SaasGuru Logo

Salesforce Dataloader : The Beginner’s Guide

Table of Contents

Salesforce Dataloader : The Beginner's Guide

Customer data plays a huge role in managing customer relations. You can analyze customer behavior by understanding customer data, making strategic decisions, and concluding meaningful insights. Salesforce offers many services to its customers, like Data Loader for managing and analyzing data.

Explore and learn a little about Data Management in Salesforce to better understand the concept of Data Loader.

This guide will take you through the crucial details about the Salesforce Data Loader. As a beginner, you will be able to understand the meaning and valuable features of Salesforce Data Loader.

What is the Salesforce Data Loader?

The Salesforce platform provides a Data Loader client application that allows organizations to export and import data in bulk. It is used to update, delete, or insert the Salesforce data. This application can perform bulk import and export operations efficiently.

If you are using a delimited file, you can change the delimiter from the settings option because the Salesforce Data Loader works with the CSV files.

There are two methods to use the Data Loader:-

1. User Interface:

It helps the organization in the configuration parameters of the CSV files used for exporting/importing mapping fields, data, etc.

2. Command Line:

Organizations use this method for automated processing. You must specify the mappings, configuration, and data sources to use this feature.

What are the Features of Salesforce Data Loader?

Become a Salesforce Certified Professional

1. Easy-to-use Interface:

The Interface provided by the Salesforce Data Loader is easy and interactive. It allows the user to map fields from the input file and use the option of drag-and-drop for field mapping.

2. Cross-Platform Support:

The Salesforce Data Loader works smoothly across Windows and Mac platforms. It also supports data projects.

3. Scalable:

The Salesforce Data Loader is scalable because it can support the loading of as many as 5 million records.

The Salesforce Data Loader can log detailed files in CSV for easy and detailed analysis. It also has an in-built CSV file viewer to view it before configuration for loading the data.

Data Types Supported by Data Loader

The Data Loader supports almost every type of data. Check the list below:-

1. Base64:

It mainly shows binary data, and it is a binary-to-text encoding scheme. It converts the data into radix 64 form.

2. Boolean:

The boolean values can be used in any form and are case sensitive.

3. Double:

The Salesforce Data Loader also supports a standard double variable of 64bit.

4. Date Format:

The user can change the date format according to his preference. The Date Format is available on the Salesforce Data Loader in many forms.

5. String:

The Data Loader also supports standard string data types.

The Salesforce Data Loader supports the standard Integer data format. The documentation gives all the relevant details of the data types in Salesforce and various APIs needed for the Data Loader to run smoothly.

Functions Performed by the Salesforce Data Loader

The Salesforce Data Loader is used to perform many functions as follows-

1. Insert- for creating a record.

2. Update- for updating any record.

3. Upsert- for editing or updating a record. It also allows the user to update and insert the record simultaneously.

4. Hard Delete- to delete a record permanently.

5. Delete- to delete a record

5. Export all– for exporting the records, including the recycle bin’s records.

6. Export- for exporting the records but excluding the recycle bin.

Steps for Exporting Data from the Salesforce Data Loader

1. Choose the export option after opening the Data Loader. Choose ‘Export All’ to export the deleted and archived data.

2. Select password authentication and enter the details.

3. Select an Object and if that specific object is unavailable, go to the menu and see the available objects.

4. Select the file you want to export and click Browse, Save, and Next.

After following these steps, you will have to create an SQL query to export data.

1. Select the fields you wish to export.

2. To customize the database, select specific conditions.

3. Edit the query if needed and review it.

4. Choose Finish and Yes.

Steps to Install a Data Loader

The Salesforce Data Loader can be installed from the Salesforce dashboard. From the Setup option, go to Data Management and choose Data Loader. Click install and download the installation file.

Data Loader Vs. Import Wizard

Get your Salesforce Certifications on the first go

The Data Import Wizard is an in-built feature of the Salesforce platform used to import data like contacts, Objects, leads, etc. by selecting this option from the Setup menu. It is a step-by-step process. This tool can only load up to 50,000 records and doesn’t provide you the delete option for the operation. The tool is in-built, and you don’t have to install it.

You cannot import opportunities and cases with the help of the Data Import Wizard.

On the other hand, the Salesforce Data Loader is a tool that helps you rapidly transfer the data in bulk. You can import opportunities, events, tasks, and cases using the Data Loader. It supports up to 5,00,000 records and gives you the option to delete the operation. The Data Loader tool requires installation.

To Sum Up

Many organizations are adopting the Salesforce Data Loader for their bulk data transfer. This guide explained the Salesforce Data Loader in detail and how revolutionary it is for big companies. Sign Up now for a more detailed guide on Salesforce terms and concepts!

Get certified as a Salesforce Administrator 201 in the first attempt with saasguru.

Use Coupon Code BLOG20 to avail flat 20% discount on saasguru Programs.

Looking for Career Upgrade?

Book a free counselling session with our Course Advisor.

By providing your contact details, you agree to our Terms of use & Privacy Policy

Related Articles

Salesforce Monthly Updates for September 2022 by saasguru

Catch up everything that happened in the month of Sep’22 from new alliance with McKinsey to Dreamforce announcements. Explore Salesforce Updates!

People Behind the Certs – Jordan Nelson

This week, meet Mr. Jordan Nelson, a Salesforce enthusiast, who transitioned himself from a Vinyl car wrap business owner to a Salesforce professional with his passion, compassion, and dedication. Explore his journey!

Salesforce Sales Cloud Tutorial

Learn everything you need to know about Salesforce Sales Cloud, from its implementation to its benefits, in this blog. Read Now!

Scroll to Top