DemandTools V Certification – Import

When using the Update operation, which type of field can be set as a Key Field?

Import scenarios can be scheduled using the Schedule feature.

What operations are available for use in the Import module? (Select all that apply)

When using the Upsert operation, which Methods are available to identify records for updating and inserting? (Select all that apply)

What is the maximum number of Salesforce Objects that can be selected when using the Update or Upsert operations?

What is the default Batch Size Setting for Insert/Update/Delete?

When inserting Contacts or Leads, only one Campaign can be assigned to all records from the source file.

When multiple matches are found, Winner Rules can be applied to determine which record should be updated.

What option in the Final Matching Conditions tab can be used to prevent creating duplicate records during an insert?

Users can perform Transform operations within the Import Module to standardize data while being inserted, updated, or upserted.

It is required to map all columns from a source file to the corresponding Salesforce fields when importing data.

When using the Update or Upsert operations, what feature allows users to overwrite existing Salesforce data with a blank value from a source file?

After selecting the Key Field method, how is a Key Field designated?

When using Auto Map, all fields are automatically mapped from the import file field to the target Salesforce field regardless of column header formatting.

What field level override options are available when using the Update or Upsert operations? (Select all that apply)

Users can create new Campaigns in Salesforce using the Import module.

Which fields are required to be retrieved from a source file when assigning Contacts and Leads to an existing Campaign?

Where can users access Transform Operations to standardize data during an import?

Which Match Criteria columns in the preview screen allow users to filter results? (Select all that apply)

Joe has a list of 10,000 leads he needs to insert to Salesforce. Joe would like to test the first few records of the file before inserting the rest. What is the best way to accomplish this?

What option allows users to add a constant value to any field on any Import operation?

George is conducting an upsert but is concerned he will find multiple matches in Salesforce for each contact. What feature allows George to only update the oldest record in the group?

What source types are available in the Import module? (Select all that apply)

SQL and MySQL Databases are not supported in Import as a source.

Which operation performs both updating and inserting new records simultaneously?

When the Match Conditions radio button is selected and multiple objects are chosen for comparison, the objects will be evaluated in the order they are selected.

When performing the Insert operation which API type can be used?

Which Transform operations can be used in the Import Module? (Select all that apply)

Select all actions that can be performed with the Import module.

John is inserting Accounts using a source file which caused the leading zeros in the zip codes to be lost on the New England account records. What transform formula will add the leading zero to the zip codes while inserting?

Ashley is making updates to Salesforce fields on the Contact object using Import. In her source file, she has no values indicated for the custom Favorite Color field as she would like this field to be cleared. What option must be enabled for the blank values in the input file to overwrite populated values in Salesforce?

When using the Insert operation, users cannot check for duplicates that might already exist in Salesforce.

Sarah is updating a list of records she received at a convention. She only wants to update certain fields if they are currently blank in Salesforce to avoid overwriting populated data. How can she accomplish this?

Adding a constant on Date/time Fields as “Time of Execution” populates the field with the date/time value when the scenario is executed, rather than requiring a pre-determined value.

When using the Update or Upsert operations, what is the default Target Salesforce Field update option selected within the Map Fields section?

Select the true statement.

What are the accepted file types when using Import File as a source?

What is the maximum Batch Size for Insert/Update/Delete when using the default API?

Nancy added a new field to her Account object. She then logged into DemandTools V to run an update on the field through Import. Which action should she take to make the field visible within DemandTools V?

What is the minimum Batch Size for Insert/Update/Delete when using the default API?

In the Map Fields section of the Import module, you can map one source field to more than one target field.

What feature in Import allows users to match values in the phone field to values in alternate/other phone fields?

When using the Match Conditions method, which options are available for selection in the Final Match Conditions tab? (Select all that apply)

Gary is comparing an external file of Leads to existing records in Salesforce and has chosen the Match Conditions method. He wants to create a match step using the Cross-Field Match feature between the Phone and Mobile Phone fields, but does not have mobile phone in the source file. What action needs to be completed to use the mobile phone field in his match step?

How is an incorrectly mapped field removed?

What is the maximum Batch Size Setting available when customizing the Bulk API?

When using the Update or Upsert operations, Field Rules can be created to determine which fields should be retained on the updated record.

Lewis was importing 5 new leads from a file using the Upsert operation, but was unsure if they already existed in salesforce. He was comparing to Contacts, Leads, and Accounts. None of the leads matched to any existing Contacts, Leads or Accounts. What setting needs to be enabled to prevent the system from creating 5 duplicate Accounts if he selected create a New contact/account?

With Bulk API enabled, which setting guarantees batches are processed one at a time?

Users can copy data from one Salesforce object to another using the Import module.

Sally has created a Sandbox environment to test some flows before adding them to her Production environment. She would like to migrate Account level data from her Production to the Sandbox using Import prior to testing. Can this be achieved?

How can a user assign records to multiple Campaigns when using an Import file? (Select all that apply)

When comparing contact data to Contacts and Accounts in Salesforce, how can users specify they would like to create a Contact as a child record under a matching Account?

When inserting new Contacts, how can a user make sure the Owner matches the associated Account Ownership?

When comparing records against multiple Salesforce Objects, the order in which the Objects are selected does not affect the scenario.

Users can move any matched record to the Final Match by double clicking the numerical Step while viewing the preview screen.

How can a user update Account, Lead, or Case ownership based on any active Assignment or Territories while using the Update or Insert operations?

Choose the 2 capabilities of the Fuzzy Matching matching option (applicable when using the Match Conditions Method).

When using the Update or Upsert operations and comparing against multiple objects, Record Selection Criteria must be created for each object selected.

What is the purpose of using Score Delta when creating Winner Rules? (Select all that apply)