Data Loader is an application for mass import or export Data. We can use it to update, delete or export data from Salesforce. While we transferring Data Loader reading, extracting, and loading prepare file in CSV format.
If we have our data prepared earlier in CSV format, start Data Loader and Log in into Production or Sandbox. After this we can close Log In window by using Cancel button.
We can see window with available operation, they are sequentially:
Insert- allows to insert new data for any object
Update– updates existing records ( needed record ID)
Upsert– In the same time we can Update and Create new data
Delete– Delete series of data ( needed record ID)
Export– Download selected data
Export All– Download All existing data.
In this short instruction I will show you only Insert option, which allows us to create new Accounts.
To do this click Insert, select already prepared file with data, select Object Account and click Next.
The program will initialize the data and the Mapping window will open, where we match our data with fields on the Account object. Click Create or Edit a Map. Now drag the fields to the bottom table to match them. Click next, choose the folder in which files with information about the migration will be saved, followed by Finish.
A window with the process flow will be displayed, followed by information on whether the operation was successful and about errors that occurred while “uploading” data.
Our operation was fully successful, so now I will show you how the file with successful operations looks like and what you can read from it (you can find it in the folder previously chosen by us and open it with the help of any program that supports the CSV extension).
Additional columns have appeared with the IDs of newly created Accounts and information about the status that the data has been created. ID Accounts can be used to update or delete data.
And that’s how our uploaded data in Salesforce looks.
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Data Loader is a very functional and simple tool for managing large amounts of data. It allows you to save a lot of time when mass fields update on objects and more. ME PL offers such services in the whole range of program possibilities and more.