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Showing posts from March, 2019

Salesforce Data Loader

Salesforce data loader is a client-based application used to upload bulk records into the Salesforce CRM. Now of course, when the users need to upload a limited number of records, they go with the casual way of uploading – .csv file format.  Salesforce data loader can be used when dealing with huge amounts of data, say about five million records. It offers users the capabilities to insert, update, ‘upsert’ (insert and update), delete and export records from in and out of the Salesforce org. Here are some best practices that come in handy when loading data using Salesforce data loader: Understand the Database Schema When uploading large amounts of data, the database schema can have thousands of records, hundreds of parent-child relationships and several self/circular references.While some references can be easy to handle, some can be difficult. Understanding this database schema can help map data accurately when using Salesforce data loader. Creating Templates for Objects Object