Today, Salesforce is a top-rated and most popular CRM used for transforming businesses across the globe. It provides a number of tools and functionalities to help us deliver the best and personalized service to the customers. In order to use Salesforce, one must know how to update, migrate and export data from Salesforce efficiently. There are a number of tools that Salesforce Administrations and developers can use to import data within Salesforce. These tools are available in both Salesforce Classic and Salesforce Lightning editions.
Salesforce offers two main tools for importing external data into Salesforce.
Data Import Wizard – Salesforce provides an in-built Data Import wizard that is accessible through the Setup menu and can help you to import accounts, campaign members, person accounts, leads, custom objects, and contacts. This wizard is a step-by-step process that can take data to your desired location and displays error messages to change the potential duplicates of records.
It provides an easy interface and self-explanatory wizard to load the data into Salesforce. You can perform import operation from this wizard but delete and insert operations cannot be performed through this wizard. Data import wizard doesn’t allow to load the duplicate records and all fields can be individually mapped by this wizard within Salesforce.
Data Loader – Data Loader is the best efficient tool that is used to move data rapidly into the platform. The tool provided by Salesforce helps perform insert, update and delete operations on Salesforce records. It enables you to interact with your data within Salesforce across all objects.
Data loader can help in various ways such as:
- Inserting data from one system to another upon the initial implementation of Salesforce
- Updating bulk records with new data
- Deleting bulk records that aren’t required anymore
- Exporting data to other systems
- Create a backup of previous data
In the process of data importing, Data loader reads, extracts, and loads data from Comma separated value (CSV) files or from database connections. While in the process of data exporting, the output is CSV files.
We can use Data loader in these two ways:
- Command line
- User Interface
Features of the Data Loader
- Easy-to-use tool to offer a great interaction with data.
- Command line interface for performing automated operations.
- Support and manage the excess amount of data.
- Drag-and-drop functionality is used for mapping fields.
- It can be used to streamline data in both Salesforce and Database.com.
- Error log files in CSV format.
Key Differences between Data Import Wizard and Data Loader
Things to follow before importing Salesforce Data
- Use existing software for exporting a file.
- Clean up the import file for data consistency and accuracy in order to update data to highlight the duplicates, remove unnecessary information, correct spelling and resolving errors.
- Compare your data fields with Salesforce fields for importing data into it and verify that it can be mapped into suitable Salesforce fields.
- Perform any configuration changes if required in Salesforce to manage the imported data. Changes you might need to perform are: create new custom fields, add new value to picklists, or deactivate workflow rules temporarily.
Steps to import Data using Data Import Wizard
Step 1: Login into Salesforce.
Step 2: From Setup, enter “Data Import Wizard” in the Quick Find box, then select Data Import Wizard.
Step 3: Click on the Launch Wizard button.
Step 4: Select the type of data that you like to import. Click on Standard Objects tab to import accounts, contacts, leads or Click on Custom Objects to import custom objects.
Step 5: Choose the operation you need to perform- To add new records to Salesforce, update existing records, or add new records and update existing ones.
Step 6: Select the data file you want to import data
Step 7: Click Next. A page appears where you can map the data fields in the CSV file to Salesforce data fields.
Step 8: Click Map to the left of each un-mapped field.
Step 9: Choose the Salesforce fields you want to map to and click Map.
Step 10: To change the mappings, click Change to the left of the mapped field, then select the Salesforce fields you want to map to and click Map.
Step 11: Click Next.
Note: Check your imported information. If any un-mapped fields are still remaining that you want to import, you can click Previous to return to the previous page and specify your mappings.
Step 12: Click Start Import.
Note: You can see the status of your import- From Setup, enter “Bulk Data Load Jobs” in the Quick Find box, then select Bulk Data Load Jobs.
Insert, delete and update operations by Salesforce Data Loader
Log in to your salesforce
Go to setup-> Data management ->data loader
Download Data Loader in your machine.
To log in to the data loader choose any operation and log in by providing credentials. If you are log in to Production you need to provide “Password+security token” in the password field.
The main operations you can carry out with the Data Loader
Insert – Insert new records into Salesforce
Update – Make changes to existing records within Salesforce
Upsert – Updates a record if it already exists, or inserts a new record
Delete – Deletes records from the system
Hard Delete – Delete option stores information in the Recycle Bin for a limited period, Hard Delete will remove permanently
Export – Export information from the system into a CSV format
For Inserting records
Step 1: Click on the insert button and login with your credentials and provide “your org password + security token”.
Step 2: Click on NEXT
Select the object you want to insert the records and choose the .csv file you want to upload.
Note: Data loader allow only .csv files.
Step 3: Map the fields using drag and drop features.
Step 4: Click on ok or save the mapping
Step 5: Click on NEXT and then click on Finish.
After inserting the records it will display error files and success files.
For updating records
Step 1: Click on the update option and log in.
Step 2: Select the CSV file contains updated records with IDs and select the object and complete the operation.
For Exporting the data
Step 1: Click on the export button and login with your credentials.
Step 2: Select the object you want to export data and specify the folder where you want to save the exported file.
