What is Data Loader and How to use it to import or export data to or from Salesforce?

Рет қаралды 172,132

6 жыл бұрын

In this video, we will explore what Data Loader is and see a quick demo of how to use it to import or export data to and from Salesforce. This video is divided into the following points:
- How to install Data Loader?
- How to Insert records into Salesforce through Data Loader?
- How to Export records from Salesforce through Data Loader?
- How to Upsert records in Salesforce with Data Loader?
- How to Update records in Salesforce with Data Loader?
- How to Delete records in Salesforce with Data Loader?
Completely understand Data Loader in Salesforce with Shrey Sharma (Salesforce Hulk).
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Grow your business with THE BEST SALESFORCE IMPLEMENTATION and CONSULTANCY SERVICES
Reach us out here: cyntexa.com
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Shrey is the Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.
Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey is an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.
Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his KZfaq channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvelous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.
Shrey is a leader with out of the box thinking who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.
#salesforce
#learnsalesforce
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Пікірлер: 131

@manvendrasinghrathore2472 6 жыл бұрын

the best explanation on Data Loader ever... You are doing a great job.. :)

@SalesforceHulk 6 жыл бұрын

Oh, Sure it is. ;) Thanks, Manvendra. :)

@saurabh712 5 жыл бұрын

Great work Salesforce Hulk. My two cents - plz create a series of short videos (2-3 mins) for bite size learnings.

@sushant5753 2 жыл бұрын

Mr saleforce hulk you are awesome..thank you so much for this video..

@srigowrivatti726 3 жыл бұрын

Thank you for the detailed explanation.

@vivekasc 5 жыл бұрын

Your demo is really nice,Please put a demo regarding cases import with history,and how we will map these with contacts.

@SantoshKumar-ft8gx 5 жыл бұрын

Awesome explanation

@aprendeguitarraclasica 4 жыл бұрын

Amazing video! Thanks for your great help!

@salesforcenow Жыл бұрын

Thanks for the walkthrough. A fun additional tip is that you can retrigger Lead Assignment Rules if you add the Assignment ID into the settings of Data Loader when going to update records. This has been one of my favorite benefits of Data Loader! I use it exclusively over the other native Salesforce tools.

@SalesforceHulk Жыл бұрын

Thank You for the tip!

@souravsuman2633 3 жыл бұрын

Best explanation thank you so much ❤️

@ansarhussain2250 6 жыл бұрын

Thank you.i was waiting for this concept.u made it for us..

@SalesforceHulk 6 жыл бұрын

Yes, Ansar, I was not planning to make this video but due to some requests created it. Hope it helps. :)

@meenakshipochincharla8714 3 жыл бұрын

This video has been very helpful, please do a detailed tutorial on SOQL Query Optimization, thanks

@AkshuGotuDance 3 жыл бұрын

Simply Excellent

@swapnajit92 4 жыл бұрын

Awesome information... thanks

@varshathorat602 5 жыл бұрын

very helpful to me ....thank u so much .....

@ghodakepranita7887 3 жыл бұрын

Seriously such a great explanation..!! Thank you so much shrey."-"

@SalesforceHulk 3 жыл бұрын

Glad you liked it

@988086139 9 ай бұрын

woohoo i cleared my Salesforce Admin exams, thanks a lot for videos watching these videos concepts got solidified

@SalesforceHulk 9 ай бұрын

Congrats ! Glad to hear our videos helped you

@sambit089 3 жыл бұрын

Good one. Great explanation.

@AdityaSingh-cm3kt 5 жыл бұрын

Very Good Job

@smart1712 6 жыл бұрын

Hi Shrey, We have a custom object for the employees in our company. Currently there are 71 records in this object. There is a field called Employee ID with data type as Auto Number. I have once added new records to this object using Data Import Wizard from CSV file and it all well went. Even Auto Employee ID was generated for the new records too. We have two new employees and about three of the exisiting records require updates of address change. I have all the 73 records on the CSV file (71 old records and 02 new ones). I select Add new and update option in the wizard. Though the wizard finishes, the import request results in fail and neither the new records get created nor the updates are done. Please advise. I would perfer to do the import of Data with Data Import Wizard versus Data Loader.

