Importing data to salesforce

of 12 /12
Francis Pindar

Embed Size (px)


Overview of the differences between the Salesforce Data Loader and Import Wizard.

Transcript of Importing data to salesforce

Page 1: Importing data to salesforce

Francis Pindar

Page 2: Importing data to salesforce

ObjectivesQuick overview on ways in importList objects exposed to the import wizardsList some of the capabilities of API-tools that

the import wizards don’t haveHow to obtain the Data LoaderList the capabilities of the Data LoaderShow Data Loader example

Page 3: Importing data to salesforce

Tools for Executing Data MigrationVia Application

import / export Wizards

AccountsContactsLeadsSolutionsCustom Objects

Via Web Services API

Data LoaderPartner ToolsCustom-built ToolsOpen Source Tools

Page 4: Importing data to salesforce

Import WizardsEasy to use tool to load Accounts, Contacts,

Leads, Solutions, or Custom Objects.Load 50,000 records or lessPrevent duplicates

Account Name and Site; Account IdsContact Email Address; Contact Name; Contact

IDLead Email Address; Lead IDs

Page 5: Importing data to salesforce

Overview of API-Based ToolsLoad any object supported by the APILoad more than 50,000 recordsSchedule regular data loads such as nightly

feeds.Export data for backupMass delete supported objects

Page 6: Importing data to salesforce

Data LoaderIs a fully supported product.Supports import from CSV or export to CSV.Supports loading from or exporting to a

database via JDBC.Supports custom relationships for upsert.Can be run from the command line.

Page 7: Importing data to salesforce

Obtaining Data LoaderAvailable in: UE, EE, DESystem Administrators download through the

application1. Setup | Data Management | Data Loader2. Download the Data Loader link and save3. Launch the installShield Wizard

Open Source ProjectSourceForge.netNot supported by

Page 8: Importing data to salesforce

Which tool do you use?Wizard vs API is the essential questionDepends on the operations you want to

performDepends on the objects involvedDepends on your scheduling needsDepends on your de-duping needsDepends on the number of records involvedDepends on the data sources/destinations


Page 9: Importing data to salesforce

Review1. Can you import data into custom objects

using the Salesforce import wizard?2. How do you decide which tool to use?3. True or False: An External ID is always


Page 10: Importing data to salesforce

UpsertUpsert is an API function that combines insert

and update into a single call.Upsert uses an indexed custom field or external

ID to determine whether to create a new object or update an existing object.If the external ID is not matched, then a new object

is createdIf an external ID is matched once, then the existing

object is updated.If an external ID is matched multiple times, then an

error is reported.Use Upsert when importing data to prevent the

creation of duplicates.

Page 11: Importing data to salesforce

External IDsExternal ID is flag that can be added to a custom field

to indicate it should be indexed and treated as an ID.Custom index on any custom field of type: Text,

Number or EmailAvailable on all objects that support custom fieldsUser-defined cross-reference fieldWhy is this important?

Increases report and API SOQL performanceUsed with upsert to easily integrate apps with other

systems.An object can have three External ID fields.

Page 12: Importing data to salesforce

Data Management