DemandTools V Certification – Match

The Match module’s primary purpose is to make updates to records matched in Salesforce.

The No CRM Record matches export file will not include any additional fields from Salesforce.

Which of the following are common use cases for the Match module? (Select all that apply)

Which of the following are available choices from the Source dropdown in Step 1? (Select all that apply)

The Match preview screen provides a way to view matched records in the Salesforce User Interface.

While viewing the preview screen, which tabs are available to filter results by? (Select all that apply)

Which file types are compatible with Match? (Select all that apply)

Joe has a list of 15 digit record IDs and needs to obtain field information for these records. Which mapping type should he use to match on the Salesforce record ID?

When all Match results are exported, what data is included in the export file?

John needs to export matched and non-matched records to separate files. How can John achieve this with the Match module?

Match scenarios can be scheduled.

Jackie found matches but needs to adjust her match steps for more accurate results. After she modifies the match steps, what must she do for the results to reflect her new match step settings?

When misspellings are a common problem in a user’s source file data, how can a phonetic match be run on certain fields to help find more matches?

Which feature helps to save time when building multiple match steps?

What is the first step when creating a Match scenario?

If using multiple match steps, Match will compare every record in the input file to every match step.

The preview screen shows every match found, even if the same record was matched in several match steps.

When matching to Contacts, what does the Match_1_ID column in the exported file represent?

Patrick has a spreadsheet with columns for First Name, Last Name, Email, and Phone. He wants to match to the Salesforce Lead object and match First Name, Last Name, Email OR Phone. How could he accomplish this? (Select all that apply)

It is possible to match a spreadsheet of Accounts to the Contacts object to find which Contacts exist on the Accounts in the spreadsheet.

The Cleaned Account Name Cleanse Rules in Match are different than/separate from the Cleaned Account Name Cleanse Rules in other modules.

Tony needs to compare a list of Accounts against the Contact object first and then against the Opportunity object. This is an example of when multiple Match Steps would be used.

Bill is comparing Account records against the Contact object and matching on the standard address and phone fields. The phone number field on his Contact object has roughly 50% usage. His input file contains a phone number for every Account. With a match step that matches on both street address and phone, as long as he selects Blank Values on the phone number field, he is likely to match all of the records.

Harry is performing a Match against the Account object and wants specific fields returned when matches are found. Where can he specify to have the Account Name, Record Type and Billing address fields included with his Match results?

Which column header allows for users to further filter the preview screen?

Jack received a spreadsheet of only Opportunity IDs from his manager, but he would like the spreadsheet to include the Stage field. Can he use Match to quickly pull the Stage field into the existing spreadsheet?

John’s data vendor returns country data in the long form (e.g. United States), but his Salesforce data is standardized to the two letter abbreviation (e.g. US). Which Comparison Type can match the long form of a country field to the short form?

The Match module does not allow Bulk API as an option.

Users can sort the preview screen in ascending or descending order by clicking any of the Match Criteria column headers.

The following options are available when the “Export a subset” radio button is selected. (Select all that apply)

When multiple Match Steps are created, users cannot export matches that only apply to a single Match Step.

Dan has created a Match scenario where certain records matched to the same Salesforce record multiple times. He would like to export his results, but only the unique matches. Is this possible?

Ashley is creating a Match scenario with a file of 10,000 records. Before processing the entire file, she would like to run a test with the first 100 records on the file. What is the easiest way to achieve this?

In Step 1 of Match, the Records in File section lets users check that the number of records in the chosen source is the expected number to be processed.

How can Match Steps be copied?

Source file data is shown on the preview screen, along with any fields that were chosen in Step 1 to show on preview.

Match results are grouped by Match Step when viewing the preview screen.

What is the maximum amount of Match Steps that can be created when using the Match module?

How can Match Steps be reordered once they are created?

When viewing the preview screen, users can edit certain fields that are shown in the [CRM] Record Info section.