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cloudanalogy12 (1)

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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. – PowerPoint PPT presentation

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Title: cloudanalogy12 (1)


1
EVERYTHING YOU NEED TO KNOW ABOUT
SALESFORCETM DATA LOADER
2
What is SalesforceTM Data Loader?
  • 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.

3
Features of SalesforceTM Data 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.

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.

5
Ways to Use SalesforceTM Data 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.

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

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.

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.

9
Thank You
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