Salesforce Data Loader

The best way to import data in to Salesforce

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
Case
Contact
Event
Lead
Opportunity
Price Book
Product
Task
User

  

Then Map the Fields

Progress Bar

 

 

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

 

Data Loader Objects


 

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
Folder
Google Campaign
Group
Group Member
Keyword
Lead
Letterhead
Mail Merge Template
Note
Opportunity
Organization
Partner
Profile
Queue Sobject
Role
Search Phrase
SFGA Version
Solution
Task
Text Ad
User

 

 

 

 

 

 

 

 

 

 

 

 

 

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