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Which operations can we perform on Dataloader in Salesforce?

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Salesforce Data Loader is a powerful tool designed for bulk data import and export operations in Salesforce. It provides a user-friendly interface and supports various operations to manage large volumes of data efficiently. Here are the primary operations that you can perform using Data Loader in...
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Salesforce Data Loader is a powerful tool designed for bulk data import and export operations in Salesforce. It provides a user-friendly interface and supports various operations to manage large volumes of data efficiently. Here are the primary operations that you can perform using Data Loader in Salesforce:

  1. Insert:

    • Add new records to Salesforce by inserting data from an external source, such as a CSV file or a database.
  2. Update:

    • Modify existing records in Salesforce by updating data based on a unique identifier, typically the Salesforce record ID.
  3. Upsert:

    • Perform an "upsert" operation, which combines the insert and update operations. Data Loader will insert new records and update existing ones based on specified criteria, such as a matching external ID.
  4. Delete:

    • Remove records from Salesforce based on specific criteria. Deleted records can be permanently removed or moved to the Salesforce Recycle Bin, depending on configuration.
  5. Hard Delete:

    • Permanently delete records from Salesforce. This operation bypasses the Recycle Bin, and the deleted records cannot be recovered.
  6. Export:

    • Extract data from Salesforce and export it to an external file, typically in CSV format. You can choose specific objects, fields, and criteria for exporting data.
  7. Query:

    • Perform a SOQL (Salesforce Object Query Language) query to retrieve specific data from Salesforce based on specified conditions.
  8. Bulk Query:

    • Execute a bulk query to retrieve a large volume of data from Salesforce. This is useful for handling large datasets more efficiently than standard queries.
  9. Bulk API Operations:

    • Data Loader supports the Salesforce Bulk API, which allows for more efficient processing of data in bulk. This includes inserting, updating, upserting, deleting, and querying large datasets.
  10. Export All:

    • Retrieve all records, including records in the Salesforce Recycle Bin, for selected objects.
  11. Hard Delete All:

    • Permanently delete all records for a selected object, bypassing the Recycle Bin.
  12. Extract Field Metadata:

    • Retrieve metadata information about fields in Salesforce objects.

When using Data Loader, it's essential to understand the relationships between objects, the format of the data being imported or exported, and any required mappings or transformations. Data Loader provides both a graphical user interface (GUI) and a command-line interface, allowing users to choose the method that best suits their preferences and requirements.

 
 
 
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