what is data loader in salesforce

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Mar 1, 2024 in SalesForce by Priyanka
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edited May 9, 2024 by jyothi 511 views

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Importing external data into an enterprise software system is a fairly common requirement e.g. you have an excel spreadsheet from another team, or a CSV export from another system, and you need this data in Salesforce. Salesforce Data Loader is a client application for the bulk import or export of data between Salesforce and external sources. Here's are its key features and uses:

  1. Purpose: It allows users to mass import, update, delete, or export Salesforce records.
  2. Data formats: It can handle CSV files, as well as database connections.
  3. Operations: Supports insert, update, upsert, delete, and export operations.
  4. User interface: Offers both a graphical user interface and a command-line interface.
  5. Automation: Can be scheduled for automatic data loads.
  6. Large data sets: Designed to handle large volumes of data efficiently.
  7. Data mapping: Allows users to map fields between Salesforce and external data sources.
  8. Error logging: Provides detailed error logs for troubleshooting failed operations.
  9. Security: Adheres to Salesforce's security and permission settings.
  10. Compatibility: Works with various Salesforce editions, including Enterprise, Unlimited, and Developer.
answered Aug 15, 2024 by wesnolte
• 120 points

edited 5 days ago

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