Sunday, May 19, 2019

Data Loader in salesforce

Dataloader



1. Intallation Required (Native Salesforce -free)


Setup->Home->Quick find box search->Data Loader

2. Following operation we can perform using Data Loader

              Insert
                      insert some record excel into salesforce org
              Update
                      update the existing record(Required Record ID)
              Upsert
                   both insert and update (Insert no need id but update required ID)
              Export
                    Export record into salesforce
    ExportALL
         Export record into salesforce with recycle bin record as wel
    Delete
        delete into salesforce (Required ID)

3.It will show success and error file

4.We can insert upto 50 lacks record into salesforce using Data loader

5.The major advantage of this function is that it can insert up to 50,000 records at a time

6.We can loads data from comma-separted values(CSV)files
When exporting data it outputs CSV files

7.You can also apply filters criteria on the export operation to take any specific data from salesforce.

How to enable the security token

8.Go to Settings –> My Personal Information –> Reset My Security Token
Click Reset Security Token
The new security token is sent to the email address in your Salesforce personal settings.










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