Week 3 Data Management & Visualization
What are the different ways we can import data?
- Third-Party Tools
- Data Import Wizard
- Data Loader
- Dataloader.io
What are the different ways we can export data?
- Data Loader
- Dataloader.io
- Third-Party Tools
- Data Export Wizard
- Export Reports
When exporting all data, are recycling bin records included?
- Yes
How many records can we delete with Mass Delete Records?
- 250
Can we transfer all of a user's owned records to someone else?
- Yes
What is an external id field used for?
- mapping external objects to objects in the CRM
What are the report types?
- Standard
- Custom
What are the report formats?
- Tabular
- Summary
- Joined
- Matrix
How many components can be on a dashboard at once?
- 20
Alberta needs to create a contact sheet of Contact records. Which report format should she use?
- Tabular
Damian needs to compare and contrast Leads with Contacts. Which report format should he use?
- Joined
Bailey needs to know how many employees are in Accounts from specific regions. Which report format should she use?
- Matrix
Luis needs to find out which regions have the most Opportunities coming from them. Which report format should he use?
- Summary