Salesforce: A Basic Guide to using Data Loader

Published: 21 November 2022
on channel: Systemize Pro

1,418

In this video, I will be showing you how to use data loader at a basic level. Watch in 1.5x the speed!
When mapping fields through data loader you can also drag and drop to match it to the appropriate fields.

Data loader is a powerful data management tool:

Insert: Allows you to import brand new records into an object.
Update: Allows you to update field values in records.
Upsert: Allows you to update and insert records into an object.
Delete: Allows you to delete select records and will be put in the recycle bin in your org.
Hard Delete: Allows you to delete records but it will be permanently deleted from org.
Export: Allows you to export existing records from your org.
Export All: Allows you to export existing records AND deleted records from the recycle bin from your org.

In order to use hard delete one must go into setting from data loader and check off "Use Bulk API". You must also provide permission to the user to use hard delete. Either through permission sets or customizing the user's profile.

Resources:
How to install Data loader on Windows
• Salesforce: Installing Data Loader on Wind...
https://help.salesforce.com/s/article...
Help Articles
https://help.salesforce.com/s/article...
https://help.salesforce.com/s/article...

Blog:
https://definingaffect.com/

**TIMESTAMP**
Intro - 0:00
Menu bar - 1:01
Insert - 4:18
Update - 9:23
Upsert - 11:30
Delete - 14:24
Export - 16:30
Export All - 18:54
Hard Delete - 20:20
Assigning Permission to use Hard Delete - 25:33

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