Data import wizard and Data Loader

Lets to speak regarding data management tool in salesforce .Using this tool we are able to extend our salesforce feature and securely manage the data .

Introduction of Data Import–

We can simply import external data in salesforce. That’s supported .CSV(comma-seperated values) file. Salesforce offer two method of importing data.

Data Import Wizard-Using this tool we are able to import common standard object like Contact,Account,Lead Furthermore as custom object. Data import wizard can import 50,000 record at a time. We don’t ought to import method to be automated.

Data Loader- Data Loader is a client application.When importing data Data Loader read,extract and load data from . CSV file.Data loader can import up to 50,000 to 5 million data at a time.Data Loader uses for vast importing of data.Above to 5 million we use App exchange

Follow these steps before you want to import data

• Clean up the import file like unnessecery data,duplicate data and other errors
• Compare your import field data into salesforce fields.
• Make any configuration changes needs in salesforce like add custom fields and record you have to need for importing

Use data import wizard for importing

When you produce export file and clean up the import data follow these steps:-

For import by using data import wizard.

1.Go to setup and find data import wizard and select it.

2. Choose the data that you want to import and click next.      

3. Map the Data field into salesforce field if some filed filed unmapped then click map on the left of unmapped field. After that click next.

4. Start import.

5. check the import status.

 Introduction of  Data Export

You can easily export data from salesforce .we can export it manually or automated.this support .CSV file.When export data we obtain copy of salesforce data we don’t need to backup or importing  external system data.

Salesforce offer 2 method for export data

Data Export wizard

Data Loader

Data Export Wizard –

 Its accessible through setup its allow to export data manually for weekly export(7 days) or monthly  export(29 days). We can also export data automatically weekly and monthly intervals

Data Loader-

Its client application .we can export bulk of data using this tool its available both Salesforce Classic and Lightning platform

          You can use Data Loader in two different ways:

• User interface—When you use the user interface, CSV files used for import and export.

• Command line (Windows only)—When you use the command line, you specify the configuration, data sources, mappings, and actions in files. This enables you to set up Data Loader for automated processing