Book Image

Salesforce Essentials for Administrators

By : Mohit Shrivatsava
Book Image

Salesforce Essentials for Administrators

By: Mohit Shrivatsava

Overview of this book

Table of Contents (14 chapters)
Salesforce Essentials for Administrators
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Data loader


IT applications are meant to make our life simple. In order to load data from a CSV file on a computer to Salesforce, we have a native built-in tool provided by Salesforce; this is known as the data loader. To download data loader from your organization, navigate to Setup | Data Management | Data Loader; on this page, you will see the Download the Data Loader link to download the tool to your local device. Once the tool is downloaded, we can install it. The tool can work on both Windows and Mac machine systems.

The following screenshot shows the link to download the data loader once you navigate to the Data Loader Setup page; it also shows the data loader UI. One can export data from Salesforce, insert data into a Salesforce table, update data on Salesforce, or delete the data.

An important step in data migration is to first connect this data loader to your organization. Salesforce data insertion can be in your production organization or in a sandbox. Sandbox is a testing environment...