Currently, Salesforce is the world’s leading CRM provider used for automating workflow processes and streamlining business operations. It provides a wide range of tools and functionalities to help us provide excellent customer service. To maximize the value of your Salesforce investment, you must use innovative tools of the CRM to update, migrate, and export data from Salesforce efficiently. One such robust and convenient tool in Salesforce is Data Loader.

What is Salesforce Data Loader?

In today’s digital age, proper analysis of data is crucial for making faster, better, and data-driven decisions. Effective data management is vital for organizations to analyze data, remove duplicate and inaccurate information, and maintain reliable data.

Data Loader is one of the most powerful tools that is used to quickly and securely import, export, and delete unlimited amounts of data within the Salesforce Org. This tool is generally available in both the Salesforce Classic and Salesforce Lightning Experience versions.

Data Loader tool ensures a smooth and efficient integration of new data into Salesforce as well as provides effective ways to reduce data redundancy. Users can use Data Loader in two different ways. They can either install the data loader in a Mac/Windows environment by using the user interface or by using a Windows command line to specify data files. 

Now let’s discuss what Salesforce developers and admins should need to know to make the most out of Salesforce Data Loader within their organization.

Features of Salesforce Data Loader

Insert: Provides the user the ability to insert data into Salesforce.

Update: Allow the users to make changes to existing records within Salesforce.

Delete: Deleting records from the system that aren’t required anymore.

Export: Enable the users to export information from the Salesforce in the CSV format.

Hard Delete: The delete option stores deleted data in the Recycle Bin for a limited period while Hard Delete will remove it completely.

Advantages of Salesforce Data Loader

The most exciting feature of Salesforce Data Loader is that users can load up to 5 million records at a time. Users can use the Data loader to prevent the creation of duplicate records according to the account name, contact email address, or other information in your Salesforce. Due to its seamless integration with the Salesforce platform, the Data loader allows the team members – from developers to admins – regardless of their expertise and specialization, to seamlessly work with the data loader.

The comprehensive data loader tool provided by Salesforce is designed for a large volume of records ranging from 50,000 to 5,000,000. It also provides users with the ability to save field mappings for further use instead of choosing the fields for mapping each time. In case, the user needs to load less than 50,000 records, the user can utilize Salesforce Import Wizard alternatively.

Ways to Use Salesforce Data Loader for Data Management

Intelligent Data Mapping  – Keyboard shortcuts and various filters are available to gain clear data visibility and targeted analysis. It is the process of mapping the user IDs accurately to ensure that the record ownership is set up correctly in the new system.

Import and export directly from multiple repositories – Exporting and importing are fast and easy with the Salesforce Data Loader as team members can import and export directly from SFTP, DropBox, FTP, and Box.

Windows/ MAC Support – Salesforce Data Loader offers support for Windows and Mac computers that means that if a company switches over from Windows to Mac computers or vice versa, then they don’t have to worry about not having support for Data Loader. 

Effective task scheduling – Effective scheduling is ensuring that you identify your most important task for each day and then you get those tasks completed. You should also identify the next couple of tasks in order of importance. By effective task scheduling, the users can also choose the task to be done on an hourly, daily, weekly, or monthly basis. 

Detailed error and success Logs – Salesforce Data Loader keeps detailed logs of all errors regarding importing and exporting of records, as well as other functions. It also keeps detailed logs of all the successful executed commands and all errors regarding importing and exporting of records, as well as other functions.

This makes it easier for those studying the logs to compare the rate of successful commands to the rate of unsuccessful commands.

Considerations for Using Salesforce Data Loader

  • Data Loader is supported for loading data up to 5 million records.
  • The user needs to load into an object or custom object that is not yet supported by the import wizards.
  • The user wants to schedule regular data loads like nightly imports.
  • The user wants to export the data for backup purposes.

Conclusion

Salesforce Data Loader makes data management easier and more efficient by importing and exporting large amounts of records in Salesforce.com. While importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or via database connection. In the case of exporting data, it generates files in the CSV format. From powerful data mapping tools to seamlessly integrate new data into the system,  Salesforce Data Loader has got all the bases covered. 

If you have any questions about the Salesforce Data Loader, feel free to contact the certified Salesforce experts from Cloud Analogy today.