Data Management

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73 thoughts on “Data Management”

  1. I can see “Describe the capabilities of reporting snapshots.” here in Data Management section, is it part of data management or reporting section?

  7. “The CASESAFEID function case be used to derive the 18 digit ID within a formula field.” might be changed to “The CASESAFEID function can be used to derive the 18 digit ID within a formula field.”

  12. Hi john,
    First want to say , next week i enroll for my ADM(201) test..
    Not sure how i will do but practicing a lot , and really ur site help me to learn
    Sales force with such a good knowledge that i m having courage to book my examday…

    Before going for test ..i was doing practice on all topics..
    Suddenly few Question came up like…

    1) When you do import function , and some of our object have record types ..and associated different page layouts..
    and associated pick-list value selection accordingly and everything…
    Then in that case ..
    when i do try to import my data..does that have any effect because of different record types?

    2) Question for the assignment rule @data import…
    Do i need to keep it ON or Off? ..for leads and cases .(when i use Data loader for import)
    confuse..so what i tried ..i kept it on and it directly went to Queue for individual..
    is that suppose to happen or i have to keep assignment rue Off and then do data import and then do it manually?

    Thank you
    Tejal.

    1. one more question..
      When i do import and i have owner filed for mapping..
      and then i try and if the owner doesn’t have CRED permission for that object..
      will he get problem for access of that data after the import is done( ED related permissions)/?

      Tejal.

    2. Sure-

      1- You need to specify the record type when you import the data. Picklists are not validated upon import (although there will be an option to do that in the future)

      2- If you want the lead assignment rule to determine who the owner is then you could specify that/leave on the assignment rule. If you want to manually reassign (or define the owner in the source data) then you would not want to use an assignment rule.

  16. Hey John,

    in the Key Facts of ‘Explain the significance of record IDs.’ you write that the 18 digits IDs are case insensitive.
    The linked article ‘How can I use case-safe IDs’ tells us:
    ‘NOTE: This article doesn’t indicate that the 18 character reference IDs are *not* case sensitive.
    For instance if you fire a SOQL query for record ID “00330000000xEftMGH” and “00330000000xEftmgh”. the latter will give no results which means that they are case sensitive in Salesforce. But when used with tools like Excel, you can devise methods to produce case-safe IDs. ‘

    I’ve tested it with a SOQL Query and 18 digits are indeed case sensitive.

  17. Hi,
    Your key facts for ‘data backup’ states the following: ‘This export can be run once every 7 days manually, or scheduled to run weekly.’, but yet in the detail documentation I found the following ‘You can generate backup files manually once every six days (for weekly export) or 28 days (for monthly export). You can also schedule backup files to generate automatically at weekly or monthly intervals.’. thanks.

      1. You can also look at the Schema Builder (in Setup/Build) to see a graphic representation of the objects and their relationships.

  19. I thought I saw this somewhere, but now can’t find it, so please confirm: Validation rules are run when data is imported. Thanks.

  21. Hello John,

    Would you agree that, with the availability of CASESAFEID, the following section should be redundant?

    How Salesforce 18 Digit Id Is Calculated
    [Could / Short / teachmesalesforce.wordpress.com]
    Why write code when a Function is available that does converts the 15 digit ID to 18 digit ID ?

  23. A clarification, please. Are Data.com licenses required to use the Duplicate Management features (Matching and Duplicate Rules)? I couldn’t find a definitive answer to this anywhere. Thanks!

    1. They will let you upload data with the created date and last modified populated. Without audit fields you cannot modify this data even via the API. So if you wanted to migrate from another system to SalesForce audit fields is commonly needed.

      1. In ‘Importing & Manipulating Data’ there it still says ‘The Data Loader, however, is not limited in the number of records it can process per job’

  29. John,
    What would the data loader or import wizard do if one record fails the validation rule of the object being loaded? It stops at the error, or just skip the record with the error and simply continue to load the rest, or maybe fail the whole data loading session?

    Thanks,
    ray

    1. Not sure how I missed this question- the data loader will attempt to load every line in the import file. If a line fails, it moves on to the next line. If try to load 1000 lines and all are bad, I would simply get an exception report with 1000 lines (it does not stop the job).

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