If you are inserting records, in more than one operation and in more than one object, make sure you have a unique identifier on the records so that the parent/child relationships can be maintained. Relationships between parent/child records.
If your password is and your security token is 10wovm593749t6kjfdke0, then you mustĮnter as the complete password to log in.ĬRUD Operations (Create, Read, Update and Delete)īefore clicking one of the operations available, here are a few things to think about regarding your source data. If you can reset your Security Token, it will be emailed to the email address that is in your profile. However, if your Salesforce Administrator has setup restricted IP addresses, the link to reset your Security Token may not appear. If you don’t already know/have a valid Security Token, you will need to login to your Salesforce deployment and navigate to the top navigation bar go to your name > Setup > Personal Setup > My Personal Information > Reset My Security Token. You will be required to enter your Salesforce login name, Salesforce password appended with your Security Token, and your Salesforce URL. When you first open the Data Loader, you are presented with a form that has several different operations available:Ĭhoosing one of these options will open the login form to make your connection to Salesforce. When exporting data, it outputs CSV files. However, if the csv delimiter is not your standard, Data Loader will accommodate other delimiters. When importing data, Data Loader reads, extracts, and loads data from comma separated values (CSV) files or from a database connection. The Salesforce Apex Data Loader is available in both Salesforce Classic and Lightning Experience, but is only functional with the Enterprise, Performance, Unlimited, Developer, and Editions. It also can be configured for use of the Bulk API which can tremendously improve performance for large record sets. The Data Loader utilizes an API connection to Salesforce which requires a Salesforce login, password and security token.
It is a free download from Salesforce and can perform Inserts, Updates, Upserts, Deletes and Exports of data. The Salesforce Apex Data Loader is a downloadable tool that runs on the desktop.