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Quizzes > Quizzes for Business > Technology

Salesforce Data Import and Export Quiz Essentials

Assess Mastery of Data Import and Export

Difficulty: Moderate
Questions: 20
Learning OutcomesStudy Material
Colorful paper art representing a Salesforce Data Import and Export Quiz.

Ready to master Salesforce data import and export processes? This interactive Salesforce Data Import and Export Quiz challenges admins, developers, and consultants to assess their knowledge of data migration tools and strategies. Upon completion, participants will gain insights into optimizing data uploads, troubleshooting errors, and reinforcing best practices. All questions are fully editable in our easy-to-use quiz editor - tailor them to your learning needs. Explore related Salesforce Knowledge Assessment Quiz, Data Privacy Knowledge Quiz, or browse more quizzes.

What file format is commonly used for importing data into Salesforce via the Data Import Wizard?
CSV
XML
JSON
XLSX
The Data Import Wizard in Salesforce accepts CSV files because CSV stands for Comma-Separated Values which is the standard format for this tool. Other formats like XLSX, JSON, and XML are not supported by the wizard.
Which Salesforce tool is built into the UI for simple data imports without requiring installation?
Data Import Wizard
Data Loader
Workbench
Bulk API
The Data Import Wizard is embedded in Salesforce's setup menu and does not require any additional software installation. Data Loader must be downloaded and installed separately.
In a CSV file, what character is used by default to separate fields?
Comma
Semicolon
Pipe
Tab
CSV stands for Comma-Separated Values, meaning commas are the default delimiter between fields. Other delimiters like semicolons or tabs are not standard for CSV.
What is the maximum file size limit for a single import via the Data Import Wizard?
2 MB
1000 MB
10 MB
100 MB
The Data Import Wizard accepts a single CSV file up to 100 MB in size. Files larger than this limit must be split or imported using another tool like Data Loader or the Bulk API.
Which user permission is required to run the Data Import Wizard?
View Setup and Configuration
Customize Application
API Enabled
Modify All Data
To access and use the Data Import Wizard, a user must have the Modify All Data permission. This allows full write access necessary for importing records.
When using Data Loader to load more than 5,000 records at once, which API is recommended?
Streaming API
Bulk API
SOAP API
REST API
The Bulk API is optimized for large volumes of data and is recommended when loading more than 5,000 records. SOAP and REST APIs handle smaller batches, while Streaming API is for real-time events.
Which file encoding should you use to ensure special characters import correctly into Salesforce?
ISO-8859-1
ASCII
UTF-8
UTF-16
UTF-8 encoding supports a wide range of characters and is recommended for CSV imports to prevent character corruption. ASCII and ISO-8859-1 do not cover all international characters.
Which field type cannot be designated as an External ID in Salesforce?
Checkbox
Text
Formula
Number
Checkbox fields cannot be used as External IDs because they are boolean. Text and Number fields can be external IDs; formula fields are read-only derived fields and also cannot serve as External IDs.
Which setting in Data Loader controls the number of records processed per batch when using Bulk API?
Batch Limit
Batch Size
Thread Count
API Version
The Batch Size setting determines how many records are sent in each batch when using the Bulk API. Adjusting it can help optimize performance and reduce timeouts.
To export Accounts modified in the last week, which SOQL clause should you use?
WHERE LastModifiedDate = LAST_WEEK
WHERE LastModifiedDate >= LAST_N_DAYS:7
WHERE LastModifiedDate <= LAST_WEEK
WHERE LastModifiedDate = YESTERDAY
The LAST_N_DAYS:7 filter returns records modified in the last seven days, covering a rolling one-week period. LAST_WEEK refers to the prior calendar week, not the rolling seven days.
What is the maximum number of records you can import with the Data Import Wizard in a single operation?
10,000
100,000
50,000
5,000
The Data Import Wizard allows up to 50,000 records per import. For larger volumes, the Bulk API or Data Loader should be used.
Where does Data Loader record details of records that failed to insert or update?
Error CSV file
Success CSV file
Debug log
Export log
Failed records are logged in the Error CSV file generated by Data Loader. This file lists the record information and error messages for troubleshooting.
Which user permission is mandatory to use the Data Loader?
View All Data
API Enabled
Modify All Data
Bulk API Access
Data Loader requires the API Enabled permission for programmatic access. Other permissions like Modify All Data are helpful but not strictly required for basic operations.
Which Data Loader operation updates only existing records without creating new ones?
Update
Upsert
Insert
Delete
The Update operation modifies existing records based on matching IDs and does not create new ones. Upsert can insert new records if no match is found.
If Data Loader returns an 'Unknown column in field list' error, what should you check first?
File encoding is UTF-8
User has API Enabled permission
Batch size is correctly set
CSV header matches API field names
This error typically means the header in your CSV file doesn't match the Salesforce object's API field names. Correcting the header to use proper API names resolves the issue.
When a Bulk API request is being throttled by Salesforce, which HTTP header provides information about current limits?
Retry-After
Sforce-Limit-Info
X-Rate-Limit-Remaining
Sforce-Query-Locator
Salesforce returns the Sforce-Limit-Info header with details about API usage and remaining limits when throttling occurs. Other headers like Retry-After indicate when to retry but do not show current limits.
To ensure data is encrypted during export from Salesforce, which protocol must be enforced?
HTTP
HTTPS
FTP
SFTP
HTTPS encrypts data in transit between the client and Salesforce. FTP is unencrypted, and SFTP is not a standard protocol for Salesforce exports.
If Data Loader returns an 'INVALID_FIELD_FOR_INSERT_UPDATE' error, what is the most likely cause?
User lacks field-level security
CSV file format is incorrect
Field value exceeds length limit
Field is read-only (e.g., formula)
This error often indicates that the target field cannot be written to, such as a read-only formula field. Other issues like field-level security produce different error messages.
When exporting related objects in a single SOQL query, which notation is used to reference parent fields?
__c
__r
Dot notation (e.g., Parent.Name)
Arrow notation (->)
Dot notation is used in SOQL to traverse relationships, such as Account.Owner.Name. __r and __c are part of API names and not used in SOQL select clauses for parent fields.
For a bulk import that requires records to process in the order provided and avoids sharing recalculations, which Bulk API mode should you choose?
Parallel mode
Parallel with PK chunking
Bulk API 2.0
Serial mode
Serial mode processes batches one after another in a single thread, preserving record order and minimizing recalculations. Parallel mode can reorder batches and may trigger sharing recalculations.
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Learning Outcomes

