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CRT-101 · Question #188

An administrator at Cloud Kicks needs to export a file of closed won opportunities from the last 90 days. The file should include the Opportunity Name, ID, Close Date, and Amount. How should the…

The correct answer is D. Data Loader. Data Loader is the appropriate tool for exporting a specific filtered set of fields from Salesforce because it allows SOQL queries to select exact fields and filter by criteria such as stage and close date.

Data and Analytics Management

Question

An administrator at Cloud Kicks needs to export a file of closed won opportunities from the last 90 days. The file should include the Opportunity Name, ID, Close Date, and Amount. How should the administrator export this file?

Options

  • AData Export Wizard.
  • BData Import Wizard.
  • CData Export Wizard.
  • DData Loader.

How the community answered

(59 responses)
  • A
    2% (1)
  • B
    3% (2)
  • C
    5% (3)
  • D
    90% (53)

Why each option

Data Loader is the appropriate tool for exporting a specific filtered set of fields from Salesforce because it allows SOQL queries to select exact fields and filter by criteria such as stage and close date.

AData Export Wizard.

The Data Export Wizard in Setup performs a full org data backup and does not support filtering by specific fields or date ranges for targeted exports.

BData Import Wizard.

The Data Import Wizard is designed only for importing records into Salesforce and cannot be used to export data.

CData Export Wizard.

The Data Export Wizard duplicates choice A in this question and has the same limitation - it does not support SOQL-based filtered exports.

DData Loader.Correct

Data Loader's Export operation accepts a SOQL query, enabling the administrator to specify exactly which fields to include (Opportunity Name, ID, Close Date, Amount) and filter closed won opportunities from the last 90 days. The output is a CSV file ready for distribution. This level of query-based control is not available in the declarative Data Export Wizard.

Concept tested: Data Loader SOQL-based filtered export

Source: https://help.salesforce.com/s/articleView?id=sf.data_loader.htm

Topics

#Data Export#Data Loader#Opportunities#Admin Tools

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