Friday, 26 May 2021
autanabp
The Data Loader is a client application and is used to insert, update, delete, and export Salesforce records, with which we can import or export between 5,000 and 5 million records.
What does it offer us? Among other advantages:
- Support for large files up to 5 million records.
- An easy to complete field mapping: drag and drop.
- Support for all objects, including our custom objects.
- We can access the log of errors and successful operations in a CSV format.
There are two ways to use the Data Loader:
- By command line (Windows only): This method specifies: settings, data sources, mappings, and actions on files. This option allows you to configure the data loader for automated batch processing.
- Through the user interface: Where you specify the configuration parameters, the CSV file used, and the field mappings that map the field names in the source file with the field names in Salesforce.
Let’s see in detail the second option
The first thing is to download the program.
We look in the menu on the left Manage — Data Management — Data Uploader
Enter your caption here
Once the program is downloaded (1), go to the Windows start menu (2), run the Dataloader and select Insert
We select the authentication method:
OAuth with the environment we select (SandBox in our case), or Password Authentication, where we will have to enter the connection URL.
Once successfully logged, press the Next button.
We select the object, in our case Contact, then the CSV file that we are going to load and click on the Next option.
The system will tell us if the file has been loaded correctly and how many records it has.
We carry out the mapping of the data to be uploaded: A new one or an existing one?
In our case we select a new one:
- We select a field from the top and drag it to the specific field at the bottom.
- Press OK or we can record the mapping (Save Mapping)
In the next screen we specify the directory where the log files will be saved and press the Finish button.
When you click Finish, a confirmation window will appear and then another window with the result of the operation and the number of records inserted or the number of errors.
We would only have the option to check the data inserted from the application and in our case, that the Client-Contact association has been created correctly.
