Import/export data, manage data quality, and create reports and dashboards (14% of exam).
Covers data import and export tools including Data Loader and Data Import Wizard. Includes data quality management with validation rules and duplicate management. Also covers report and dashboard creation, customization, and sharing.
5 minutes
5 Questions
Data and Analytics Management is a crucial component of the Salesforce Certified Platform Administrator exam, focusing on how administrators handle, maintain, and derive insights from organizational data within the Salesforce platform.
Data management encompasses several key areas. First, administrators must understand data import and export tools, including Data Loader and Import Wizard. The Import Wizard is ideal for smaller data sets up to 50,000 records, while Data Loader handles larger volumes and supports both insert and update operations.
Data quality is essential for maintaining system integrity. Administrators should implement validation rules to ensure data accuracy at the point of entry. Duplicate management tools help identify and merge duplicate records, keeping the database clean and reliable. Mass data operations allow administrators to update, transfer, or delete multiple records efficiently.
Backup and recovery strategies protect organizational data. Regular exports and understanding of the Recycle Bin functionality ensure data can be restored when needed. The Recycle Bin retains deleted records for 15 days before permanent removal.
Analytics management involves creating reports and dashboards that provide actionable insights. Reports can be tabular, summary, matrix, or joined formats, each serving different analytical purposes. Report types define which objects and fields are available for reporting. Custom report types extend standard functionality to meet specific business requirements.
Dashboards visualize report data through various components like charts, gauges, tables, and metrics. Dynamic dashboards display data according to the viewing user's access level, while static dashboards show data from a single running user's perspective.
Folder management controls access to reports and dashboards through sharing settings. Administrators can set folder visibility to public, hidden, or shared with specific groups and roles.
Understanding these concepts enables administrators to maintain data integrity while empowering users with meaningful analytics that drive business decisions and improve organizational performance.Data and Analytics Management is a crucial component of the Salesforce Certified Platform Administrator exam, focusing on how administrators handle, maintain, and derive insights from organizational data within the Salesforce platform.
Data management encompasses several key areas. First, administ…