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