11731942
Description
Flashcards by Curtis Cadwallader, updated more than 1 year ago
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Created by Curtis Cadwallader
over 6 years ago
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| Question | Answer |
| What are the two tools used to import data? | Data Import Wizard and Data Loader |
| Which tool can be used for 50,000 records or fewer? | Data Import Wizard |
| Which tool can be used to automate data importing? | Data Loader |
| What Standard Objects can be imported with Data Import Wizard? | Accounts, Contacts, Leads, Solutions, Person Accounts, & Campaign Members |
| What should you do before importing data? | 1) Create the import file 2) Clean Data by removing duplicates, correcting spelling, and removing unneeded data 3) Map the data to appropriate fields 4) Make any configuration changes needed |
| What configuration changes might you need to make before importing data? | 1) Create new custom fields 2) Add new values to picklists 3) Temporarily deactivate workflow rules (if appropriate) |
| How does Data Import Wizard help you map data fields? | It will attempt to automatically match data in your import file to standard data fields. |
| How do you check your import job status? | Go to the Quick Find box and select Bulk Data Load Jobs |
| What happens when you import a picklist value that doesn't match an existing picklist value? | For an unrestricted picklist, it will use the value in the import file. For a restricted picklist, it will use the picklist's default value. |
| How do you format data when you are importing multiple values into a multi-select picklist? | Separate the values with a semi-colon in the import file. |
| How do you import data into a formula field? | You can't import data into a formula field. |
| How do field validation rules impact a data import? | Validation rules for fields that are mapped to data in the import file run before the import occurs. Any data that fails validation will not be imported. |
| How can you export data from Salesforce? | By using the Data Export Wizard or the Data Loader. |
| What options do you have regarding choices on when to export data? | You can either export now or you can schedule the export on weekly or monthly intervals. |
| How do you launch the Data Export Wizard? | From Setup, open Data Export and select Export Now |
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