Salesforce is a very popular CRM, which can manage and maintain customer interactions and relations in an unprecedently intelligent way. By analyzing the customer data, you can easily understand the customers’ behavior and derive crucial insights from it to make tactical decisions.
Salesforce is a platform-as-a-service over the cloud and has many applications for the sales & service marketing community and analytics.
Salesforce also offers different facilities like ‘Salesforce Data Loader,’ which allows the users to manage their enterprise data and import and export it. In this article, we will share some important tips for Salesforce data loader with you.
What is Salesforce Data Loader?
Salesforce Data Loader is a client application by Salesforce, which helps you perform bulk data export operations. This means you can insert, update, export, or delete Salesforce records.
Salesforce Data Loader usually takes care of CSV files for import and export. If you are using other extensions, you can change the delimiter from the data loader settings page. You may use Salesforce Data Loader in the following methods.
- User interface– The data loader has a very intuitive user interface that will connect you to configure the parameters of CSV files, which are used to import and export data and mapping of different fields.
- CLI or command-line interface for Windows – This is another feature that is used mostly for the automated data processing. You need to specifically do the configuration, mapping data sources, and actions to be taken on the files.
You may explore the Salesforce Data Loader official documentation to get an in-depth understanding of functional information on different variants of Salesforce Data Loader.
Some vital aspects of Salesforce Data Loader
As discussed above, Salesforce Data Loader has a very useful and interactive UI which many features for the users and allows them to use simple drag and drop mapping of fields from the input file to the Salesforce database.
Salesforce Data Loader is also highly scalable and can support the loading of larger files in high volume. It claims to handle up to 5 million records simultaneously on Salesforce.
Salesforce Data Loader also offers excellent platform support for different platforms, as it can work well with Windows, Linux, Mac, and more. Flosum Data Loader can also support various data objects like custom objects. Data loader provides detailed log files like error and success, again in CSV format for easy analysis. An inbuilt CSV file viewer is also on Salesforce Data Loader, which allows users to view files before configuring them for data loading.
Major uses of Salesforce Data Loader
Salesforce data loader can support up to 5 million records to be loaded onto Salesforce. You can effectively use Salesforce data loader when the requirement is more than 50000 records at a time.
Salesforce Data Loader is also handy when the data objects are not supported with the default import wizard. Salesforce Data Loader can also import different data objects, including those custom data, to Salesforce.
With the help of Data Loader, you can also schedule tasks at frequent intervals, which will run automatically. Night uploads are a classic example of this automation approach. With the use of Salesforce data loader, you can export data from Salesforce and back it up.
Using Data Loader for inserting from CSV files
Salesforce data loader will connect you to manage data. One can effectively use this tool to insert many records into Salesforce and use it to delete or modify the existing records.
Salesforce Wizard can intelligently update the data in an automated manner without any inputs from the users or admin. Salesforce Data Loader can also make data clean while inserting a new file by matching it with the existing record and performing a quick comparison to load it only if the record does not exist.
Configuring Salesforce Data Loader
You can directly launch the Data Loader on your system. Once you open it, a new window will open, and you can see a variety of operations like insert, update, delete, etc., as different tabs. You may click on the desired operation to run the process.
While clicking on it, you have to indicate next to the operation you have chosen. To do this, you may log in to your Salesforce account, and after logging in, you can see a list of Salesforce objects associated with your account. Once you choose the appropriate object from where we can click the next button at the bottom.
Once you configure the Data Loader, you need to select the CSV file from where you want to upload the data to Salesforce. To do this, go for the browse option and choose the file from the destination folder from your local machine or on the cloud.
After choosing the file, you can click the next button and initialize the Salesforce object and CSV file. You will get a new dialogue box that represents the number of records in the particular operation chosen. This step may complete in another few seconds based on the volume of records you have selected.
At the next step, you have to ensure that the file contains a unique ID column, which matches your Salesforce records. It can be an external ID or the same as that of Salesforce ID. You can map the CSV file columns corresponding to Salesforce fields.
To do this, you may either select an existing mapping or can custom create a new one. Salesforce Data Loader may also create two log files for each operation. One is for storing the success messages, and the other is to store the error messages related to the process.
You can further specify the desired location to store the uploaded files by clicking on the Browse option. Once you have chosen a directory to store, click on the Finish option to complete the import process. You can again see another dialogue box popping up where you can monitor the progress.
After loading the data into Salesforce successfully, you can log in to your Salesforce account to see whether the new Salesforce object is displayed there.
What we have given here is just an overview of the Salesforce Data Loader. You can get the assistance of a reliable Salesforce consultant if you find the data loading process challenging.