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Welcome back! This is the second blog in an evolving series around Salesforce.com data loader tools. In case you missed it, please checkout my first blog “5 Best Practices for Salesforce.com Apex Data Loader”.
Salesforce data-loading tools have been around for a while and there’s a lot to chose from these days. How do you make sense of them? Which ones do you use? There’s a whole slew of them now on the AppExchange, but today we are going to look at 5.
This idea is not new; I’m just circling back around to this topic to give my perspective. In fact, there are other great blogs such as “Comparing Data Loaders for Salesforce” (2013) by Roger Mitchell and “Best Data loader for Salesforce” (2014) by Ben McCarthy.
There are so many tools out there today, but what do you use? It all depends on what you want to accomplish and who is going to do the work. In order to determine what tool you want to use depends on a few key factors:
• Your audience– tech savvy or non tech savvy
• How often you need to load– one-off load, routine, integration/automated, etc
• How many records you need to load
• What Salesforce objects you need to load to.
• Your audience– tech savvy or non tech savvy
• How often you need to load– one-off load, routine, integration/automated, etc
• How many records you need to load
• What Salesforce objects you need to load to.
Note: I am making an assumption that the correct permissions are set up for the users to import data where they need, if not, you will need to understand your Salesforce security model in advance.
Let’s get started!
1. Salesforce Apex Data Loader
The standard Salesforce Data Loader is the tool of choice for most, business users and consultants alike. It’s powerful, convenient and well documented. This tool is best used for repetitive data loads by business users or data migration projects.
Pros: Pretty fast compared to other tools; a lot of flexibility to throttle batch sizes; Can load up to 5 million records; Powerful CLI tools; Ability to schedule recurring data loads and since it’s installed locally you can install on a server and use as an integration tool for on premise systems; Ability to match on external IDs.
Cons: Can be annoying to install on a Mac; Auto mappings can be a bit quirky, sometimes leading to wrong mappings or missing fields in the UI altogether; Can only import CSV files.
2. Dataloader.io
Dataloader.io is one of the most popular tools on the market today, and I generally recommend this tool to most of my clients. It’s very intuitive and wizard driven. I like the fact you can save your data loading jobs.
Pros: 100% cloud-based, no installation required; doesn’t require security token; Support for DropBox, Box, SFTP and FTP; Scheduling jobs.
Cons: Can be a little slower than the Salesforce Apex Data Loader; If you just want to do a quick one off data load this might take a little longer to setup than standard Salesforce Apex Data Loader.
3. Salesforce Data Import wizard
The Import Wizard is native to Salesforce and is accessed from within. It is used to import records into many standard objects such as Leads, Accounts, Contacts, Solutions and custom objects. As the name implies, it is wizard-driven.
Pros: Easy for repetitive tasks for business users to import Leads–which is the most popular use of this tool especially if you have a formatted external data set you routinely load; See this Trailhead module to learn more.
Cons: Can only import up to 50,000 records; CSV files only.
4. Jitterbit Data Loader
Jitterbit is the free data loader offering by Jitterbit as entry to their full integration suite. I generally only recommend this tool if someone needs to have local database connectivity or integration and is a tech savvy user. I will admit I don’t use this tool much, and I’m sure it has a lot of great use cases.
Pros: Loading any flat file, any ODBC or JDBC database; repetitive loads; basic scripted ETLs and basic integration.
Cons: I don’t find the user interface as intuitive as Dataloader.io; cumbersome for one-off loads; not 100% cloud based as the name would suggest but requires local client to be installed.
5. Informatica Cloud Data Loader
Informatica is know as a powerful integration suite and the Cloud Data Loader is an entry into the full offering that has some neat capabilities. I recommend this tool for those who want to do above basic data transformations as they load.
Pros: What they call “built-in intelligence” where it will format your data fields to the Salesforce support format–when using the standard Salesforce Data Loader, you must transform your date fields; prebuilt integration templates for systems such as NetSuite or SAP; Allow for on the fly data transformations; Connects to Box.
Cons: CSV files only; a bit cumbersome to learn and understand; not for non tech savvy users.
In the end, these tools accomplish the same thing; they get data in and out of Salesforce. You need to decide what’s the best tool for you to accomplish this. I hope that with all the information listed above it helps make your decision easier.
Stay tuned for my next blog where I talk about leveraging Salesforce Data Loader and other related tools to backup Salesforce such as: DBAmp, SQL server, Ownbackup, and Salesforce weekly exports.
July 26, 2016
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Salesforce Data Loader
– What is Salesforce Data Loader data loader? and why we use data loader?
– Salesforce Data Loader is a tool provided by sales force to perform following opearation on data.
– By using Salesforce data loader you can load up to 5,00,000 records.
– Salesforce data loader good tool to load bulk amount of data into your Sobjects.
– By using Salesforce data loader you can schedule the loads.
Insert, Update, Upsert, Delete, Hard delete, Export, Export All
– Salesforce Data Loader is a tool provided by sales force to perform following opearation on data.
