Apex Data Loader
Apex Data Loader : In this training tutorial we are going to learn clearly how to Insert records from CSV file to salesforce through Data Loader. Before inserting records we are required to prepare CSV File. CSV file will be created in Ms-Excel application .
Step1 :- Click insert button.
Enter your username and Password and click on Login Button. Now select object to which you want to insert record. Browse for CSV file to be inserted. Procedure for Creation of CSV file is shown below.
Prepare CSV file in Ms-Excel to insert as shown below. We are taking an example Studentinfo__c object. In this object we are planning to add Course name, Fee Paid, Subject 1 Marks, Subject 2 Marks, Subject 3 Marks.
Click Next.
Click OK. Initialization is Succeeded.
Mapping
Mapping is the process of mapping CSV fields to the fields in Studentinfo__c object. We can check fields manually and also Fields can be mapped automatically by selecting “Auto Match fields”. We can save the Mapping which will b used in future.
Now create or Edit a Map. In CSV file we have given different field names to match those column Header we choose mapping and click next.
Drag the salesforce object fields down to the column mapping then select OK button.
Select Next.
Select Finish button
Select Yes.
Insertion of record is in progress and we inserted 5 records with out errors.
Now go to object which we selected the records to insert.
Now select any of the Record which we inserted through Data Loader and observe the fields given below.
