Data and Analytics Management

Data quality, duplicate management and archiving, complex reports and dashboards, data outside the platform, and import tools with external IDs (13% of exam).

5 minutes 5 Questions

Data and Analytics Management is a key domain in the Salesforce Certified Platform Administrator II exam, typically weighted around 14% of the questions. It focuses on how administrators maintain data quality, govern access, and deliver insights through reporting tools. Data Management covers tool…

Concepts covered
Matching Rules and Duplicate RulesCustom Report TypesExternal IDs and UpsertData Import Wizard Versus Data LoaderBig ObjectsJoined ReportsSalesforce Connect and External ObjectsCustom Summary Formulas and Row-Level FormulasDynamic Dashboards and Dashboard FiltersBackup, Restore and Data Export OptionsBucket FieldsData Types and Field Choice for Data QualityValidation Rules for Data QualityReporting SnapshotsCross Filters and Filter LogicData Enrichment and Data Archiving Strategy
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Admin II - Data and Analytics Management Example Questions

Test your knowledge of Data and Analytics Management

Question 1

When records that were permanently deleted are reloaded into the same org from Data Export Service CSV files, which statement accurately describes the restored data?

Correct Answer: Restored rows get new record IDs, so related lookups must be remapped

When permanently deleted records are reloaded from Data Export Service CSV files, Salesforce inserts them as brand-new records with new IDs. Any lookups or master-detail links on related records must therefore be remapped, usually with a cross-reference of old IDs to new IDs.
Upserting on the exported Id column fails because Salesforce cannot match an ID that no longer exists, and you cannot set a record ID yourself. The export archive contains only data, not metadata such as page layouts or sharing settings. Deleted IDs are never reused, so related lookups do not stay intact.
Key concept: Data Export Service is a data-only backup, and restored records receive new IDs that require relationship remapping.

Question 2

At Cloud Kicks, sales leadership wants an Opportunity summary report that groups deals into Small, Medium, and Large tiers based on Amount. Each tier must also show its percentage of the total pipeline amount. Leadership revises the tier thresholds every quarter. The report owners can edit reports but must make no changes to Opportunity fields. Which report design should the administrator build?

Correct Answer: Group by an Amount bucket field and add a custom summary formula with PARENTGROUPVAL

A bucket field groups Amount into Small, Medium, and Large tiers inside the report itself, so report owners can adjust thresholds each quarter without touching Opportunity fields. A custom summary formula using PARENTGROUPVAL divides each tier's total by the grand total to show its percentage of pipeline.
A row-level formula evaluates one record at a time and cannot reference the grand total. A CASE formula field requires changing Opportunity fields, which is not allowed. A reporting snapshot stores historical data in a custom object and does not calculate a tier's percentage within the report.
Key concept: bucket fields combined with PARENTGROUPVAL custom summary formulas.

Question 3

Universal Containers sales reps report that account industry, employee count, and headquarters address values are often outdated. Reps currently research companies by hand before calls. Leadership wants these fields to stay accurate over time as companies grow, relocate, or change markets, with minimal manual effort from reps or the administrator. What should the administrator recommend?

Correct Answer: Use an AppExchange data provider app that matches accounts and refreshes their firmographic fields on a schedule

An AppExchange data provider app matches accounts to a maintained external business database and refreshes industry, employee count, and address on a schedule, so records stay accurate as companies change, with no ongoing manual work.
A one-time Data Loader import of a purchased list fixes the data only once, and it goes stale again as companies grow or relocate.
Validation rules only force a value to be entered. They do nothing to make that value accurate or current.
A scheduled flow that assigns review tasks still depends on reps researching companies by hand, which is the manual effort leadership wants to remove.
Key concept: automated data enrichment through third-party data providers for ongoing data quality.

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