CHAPTER 1
Data Loader
Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records.
EDITIONS
When importing data, Data Loader reads, extracts, and loads data from comma-separated values
(CSV) files or from a database connection. When exporting data, it outputs CSV files.
Available in: both Salesforce
Classic and Lightning
Experience
Note: If commas aren’t appropriate for your locale, use a tab or other delimiter. Specify your delimiter in Data Loader Settings (Settings | Settings).
You can use Data Loader in two different ways:
Available in: Enterprise,
Performance, Unlimited,
Developer, and
Database.com Editions
•
User interface—When you use the user interface, you work interactively to specify the configuration parameters, CSV files used for import and export, and the field mappings that map the field names in your import file with the field names in Salesforce.
•
Command line (Windows only)—When you use the command line, you specify the configuration, data sources, mappings, and actions in files. This enables you to set up Data Loader for automated processing.
Data Loader offers the following key features:
•
An easy-to-use wizard interface for interactive use
•
An alternate command-line interface for automated batch operations (Windows only)
•
Support for large files with up to 5 million records
•
Drag-and-drop field mapping
•
Support for all objects, including custom objects
•
Can be used to process data in both Salesforce and Database.com
•
Detailed success and error log files in CSV format
•
A built-in CSV file viewer
•
Support for Windows and Mac
To get started, see the following topics:
•
When to Use Data Loader
•
Considerations for Installing Data Loader
Note:
In previous versions, Data Loader has been known as “AppExchange Data Loader“ and “Sforce Data Loader.”
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