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[WpProQuiz 22]
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[WpProQuiz 22]
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On question 2. Why isn’t Accounts/Contact wizard the correct answer?
From the explanation: “The account transfer wizard also provides the option to transfer opportunities and cases related to accounts.”
So why is Mass Transfer Records wizzard prefered?
The IMPORT wizard is not the way to go- you would use the transfer wizard.
On question 4. Wouldn’t salesforce time out report if it is taking more than 10 mins to export ALL data?
It is possible for a report to timeout- but the data export function would not.
Poor*
Haha… assuming it would get done 🙂
I bet doing 1C will ensure it NEVER happens again. Pore employees 🙂
Could you use the command line function of the data loader to do an automated backup onto a backup server or another database server? This would take more planning but would seem to be the easiest way.
Could you also have two command line processes run. One process exports data from your production account and the other upserts all the information to your developer account for testing.
Yes you could and you are correct it would take a lot of planning as you would have to back up each table with a job. Definitely possible would take some doing!
Hey John, shouldn’t question 3’s validation rule be:
CloseDate (TODAY() + 365) GREATER THAN?
Minor deal but just wanted to make sure.
Thanks
That didn’t post what I wrote……symbol should be LESS THAN instead of GREATER THAN CORRECT?
No – the validation rule will take effect when the condition is true – therefore you want to specify that close date is greater than one year out.
For the question, “The sales team wants to prevent sales reps from entering an opportunity close date more than 1 year from today’s date. Instead of pushing the close date this far, the opportunity should be marked as Closed/Lost and the account revisited in one year. How should this be enforced?” – Correct answer is Validation Rule. Which to me is accurate for actually enforcing the first sentence. But I went off on a Workflow Rule train of thought when reading the second sentence to take care of automatically marking the record closed/lost. I wasn’t familiar enough with the Opportunities process, so I understand now. Just wanted to let you know the 2nd sentence threw me off.
Totally understand that train of thought – the key word is “prevent” in this example. If workflow were also a possible answer, that would make the question much more ambiguous.
Does data import through the API trigger validation rules? I am having trouble finding a definitive answer.
Yes. Expect to be asked that on the exam as well.
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.
Thanks Erik – clarified wording.
“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).
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.
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”?
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?
the second answer appears to use Instruction instead of Instruct.
Small typo replace Instructions with Instruct.
Thank you! Corrected.