@angelotoribio 2 жыл бұрын

Thanks mate.

@abhidobhal8885 4 жыл бұрын

Hello , you are doing very good job..but may you create videos for development part...??? I think everyone wants to learn that..

@liwentan8488 2 жыл бұрын

Very clear and interesting video.

@SalesforceHulk 2 жыл бұрын

Glad you think so!

@shivavatte5540 2 жыл бұрын

thank you bro

@ntrddragn 4 жыл бұрын

Hi, I have an issue and was hoping you can shed some light on it. I have accounts in Sales Force that I need to update using the Data loader. I can't seem to set the parent child relationship of these accounts. They all uploaded as Parent. Do I create a separate column for the Parent account? Thanks

@meghadidwania4116 3 жыл бұрын

Great explanation 👍

@SalesforceHulk 3 жыл бұрын

Thanks!

@siddarthmalik7747 2 жыл бұрын

You are really helpful 👍🏻

@SalesforceHulk 2 жыл бұрын

Glad to hear that!

@sreperu 6 жыл бұрын

Thanks a lot for the video.

@SalesforceHulk 6 жыл бұрын

I was not planning to create this one but on your request I did it. Hope you liked it.

@sreperu 6 жыл бұрын

Salesforce Hulk yes I know thanks a lot....

@ramakantsharma4784 6 жыл бұрын

Thank you very much for video. Request you to make a video on APIs.

@SalesforceHulk 6 жыл бұрын

API video is in the lineup Ramakant, will soon create on that.

@gonzalitho99 2 жыл бұрын

How can I export group members with dataloader? As far as I know, it's a table based on ID's so how would it map it from the origin org to the target org? I've seen on the internet that dataloader is the way to export public groups and its members (in my cases these are countries groups so there's also nesting)

@KannaKowshikChowdary 2 жыл бұрын

Hi bro, I want to know one thing if i want to add column and update it can it be done or not please tell me you told me only with rows if possible can you please tell how it works or we get any errors.

@ivytan984 5 жыл бұрын

Hi, i need some help.. I imported new records, but i cant seems to see them in my sandbox. why is it so?

@ashmiyastephen108 3 жыл бұрын

Is it possible to import an encrypted file (pgp encrypted ) using data loader ?

@sandeepkamboj5989 4 жыл бұрын

I have a product object, and there are two related object like product relationship with other product(product to product relationship) and product relationship with account(product to account), Can i load this type of data with data loader, Currently I am using json file to load data

@RahulKumar-ho8qf 3 жыл бұрын

Thanks for this

@SalesforceHulk 3 жыл бұрын

My pleasure!

@benazeerinamdar6869 5 жыл бұрын

Please make videos on PD1 certification

@Sriwijaya888 2 жыл бұрын

It is possible to insert data from excel to the existing leads object in salesforce?

@vipinbhatt5160 2 жыл бұрын

Could you please make a video for what is guest user and what kind of access we can give them.

@taneemshariff3960 3 жыл бұрын

I have to upload contact records of Xyz company records t abc company records and while doing so the created record date in abc company will b today’s date. How to get the original records created date ?

@sobeleixoes 3 жыл бұрын

Hello ! Great video mate, very usefull! Can someone help me with a mass update on comments? I have the Case ID/parent ID, the transfer queue I want, but i need to add a personalized comment for each one. Which headline and field on dataloader do i need to use? i tried "comments " and transfer comments, and didnt comment anything on those cases.

@hussainsalesforce8873 6 жыл бұрын

Me and my friends downloaded all your videos and we are learning really well.thanks for the help.also make Assignments and teach us Development part also..

