Data Management - Salesforce - ADM 201 11%
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1. Checkboxes To import data into a checkbox field, use 1 for
checked values and 0 for unchecked values.
2. Data Export This is an in-browser wizard, accessible through
Wizard the Setup menu. It allows you to export data
manually once every six days (for weekly
export) or 28 days (for monthly export). You can
also export data automatically, at weekly or
monthly intervals.
3. Data This tool, accessible through the Setup menu,
Import lets you import data in common standard
Wizard objects, such as contacts, leads, accounts, as well
as data in custom objects. It can import up to
50,000 records at a time. It provides a simple
interface to specify the configuration
parameters, data sources, and the field
mappings that map the field names in your
import file with the field names in Salesforce.
4. Data Loader This is a client application that you must install
(Export) separately. It can be operated either through
the user interface or the command line. The
latter option is useful if you want to automate
the export process, or use APIs to integrate with
another system.
5. Data Loader This is a client application that can import up to
(Import) five million records at a time, of any data type,
either from files or a database connection. It can
be operated either through the user interface
or the command line. In the latter case, you
need to specify data sources, field mappings
and other parameters via configuration files.
This makes it possible to automate the import
process, using API calls.
6. Data Loader the Bulk API instead. The Bulk API is optimized to
uses the load a large number of records simultaneously.
SOAP API to It is faster than the SOAP API due to parallel
process processing and fewer network round-trips.
records. For
faster
processing,
you can
configure it
to use...
7. Date/Time Ensure that the format of any date/time fields
Fields you are importing matches how they display in
Salesforce per your locale setting.
8. Debugging This error indicates that you've included a
Formulas: field in your formula that your object doesn't
Field does support. In this case, check your spelling and
not exist capitalization. If you can't find any mistakes,
try inserting the field from the Insert Field
menu again to make sure you're referencing
it correctly.
Another reason you see this error is if you
forget to put quotation marks around a text
literal or a hyperlink.
9. Debugging You'll see this error if you select one data type
Formulas: when creating the formula field but write a
Formula formula that returns a different data type. In
result is the example below, you can see that My
incompatible Account Formula expects to return a number
with formula (shown in parentheses next to the formula
return type name), but the TODAY() function returns a
date. The error tells you what the expected
data type is, but you can always reference the
documentation beforehand to avoid the
error.
10. Debugging If you input too many or too few parameters
Formulas: into a function, the syntax checker alerts you.
Incorrect Again, check the help text or documentation
number of for guidelines on inputting parameters to
parameters specific functions.
for function
11. Debugging If you give a function a number parameter
Formulas: when it expects text (or any other
Incorrect combination of data types), this is the error
parameter you'll see. Always check the help text or the
type documentation so you know what kind of
parameters a function accepts.
12. Debugging This error most often occurs when the
Formulas: number of opening parentheses doesn't
Missing match the number of closing parentheses. It
parentheses can be particularly difficult to avoid this error
if you're using several functions at once. Try
breaking your function into multiple lines so
it's easier to tell which sets of parentheses
belong together.
You'll also see this error if you forget a comma
between two function parameters. This error
is confusing because the actual problem
doesn't match up with the syntax checker. If
you're certain your parentheses are correct,
double check that the commas in your
function are correct as well.
13. Debugging In this case, check that Salesforce supports the 19. If you need to you work with a Salesforce partner or visit
Formulas: functions you're using. You'll also get this error load more the AppExchange for a suitable partner
Unknown for misspelled functions. than 5 million product.
function records, we
recommend...
14. Default For picklist, multi-select picklist, and checkbox
Values fields, if you do not map the field in the import 20. Multi-Select To import multiple values into a multi-select
wizard, the default value for the field, if any, is Picklist picklist, separate the values by a semicolon in
automatically inserted into the new or updated your import file.
record. 21. New Values If your import file contains data to be
15. Field Salesforce runs validation rules on records for Picklists displayed in picklists or multi-select picklists,
Validation before they are imported. Records that fail and Multi- the wizard warns you when you attempt to
Rules validation aren't imported. Consider deactivating Select import a new picklist value that does not
the appropriate validation rules before running Picklists match any valid picklist values. If you ignore
an import if they affect the records you are the warning, the new value is automatically
importing. added to the imported record. You can later
edit the field to add the necessary values.
16. Finding Organizations often want to count the number of
Distinct unique objects in a report with hundreds of 22. Roll-Up Roll-up summary fields calculate values from
Objects records. Say, for example, you have a hundred Summary a set of related records, such as those in a
Using the opportunities listed in a report, but only a Fields related list. Roll-up summary fields are based
Power of handful of users own all these opportunities. on master-detail relationships.
One How do you find the number of distinct users? 23. Universally You must include universally required fields
This task sounds difficult, but it's one of the
Required in your import files or the import will fail.
easiest formulas you can write. It's called the
Fields
Power of One.
24. Use Data -You need to load 50,000 to five million
To write this formula, create a custom formula Loader when: records.
field on the User object. Name it Unique Users,
give it a Number return type, and select 0 from -You need to load into an object that is not
the Decimal Places drop-down list. Click Next to supported by the Data Import Wizard.
open the formula editor. For this formula, you
don't need to insert any fields, operators, or -You want to schedule regular data loads,
functions. Instead, enter the number 1. such as nightly imports.

17. Follow 1. Use your existing software to create an export
these file.
steps 2. Clean up the import file for accuracy and
before you consistency. This involves updating the data to
start remove duplicates, delete unnecessary
importing information, correct spelling and other errors,
any data: and enforce naming conventions.
3. Compare your data fields with the Salesforce
fields you can import into, and verify that your
data will be mapped into the appropriate
Salesforce fields.
4. Make any configuration changes required in
Salesforce to handle the imported data. For
example, you might need to create new custom
fields, add new values to picklists, or temporarily
deactivate workflow rules.
18. Formula Formula fields cannot accept imported data
Fields because they are read-only.
25. Use the Data -You need to load less than 50,000 records.
Import
Wizard when: -The objects you need to import are
supported by the wizard.
-You don't need the import process to be
automated.
26. Validation Validation rules verify that data entered by
Rules users in records meet the standards you
specify before they can save it. A validation
rule can contain a formula or expression that
evaluates the data in one or more fields and
returns a value of "True" or "False."
Validation rules can also include error
messages to display to users when they
enter invalid values based on specified
criteria.
27. What's a Relational You want to create separate database tables, or objects, for each person, thing, or concept you want to
Database? track. Once we have our data separated into discrete objects, we can easily relate objects to each other.
This is what a relational database is all about! A relationship is an association between two or more tables.
28. You can perform different You can count the number of detail records related to a master record, or calculate the sum, minimum
types of calculations with value, or maximum value of a field in the detail records. For example, you might want:
roll-up summary fields,
like... -A custom account field that calculates the total of all related pending opportunities.
-A custom order field that sums the unit prices of products that contain a description you specify.