Step 3: Finish the operation.
For deleting the data
Step 1: Click on the delete button and login with your org credentials.
Step 2: Select the object you want to remove the data. And select the CSV files with record IDs you want to remove.
Step 3: Map the ID field and then complete the operation.
For Hard Delete
Hard delete means deleting the data permanently from the Org. That means data will not be stored in recycle bin.
To enable this button you need to enable bulk API. To enable the bulk API button
Go to data loader settings and then enable the bulk API checkbox.
After using Data Loader, a window will appear that will show the results about how many new records created, updated or deleted, depending on what operations you want to perform.
INTRODUCTION TO CLOUD COMPUTING AND FORCE.COM
“Cloud Computing” has dramatically changed how business applications are built and run. Deploying another application is presented as fast as opening your Internet program. Platform as a Service — or PaaS — is today an established model for running applications without the challenge of maintaining the hardware and software infrastructure at your company. An advantage of PaaS solutions is their ability to upgrade themselves to latest without manual intervention.
PaaS services are deployed in the cloud and accessed by clients essentially via their web program. Software designers, web engineers, and organizations can make all profit by PaaS: Software designers can take advantage of a PaaS solution to assemble an application which they are planning to offer over the web or software to sell out of the box. Web designers can utilize individual PaaS situations at each stage of the procedure to create, test and host their sites. Organizations can build up their internal software, mainly to develop unmistakable ring-fenced advancement and testing conditions. Platform as a service (PaaS) is a distributed computing model in which an outsider supplier conveys hardware and software instruments – usually those required for application improvement – to clients over the web. A PaaS supplier has the hardware and software all alone infrastructure.
PaaS liberates clients from having to install in-house hardware and software to create or run another application. The original aim of PaaS was to improve the code-composing process for designers, with the infrastructure and operations handled by the PaaS supplier. Initially, all PaaS platforms were in the public cloud. Over a period because many companies did not want to have everything, in public cloud, private and hybrid PaaS platforms built.
Force.com Platform enables corporations to build and deploy apps in the cloud, faster than much on-premise application platform, hybrid platforms, and many cloud platforms that are not as evolved.
PaaS gives a situation to engineers and companies to create, have and convey applications, saving designers from the complexities of the infrastructure side (setting up, arranging and managing components, for example, servers and databases). PaaS can accelerate the application development by ensuring that developers and other stakeholders can concentrate on the application itself without having to address issues around managing runtime, middleware, operating framework, virtualization, servers, storage, and networking.
What makes Force.com PaaS?
Just like Salesforce.com is an out of the box solution with their products around, Sales Cloud, Service Cloud and Marketing Cloud. An organization could go out and buy the Sales Cloud today and start logging leads, opportunities, running reports, etc.In contrast, by buying some Force.com licenses, you would not have an out of the box solution, no access to leads, accounts or opportunities. You would have to build Apps, Tabs, Custom Objects, Workflow Rules yourself all to design the kind of system that you want to use.
Force.com as PaaS
Force.com has some significant difference from other PaaS providers as it underpins a programming interface and is specifically intended for creating multi-tenant cloud-based applications. It has a unique programming model based on the Java-like Apex programming language. It also has a native UI and UI programming language. Applications built on Force.com platform can be expansions of CRM capabilities gave by Salesforce CRM, or they can be work process-based business applications, for example, approval work processes. The platform also provides integration APIs to CRM integration or outsider services.
In Force.com a developer can merely declare data objects are utilizing visual configuration tools and compose trigger handlers in the Apex programming language. Support for multi-tenancy, including tenant data isolation and configuration, is given out of the case with no specific programming required. One of the practical, abnormal state aspects of this sort of platform.
However, the tradeoff is that the programming model is one of a kind and does not translate to traditional enterprise architecture. Additionally, with a specific end goal to help multi-tenancy, the platform has runtime cut-off points in place which limit the amount of data, some transactions, and transaction latency.
The Force.com platform offers other features, including security and integration with external APIs
Force.com accelerates development velocity for cloud-based applications that tap into the center Salesforce.com application and facilitate seamless deployment. Many ISVs are reluctant to adopt Force.com because of its being proprietary and does not have the maturity or market acceptance as compared to more mainstream development platforms, for example, Microsoft .NET or Java/J2EE. Also, as the Force.com does not offer extreme cloud portability some programmers are are hesitant in leveraging this platform
Salesforce.com is proceeding with its PaaS push. For example, the company acquired Heroku—a Ruby-based PaaS that backings a global improvement group and pushes many social and versatile cloud applications. The company also presented database.com—a language-autonomous facilitated database apparently on the path to contend with Microsoft SQL Azure. How these forms strategically complement Force.com and will be accepted by the market has yet to be completely caught on.
A right PaaS platform drives innovation, enabling corporations to deploy applications faster. An exact PaaS application is open, lets IT collaboration helps in multi-cloud deployment.
Despite Force.com’s focus on productivity, the platform still needs to address factors like development support for a range of application from simple to the most complex, visual development of application logic and source control out of the box.