Salesforce Administrator Guide– How to Use The Data Loader Feature?

It is a tedious task for many data administrators if the volume of data to be uploaded is comparatively huge. Even though Salesforce makes it easier, you need to know the proper approach to save time and avoid errors. For a few numbers of records, it may be ideal to upload a simple CSV file, but if the requirement is for five billion records, this is different. The data loader feature of Salesforce comes handy at this point, let’s see how it is done.

Data Loader

Data Loader is an advanced tool, which lets Salesforce users upload data in bulk. You can choose among the command line interface or easy-to-use wizard types interface to do this. Files needed to be uploaded can be simply mapped through drag and drop, and data loader does the task instantly.

However, Salesforce now offers various modes of inputting data to the system. An ideal approach to this is as below.

  • If you have to load entries less than 50000, you may probably use the import wizard. In this case, the object file you plan to upload should be supported by the import wizard you choose to do it well.
  • If you have a more significant volume of records to be loaded, data loader is the ideal tool, especially if you want to upload them to a specific object that is not supported by essential wizards. Data loader is also handy if you have to upload data on a regular basis.

Data loader features

To get data into your Salesforce environment, first, open data loader and select action.

  • Enter to data loader with your Salesforce dx username and password.
  • The features include insert, upsert, update, delete, or hard delete to remove the deleted records from even the recycle bin.
  • Next, choose the object to which you try to upload data.
  • You can choose accounts to insert that type of records, instead, choose leads if that is what you want to upload.
  • If it is something other than records and leads, click the show all object button to see the full list of objects and choose the most appropriate one.
  • Once the object is chosen, click on the browse option and select the CSV to upload.
  • Click next, and the upload automatically starts.
  • To upset data, the files need to contain a separate column which reads like the record ID. It can be made an external ID or can be the default Salesforce record ID.
  • Select the field to match and click next.
  • You can custom define the columns in the CSV file to be mapped to corresponding Salesforce fields.
  • Click finish.

Finally, on completing the task using the loader, you can get a confirmation window with the summary of your results as the number of records created, the status of the update, edit, or delete, etc. The most important point to note is that even if you are doing bulk uploading or a few records, it is crucial to have a clear mapping of fields from the uploaded file to the CRM fields. This is the same in case of manual data updating too.

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