@SalesforceHulk 6 жыл бұрын

Glad to hear that Hussain. Working on assignments and development part. Will upload them very soon.

@simplyswallow9972 Жыл бұрын

Hi there, Thanks for your video. Please, how do upload Event into Salesforce using Data Loader?

@sharvanimylavarapu9199 2 жыл бұрын

How can I export only a specific amount of records from salesforce through dataloader, say only 50 records of Contacts? Is there any option or way for that?

@ramyachinni3649 5 жыл бұрын

hi can you explain dataloader by using command promt

@vinodkumar111 4 жыл бұрын

Hi Bro..I am new to salesforce dataloader can i have video for,using dataloader how can we upload images..

@hiimalidalvi4491 2 жыл бұрын

How do I transfer public group data which is having role assigned from one org to another org in Salesforce?

@soumaliganguly 4 жыл бұрын

Hi, thank you for this wonderful video. You are doing an amazing job! Quick question, can I expose data loader to a customer community to allow customers to import contacts? Any chance you could make a video of the same?

@astrofromthevoid 3 жыл бұрын

If you could, I really don't think you would want to. Opening that up to external users and giving them the power to delete and not just add, not to mention you wouldn't be able to control if they made mistakes. Sounds like a potential nightmare.

@anveshsingh8885 6 жыл бұрын

thanks a alot .it will be really helpful if you can give a tutorial on REST api and SOAP

@SalesforceHulk 6 жыл бұрын

Will be uploading very soon. Stay tuned..!!

@gauravbhardwaj5374 4 жыл бұрын

@@SalesforceHulk you.dont know integration I know. You dont know coding You are the works teacher with 0 knowlafe

@shaikibrahim9435 3 жыл бұрын

Bro, Data loader only accepts custom fields in insert option

@hazlittvasudevan9041 3 жыл бұрын

Hey thanks for the video. Can you make a video on how to load data in salesforce by command line.

@SalesforceHulk 3 жыл бұрын

Yes I can

@anasuabakshi5133 Жыл бұрын

Can we schedule exports from Salesforce to a particular directory ? In your demo I primarily saw manual triggers - but say we want a scheduled run for an export on daily basis?

@SalesforceHulk Жыл бұрын

Yes , with the help of Schedule exports and frequency can be set accordingly i.e. monthly , weekly, daily.

@karthikhari910 4 жыл бұрын

Hi Shrey, Whenever we need to UPDATE in Data loader, we should first export the data locally and then do the changes and then only we can import the updated data into Salesforce right? And i Want to know what UPDATE actually means. - Doing changes in the existing fields of a record is termed as update (and) - Any new record addition is also termed as update?

@crazyvlogs2366 Жыл бұрын

yes because to update a record we need it's Id

@prashantsonawane7730 Жыл бұрын

can we export data from salesforce to Azure Data lake?

@ellendark4270 5 жыл бұрын

What do you do with the error file? Also, after you fix all of the errors in your input file, do you start from the beginning and upload everything again, or only the records that failed?

@alifazeli3169 5 жыл бұрын

Hi Ellen, you can use upsert using ID filed or use insert just for failed records.

@DesiUplift 2 жыл бұрын

could you please answer this question and give explanation?? Universal Containers (UC) maintains information for over 2 million assets in an external system. UC needs to access these assets in real-time data in Salesforce and is nearing the data storage limits. What feature could an app builder recommend UC use? Options: A Data Loader B Salesforce Connect C Salesforce to Salesforce D Data Export Wizard

@harshsharma1755 2 жыл бұрын

Dear Sir, thanks for information but we required account opening Data Loader

@Niket93 Жыл бұрын

Hello sir please make a video on How to connect MySQL to Salesforce

@gkr5689 6 жыл бұрын

Ca u suggest how to insert leads along with related tasks from one instance to another instance in salesforce

@SalesforceHulk 6 жыл бұрын

Which Salesforce edition are you working on?

