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
the existing record(Required Record ID)
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
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.
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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