The document provides instructions for performing various data import and export operations in Salesforce using the Data Loader tool. It explains how to export, insert, update, delete, and upsert data between a CSV file and Salesforce objects. It also compares Data Loader and the Data Import Wizard, noting key differences like file size limits and ability to choose fields. Finally, it outlines the main features of Data Loader, such as its wizard interface, command line support, large file sizes, and success/error logging.
The document provides instructions for performing various data import and export operations in Salesforce using the Data Loader tool. It explains how to export, insert, update, delete, and upsert data between a CSV file and Salesforce objects. It also compares Data Loader and the Data Import Wizard, noting key differences like file size limits and ability to choose fields. Finally, it outlines the main features of Data Loader, such as its wizard interface, command line support, large file sizes, and success/error logging.
The document provides instructions for performing various data import and export operations in Salesforce using the Data Loader tool. It explains how to export, insert, update, delete, and upsert data between a CSV file and Salesforce objects. It also compares Data Loader and the Data Import Wizard, noting key differences like file size limits and ability to choose fields. Finally, it outlines the main features of Data Loader, such as its wizard interface, command line support, large file sizes, and success/error logging.
2) Choose the object 3) Specify the location and extraction filename 4) Select the fields 5) Specify filter condition 6) Click on Finish Q:: Export All : It will export all the records in the object including the records which are in recylebin 1) Select Export All 2) Select the object 3) Select Location and file where the data need to be exported 4) choose the fields 5) If you want to apply filter condition, choose them 6) Finish Q:: What is the difference between export and export all ? 1. When we export, only the data in the object is exported 2. When we use export all ,all the data in the object including the data in the recylebin is exported Q: How to insert the data? 1) Create source data in the CSV format 2) Select insert 3) Choose the object 4) Choose the source csv file 5) Make a field mapping between csv field and Object fields 6) Choose the destination folder 7) Click on finish Note: All the Validations rules and required fields are respected while we insert the data Note: If there are any lookup field or master-detail field provide 18 character record id in the csv Q:: Update : 1) Prepare the CSV file with data that need to be updated 2) Note: Salesforce record id is a must to update the record 3) select Update in data loader 4) Choose the object 5) Choose the CSV File 6) Create a mapping between csv columns and fields of object 7) Choose the folder where success and error files should be generated 8) finish Q::Delete : 1. Prepare the CSV file with data that need to be deleted Note ; Salesforce record id is a must to delete the record 2.select Update in dataloader 3. Choose the object 4. Choose the CSV File 5. Create a mapping between csv columns and fields of object 6. Choose the folder where success and error fiels should be generated 7. finish Q:: How to perform upsert ? 1. To perform the upsert operation we need external id or salesforce record id 2. External id field can be any one of the text, email, number field 3. If any external id value is already existing update the data 4. If external id field is not existing create the record 5. If duplicate external id is existing in the CSV it throws error on all the duplicates Steps to Upsert 1. Create source data in the CSV format 2. Select Upsert 3. Choose the object 4. Choose the source file 5. Choose the external Id field 6. Make a field mapping between csv field and Object fields 7. Choose the destination folder 8 Click on finish Note: All the Validations rules and required fields are respected while we insert the data Q: How to perform Update and delete ANS: We have to provide salesforce record id to perform update or delete Q: How to insert null values in the field for which we have not provided values ANS : Data Loader---Settings-------Insert Null values Q: What is the defualt size of dataloader ? ANS: Defualt Size : 200 records Minimum size : 1 Maximum Size : 2000 Q::DataLoader is synchronous or Asynchronous? ANS: Asynchronous Q:: Data Loader is atomic or non -atomic ANS: Non-Atomic Q::How to use European Date format ANS: Enable use european date format then it accepts date in the format of dd/mm/yyyy Q:: Which time zone is applied on dataloader ANS: By defualt user who logined to the dataloder his time zone is applied Note :In case if we leave this field blank system time zone is taken Q:: Can we avoid duplicates record while inserting the data Satish-123--Hyd Satish-123--Hyd When we try insert these two records using dataloder two records are created in salesforce DataLoader cannot prevent duplicate records . Q:: Can we schedule the data loader from command Line? ANS :Yes Q:: If there are any master-detail fields or lookup field how will u pass the data? 1. We need to pass 18 character Id . 2. If can use VLookup function to get RecordId
Data Import Wizard:
1. Data import wizard can be used to insert, update or upsert the data using built in Declarative wizard. 2. It will support all the Custom objects 3. It will support import on following standard object (Account,Contct,Lead,Solution ,Campaing Member) 4. It can support up to 50,000 records. 5. It can avoid duplicate records while insert. 6. Navigation: Setup---Administer---Data Management---Import Wizard Step 1: Choose the object. Step 2: Choose the operation type as Insert ,Update, Upsert Step 3: Choose the source file Step 4: Map the fields Step 5: Save 7. It is a queue based operation. Data Export Wizard: 1. We can export the data using the export wizard. 2. We don’t have choice to choose which fields we want to export. 3. We don’t have choice to apply the filter condition.
Data Loader offers the following key features:
1. An easy-to-use wizard interface for interactive use 2. An alternate command-line interface for automated batch operations (Windows only) 3. Support for large files with up to 5 million records 4. Drag-and-drop field mapping 5. Support for all objects, including custom objects 6. Can be used to process data in both Salesforce and Database.com 7. Detailed success and error log files in CSV format 8. A built-in CSV file viewer 9. Support for Windows and Mac