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Developer Fundamentals 4 Flashcards

Importing |Exporting Data (66 cards)

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1
Q

Salesforce provides several options for importing data into the org. What are they?

A

Data Loader
Data Import Wizard
Basic Data Import
Third Party Tools
Import Knowledge Articles
Data Loader CLI

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2
Q

Salesforce provides several options for exporting data out of the org. What are they?

A

Data Export Services
Data Loader
Report Export
Third Party Tools
Data Loader CLI

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3
Q

Data being imported into Salesforce has to always be in what format?

A

CSV format

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4
Q

Data imports and exports cannot be undone. True or False?

A

True

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5
Q

Data should be <blank> and <blank> prior to an import?</blank></blank>

A

clean and formatted

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6
Q

Imported data follows required fields(at the field security level) and all validation rules. True or False?

A

True

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7
Q

The <blank> option in Data Loader can be used to delete records without moving to the recycle bin.</blank>

A

‘Hard Delete’

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8
Q

What objects does Data Import Wizard Support?

A

Data Import Wizard does not support all standard objects but supports all custom objects.

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9
Q

Does the Data Import Wizard support data exports?

A

Data Import Wizard does not support data export.

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10
Q

What is the Data Import Wizards Import Limit?

A

50,000 records

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11
Q

What Objects does the Data Loader Support?

A

Data Loader supports all standard and custom objects.

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12
Q

Does the Data Loader support exporting Data?

A

Yes

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13
Q

How many records can be imported with the data loader?

A

150 million

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14
Q

A <blank> can be created with the required data and the results exported as a csv, xls, or xlsx file.</blank>

A

Report

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15
Q

<blank> is a free cloud-based tool that allows for importing and exporting data.
</blank>

A

Dataloader.io

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16
Q

Where can you access the Data Import Wizard from?

A

Data Import Wizard is accessed from within Salesforce and does not need any additional software.

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17
Q

Does the Data Import Wizard prevent duplicates?

A

Data Import Wizard will prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.

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18
Q

Where can the Data Loader be accessed?

A

Data Loader requires client software to be installed.

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19
Q

Does the Data Loader detect duplicates?

A

Data Loader can detect duplicate records based on unique fields such as the Salesforce record Id or External ID fields. When upserting contacts and leads, the Email field can also be used to identify a unique record.

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20
Q

<blank> can be used to export data, either by selecting an object and fields or by defining a SOQL query.
</blank>

A

Workbench

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21
Q

Does the Data Import Wizard provide a CLI?

A

Data Import Wizard does not provide a command line interface for performing operations.

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22
Q

Can field mappings be saved in the Data Import Wizard?

A

Field Mappings cannot be saved.

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23
Q

Can you run Workflow rules and processes when importing data with the Data Import Wizard?

A

There is an option to not run workflow rules and processes.

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24
Q

Does the data loader have a CLI?

A

A command line interface is available for Windows which allows for scripted and scheduled jobs.

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25
Can field mappings be saved with the Data Loader?
Field Mappings can be saved.
26
Can you run Workflow rules and Processes when importing data with the Data Loader?
There is no option to prevent workflow rules and processes from running.
27
What objects does the Basic Data Import support?
Basic Data Import supports importing contacts and leads.
28
Does the Basic Data Import support exporting data?
Basic Data Import does not support data export.
29
Does the Basic Data import have a limit on the number of records it can import?
Basic Data Import has a limit of 50,000 records.
30
Where can you access the Basic Data Import tool?
Basic Data Import is accessed from within Salesforce and does not need any additional software.
31
Does the Basic Data Import detect duplicates?
Automated matching to data already in the system is used to identify duplicate records.
32
Does the Basic Data Import provide a CLI?
Basic Data Import does not provide a command line interface for performing operations.
33
Can field mappings be saved with the basic data import tool?
Field Mappings cannot be saved.
34
Is there an option to not run workflow rules and processes?
Yes
35
A system administrator can turn on in Salesforce Setup. Users who have the permission to import data can use the Import from File option to import contacts or leads using a guided process.
Basic Data Import
36
Basic Data Import is supported for editions of Salesforce.
Enterprise, Performance, Unlimited
37
The option in Data Loader updates an existing record if a match is found. If not, then a new record is inserted.
Upsert
38
The option deletes the records without moving to the recycle bin. The ‘Use Bulk API’ setting must be enabled.
‘Hard Delete’
39
The option includes records in the recycle bin.
‘Export All’
40
Using the Data Loader, If the owner is not specified, it defaults to
the person importing the data.
41
Using the Data Loader, If the currency is left blank, the is used.
corporate currency
42
Using the Data Loader, If a picklist value does not exist, the record is imported, and the value is added as an value. However, if “Restrict picklist to the values defined in the value set” is enabled, the import .
inactive picklist, fails
43
Using the Data Loader, At the end of the operation, two CSV files are provided for successes and errors. A running total of throughout the operation is also shown.
failures and successes
44
What DML operations are available for the data loader?
Insert, Update, Upsert, Delete, Hard Delete
45
This replaces the need for using Data Loader through the graphical front end and allows running it from the command line.
The CLI
46
The Data Import Wizard can be used to import
Accounts, Contacts, Leads, Solutions, Campaign Members, Person accounts, and Custom Objects.
47
Data Import Wizard allows selecting the fields for matching and .
accounts, contacts
48
Data Import Wizard also provides other options for record matching on Accounts, Contacts, and Leads. What are the options for each object?
Account - A match is found if both the Name AND Site fields match. Contact/Leads - A match is found if either the Name OR Email field matches.
49
What DML Operations are available for Date Import Wizard?
Insert, Update, Upsert
50
When using the Data Import Wizard, it is possible to review the import information before starting the import process. True or False?
True
51
When using the Data Import Wizard The columns in the CSV file are auto-mapped to existing Salesforce fields, but the field mappings can be edited. True or False?
True
52
Where can Knowledge articles be accessed from?
Knowledge articles can be imported into Salesforce knowledge from the ‘Import Articles’ page of the ‘Data Management’ section in Setup.
53
A is required to see the ‘Data Management’ section in Setup.
Knowledge license
54
How many knowledge article types can be imported at a time?
Only one Knowledge article type can be imported at a time.
55
The article’s field level security should allow the fields.
editing
56
To import and article, a .zip file containing the following needs to be uploaded:
❖A .csv file for the article type that maps the imported article’s content with the article type’s fields ❖A .properties file containing parameters that define how the articles should be loaded ❖HTML files for uploading HTML articles instead of plain text
57
What 4 user permissions are required for importing articles?
Manage Salesforce Knowledge Manage Articles Manage Knowledge Article Import/Export Create, Read, Edit, and Delete on the Article Type
58
can be used to export org data in monthly or weekly schedule (depending on edition). Is also known as the ‘Data Export Wizard’.
Data Export Service
59
Using the Data Export Service, Backup files can be generated immediately once every days for weekly export and once every days for monthly export.
7, 29
60
Using the Data Export Service, All data of selected objects, including custom objects, can be included in the export. True or False?
True
61
Using the Data Export Service, Salesforce sends an email with a link to retrieve zipped .csv files with the data. True or False?
True
62
Using the Data Export Service, The download link is active for hours, after which Salesforce deletes the data files.
48
63
The user permission is required to export from reports.
‘Export Reports’
64
When exporting reports, Different encoding options are available. True or False?
True
65
When exporting reports, There are no limits on the number of rows and columns that can be included in a single export. However, the tool that is used to open exported data, such as Excel, may have limits. True or False?
True
66
Formatted joined reports can be exported, preserving their layout. They are always in format.
XLSX

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