@sureshuppala4268 6 жыл бұрын

Great job if it's possible can you explain usage of Vlookup in salesofrce...

@SalesforceHulk 6 жыл бұрын

Sure. Added it to my video lineups will upload a video on it soon.

@lavanyakasilingam2122 6 жыл бұрын

Do u have this Vlookup in salesforce?

@dileepkumarmuvva8552 3 жыл бұрын

Hai Make a video on data import wizard , please please bro

@americabimerika 6 жыл бұрын

What's the difference between data loader and import wizard?

@unboxingcheck 2 жыл бұрын

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 most 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

@aishwaryamane9026 Жыл бұрын

How to create event using data loader?

@riyaarora2614 5 жыл бұрын

Is it possible to export images from salesforce through data loader?

@unboxingcheck 2 жыл бұрын

yes

@snehan1385 Жыл бұрын

How to insert a picklist to salesforce through salesforce? (picklist has duplicate values )

@fsa3784 5 жыл бұрын

Can you shorten the video to one sfdc functionality to one video?

@SalesforceHulk 5 жыл бұрын

This is what I will be doing in my upcoming videos.

@priyankaramchandani9488 5 жыл бұрын

Hey, there is no data loader tab, how to go about it then?

@narenmnr7513 6 жыл бұрын

hai bro if there any chance for uploading videos on action function,actionspport,actionpoller,actionregion

@SalesforceHulk 6 жыл бұрын

Will start with these in development videos Naren.

@narenmnr7513 6 жыл бұрын

Good bro tq for rpy

@prasaddangeti2428 3 жыл бұрын

can I insert an images into product object using data loader

@unboxingcheck 2 жыл бұрын

Depending on the custom fields you created for Products

@psanjay489 4 жыл бұрын

How can we insert data if there is a lookup field also?

@SalesforceHulk 4 жыл бұрын

good question, just add the record id the record with which you want to relate it

@psanjay489 4 жыл бұрын

Should id be 15 or 18 digit character?

@devendralimje5689 4 жыл бұрын

How to create bulk users in Salesforce with data loader ? And the user should receive the email to setup password as a user is created for them

@unboxingcheck 2 жыл бұрын

Select Insert operation and select User as an object. Browse the . CSV file that you prepared for import and click Next. Map the "User" object fields and columns in . CSV file. Select a directory to save the "error and success" files and click Finish.

@krishnapragnya7609 4 жыл бұрын

What is the different between..update and upsert ...?

@unboxingcheck 2 жыл бұрын

The UPDATE option keeps track of the records being updated in the database table. The UPSERT option is the combination of ‘Update’ and ‘Insert’ which means that it will check for the records that are inserted or updated.

@tejasingale4472 Жыл бұрын

ohhh yes...

@sujanchakravarthy8798 5 жыл бұрын

how to clean bad data in salesforce

@nikko3428 5 жыл бұрын

I can't see data loader option in my Salesforce org, what to do?

@ShaminiPradeep 5 жыл бұрын

Same here. I dont have that option! Please help

@SleepyLoka14 4 жыл бұрын

This can be an edition limitation!

@tsindhu1058 3 жыл бұрын

How to load picklist values using data loader??

@unboxingcheck 2 жыл бұрын

When you load values in picklist with Data Loader, you can load picklist values that do not exist in the Salesforce organization. This can create data integrity issues. To avoid this, edit the picklist field to enable the feature "Restrict picklist to the values defined in the value set."

@rajasekharreddymora808 6 жыл бұрын

hi....Mr.Shrey sharma,am rajasekhar,can u help me in how to create CSV file in salesforce.that would be helpful for me,if u hv tym..plz...

@SalesforceHulk 6 жыл бұрын

Hello Rajasekhar. Just create a tabular report in Salesforce report builder and export it. You'll get a CSV already created.

