
Dave Massey Data Analytics
Quiz by Hope Pate
Tag the questions with any skills you have. Your dashboard will track each student's mastery of each skill.
All Objects are supported with Data Import Wizard and Data Loader.
Data Import Wizard has a 50,000 record limit with insert, update, and upsert functions. DIW can be used for duplicate management and no download is required.
Data Loader has a 15 million record limit and has import, upsert, delete, hard delete, and export (including records in the recycle bin) and Export All functions.
Record IDs are unique 15 or 20 character case sensitive IDs.
Mass Tools include Mass Delete, Mass Reassign Account Teams, Mass Transfer Records, and Mass Update Addresses.
Data Export includes Data Loader and Data Export Service. Exports can be performed immediately or scheduled. Exports can be performed in XLS or CSV.
Validation Rules are found in Setup Audit Trail and are used to prevent users from saving incorrect records. V Rules are the last process to execute and there are two types: System Validation and Standard Validation
Duplicate Management is a way to protect against duplicate information on Objects only and is made up of two parts: Matching Rule and Duplicate Rule,
Custom Report Types are created by users and have 2 primary Objects and up to 4 related Objects.
Standard Report types come out the box and are always focused on a primary or related Object.
When building a report, there is a limit of 5 Cross Filters and 7 Sub Filters
Bucket fields can't be created on Joined Reports.
There are four different types of report formats:Â Tabular, Summary, Matrix, and Joined Reports.
Folder access controls report access.
"View Dashboard As" is a feature in Salesforce in which the dashboard can be viewed as Me, Another Person, and The Dashboard Viewer. Dashboards can be Fixed or Dynamic.