Data and Analytics Management – (14%)

Data import wizard, Data loader, Report, validation ruleတွေကိုတော့ လက်တွေ့စမ်းကြည့်သင့်။

1. Data Management (Import, Update, Transfer, Delete, Export, Backup database)

• Import Wizard: Simple, 50k recordsထိပဲ importရ (dataတေကို deleteပေးတဲ့ feature မပါ).
• Data Loader: Advanced, 5M recordsထိ importရ, insert/update/delete/export (CSV)အကုန်ရ.
• Mass Transfer: Reassign ownership (e.g., Accounts, Leads).
• Mass Delete: Remove large volumes of data with filters.
• Export: Data Export service (weekly/monthly).
• Backup: Backup data with regular schedule.

2. Data Validation Tools

• Validation Rules: Check validation before save.
• Required FieldsCannot leave blank
• Duplicate Management: Matching & Duplicate Rules prevent/alert duplicates.
• Implication: Can block imports/updates if data doesn’t meet rules.

3. Reports & Report Types

• Report Formats:
• Tabular ➞ simple list.
• Summary ➞ group rows.
• Matrix ➞ group rows & columns.
• Joined ➞ multiple blocks of data.
• Custom Report Types: Define available objects, fields, and relationships.

4. Sharing Model Impact on Reports

• Users see only data they have access to.
• OWD, Roles, Sharing Rules directly affect what appears in reports.

5. Dashboards

• Components: Chart, table, metric, gauge
• Chart Types: Bar, pie, etc.
• Subscribing: Schedule email notifications of dashboard updates
• Dynamic Dashboards: Show data as logged-in user (no need for multiple copies).

Exam Tip

• Data Wizard vs Data Loader အမေးများပါတယ်
• Mass Transfer, Mass Delete အမေးများပါတယ်
• Validation rules can block data imports/updates
• Report format vs Report Type are different