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Apex Data Loader

Apex Data Loader is a client application that allows users to import or export large amounts of data to and from Salesforce. It supports importing and exporting up to 5 million records from CSV files or a database. Data Loader offers an easy-to-use wizard interface for interactive use as well as a command line interface for automated batch operations. It can be used to load, update, or export all Salesforce objects and provides logging and error reporting capabilities.

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Deepu Reddy
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182 views

Apex Data Loader

Apex Data Loader is a client application that allows users to import or export large amounts of data to and from Salesforce. It supports importing and exporting up to 5 million records from CSV files or a database. Data Loader offers an easy-to-use wizard interface for interactive use as well as a command line interface for automated batch operations. It can be used to load, update, or export all Salesforce objects and provides logging and error reporting capabilities.

Uploaded by

Deepu Reddy
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Apex Data Loader

Data Loader Overview:

Data Loader is a client application for the bulk import or export of data. Use it to insert,
update, delete, or export Salesforce records. When importing data, Data Loader reads,
extracts, and loads data from comma separated values (CSV) files or from a database
connection. When exporting data, it outputs CSV files.

 User interface—When you use the user interface, you work interactively to specify
the configuration parameters, CSV files used for import and export, and the field
mappings that map the field names in your import file with the field names
in Salesforce.

Data Loader offers the following key features:

 An easy-to-use wizard interface for interactive use


 An alternate command line interface for automated batch operations
 Support for large files with up to 5 million records
 Drag-and-drop field mapping
 Support for all objects, including custom objects
 Can be used to process data in both Salesforce and Database.com
 Detailed success and error log files in CSV format
 A built-in CSV file viewer
 Support for Windows 7

When to Use Data Loader :

Data Loader complements the web-based import wizards that are accessible from the
Setup menu in the online application. Refer to the following guidelines to determine
which method best suits your business needs:

Use Data Loader when:

 You need to load 50,000 to 5,000,000 records. Data Loader is supported for
loads of up to 5 million records. If you need to load more than 5 million
records, we recommend you work with a salesforce.com partner or visit the App
Exchange for a suitable partner product.
 You need to load into an object that is not yet supported by the import wizards.
 You want to schedule regular data loads, such as nightly imports.
 You want to export your data for backup purposes.
Use the import wizards when:

 You are loading less than 50,000 records.


 The object you need to import is supported by import wizards. To see what
import wizards are available and thus what objects they support, from Setup,
click Data Management.
 You want to prevent duplicates by uploading records according to account name
and site, contact email address, or lead email address.
Practical Scenario :
Step-1: Download Data loader from Salesforce Account

1) Navigation : Setup > Data Management > Data Loader


2) Click on Download Data Loader link and install into you system

You will find the following icon in your desk top

Login into Salesforce account with Data Loader:


1) Click on Data loader icon and following screen will appear
2) By using data loader insert, update, upsert, delete, hard Delete, Export, Export
All, Cancel operations can perform
3) Click on Insert button for insert operation and enter password + Security token

4) Generation of Security token :


a) Navigation : My Settings > Personal > Reset my security token > Click
on reset security token button as shown in the below picture
b) Login into registered mail id and copy paste security token from mail
account as shown below

c) Enter actual salesforce.com application passward + security token, as


shown below and click on login,login completed successfully message
will be display
5) Click on Next field
6) Select object (Merchanide__c ) and browse for data file(.CSV) from the system
as shown below
7) Click on next button and click on OK button
8) Click on create or edit map button for Map fields (CSV columns) to the
Salesforce object.
9) Click on Auto Match fields to columns button, following mapping will be done
automatically by the tool
10) 3 fields are automatically mapped as shown in the above picture.
11) Drag and drop Total_inventory__c field for mapping with Total_intentory field
and click on OK button
12) Click on Next button as shown below
13) Click on finish button
Click on Yes button
Click on OK button

Testing Data insertion into the Merchandise object :

Clink on the item_details tab for entering the details

And click on merchandise lookup icon button as shown in the picture


Enter Nokia and click on GO button

Select Nokia item and select invoice for the same item and click on save button

Go to Merchandise for finding record, click on Nokia record for Nokia details as shown
in the below picture

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