SFDC Interview Question and Answer Part – 7
(61). Data Validation Rules contain
– A Boolean formula or expression that evaluates the data in one or more fields to either “True” or “False”
– A user defined error message that displays when the rule returns a value of “True”
– Data Validation Rules execute when
– A User Saves a Record
– Before records are imported
– Using the Force.com Data Loader and the Force.com API
Data Validation Rules are enforced on Area Impact
Supported Objects All except Forecasts & Territories
Reporting & Dashboards No impact
API Validation rules enforced via API
Import & Data Loader Validation rules enforced via Import & Data Loader
Lead Convert Validation Rules Enforced – must be turned on in Org
Record Merge Not enforced
Offline & Outlook Editions Validation rules enforced when data is synchronized with server
Salesforce Mobile Validation rules enforced when data is synchronized with server
Web To Case
Web To Lead
Validation rules enforced but no feedback to user
Admin notified of any errors
Self Service Portal Validation rules enforced
Apex Packaging Can be packaged
(62). What is the Import Wizard?
– An easy-to-use multi-step wizard for importing new Accounts, Contacts, Leads, Custom Objects or Solutions
– Can be used for Account, Contact, Lead, Custom Objects or Solutions updates based on matching ID
– Contact and Leads may be updated based on matching email address
– Custom Objects or Solutions may be updated based on Custom
Object names, Solutions titles, Salesforce ID or external ID
What is a CSV file?
– File type required when using the Import Wizard
– Values are separated by commas and each row indicates a record of data
What is a record of data?
– One unique unit of related information
– Row of data in a table or spreadsheet
Standard users can import up to 500 account or contact records per session. Organization-wide imports
(system administrators) are limited to 50,000 accounts, contacts, leads, custom objects, or solutions per
• During a lead import, you can choose to enable active or inactive assignment rules and/or trigger workflow rules as part of the import
– Only imports data. Object and fields must be created first.
– Only available for System Administrators
– Must load parent objects first if lookup fields are included
– Loading for multiple record types requires file chunking
Affected Objects and Functions
– Custom Objects, Accounts, Solutions, Contacts, and Leads
(63). What is External ID?
– Flag on any custom field of type Text, Number or Email
– Available on all objects that support custom fields
– Why is it important?
• Increases Report and API SOQL performance
• Allows customers to use the record ID from an external system like the salesforce ID in Import and the API (new “Upsert” call)
– Import supports External ID field that can be used to load and/or synchronize data sourced in external systems
– Customer System of Record master exists in SAP with an SAP customer number. The External ID field may be used to maintain the SAP number
– Migrating large amounts of data, the External ID field may be used to track migration data and run data validation tests before going live
Example of an External Id flow where the update or insert is determined based on an import flow from a
system of record such as Oracle.
• The value proposition here is that we can de-duplicate not only based on our IDs (which are unknown to an external system), but that we can flag an external id (of type text, email, or number) custom field for the purposes of helping to de-duplicate (ie. Update/Insert = Upsert) during the import process; especially when trying to keep multiple systems synchronized
– Case INSENSITIVE
– Three ID fields per object
– Custom fields only
(64). Force.com Data Loader – Features
– An easy-to-use wizard interface
– An alternate command line interface
– A batch mode interface with database connectivity
– Support for large files with up to millions of rows
– Drag-and-drop field mapping
– Support for all objects, including custom objects
– Detailed success and error log files in CSV format
– A built-in CSV file viewer
– Platform independence, by virtue of being written in Java®
Force.com Data Loader is an application for the bulk import or export of data.
– Use it to insert, update, delete, or extract, or upsert Salesforce records.
– Force.com Data Loader can move data into or out of any salesforce.com object.
(65). Use the Data Loader when:
– You need to load 50,000 or more records.
– You need to load into an object that is not yet supported by web-based importing.
– You want to schedule regular data loads, such as nightly imports.
– You want to be able to save multiple mapping files for later use.
– You want to export your data for backup purposes.
– Use web-based importing when:
– You are loading fewer than 50,000 records.
– The object you need to import is supported by the web-based import wizards.
– You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.
(66). What is the Recycle Bin?
– Houses deleted data for approximately 30 days
– Data can be recovered during this time period
– Not counted against storage limit
If your organization reaches its Recycle Bin limit, Salesforce automatically removes the oldest records if
they have been in the Recycle Bin for at least two hours.
– You cannot delete a product that is used on an opportunity
– You cannot delete the Standard Price Book or a price book that is on an opportunity.
(67). What is a Standard report and Custom Report?
– Out-of-the-box reports, e.g., Account and Contact Reports
– May be used as a starting point for Custom Reports
– May not be deleted or removed (folder can be hidden)
What is a Custom report?
– Created with your specific criteria
– Saved in the My Personal Folder, Unfiled Public folder or custom folder but not in a Standard Folder
– May be edited or deleted
– Can be searched for in Custom Report search
What is the Report Wizard?
– An easy-to-use, multi-step wizard used to create a custom report
– Number of wizard steps depends on Report Type selected
(68). What is a Tabular Report?
– Provides a simple listing of your data without subtotals
– Examples: Contact mailing list report
(69). What is a Summary Report?
– Provides a listing of data, like a Tabular Report, plus sorting and subtotaling of data
– Example: Report showing all opportunities for current FQ, grouped by Stage
(70). What is a Matrix Report?
– Summarizes data in a grid against horizontal and vertical criteria
– Use this report type for comparing related totals
– Similar to a pivot table in Excel
– Example: Report showing all opportunities for your team for current FQ, subtotaled by Stage and Owner