Find/Report IDs

The Find/Report ID’s module makes updates to records matched in Salesforce.

The Non-Match export file will only contain input fields for the non-matched records.

Which are common use cases for Find/Report ID’s:

(Select all that apply)

In the results grid (Step 3), the Unique Matches column shows the total number of matches returned for each record.

The Match Report provides links for viewing matched records in the Salesforce User Interface.

A strategy for maximizing matching possibilities is to create more than one match step.

Which data sources are compatible with Find/Report ID’s?

(Select all that apply)

Joe has a list of 15 digit record IDs and needs to obtain the field information for these records.

Which mapping type will he use to match on the Salesforce record ID?

Joe has a saved scenario that he uses for his Contact Find/Report ID’s process.

What must he do before loading his scenario?

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

John needs to return all Contacts that match the Account IDs in his spreadsheet.

The majority of his Accounts have more than 10 Contacts.

Which export option will ensure that all Contacts are exported?

John needs to export matched and non-matched records to separate files.

Which export option saves the non-matches in a separate file?

Find/Report ID’s scenarios can be scheduled.

Jill 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 settings?

The export option, Write first match ONLY, will export what?

Joe wants his export to show multiple matches for each record (if applicable), but doesn’t want each match to be in a separate row for the same record.

How can he accomplish this?

Jill wants to compare her data to records in Salesforce that are in the states of Ohio and New York.

How many conditions does she need to accomplish this query?

When misspellings are a common problem in a user’s spreadsheet 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?

Joe wants to see how many matches were found by each step.

Where can he get this information?

What is the first step in using Find/Report ID’s?

Which statements best describe the export options?

(Select all that apply)

If using multiple match steps, Find/Report ID’s will compare every record in the input file in every match step.

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

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

Joe has a spreadsheet with columns for FirstName, LastName, Email, and Phone.

He wants to match to the Salesforce Lead object and match FirstName, LastName, Email OR Phone.

How would 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 Account Cleaning List in Find/Report ID’s is separate from the Account Cleaning list in other modules.

Jill is using the Bulk API option to compare a list of Contacts against the Account object.

In Step 1 she needs to pull the Account Name field into her final output file, but it is not showing.

What needs to be done so that related fields will be visible?

Jill needs to compare a list of Accounts against the Contact object first and then against the Opportunity object, but only wants to run one scenario.

This is an example of when Match Steps would be used.

John is comparing Account records against the Contact object 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 Match Blank Values on the phone number field, he is likely to match all of the records.

Joe is doing a Find/Report ID’s process 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?

Jill received a spreadsheet of Opportunities from her manager requesting that she also include the Stage field.

She can use Find/Report ID’s to quickly pull this 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 mapping type can match the long form of a country field to the short form?

Which of the following statements is true when the Use Bulk API option is selected in Step 1?

(Select all that apply)