Month: February 2025

My Top 5 Do’s & Top 5 Don’ts If there is anything I want you to take away from this document, it is the explicitly of these points! The Do’s Use a master workbook to store all needed data Upload files to relevant project Teams Channel Keep all of your Success & Error files stored in a folder in teams, that way you don’t lose anything when you do future projects and might need to reflect on what went on. All required fields have the API name as column header, and appropriate data must be populated for every record. Have a unique key for all your records (Concat multiple unique fields together) The Don’ts DO NOT EDIT IN .csv. Just don’t. Never acceptable. Please. Do not have any empty columns - Dataloader will fall over. Do not allow duplicates to slip through into your upload Do not just wing it. No cowboy approaches with data. Take your time and do a good job. Methods for getting data into Salesforce Doesn’t matter who you ask, somebody will tell you a new way of uploading data to Salesforce you’ve never heard of, and whilst none of them are technically incorrect, there are definitely some best practices we can stick to as a company to try and remove any errors. Standard Methods Dataloader This is my personal favourite tool, and the tool which I will be using to teach best practices in this document. You can install it easily to your desktop from your Salesforce Org, and doesn’t need much setting up Dataloader.io This is basically dataloader, but it’s the web version. They are very similar, but the main difference is this is the restricted version of dataloader, and you have to pay to upload more records, ewww. Data Import Wizard To be honest with you, I don’t think I’ve used this tool since I first started using Salesforce, I’m sure it has its pros and cons, but if you want to find out more you will have to ask somebody else or google it. I do know you can find this in your org setup though. Non-Standard Methods NPSP Data importer Similar to the Data import Wizard, I wouldn’t really use this, even if you have NPSP. BUT… the wicked feature this tool has is before it finally uploads, it places your data in a holding pen, so you can say upload one .csv file with accounts and contacts, and then split them out in this holding pen before upload! Code You can use code to upload data into your org, a good example of this is CumulusCI to produce test data. API If you have data sources other than Salesforce and want to integrate them, you will need an API to do this. Once you have it set up it can read and write data between the two sources. Salesforce Inspector The Salesforce Inspector is a powerful Google Chrome extension that has many features, one of which, is its capabilities to export and import data! The export functionality works with a simple SOQL, and the import, by pasting in data from an excel/csv.

Month: February 2025

Salesforce Data Loader Best Practices

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