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Salesforce · Salesforce Admin · Professional Certifications

Salesforce Data Management, Reports, and Dashboards

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

About this set

35 basic cards for Salesforce Admin Salesforce. It opens with "What is the Data Import Wizard?" and "What is Data Loader?". More Professional Certifications decks are listed below.

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

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What is the Data Import Wizard?
Show answerA web-based tool for importing data from CSV files into Salesforce objects
What is Data Loader?
Show answerA client application for batch importing and exporting data between Salesforce and external systems
What is the maximum batch size for a Data Loader job?
Show answer10,000 records
What is the Bulk API designed for?
Show answerLoading or deleting large volumes of data asynchronously with minimal system overhead
Name one advantage of Bulk API over synchronous APIs.
Show answerIt consumes fewer API calls and system resources
What does SOQL stand for?
Show answerSalesforce Object Query Language
What are the three main ways to export data from Salesforce?
Show answerData Export Service, Data Loader, and export from list views
What file format is required by the Data Import Wizard?
Show answerCSV (comma-separated values)
How often can you perform a full data export using the Data Export Service?
Show answerOnce every 7 days
What is an external ID field?
Show answerA field that uniquely identifies a record outside Salesforce, used during upsert operations
What encryption method does Data Loader use for data in transit?
Show answerSSL/TLS encryption
What is the maximum record count for a single Data Import Wizard operation?
Show answer50,000 records
What is a tabular report?
Show answerThe simplest report type, displaying data in rows and columns with basic totals
What is a summary report?
Show answerA report that groups data by one or more fields and displays subtotals and grand totals
What is a matrix report?
Show answerA report that groups data both horizontally and vertically, like a pivot table

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