– By using Salesforce data loader you can load up to 5,00,000 records.
– Salesforce data loader good tool to load bulk amount of data into your Sobjects.
– By using Salesforce data loader you can schedule the loads.
Insert, Update, Upsert, Delete, Hard delete, Export, Export All
– When importing data, Data Loader reads, extracts, and loads data from comma separated values(CSV) files or from databasa conections. When exporting data, it outputs CSV files.
We can use data loader in following 2 ways.
User Interface
Command Line
User Interface
Command Line
Key features of the data loader
– An easy-to-use wizard interface for interactive use
– An alternate command line interface for automated batch operations
– Support for large files with up to 5 million records
– Drag-and-drop field mapping
– Support for all objects, including custom objects
– Can be used to process data in both Salesforce and Database.com
– Detailed success and error log files in CSV format
– A built-in CSV file viewer
– Support for Windows 7
– An easy-to-use wizard interface for interactive use
– An alternate command line interface for automated batch operations
– Support for large files with up to 5 million records
– Drag-and-drop field mapping
– Support for all objects, including custom objects
– Can be used to process data in both Salesforce and Database.com
– Detailed success and error log files in CSV format
– A built-in CSV file viewer
– Support for Windows 7
Import Wizard vs Salesforce Data Loader Data Loader
Use the Salesforce Data Loader Data Loader when
– To load the data greater than 50,000 we will go for data loader. We can load up to 5,00,000 records at a time by using data loader.
– To load the data into an object that is not supported by the import wizards.
– To schedule regular data loads, such as nightly imports.
– To export data for backup purposes.
– To load the data greater than 50,000 we will go for data loader. We can load up to 5,00,000 records at a time by using data loader.
– To load the data into an object that is not supported by the import wizards.
– To schedule regular data loads, such as nightly imports.
– To export data for backup purposes.
Use the import Wizard when
– By using import wizard we can load below 50,000 records.
– The object you need to import is supported by import wizard. Go to setup -> Data management here you can find what are all the objects supported through import wizards.
– You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address you can use import wizard.
– By using import wizard we can load below 50,000 records.
– The object you need to import is supported by import wizard. Go to setup -> Data management here you can find what are all the objects supported through import wizards.
– You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address you can use import wizard.
Installing Data Loader
1. Log in to your salesforce application.
2. Go to setup-> Data management ->data loader
see the following image for reference
Once you clicked on data loader you will navigate to another screen there you can download data loader.
3. Install that downloaded file in your machine.
4. To start data loader double click on short cut on your desktop or go to Start > all programs >saledforce.com>Apex data loader>Apex Data loader.
Following is look and feel of data loader.
To log in to data loader click on any operation and provide your log in credentials. If you are log in to Production please provide “Password+security token” in password field.
Before log in to data loader please change settings. Go to settings and provide server host url.
If you are working under proxy settings please provide proxy details.
Salesforce Data Loader Operations
Inserting records:
To insert records into Salesforce click on insert button and login with your credentials, during login provide “your org password + security token”.
Click on NEXT and select the object you want to insert the records and choose the .csv file you want upload.
Note: Data loader allow only .csv files.
![Data Loader Salesforce Mac Download Data Loader Salesforce Mac Download](/uploads/1/1/8/1/118143045/455126077.jpg)
Map the fields by using drag and drop.
Click on ok or save the mapping if need in future.
Click on NEXT and then click on Finish. After inserting records it will display error files and success files.
Update:
Salesforce Data Loader 42
To update the records click on update and login.
Next select the csv file contains updated records with IDs and sect the object and complete the operation.
Upsert:
Upsert also same as update but here we can insert new records also.
Data Loader Salesforce App
By using this operation we can insert new records and update existing new records.
Export:
Export means down loading the data from organization
– Click on export button and then login with your credentials.
– Select the object you want to export data and specify the folder where you want to save this exported file.
– And then finish the operation
– Click on export button and then login with your credentials.
– Select the object you want to export data and specify the folder where you want to save this exported file.
– And then finish the operation
Export All: “Export All” means it will give the data including data in recycle bin.
Salesforce Apex Data Loader
Delete:
Delete means it will delete data from your organization. To delete the data you want export the existing data with ID’s and then by using this file we can delete the data. The data deleted by this operation will be available in recycle bin. If want delete data permanently choose hard delete option.
Data Loader Salesforce Download Windows 10
To delete data from object follow below mentioned activities
– Click on delete button and login with your org credentials.
– Select the object you want to remove the data. And select the csv files with record id’s you want remove.
– Map the ID field and then complete activity
– Click on delete button and login with your org credentials.
– Select the object you want to remove the data. And select the csv files with record id’s you want remove.
– Map the ID field and then complete activity
Hard Delete
Salesforce Data Loader Tutorial
Hard delete means deleting the data permanently from the org. That mean data will not be stored recycle bin. To enable this button enable bulk API. To enable bulk API button go to data loader settings and then enable bulk API check box.