@priyanca3994 11 ай бұрын

Hi,I am getting an invalid session :illegal session

@anupriya7665 5 жыл бұрын

How to insert a lookup field data using data loader

@unboxingcheck 2 жыл бұрын

Select the Import option. Select the import operation type - upsert. Select the object you wish to import data into Account. Verify Mapping Between Fields. Click Next Upload the CSV file you wish to import by clicking the Upload CSV button.

@akakashkatore1664 Жыл бұрын

Yaa successfully created 😅

@avijitmukherjee3554 5 жыл бұрын

Why showing Time out error while extracting data

@unboxingcheck 2 жыл бұрын

There can be many reasons. What's the database you're connecting to create the extract? How long has the extract been running before it's timing out? How much data are you loading? If there is a certain time limit set on queries to run on the database, then contact your DBA.

@umaflip 3 жыл бұрын

how to upload new records, can you show us step by step

@unboxingcheck 2 жыл бұрын

Start the wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. ... Choose the data that you want to import. ... Map your data fields to Salesforce data fields. ... Review and start your import. ... Check import status.

@saipavan9172 6 жыл бұрын

Hii bro. My name is Sai pavan. I completed my btech (fresher) and I am going to Salesforce couching in Hyderabad (admin part completed and in development part present i am learning visual fore. I looking a job as fresher in different websites but as fresher there is no vacancies. They are asking experience candidates. I can u please help me for looking job as fresher in Hyderabad.

@SalesforceHulk 6 жыл бұрын

I totally understand the problems you were facing Sai. In fact, this is the problem of the whole market that they all want experienced candidates without giving a job to fresher. I can't understand how is that even possible. But currently what you should do to get a job is to showcase your talent with a certification. Certification will definitely help you to get a job as a fresher and after a year of experience, it will be very easy for you to get better jobs anywhere.

@saipavan9172 6 жыл бұрын

Salesforce Hulk thank you bro for reply. I thought you will not reply. I will definitely try do for certification this course. If any opportunities are there means u please forward to my mail "saipavan750@gmail.com". Once again thank you so much bro.🙂🙂

@RahulRaj-po1ml 3 жыл бұрын

How to send images through data loader??

@unboxingcheck 2 жыл бұрын

The Data Loader can be used to import images associated with rich text fields in your organization. To insert rich text field content 1. To get started, we need to prepare an import file to upload the images into Documents. Please review Mass import Documents into Salesforce . 2. Next we need to take the success file from the document import and use it to construct the HTML code for the rich text field. 3. Add a new column to the beginning of the success file with a column header called link. You can use the following links as examples: For externally available images paste and copy this link all the way down the file: For internally available images paste and copy this link all the way down the file: 4. Find and Replace naX with the instance of the server the images are on and find and replace {OrgID} with the ID of the Organization. Please review Find your Salesforce Organization ID for more. 5. Insert a new column into excel in front of the link column with the header matching the name of the Rich Text field and ensure the column labeled 'ID' is column C. 6. Use the following formula to populate the ImageID: =SUBSTITUTE(B2,"{ImageID}",C2) 7. Right click on column a and copy. Right click again and then paste special - Values. Save the file. 8. Open the Data loader (Login to Data Loader). 9. Select the function as Upsert. 10. Select the Object by checking "Show all objects". 11. Select the object the rich text field is on| Map the ID of the records and the rich text field column| Select the directory where your success and error files will be saved and then click Finish and OK. 12. The rich text fields will be populated with your images in Salesforce.

@12tribes61 3 жыл бұрын

Export all deletes data from Salesforce?

@unboxingcheck 2 жыл бұрын

Click New Task. Select Export. Select 'Object,' and then click Next. Click on Select All under Fields. Set Filter 'Deleted' = True. Click + | Next. Expand 'Advanced. ' Set 'Export All Records' = checked. Click Save and Run. Click on hyperlink (ie... # success) to download the CSV file.