FlashKeepers

Salesforce · Salesforce Admin

Salesforce Data Management, Reports, and Dashboards

Data import and export tools, report types, and dashboard components tested on Salesforce Administrator certification exams.

35 cards · basic cards · AI-written, checked twice. Edit anything.

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What is the Data Import Wizard?
A web-based tool for importing data from CSV files into Salesforce objects
What is Data Loader?
A client application for batch importing and exporting data between Salesforce and external systems
What is the maximum batch size for a Data Loader job?
10,000 records
What is the Bulk API designed for?
Loading or deleting large volumes of data asynchronously with minimal system overhead
Name one advantage of Bulk API over synchronous APIs.
It consumes fewer API calls and system resources
What does SOQL stand for?
Salesforce Object Query Language
What are the three main ways to export data from Salesforce?
Data Export Service, Data Loader, and export from list views
What file format is required by the Data Import Wizard?
CSV (comma-separated values)
How often can you perform a full data export using the Data Export Service?
Once every 7 days
What is an external ID field?
A field that uniquely identifies a record outside Salesforce, used during upsert operations
What encryption method does Data Loader use for data in transit?
SSL/TLS encryption
What is the maximum record count for a single Data Import Wizard operation?
50,000 records
What is a tabular report?
The simplest report type, displaying data in rows and columns with basic totals
What is a summary report?
A report that groups data by one or more fields and displays subtotals and grand totals
What is a matrix report?
A report that groups data both horizontally and vertically, like a pivot table

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