Salesforce Data Management

Front 1

How can validation be used to manage data?

Back 1

verify that the data a user enters in a record meets the standards you specify before the user can save the record.

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 also include an error message to display to the user when the rule returns a value of “True” due to an invalid value.

Front 2

How can enriching be used to manage data

Back 2

Data.com -add data D & B

Front 3

How can archiving be used to manage data?

Back 3

hides but available if needed

Front 4

What objects can be used for Duplicate rules?

Back 4

1. accounts
2. contacts
3. leads
4. custom objects

Hint 4

4

Front 5

Under what circumstances to the duplicate rules not run?

Back 5

1. created with Quick Create
2. Leads are converted to accounts or contacts and your organization doesn’t have the “Use Apex Lead Convert” permission.
3. Records restored with Undelete button
4. Records added using Lightning Sync
5. Records manually merged
6. Self-Service user creates records and the rules include conditions based on the User object
7. Duplicate rule conditions are set for lookup relationship fields and records with no value for these fields are saved

For example, you have a condition that specifies a duplicate rule only runs when Campaign DOES NOT CONTAIN ‘Salesforce’. Then, if you add a record with no value for the Campaign field, the duplicate rule doesn’t run.

Hint 5

7

Front 6

When are users always blocked from saving recordsand do not see a list of dupes?

Back 6

1. Records are added using the data import tools.
2. A person account is converted to a business account (and the newly created business account matches existing business accounts).
3. Records are added or edited using Salesforce APIs.

Front 7

True or False: if multiple records are saved at the same time and your dupe rules are set to Block or Alert, any duplicates are blocked and a report is generated

Back 7

False

the records will only be compared with those already in Salesforce

but a report of dupes will be generated

Front 8

How many duplicate rules are allowed per object?

Back 8

5 active rules

unlimited inactive

Front 9

How many matching rules are allowed per duplicate rule?

Back 9

3 but each must be of a different object

Front 10

What objects are available for matching rules?

Back 10

1. accounts
2. contacts
3. leads
4. custom objects

Front 11

How many lookup relationships are allowed per matching rule?

Back 11

1

Front 12

How many matching rules are allowed per object?

Back 12

5

Front 13

How many total active matching rules are allowed?

Back 13

25

Front 14

What is the total # of matching rules allowed, active and inactive?

Back 14

100

Front 15

What are Duplicate Rules?

Back 15

used to control whether and when you can save duplicate records within SF

Hint 15

criteria

Front 16

What are Matching rules?

Back 16

used to identify the duplicates records

Hint 16

dupes

Front 17

What are Duplicate Record Sets?

Back 17

• list of duplicate records, grouped by set

• view by clicking the Duplicate Record Sets Tab
• org must use report action with its duplicate rules

Front 18

What are Duplicate Error Logs?

Back 18

view system errors that prevent duplicate or matching rules from running

only if use Data.com Duplicate Mgmt