Describe the Considerations When Importing, Updating, Transferring, and Mass Deleting Data (e.g., CSV Files, Data Quality, Field Mapping, Record IDs, External IDs, Duplicate Records). PLATFORM-ADMINISTRATOR Practice Questions (Page 1)

Questions 1–5

1. 1foundation · easy

   Before importing a CSV file into Salesforce, an administrator reviews the data for completeness. Which action best addresses completeness?

   • AConfirming that picklist values match the allowed values in Salesforce.
   • BEnsuring that the same record is not listed multiple times.
   • CChecking that all required fields have values in every row.
   • DVerifying that field values are in the correct format, such as dates and phone numbers.
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2. 2foundation · easy

   When preparing a CSV file for a Salesforce data import, which formatting practice is required?

   • ALeave date fields in MM/DD/YYYY format regardless of locale.
   • BEnclose all text fields in single quotes.
   • CUse semicolons as delimiters to separate fields.
   • DInclude a header row that matches Salesforce field names exactly.
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4. 3application · medium

   A company uses a custom object 'Asset__c' with a unique field 'Serial_Number__c'. The admin needs to update 3,000 asset records from a CSV. The CSV contains the serial numbers but not the Salesforce record IDs. What should the admin use to match the records for the update?

   • AThe 'Serial_Number__c' field as an external ID and use the Upsert operation.
   • BThe 'Name' field as the matching key in the Update operation.
   • CThe 'OwnerId' field to match records to the correct owner.
   • DThe record ID from the CSV, even though it is not present.
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5. 4foundation · easy

   During a data import, an administrator notices that the same lead appears multiple times in the CSV file. What is the best way to handle this before importing?

   • AImport the file as-is and let Salesforce create duplicate records.
   • BUse the 'Find Duplicates' button in the list view to manually remove them after import.
   • CChange the field mapping to skip the duplicate rows.
   • DClean the CSV file by removing duplicate rows before import.
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6. 5foundation · easy

   What is the primary purpose of an external ID field in Salesforce data management?

   • ATo link records in a master-detail relationship.
   • BTo store the record's creation date and time.
   • CTo automatically generate a unique record ID for every new record.
   • DTo provide a unique identifier for records that can be used to match records from external systems.
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