How to install Salesforce Data Loader

by Rijwan Mohmmed
how-to-install-salesforces-data-loader-techdicer

Hello friends, today we are going to discuss How to install Salesforce Data Loader in your system. Data Loader is a Salesforce tool so we can process DML operation of large amounts of data.

Data Loader is a Salesforce tool for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records. We can process the DML operation of a large amount of data.

When importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection. When exporting data, it outputs CSV files.

Also check this: Accordion In Lightning web components(LWC)

Key Highlights

  1. Use bulk API for batch size 2000
  2. Use CSV file for import and export data.
  3. Can be works for millions of data import/export.
  4. Generate success and error logs files when on process complete.
  5. Use Export all for retrieve all data of a particular object with recycle bin.
  6. use dataloader.io web site for low amount of data.
  7. Support for all objects, including custom objects

Process

Step1: The first thing we’ll need to do is install Zulu OpenJDK version 11. Here is the link. Download .msi file

how-to-install-salesforce’s-data-loader-Zulo-install-techdicer
how-to-install-salesforce-data-loader-Zulo-install-techdicer

Step2: Now for download Data Loader go to your org’s Setup page, search Data Loader and then download the Data Loader installation file. Setup > Data Loader > Download File.

how-to-install-salesforce’s-data-loader-download-techdicer
how-to-install-salesforce-data-loader-download-techdicer

Step3: Right-click the downloaded .zip file and select Extract All.

data-loader-file-stacture-techdicer
data-loader-file-stacture-techdicer

Step 4: Go to the Data Loader folder, double-click the install.bat file. and Run.

Step 5: Specify whether to create a Data Loader launch icon on your desktop or a start menu shortcut. Data Loader completes the installation.

Step 6: Open the Data Loader by clicking on the desktop icon or in the folder hit dataloader.bat file.

Step 7: Hit on insert/update/delete or export the records which action you want to do

Action in data loader

Step 8: You can log in with password authentication and OAuth. By password authentication, you need to put username and password+security token. In OAuth, you just need to username and password. and give access to Data Loader.

data-loader-login-techdicer


Step 9: Select the object in which you want to do DML or export action. Also, be careful for select path on which your files will save so do browse the path. Here we will update the accounts. so browse the csv file which have account records with id.

Step 10: Here we will map the fields so click on create and edit the map and then click auto-match. if some fields do not match then drag and drop and upper to lower.


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