TH - Data Management

Question 1

Two main methods of data export

Answer 1

Data export service
- In browser service, in setup menu
- Allows you to manually export data once every 7 days(weekly export) or once every 29 days (monthly export).
- Can also automate export to weekly and monthly intervals
- Available in Enterprise, Performance and Unlimited additions
- In developer and professional editions, you can only generate backup files every 29days ot automatically at monthly intervals
Data Loader
-client appliation that must be installed seperately.
-Can be operated through user interface or command line. —– -Useful for automation, use APIs to integrate with another system

Question 1

Data import wizard

Answer 1

• Import data in common standard objects
• Up to 50,000 records at a time
• Allow you to specify config params, data sources and field mapping from data to salesforce

Question 2

Data loader

Answer 2

• Client app that can import up to 5 mil records at a time, any data type.
• Operated through the user interface or the command line.
• In the command line, you need to specify data sources, field mappings and other paramater using configuration files. This means import process can be automated using API calls

Question 3

Data import wizard vs Data loader

Answer 3

Data import wizard
- < 50,000 records
- import objects are supported by wizard
- does not need to be automated
Data loader
- 50,000 - 5 mil records
- Object not supported by wizard
- Want schedule regular data loads (nightly imports for example)

Question 4

Preparing data for import (assume data moved from other system to salesforce)

Answer 4

• Export data from existing softwre
• Clean data (remove duplicates, delete unnecessary info etc)
• Map fields
• Any configuration changes in salesforce, i.e. custom fields, add new values to picklists or temporarily deactivate workflow rules

Question 5

Methods of data import

Answer 5

Data import wizard
- Up to 50,000 records at a time.
- Can import in common standard objects and custom objects
- Uses field mappings
Data Loader
- Up to 5 mil records,
- from files or a database connection.
- Operated through user interface or command line, in the latter case must specify data sources and field mappings