How to load data into Salesforce objects?
I have created my salesforce application and I have to enter my data into Salesforce. I have only 5 records in one of my objects, so I can simply go to the tab and will create records in Salesforce. But in one of my object I need to load bulk (thousands of) records, to enter thousand of records will take more time by entering manually and also it is very difficult and no one will enter thousands of records manually. Here I am providing information about how to load data into salesforce by using automated tools.
Salesforce providing two ways to load-data into Sobjests. One way is “load data by using import wizard from your setup menu” and another way is load data by using data loader.
To work with the import wizard no need to install any tool, directly from setup menu and we can use it. By using import wizard we can load data of Accounts, Contacts, Leads, Solutions and Custom Objects.
- Using import wizard we can load data up to 50,000 records.
- We cannot load duplicate records by using import wizard.
- We can also schedule exports from set up menu export data under data management.
Data Loader is a tool provided by Salesforce. We can download this from the setup menu. By using data loader we can perform Insert, Update, Upsert, Delete, Hard delete, Export & Export All operations.
- We can load 5,00,000 records at a time by using data loader.
- And also by using command line interface, we can schedule data loads.
- By using data loader we can load data for all Sobjects.
Working with Import wizard to load data:
In salesforce to navigate to import wizard go to Setup -> Administer -> Data management
Here I will explain to you how to use import wizard and other options to load data into Salesforce objects:
Below operations, we can do from the standard setup menu. To understand this go to below topics.
Working with data loader to load data into Sobjects
We can use data loader to load-data up to 5,00,000 records. By using data loader we can load any Sobject records. To know more about data loader go through below topic.
Many other topics are there related to this. I will update this page later.