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Salesforce Data Loader

Data is the fundamental constituent of all business applications. A robust data management strategy goes a long way in building trust among users and drives system adoption. In this post we will talk about Salesforce Data loader and uploading relational data in Salesforce with Best practices for data Management.

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What is Data Loader ?

Data Loader is a client applications for the bulk import/export of data. Use it to insert, update, delete or export Salesforce records. Input to & Output from is comma separated values(CSV) files. It provides a user-friendly UI or command line access. You can also use it for moving large amounts of data around, such as between orgs.

There are two way to use data loader in salesforce.

  • User interface :- When you use the user interface, you work interactively to specify the configuration parameters, CSV files used for import and export, and the field mappings that map the field names in your import file with the field names in Salesforce.
  • Command line (Windows only) :-When you use the command line, you specify the configuration, data sources, mappings, and actions in files. This enables you to set up Data Loader for automated processing.
Salesforce Data Loader

Data Loader Key Features.

  • Easy-to-use wizard interface.
  • An alternate command line interface for automated batch operations.
  • Support for large files with up to 5 million records.
  • Drag-and-drop field mapping
  • Supports for all object including custom objects.
  • Detailed success and error log files in CSV Format
  • Support for Window and mac.

How to use Data Loader

Please check below record for step by step to use data loader. Configuring the Salesforce Data Loader and how to loading data into Salesforce.

Data Import Wizard Vs Data Loader.

Let see the difference between Data Import Wizard and Data Loader.

Data Import WizardData Loader
User RelevanceAdmin, End UsersAdmins
Data Processing VolumeUp to 50,000Up to 5 Millions
Object SupportsFew Standard & All CustomAll Standard & Custom
Export DeleteNot availableAvailable
Catches DuplicatesYesNo
InstallationNoYes
Internal/ExternalInternalExternal
APIs UsedNASOAP, Bulk Data
User Friendly ResultsNoSuccess & Error File
Workflow InvocationsYesNo Must turn off workflow in setup
Persist MappingNoYes

Soft Delete Vs Hard Delete

Soft Delete

  • When you delete records, they are moved to recycle Bin.
  • They can be restored and are available to query
  • Counted against your organization’s limits
  • Recycle Bin let you view and restore recently deleted records for 15 days before they are permanently deleted.

Hard Delete

  • If an object and its data are hard deleted, they are permanently erased.
  • Data don’t count against your organization limits.
  • Enabled through bulk API or Admin

Key Consideration

  • New Values for picklists and multi-Select picklists :
    • for an unrestricted picklist, that data Import wizard uses the value that’s in the import files.
    • for a restricted picklist, the data import wizard uses the picklist’s default value.
  • Mutli-Select Picklist :
    • Separate the values by a semicolon in your import file.
  • Checkboxes
    • To import data into a checkbox field use 1 for checked values and 0 for unchecked values
  • Default Values:
    • For picklist, multi-select picklist and checkbox fields.
  • Date/Time Fields
    • Ensure that the format for any date/time fields you are importing matches how they display in Salesforce per your location setting.
  • Formula Fields
    • Formula field cannot accept imported data because they are read-only.

Interview Question for Data Loader

  • What is Difference between Bulk Api Vs Data Loader?
  • Can we import history objects in Salesforce using data loader?
  • Difference between Data loader and import wizard.
  • What is Serial mode for Bulk API option?
  • How assignment rule is added in data loader?
  • Upload related record by data loader.

Further learning

Check this Salesforce document and learn about Salesforce Data Migration – Tips & Tricks.

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