Data Management: Quiz

These questions are designed to be similar to ones that will be asked on certification exams.  Aim to get most of these questions correct on the first attempt.

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8 Responses to “Data Management: Quiz”

  1. Russell Gibbins October 23, 2013 at 6:22 pm #

    the second answer appears to use Instruction instead of Instruct.
    Small typo replace Instructions with Instruct.

  2. Muge Onder December 5, 2013 at 10:02 am #

    Hello ,

    For question 2, On Salesforce Help Portal, It advices when to use Data Loader and says :” You want to export your data for backup purposes” So the answer can also be “a”?

    • JohnCoppedge December 6, 2013 at 9:55 pm #

      Typically you would use the weekly export to backup all data in your org – this is much faster than exporting each table on its own (which would be the case using the data loader).

      To backup a few tables of data, absolutely use the data loader. Does that clarify?

  3. Kaira Bergstra January 14, 2014 at 8:10 pm #

    “Provide users a lead upload template file that matches the field naming convention used in Salesforce. This will ensure that fields are automatically mapped when using an import wizard. ”

    – How do you do that? I tried the Lead import wizard, and didn’t see the option to select a mapping file (in Data Loader, I have seen the option to load a saved mapping).

    • JohnCoppedge January 16, 2014 at 11:38 pm #

      With the data import wizard you can name the columns the same as the field label (e.g. “First Name” would automatically map to the first name field on the lead). This is essentially a manual process – name the fields, test the template to ensure the fields match, then distribute. This has a similar result of storing the saved field mapping the data loader (although not as cleanly).

      This question will likely go away when the new data import wizard is officially released.

  4. Erik Granered March 16, 2014 at 6:47 pm #

    In question 3, the Data Management | Mass Transfer Records function is not called a wizard in Salesforce. Got the question right but the wording confused me a little.

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