Salesforce Data Management

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So we people, we till now, has created the records multiple times. Similarly, we can create the records, if the application is large. but in real time applications like (Banking), we expect the records in terms of thousands. And creating these thousands of records is not easy for the organization to create. Moreover, in real time clerk (jr.lever employee) cannot update the each and every record to the manager. So they used to upload the records in the form of files(CSV). And they upload these CSV’s through the tools like  Import wizard and Data Loader

What is meant by the import wizard?

This is a tool to import (or) export the records.

We can use the import wizard

a)If the loading is less than 50000 records.

b)The object should be supported by the Import wizardssalesforce data management

Why this tool is used?

We use this tool to prevent the duplicates and to get the unique records


We cannot import the Data Import Wizard records via Asses, Cases, Campaigns, Contracts, Documents, opportunities products.

So let implement these in a practical manner.

step – 1 :

In the application, Click on set up and search for the import wizard.

step -2:

Scroll the mouse and click on Launch Wizardsalesforce data management

step – 3:

Here, It clearly shows the objects, that it can support. And now, I would like to select the Bank processes. So soon after the selection, it offers you the three options like Adding new records, update existing records, Add new and update existing records. And for instance, I would like to select the Add new records. Fill the details as shown belowsalesforce data management

Step- 4 :

Upload the CSV that you have and click on Next.salesforce data management

step – 5 :

Its time to map the fields. initially, you will be entering into the following screen.salesforce data management

So click on Map and link to the respective fields as shown below and click on Next.

step- 6 :

Then you will be entering into the following screensalesforce data management

And you can create the records and can check the results.

Data Loader:

It is the client application for the data import (or) export. Here, in CSV format you can find the separate files for success as well as the failures. It is suggested to use data loader if we would like to import  50000 to 5000000 records.  And, it facilitates you to schedule the records such as nightly imports.  Besides, importing, it facilitates users with data exportation. And if you enable the Data loader, it allows you to load (or) delete a large number of records faster than the default SOAP API. So now, we will see its practical implementation

step – 1 :

In your application (banking), Click on Set up and search for the data loader.salesforce data management

step – 2 :

Select download data loader for windowssalesforce data management

step – 3 :

Once downloaded, run the file in your local system. And soon after downloading you will be entering into the following screensalesforce data management

So if you observe the above screenshot, hard delete is not enabled. So to enable this, click on setting and enable use bulk API and click on Ok.salesforce data management

Soon you can see your data loader as shown belowsalesforce data management

So now, we will start performing the operations with the data loader.

step – 4 :

select Insert.salesforce data management

step – 5 :

Click on Login.salesforce data management

step – 6 :

provide your Salesforce login Id and password and click on loginsalesforce data management

step- 7:

In the following Screenshot, you will be observing login successful. Click on loginsalesforce data management

step – 8 :

Once again provide the username and passwordsalesforce data management

step – 9 :

Click on Nextsalesforce data management

step – 10

Enable for Show all Salesforce object and select any object (Bank process) and finally upload the file that you would like to insert and click Nextsalesforce data management

step – 11 :

And you will be seeing the following screensalesforce data management

Since I have updated 3 records in my CSV file, I got the message as shown above, And it is variable

step – 12:

click on OK and then start mapping the objects as shown below. So to do this, Click on Create (or) edit a map and then drag and drop the objects and click on OK.salesforce data management

Step – 13:

click on NEXT.salesforce data management

step – 14:

Select the location for the success and the error files and Click on Finishsalesforce data management

step – 15:

And finally, you will be seeing the following screen!!salesforce data management

So we have successfully inserted the records in the Objects. So likewise we can perform the other operations as well as shown belowsalesforce data management

What is the difference between Delete and the Hard delete?

Delete  removes the record  from the objects and then transfers the files to the recycle bin

What is the difference between Export and Export all?

Export retrieves all the files form the object only, whereas export all retrieves the files from the object as well as from the recycle bin

So I suggest you check all the options of Data Loader. And if you are stuck up anywhere feel free to contact Salesforce Course

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