The simple Import Wizard that is included with Salesforce Professional version is very simplistic, and only gets Contacts and Accounts. It can only upload a maximum of 500 rows of accounts and contacts, not the activities or history.
For full imports, you will need the Enterprise Version ($120 per user) which will include the DataLoader, which enables upload of over 100000 rows at a time, plus all the related tables.
You will first need to contact your Salesforce Rep and ask for a Security Token, which adds on to the right of your password.
There are 4 things Salesforce needs for advanced applications:
| # | Item | Example |
| 1. | Username: | email@domain.com |
| 2. | Password: | mypassword123 |
| 3. | Verification Code: | 12345 |
| 4. | Security Token: | xzEv6VRjMoFnrKzsaVZ2xTKqZ |
To get the Security Token, go into Salesforce and select Setup, My Personal Information, Reset Security Token. Then it will be sent to your email address.
| Regular tables | Show all Sforce objects |
|
Account |
To Activate the Data Loader, you will need a Security Token
1. Select Your name in the top row of the screen
2. My Settings
3. Personal
4. Reset My Security Token
Exporting Data in to CSV files
| Account Additional Directory Number Ad Group Approval Attachment Call Center Case Case Comment Case Solution Category Data Category Node Contact Contact Role Contract CSS User Custom Button or Link Custom S-Control Document Document Entity Email Template Email Template |
Event |
More information about the Data Loader Security Token
A security token is an automatically generated key that you must
add to the end of your password in order to log in to Salesforce from an
untrusted network. For example, if your password is mypassword, and your
security token is XXXXXXXXXX, then you must enter mypasswordXXXXXXXXXX to log
in. Security tokens are required whether you log in via the API or a desktop
client such as Connect for Outlook, Connect Offline, Connect for Office, Connect
for Lotus Notes, or the Data Loader.
You are offered a security token if you try to access Salesforce from an
untrusted network. Once you have been issued a security token, you have the
option to reset this security token at any time.
To reset your security token, click Your Name | Setup | My Personal Information
| Reset Security Token, and click the Reset Security Token button. The new
security token is sent via email to the email address on your Salesforce user
record.
If you have never been offered a security token, for example, because your
organization restricts the IP addresses from which you can log in, the Reset
Security Token node does not appear in Setup.
How to Delete Records using Data Loader
Much better than the new wizard