  1. Apply best practices for bulk data import using Salesforce tools
  2. Identify appropriate file formats and data structures for seamless uploads
  3. Demonstrate skills in exporting records with proper filters and settings
  4. Analyse error logs and troubleshoot data import failures effectively
  5. Evaluate security considerations when handling data transfers
  6. Master the use of Data Loader and Data Import Wizard functionalities

Cheat Sheet

  1. Master the Data Import Wizard and Data Loader - Think of the Data Import Wizard as your friendly sidekick for up to 50,000 records, while Data Loader unleashes raw power for massive uploads. Get to know when to call in the big guns and when to go with the easy guide. Explore the Data Import Wizard
  2. Prepare Your Data Thoroughly - Clean CSVs are your ticket to a smooth import ride: banish duplicates, fix formatting, and double-check every field. A little prep now saves you from a mountain of error logs later. 6 Best Practices for Data Import
  3. Map Fields Accurately - Picture your data fields as puzzle pieces - if they don't fit exactly right, your beautiful picture turns into a disaster. Spend extra time mapping to keep your Salesforce org looking sharp and your reports reliable. Avoid Common Data Loader Errors
  4. Handle Large Data Sets with Bulk API - When your dataset grows into the thousands (or millions!), switch to Bulk API in Data Loader to bulk-up performance. It's like giving your import process a turbo boost! Bulk API Import Best Practices
  5. Monitor and Troubleshoot Errors - Don't let error logs spook you - tame them instead! Regularly review result files, pinpoint issues, and iterate until your import is flawless. Troubleshoot Data Loader Errors
  6. Maintain Data Security - Guard your data like a dragon guards treasure: limit import privileges to the right heroes and encrypt sensitive info. A secure import is a happy import! Data Security Best Practices
  7. Test Imports in a Sandbox Environment - Think of a sandbox as your crash-test playground - run your import here first to catch surprises without harming your live org. It's risk-free practice before the big show. Sandbox Testing Tips
  8. Understand Data Relationships - Parent-child relationships in Salesforce are like family trees - get the connections right or risk orphaned records. Map out your object ties to keep data integrity in check. Managing Object Relationships
  9. Automate Regular Data Imports - Save time and skip the manual grind by scripting Data Loader's command-line interface for routine uploads. Automation is your secret weapon for consistency and speed. Automated Import Strategies
  10. Stay Updated on Best Practices - The data world evolves fast - keep learning, follow the latest tips, and sharpen your skills to stay ahead of the game. Continuous improvement keeps your Salesforce org in peak condition. Top Data Import Tips
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