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 loadercan 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

Objects have mandatory relationships which dictate the order in which the data should be loaded into the Salesforce org. In order to maintain the right order, create excel sheets for each object(s) to track and ensure the order and relationships are maintained.

Check, Check and Check Again

No matter how careful you are, mistakes can still happen. Create a multi-person QA (quality assurance) process when loading data using Salesforce data loader. And if the data is too large and complex, consider migrating a few records first to avoid bigger mistakes.

AutoRABIT’s Salesforce Data Loader Pro

AutoRABIT is built with advanced ETL capabilities to load data into the Salesforce CRM quickly and seamlessly. It resolves and preserves 1-1, 1-n and n-n relationships and ensures a hassle-free data migration.

Click here to learn more about Salesforce Data Loader Pro.

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