Term
Name 3 ways you can obtain a record’s ID?
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Definition
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Term
Why can it be dangerous to work with the 15-digit case-sensitive form of the record ID?
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Definition
| Because it is case-sensitive |
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Term
True or False: The Created Date can be updated for a record via the API as long as the Modifiable System Fields feature is turned on.
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Definition
False. Can only set the field w/API |
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Term
What is the advantage of performing upserts rather than creates on large data sets?
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Definition
| If you fail during the run, you don’t have to worry about inserting dups when you resubmit or have to write complicated sql to check to see if it was already submitted. |
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Term
How do you make a field an External ID field?
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Definition
| When creating a custom field of type Text, Number or Email you can select external id |
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Term
Do you have to know the Salesforce IDs of records in order to use Upsert w/relationships?
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Definition
No – you do not have to know the Salesforce IDs of records to use upsert with relationships… that’s the whole point!!! |
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Term
Can you import data into custom objects using the Salesforce Import Wizard?
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Definition
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Term
How do you decide which import tool to use?
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Definition
| Depends a great deal on what you are trying to do: what objects you want to load, what operation you want to perform, how much data you have to manipulate, your skill set, etc |
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Term
True or False: An External ID field is always unique.
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Definition
False: an external ID *should* be unique, but it doesn’t have to be; typically it will be the primary key from a database somewhere so it is likely to be unique. However, there is no uniqueness constraint imposed on external IDs per se in the Salesforce database unless you specify it. |
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Term
Who is the owner of the position record you just loaded? Why
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Definition
| Owner = Admin User; because unless the owner is specified in the data file, the default owner is the person doing the data load |
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Term
What was the record type assigned for the position record you just loaded? Why?
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Definition
| Record Type = General Positions; because unless the record type is specified in the data file, the default record type of the person doing the data load is use |
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Term
How could you control the record type that is assigned for the positions you loaded? |
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Definition
The record type can be set in the data file; just specify the ID of the record type you want to set. Record type IDs are available through the app as well as accessible in the RecordType object downloadable through the Data Loader |
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Term
Is it possible to specify a record owner via a data input file so that we could avoid having to do the mass transfer records steps?
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Definition
| Yes – it is possible to set the ID of the record owner in the data file so that you can control who the owner of a record is on load. |
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Term
Is it possible to leverage the upsert with relationships capability to load record owners? |
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Definition
| No – unfortunately, upsert with relationships feature does not extend to the owner field. It works for any custom relationships you have defined as well as Created/Modified By fields. |
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