Salesforce Data Import

Data can be easily imported into Salesforce using various tools. Below are the two main tools provided by salesforce to import data:

  1. Data import wizard
  2. Data loader
Data Import wizard: Its in-browser tool provided by salesforce. In browser means its available in each Salesforce org and we need not to install any software to use it. Using Data Import wizard, we can perform only below 3 operations:

  1. Insert: It simply creates new records in Salesforce org.
  2. Update: It modify existing records in Salesforce org with the help of record Id or external Id.
  3. Upsert: Its combination of insert and update operation. It modifies the existing records and if record doesn't exists in salesforce org, it creates new record.
Limitations of Data Import Wizard: There are few limitations of Data Import Wizard:
  • It can import up to 50,000 records at a time.
  • We can import data in some standard objects such as Account, Contact, Lead, Solutions, Campaign Members, Person Account(If enabled), and all custom objects.
  • We can not perform Delete operation using Data Import Wizard. Delete operation is not available in Data Import Wizard.
  • We can not save the mapping. We need to map the data each time while importing.
Data Loader: Its a client application. Means we need to download and install in our system in order to use it. Below are some features of Data Loader:
  • It can import up to 5 million records at a time.
  • It support all the objects(including all standard objects).
  • We can save the mapping.
  • It works on command line as well.
Limitations of Data Loader: There are few limitations of Data Loader:
  • Data loader is not supported by professional edition of Salesforce because the professional edition doesn't support the API.
Note: Date format of any date column in CSV file should be in the formate(date locale) of the user who is going to perform the import operation. For example, if date formate/locate of the user is mm-dd-yyyy  then date columns in csv file should contain the date in this formate otherwise date will not enter correctly.


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