Chapter 6 of 8 · Salesforce Platform Administrator
Data and Analytics Management
Importing and exporting data, duplicate and validation rules, reports, dashboards.
- 2topics
- 8 minfast track
- 2diagrams and exhibits
- 17%of the exam
Topics in this chapter
Take them in order, or jump to the one you need.
- 1Data Management and Data QualitySalesforce data: Data Import Wizard versus Data Loader, exports and backups, mass transfer and delete, plus duplicate, matching…Diagram4 min
- 2Reports and DashboardsSalesforce analytics: report types, report formats, bucket fields and formulas, joined reports, folder sharing, dashboards…Diagram4 min
About this chapter
What this chapter covers
Data and Analytics Management is 17%, the largest section of the Salesforce Certified Platform Administrator exam. It covers importing, updating, exporting, deleting and backing up data, data quality tools, reports and report types, and dashboards, including how sharing affects them.
Questions are mostly scenarios: a company has a requirement, and you choose the declarative feature or setting that meets it. Writing code is never the expected answer on this exam.
How the topics fit together
Good analytics depend on good data. Administrators load and clean data, protect its quality with rules, and turn it into reports and dashboards that respect the sharing model.
Choosing between the Data Import Wizard and Data Loader is a classic question: object coverage, record volume and whether you need export or delete decide it.
How to use these pages
Each topic page has the same shape, so you can skim for what you need.
- What it is: the idea in plain words.
- How it works: the mechanism, with tables and examples.
- What to remember for the exam: the facts to memorise and how questions are phrased.
- Common mistakes: the classic traps.
- Check yourself: three questions to test your understanding.
Ready for more practice?
The full Salesforce Platform Administrator question bank has 650 questions, with timed practice exams and an explanation for every answer.
This study guide is independent and is not affiliated with, endorsed by, or sponsored by Salesforce. Vendor names, certification names and exam codes are trademarks of their respective owners and are used for identification only.