Salesforce Admin Training Week 6 – Data Import

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Salesforce Admin Training Week 6 (Version 1) – Data Import

Following on from Week 5. Another presentation by Keeva Brooks. Thank you.

 

EXAM TOPICS TO COVER

 Data and Analytics Management: 14%
  • Describe the considerations when importing, updating, transferring, mass deleting, exporting and backing up data.
  • Describe the capabilities and implications of data validation tools.

 

Meeting topics

  1. Data import approach (including 15 or 18 character IDs)
  2. Soft and hard deletes
  3. Duplicate management
  4. Back ups
  5. Importing data options
    1. Data Import Wizard: The Salesforce Data Import Wizard was developed by Salesforce.com and is the simple tool for accounts, contacts, leads, solutions, and custom objects. It helps to prevent duplicate data from being loaded and load over multiple objects. It’s simple interface is also great for new users.
    2. Data loader and Dataloader io: The Databloader io has a clean and straightforward interface that makes it easy to import, export, and delete data. This third party tool allows you to schedule task and opportunity imports daily, weekly, or monthly.
    3. Excel Connector: XL Connect (licenced product). Force.com Excel Connector no longer works.
    4. Apex Data Loader: Import your data into the Salesforce objects is the Apex Data Loader. You can import, export, and delete an unlimited amount of data and information in Salesforce.

 

Data Import Wizard Data Loader
User Relevance Admin, End Users Admins
Data Processing Volume* Up to 50,000 Up to 5 Millions
Object Supports Few Standard & All Custom All Standard & Custom
Export Delete Not available Available
Catches Duplicates* Yes No
Installation No Yes
Internal/External Internal External
APIs Used NA SOAP, Bulk Data
User Friendly Results No Success & Error File
Workflow Invocations Yes No Must turn off workflow in setup
Persist Mapping No Yes

 

TOPICS & LINKS

Data Management Trailhead module – https://trailhead.salesforce.com/content/learn/modules/lex_implementation_data_management

Duplicate Management Trailhead module – https://trailhead.salesforce.com/content/learn/modules/sales_admin_duplicate_management

Import and Export with Data Management Tools Trailhead project – https://trailhead.salesforce.com/content/learn/projects/import-and-export-with-data-management-tools

Data Loader.io  https://dataloader.io/importing-data-salesforce

Data Loader training – https://www.apexhours.com/salesforce-data-loader/

 

Additional David Lui’s Pluralsight training course

FREE SALESFORCE CODING CLASS (virtual) this week from October 11-17, 2021!

Here’s how to join the FREE virtual on-demand course:
1. Register at https://lnkd.in/e7gkkQzj (no credit card required)
2. Watch my courses in this order:
a. Absolute Beginner’s Guide: https://lnkd.in/g2rXPAw
b. Fundamental Coding Techniques: https://lnkd.in/gbSegsN
c. The Power of SOQL: https://lnkd.in/gxzCZgV
d. (Optional) Knowing When to Code: https://lnkd.in/gmCdqEQ

MEETING RECORDING