Salesforce Data Management and Reporting

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Questions and Answers

Which method can be used to back up data from Salesforce?

Data Loader (correct)

Import Wizard

Weekly Data Export (correct)

Reports (correct)

What happens to deleted records in Salesforce?

They are permanently lost immediately.

They are kept indefinitely.

They are stored in the Recycle Bin for 15 days. (correct)

They can be restored after 30 days.

Which report type provides a simple list of data without subtotals?

Matrix

Summary

Custom

Tabular (correct)

In which types of reports can Custom Summary Formulas be utilized?

Summary and Matrix Signup and view all the answers

Which statements are true regarding custom summary formulas?

They can reference another custom summary formula. Signup and view all the answers

Which of the following is true about scheduling and emailing reports?

All email recipients must have access to the same folder. Signup and view all the answers

What is one characteristic of a Dashboard in Salesforce?

It is limited to 20 components. Signup and view all the answers

Which statement is false regarding the Import Wizard?

Duplicates should be handled after import. Signup and view all the answers

Which elements are specified by record types?

All of the above Signup and view all the answers

What happens if a lead is converted without a value in the company field?

A Person Account is created Signup and view all the answers

When does an Approval Process begin?

When a record is submitted for Approval Signup and view all the answers

Which of the following are actions triggered by workflow rules?

Record update Signup and view all the answers

Will different users receive the same search results for a common keyword?

No Signup and view all the answers

How often can time-based workflows be triggered?

Whenever a record is created or edited Signup and view all the answers

If you delete a lead from a campaign, what happens to the lead record?

The lead remains but is removed from the campaign Signup and view all the answers

Which of the following is NOT accessible when you add a custom object tab?

Custom Object Reports Signup and view all the answers

What is true about the opportunity amount and converted amount changes in a report?

Both newly created and historical opportunities reflect the change Signup and view all the answers

What functions can Custom Links perform?

All of the Above Signup and view all the answers

Is it possible to share a custom object record manually?

True Signup and view all the answers

Can you customize the Opportunity Stage History related list on an Opportunity Page Layout?

False Signup and view all the answers

Which of the following can you use to view a forecast?

Territory Signup and view all the answers

What does a Profile control in Salesforce?

Read, Create, Edit, and Delete permissions Signup and view all the answers

What happens to the campaign information when a lead with a single marketing campaign is converted?

It maps to the newly created contact Signup and view all the answers

Do Related Lists display the many side of a one-to-many relationship?

True Signup and view all the answers

What is the maximum number of profiles that can load in a single list view with Enhanced Profile Management enabled?

200 Signup and view all the answers

Which statement is NOT a capability of the new Service Cloud console?

It allows for automatic escalation of cases. Signup and view all the answers

If User A modifies a record and triggers a workflow rule that includes a field update, who will be listed under the Last Modified field of that record?

User A Signup and view all the answers

How do Locale settings affect your exported CSV file?

It determines the delimiter. Signup and view all the answers

Which two sources can cases be created from?

Connect for Outlook Signup and view all the answers

Which report format summarizes data in a grid with totals for both rows and columns?

Matrix Signup and view all the answers

Is it true that every profile, including those associated with Customer Portal users, must have at least one visible app?

False Signup and view all the answers

Which of the following options is not related to Cloud Scheduler?

It provides automated case resolution. Signup and view all the answers

Which of the following capabilities allows users to stay updated about records they follow?

Receive updates related to records followed by a user Signup and view all the answers

What customization can be made to enhance the display of campaign members?

Customize the campaign history related list to include campaign member custom fields Signup and view all the answers

What is the result of using the formula ISNUMBER(Salary_c) if the value in Salary is 50,000?

TRUE Signup and view all the answers

Which feature of combination charts allows for enhanced data representation?

Display more than one summary value in a chart Signup and view all the answers

Which option correctly defines the suggested criteria for a lookup filter?

The current application schema Signup and view all the answers

When closing a case, which actions can an agent perform?

Create an article upon closing a case Signup and view all the answers

Which option describes a function not typically available when proposing meeting times?

Directly assigning meetings to users without their consent Signup and view all the answers

What is one characteristic unique to combination charts?

Add a second axis range to a chart Signup and view all the answers

Study Notes

Import and Data Management

Validation rules are not triggered during data import using the import wizard.
Data must be de-duplicated in the import file before the import process.
Currency field values default to record owner's personal currency.

Data Backup Options

Available methods for data backup from Salesforce include:
- Weekly Data Export
- Data Loader
- Reports

Record Deletion and Reporting

Deleted records remain in the Recycle Bin for 15 days.
Tabular reports provide a simple list of data without subtotals.
Custom Summary Formulas can create calculated summaries in Summary and Matrix reports.

Custom Summary Formulas

Custom summary formulas can reference formula fields and custom report types.
Reports can be grouped based on custom summary formula results.

Scheduling and Emailing Reports

The running user determines data visibility and must have access to the report folder.
All email recipients must access the same folder, and reports are emailed within 30 minutes of the Preferred Start Time.

Dashboards

Dashboards are a visual representation combining data from multiple reports and can contain up to 20 components.
The running user in a dashboard determines visible data.

Record Types and Business Processes

Record types define picklist values, page layouts, and business processes.

Lead Assignment and Workflow Rules

Lead assignment rules automate lead distribution to owners/queues based on specified criteria.
Workflow rules can trigger actions such as emails, tasks, field updates, and outbound messages.

Search and User Experience

Different users may not receive the same search results for a common keyword.

Lead Conversion and Approval Processes

If a lead lacks a company value, a Person Account will be created upon conversion.
An Approval Process starts only when a record is submitted for approval.

Custom Objects and Tabs

A custom object's tab allows access to Recent Items and Sidebar Search, but custom object reports are not directly accessible.

Deleting a lead from a campaign does not delete the lead record entirely.
Related Lists represent the many side of one-to-many relationships.

Master/Detail Relationships

In Master/Detail relationships, sharing is inherited from the parent object, while child records need to be manually deleted if the parent is deleted.

Profile Management and Permissions

Profiles control Read, Create, Edit, and Delete permissions, but do not control role-level access or sharing rules.

Service Cloud Console Capabilities

The Service Cloud console combines list views and record displays, allowing agents to view key information in a single interface.

Reporting and Lookup Filters

Matrix reports summarize data with both vertical and horizontal criteria and provide totals for rows and columns.
Suggested criteria for lookup filters are based on previously used filters.

Case Resolution Capabilities

Agents can email articles to customers or create articles upon closing a case, enhancing service efficiency.

Combination Charts

Combination charts can display multiple summary values and add a second axis range for detailed data visualization.

Formula Evaluation

The formula ISNUMBER(Salary_c) with a value of 50,000 would return TRUE, confirming data type validity.

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Description

This quiz covers essential aspects of data management in Salesforce, including data import, backup options, record deletion, and report functionalities. You'll explore validation rules, custom summary formulas, and methods for scheduling reports. Test your knowledge and ensure you're well-versed in managing data effectively within Salesforce.