Data Management: Quiz

These questions are designed to be similar to ones that will be asked on certification exams.  Aim to get most of these questions correct on the first attempt.

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30 Responses to “Data Management: Quiz”

  1. Sal March 10, 2017 at 4:06 am #

    Can anyone answer this
    A roll-up summary field called “Lifetime Sales” has been added to the account object and displays the total of all closed/won opportunities associated with an account. When viewing opportunity records, sales reps would like an easy way to view the total lifetime sales of the account. How can this be accomplished?
    a. This cannot be accomplished without the use of workflow, apex code, or some other workaround.
    b. Create a cross-object formula field on opportunity to reference the Lifetime Sales field on account.
    c. Create a roll-up summary field on opportunity to aggregate the lifetime sales of the account.
    d. Add the account Lifetime Sales field to the opportunity page layout.

    • JohnCoppedge March 10, 2017 at 9:02 pm #

      Someone else posted something similar- it would be select 2: b and c

      • DeeJay01 March 14, 2017 at 5:21 am #

        I think it should only be b. We cannot create roll up summary fields on Detail objects. Please help clarify ?

        • JohnCoppedge March 14, 2017 at 1:34 pm #

          Create the rollup field on the account, then create a cross-object formula to display the rollup field from the account on the opportunity. The rollup field itself is on the account (the master object), the formula on the opportunity allows you to display that data on the opportunity.

          • March 17, 2017 at 12:11 pm #

            “The rollup field itself is on the account (the master object)”Therefore the answer is only b?

      • atiehakbar November 4, 2017 at 11:41 pm #

        I believe it should be only b. Not b and C.

  2. lisax May 4, 2016 at 2:50 pm #

    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?

  3. December 22, 2015 at 8:47 am #

    On question 4. Wouldn’t salesforce time out report if it is taking more than 10 mins to export ALL data?

    • JohnCoppedge December 22, 2015 at 3:53 pm #

      It is possible for a report to timeout- but the data export function would not.

  4. morna October 27, 2015 at 4:17 pm #


  5. morna October 27, 2015 at 4:16 pm #

    I bet doing 1C will ensure it NEVER happens again. Pore employees 🙂

  6. thomas3474 October 6, 2015 at 4:20 am #

    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.

    • JohnCoppedge October 10, 2015 at 3:03 pm #

      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!

  7. kuhnflyfish August 7, 2015 at 3:58 pm #

    Hey John, shouldn’t question 3’s validation rule be:
    CloseDate (TODAY() + 365) GREATER THAN?
    Minor deal but just wanted to make sure.


    • kuhnflyfish August 7, 2015 at 3:59 pm #

      That didn’t post what I wrote……symbol should be LESS THAN instead of GREATER THAN CORRECT?

      • JohnCoppedge August 17, 2015 at 7:47 pm #

        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.

  8. sheiscindy July 31, 2015 at 1:02 am #

    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.

    • JohnCoppedge August 5, 2015 at 2:35 am #

      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.

  9. Alex Messinger February 20, 2015 at 3:08 pm #

    Does data import through the API trigger validation rules? I am having trouble finding a definitive answer.

  10. Erik Granered March 16, 2014 at 6:47 pm #

    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.

  11. Kaira Bergstra January 14, 2014 at 8:10 pm #

    “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).

    • JohnCoppedge January 16, 2014 at 11:38 pm #

      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.

  12. Muge Onder December 5, 2013 at 10:02 am #

    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”?

    • JohnCoppedge December 6, 2013 at 9:55 pm #

      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?

  13. Russell Gibbins October 23, 2013 at 6:22 pm #

    the second answer appears to use Instruction instead of Instruct.
    Small typo replace Instructions with Instruct.

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