Data Loader Import Wizard in Salesforce

Data Loader:      Data loader  is a new  External tool provided by Salesforce, It   used to insert and update and Upsert and  delete and  Export data from Salesforce to External System and External System to Salesforce.

  It is used to import or export bulk data.

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.

Operations performed by data loader:-
  1. Insert (Inserting brand new records, no need of ID)
  2. Update (Updating the existing records based on the record ID)
  3. Upsert (To Upsert we should have one external ID field on the object, based on the external id field if the value already exists it will update, if doesn't exist then it will insert)
  4. Delete (Delete the records based on the id provided, to delete we need only id, deleted records can be found in recycle bin)
  5. Hard delete (Delete the records based on the id provided, to delete we need only id, deleted records can't be found in recycle bin, Note: If we enable bulk API in data loader settings then only we can perform Hard delete.)
  6. Export (From any object we can export records based on the SOQL query, Note: We can't export deleted records which are there in the recycle bin)
  7. Export all (From any object we can export records based on the SOQL query, Note: Using Export all we can export deleted records which are there in the recycle bin also)

Key features of the data loader:-
– An easy-to-use wizard interface for interactive use
– An alternate command line interface for automated batch operations
– 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 7

Use the Salesforce Data Loader Data Loader when:-
– To load the data greater than 50,000 we will go for data loader. We can load up to 5,00,000 records at a time by using data loader.
– To load the data into an object that is not supported by the import wizards.
– To schedule regular data loads, such as nightly imports.
– To export data for backup purposes.

import wizard:-

  1. Data import wizard provides you load the data into salesforce . By using this wizard we can insert, update & upsert the records.

  2. By using this we can can import up to 50,000 records. It won’t allow you to load duplicate records. 

  3. By using this you can load Accounts, Contacts, Leads, Solutions and Custom objects.

Use the import Wizard when:-
– By using import wizard we can load below 50,000 records.
– The object you need to import is supported by import wizard. Go to setup -> Data management here you can find what are all the objects supported through import wizards.
– You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address you can use import wizard

 Differences between Data Import Wizard and Data Loader 

Data Import WizardData Loader
For simple imports of dataFor complex imports of data
It can load up to 50,000 records.It can load up to 5,00,000 records.
It supports all the custom objects and only a few standard objects like Account, Contact, Campaign members, person accounts, Leads, and Solution.It supports all custom and standard objects.
It supports schedule export.It doesn’t support scheduled export.
Delete operation is not available. Delete operation is available.
Cannot import cases and opportunity.Can import cases, events, tasks, and opportunities
While importing, duplicates can be ignored.While importing, duplicates cannot be ignored.
It doesn’t require installation.It requires installation.


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