importing data to salesforce
DESCRIPTION
Overview of the differences between the Salesforce Data Loader and Import Wizard.TRANSCRIPT
Francis Pindar
ObjectivesQuick overview on ways in importList objects exposed to the import wizardsList some of the capabilities of API-tools that
the import wizards don’t haveHow to obtain the Data LoaderList the capabilities of the Data LoaderShow Data Loader example
Tools for Executing Data MigrationVia Application
import / export Wizards
AccountsContactsLeadsSolutionsCustom Objects
Via Web Services API
Data LoaderPartner ToolsCustom-built ToolsOpen Source Tools
Import WizardsEasy to use tool to load Accounts, Contacts,
Leads, Solutions, or Custom Objects.Load 50,000 records or lessPrevent duplicates
Account Name and Site; Account IdsContact Email Address; Contact Name; Contact
IDLead Email Address; Lead IDs
Overview of API-Based ToolsLoad any object supported by the APILoad more than 50,000 recordsSchedule regular data loads such as nightly
feeds.Export data for backupMass delete supported objects
Data LoaderIs a fully supported salesforce.com product.Supports import from CSV or export to CSV.Supports loading from or exporting to a
database via JDBC.Supports custom relationships for upsert.Can be run from the command line.
Obtaining Data LoaderAvailable in: UE, EE, DESystem Administrators download through the
application1. Setup | Data Management | Data Loader2. Download the Data Loader link and save3. Launch the installShield Wizard
Open Source ProjectSourceForge.netNot supported by salesforce.com
Which tool do you use?Wizard vs API is the essential questionDepends on the operations you want to
performDepends on the objects involvedDepends on your scheduling needsDepends on your de-duping needsDepends on the number of records involvedDepends on the data sources/destinations
involved
Review1. Can you import data into custom objects
using the Salesforce import wizard?2. How do you decide which tool to use?3. True or False: An External ID is always
unique
UpsertUpsert is an API function that combines insert
and update into a single call.Upsert uses an indexed custom field or external
ID to determine whether to create a new object or update an existing object.If the external ID is not matched, then a new object
is createdIf an external ID is matched once, then the existing
object is updated.If an external ID is matched multiple times, then an
error is reported.Use Upsert when importing data to prevent the
creation of duplicates.
External IDsExternal ID is flag that can be added to a custom field
to indicate it should be indexed and treated as an ID.Custom index on any custom field of type: Text,
Number or EmailAvailable on all objects that support custom fieldsUser-defined cross-reference fieldWhy is this important?
Increases report and API SOQL performanceUsed with upsert to easily integrate apps with other
systems.An object can have three External ID fields.
Data Management