1 / 9

Everything you need to know about Salesforce Data Loader

Salesforce Data Loader makes data management easier and more efficient by importing and exporting large amounts of records in Salesforce.com. While importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or via database connection.

cloudanalogy12
Download Presentation

Everything you need to know about Salesforce Data Loader

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. EVERYTHING YOU NEED TO KNOW ABOUT SALESFORCETM DATA LOADER info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  2. What is SalesforceTM DataLoader? Data Loader is one of the most powerful tools that is used to quickly and securely import, export, and delete unlimited amounts of data within the Salesforce Org. This tool is generally available in both the Salesforce Classic and Salesforce Lightning Experience versions. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  3. Features of SalesforceTMData Loader Insert: Provides the user the ability to insert data into Salesforce. Update: Allow the users to make changes to existing records within Salesforce. Delete: Deleting records from the system that aren't required anymore. Export: Enable the users to export information from the Salesforce in the CSV format. Hard Delete: The delete option stores deleted data in the Recycle Bin for a limited period while Hard Delete will remove it completely. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  4. Advantages of SalesforceTM Data Loader • Users can load up to 5 million records at a time. • Users can use the Data loader to prevent the creation of duplicate records according to the account name, contact email address, or other information in your Salesforce. • Data loader allows the team members - from developers to admins - regardless of their expertise and specialization, to seamlessly work with the data loader. • It also provides users with the ability to save field mappings for further use instead of choosing the fields for mapping each time. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  5. Ways to Use SalesforceTMData Loader for Data Management Intelligent Data Mapping - Keyboard shortcuts and various filters are available to gain clear data visibility and targeted analysis. Import and export directly from multiple repositories - Exporting and importing are fast and easy with the Salesforce Data Loader as team members can import and export directly from SFTP, DropBox, FTP, and Box. Windows/ MAC Support - Salesforce Data Loader offers support for Windows and Mac computers that means that if a company switches over from Windows to Mac computers or vice versa, then they don't have to worry about not having support for Data Loader. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  6. Effective task scheduling - Effective scheduling is ensuring that you identify your most important task for each day and then you get those tasks completed. Detailed error and success Logs - Salesforce Data Loader keeps detailed logs of all errors regarding importing and exporting of records, as well as other functions info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  7. Considerations for Using Salesforce Data Loader • Data Loader is supported for loading data up to 5 million records. • The user needs to load into an object or custom object that is not yet supported by the import wizards. • The user wants to schedule regular data loads like nightly imports. • The user wants to export the data for backup purposes. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  8. Conclusion Salesforce Data Loader makes data management easier and more efficient by importing and exporting large amounts of records in Salesforce.com. While importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or via database connection. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  9. Thank You info@cloudanalogy.com +1(415)830-3899 cloud.analogy

More Related