Practice Data and Analytics Management

Learning Objectives 

After completing this unit, you will be able to: 

  • Describe the consideration when importing, updating, transferring, mass deleting, exporting and backing up data.
  • Describe the capabilities and implication of data validation tools.
  • Describe the options available when creating or customizing a report or report type.
  • Describe the impact of sharing model on reports.
  • Demonstrate the options available when creating and modifying dashboards.

Key Topic Areas 

This unit prepares you for the analytics section of the Salesforce administrator exam, which makes up 14% of the overall exam. This section of the exam tests these topics. 

  • Data types
  • Validation rule
  • Data Import Wizard
  • Data Loader
  • Recycle Bin
  • Merge function
  • Mass Transfer
  • Mass Delete
  • Duplicate Matching
  • External ID
  • Data Export
  • Report creation
  • Custom reports
  • Editing and customizing reports
  • Dashboard components
  • Data sharing
  • Report and dashboard filters

This unit provides a number of interactive, real-world, scenario-based questions that are a lot like the ones you'll encounter as a Salesforce administrator. Looking at these scenarios helps prepare you to take the data and analytics section of the Salesforce administrator exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect). 

You can also find interactive flashcards to help you prepare for the data and analytics section of the exam. 

Download the Guide 

Would you like a hard copy of the contents in these modules? Each module includes a link to a printable version you can download. Download the Administrator Certification Prep: Data and Automation guide

Note

Note 

For more information on the Salesforce Administrator Certification exam prep, logistics and policies, and maintenance, see the Get Started with Administrator Certification Prep unit in the Administrator Certification Prep: Configuration, Setup and Objects module.

Exam Practice Questions 

Ready to jump in? The sample tool below is not scored—it’s just an easy way to quiz yourself. To use it, read the scenario, then click the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click Expand button to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.

Exam Topic Flashcards

The following flashcards cover reports, dashboards, and data sharing. Use these interactive flashcards to brush up on some of the key topics you'll find on this part of the exam. 

Read the question or term on each card, then click on the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left facing arrow to return to the previous card. 

Looking for more information? Explore these related badges. 

Badge Content Type
Data Quality badge
Data Quality
Module
Improve Data Quality for  Your Sales and Support Teams badge
Improve Data Quality for
Your Sales and Support Teams
Project

Data Management badge
Data Management
Module
Import and Export  with Data Management Tools badge
Import and Export
with Data Management Tools
Project
Create Reports and Dashboards for Sales and Marketing Managers badge
Create Reports and Dashboards
for Sales and Marketing Managers

Project
Reports & Dashboards for Lightning Experience badge
Reports & Dashboards
for Lightning Experience

Module
Lightning Experience Reports & Dashboards Specialist badge
Lightning Experience Reports
& Dashboards Specialist

Superbadge

Congratulations. You’ve covered data and analytics management. Up next, workflow and automation. Let's go!

Resources

Keep learning for
free!
Sign up for an account to continue.
What’s in it for you?
  • Get personalized recommendations for your career goals
  • Practice your skills with hands-on challenges and quizzes
  • Track and share your progress with employers
  • Connect to mentorship and career opportunities