Sales-Con-201 · domain
Data Management
This domain covers moving, cleaning, and relating Salesforce records at scale: Data Loader, Data Import Wizard, the Bulk and REST/SOAP APIs, duplicate management, and external IDs. Questions present migration or sync scenarios and ask you to choose the right tool, load order, and field-mapping approach while avoiding governor limits and timeouts.
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What this domain covers
What to know about Data Management
Be able to select the correct load tool, sequence parent-then-child loads, and use External IDs with upsert to link records. The most important thing is planning load order and deduplication before touching production data.
Choosing Data Loader, Data Import Wizard, or Bulk API 2.0 based on volume and object support
Using External IDs and upsert to relate records and prevent duplicates during migration
Loading parent accounts before children to preserve hierarchical relationships
Applying duplicate rules, matching rules, and address standardization before or during load
Watch out for
Common Data Management exam traps
- ▸Loading child records before parents, which breaks lookups and forces rework of the entire migration
- ▸Assuming Data Import Wizard handles millions of records when it is meant for smaller, simpler imports
- ▸Ignoring duplicate rules and matching rules, so messy legacy data creates duplicate Accounts and Contacts
Question index
All Data Management questions (27)
Click any question to see the full explanation, or start a practice session above.
A Sales Cloud Consultant is migrating legacy accounts into Salesforce using Data Loader. The legacy system uses a custom External ID field. Which operation should be used to update existing records and insert new ones simultaneously?
Medium2A Consultant is troubleshooting a failed Data Loader insert operation where multiple records failed due to system lock errors. Which THREE strategies can mitigate record locking in Sales Cloud? Choose 3 options.
Hard3Universal Containers has duplicate Leads in their Sales Cloud instance. Which TWO criteria can be used when configuring standard Matching Rules for Leads? Choose 2 options.
Medium4A Sales Cloud Consultant is reviewing a client's data model to prepare for a large data migration. Which THREE data hygiene and structuring tasks should be performed beforehand? Choose 3 options.
Hard5A Sales Cloud Consultant needs to back up Account and Opportunity data weekly in CSV format. Which tool provides a scheduled, automated export capability directly from the Salesforce setup menu?
Easy6Universal Containers wants to ensure data quality by validating phone numbers and postal codes during user entry. Which TWO tools or features should the Consultant implement? Choose 2 options.
Medium7Universal Containers wants to ensure that all newly created Accounts have an industry classification populated before saving. Which declarative tool should the Consultant recommend?
Easy8An administrator wants to prevent users from accidentally entering leading or trailing whitespace in email address fields. Which formula function should be used in a Validation Rule?
Easy9An administrator needs to update the phone numbers for 500 Contact records quickly using a CSV file. Which tool is best suited for this task?
Easy10A sales manager is concerned about duplicate Contact records being created manually by sales reps. Which tool should the Consultant configure to alert users and prevent duplicate creation in real time?
Medium11An administrator needs to create a custom relationship between custom object 'Shipment__c' and the standard 'Account' object, where deleting the Account should also delete the related Shipment records. Which relationship type should be chosen?
Easy12A Consultant is planning a data migration for custom objects in Sales Cloud and needs to choose between Data Loader and Data Import Wizard. Which THREE characteristics are true for Data Loader compared to Data Import Wizard? Choose 3 options.
Hard13A Sales Cloud Consultant is designing a data model where Accounts have a many-to-many relationship with Products (e.g., tracking which products a customer currently uses). Which structure should be used?
Medium14An administrator needs to remove all sample data from a newly provisioned Developer Edition sandbox. Which feature allows clearing specific standard object records quickly?
Easy15Universal Containers utilizes multi-currency and wants to migrate historical opportunities with various currencies. Some currencies are no longer active in Salesforce. What action must the Consultant take?
Hard16Universal Containers has a master-detail relationship between custom objects Project__c (Parent) and Milestone__c (Child). During migration, a Consultant encounters an error stating that reparenting is not allowed. What does this error signify?
Hard17During a data migration using Data Loader, a Consultant notices that CurrencyIsoCode values are failing for multi-currency enabled organizations. What must the Consultant verify in the CSV file?
Medium18A Sales Cloud Consultant is designing custom roll-up summaries across objects that do not have a master-detail relationship (e.g., looking up custom data from a sibling object or via a lookup relationship). Which THREE alternative solutions can achieve roll-up summary functionality? Choose 3 options.
Hard19An administrator is deleting a large volume of obsolete Lead records using Data Loader. Some deletions fail due to 'Apex CPU time limit exceeded' errors caused by cascading triggers. How should this be resolved?
Hard20A consultant is preparing to migrate 1 million account records and their related contacts into Sales Cloud. The organization has a complex data model with many required fields and validation rules. Which TWO steps should the consultant take to ensure a successful migration? (Choose two.)
Medium21Universal Containers tracks customer accounts globally. Sales reps frequently create duplicate accounts by entering minor spelling variations in company names. Which matching rule component should be configured to catch phonetic variations or typos?
Medium22Universal Containers needs to structure their Sales Cloud data model to reflect territory-based sales management. Which TWO features should the Consultant consider when designing the data model? Choose 2 options.
Medium23Universal Containers has thousands of legacy Account records containing messy address data. They want to standardize state and country values to ISO codes automatically during migration. What is the best approach?
Hard24A Sales Cloud Consultant is preparing a data migration strategy for Accounts, Contacts, and Opportunities. Which THREE best practices should be followed to ensure data integrity? Choose 3 options.
Hard25Universal Containers requires that whenever an Account's billing address is updated, all related child Contacts must have their mailing addresses updated automatically if a checkbox 'Sync Address' is checked. Which declarative feature should be used?
Medium26Universal Containers needs to map complex hierarchies during data migration. They have parent and child accounts across multiple legacy systems. What is the recommended best practice for loading hierarchical account data?
Hard27A Sales Cloud Consultant is preparing to migrate millions of records. To optimize performance and prevent API timeout errors, what should the Consultant do before initiating the data load?
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Frequently asked questions
- What does the Data Management domain cover on the Sales-Con-201 exam?
- Be able to select the correct load tool, sequence parent-then-child loads, and use External IDs with upsert to link records. The most important thing is planning load order and deduplication before touching production data.
- How many questions are in this domain?
- This page lists all 27 Data Management questions in the Sales-Con-201 question bank. The actual exam draws from this domain proportionally to its weighting in the official exam blueprint.
- What is the best way to practise this domain?
- Start with a short focused session (10 questions) to identify gaps, then work through explanations. Repeat with a longer session once the weak areas feel solid.
- Can I practise only Data Management questions?
- Yes — the session launcher on this page filters questions to this domain only. Choose any session length for inline explanations and scoring.