ of CSV files and emails you when it’s ready.

Answer 20

zip archive

Question 21

Zip files are deleted ____ hours after the email is sent.

Answer 21

48

Question 22

Large exports are broken up into ___________files.

Answer 22

multiple