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Bulk Updates Using Salesforce Data Loader

Disclaimer: Propel Support is not responsible for data integrity errors or data loss resulting from bulk deleting of data from Salesforce. It is assumed that the reader of this article is experienced with Salesforce objects and schema and has prior experience performing data migrations.

Technical Support: The Propel Support organization cannot assist with data migration or cleanup efforts. You may choose to contract with Propel Implementation Services for paid assistance with these activities.

Prep

  1. Read before you install the Data Loader: https://help.salesforce.com/articleView?id=installing_the_data_loader.htm&type=5
  2. Download Data Loader
    • Go to Setup -> In Quick Find, search for “data loader”
    • Download the appropriate version
  3. Make sure you have a Propel License

Export

  1. Obtain your data by performing an export of the objects you wish to update, or by running a report and make sure your report includes the record ID
  2. As a backup measure, save an extra copy of the generated CSV file
  3. Open your working file in a CSV editor such as Excel, and update your data

To Export from Data Loader

  1. Open Data Loader and select Export

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    2. Click the Log In button and log in using your credentials

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    3. Click Next when it shows

    4. Once you specify the Object you want to export and the folder path, click Next

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In the window below, you can either pick fields from the drop-down or click the Select all fields button if you are not sure which fields you want.

     5. Click Finish to start exporting

Update

  1. Launch Data Loader and follow the update wizard - Note that matching is done according to record ID
  • Open Data Loader and select Update

  • If you use the Export function in the previous step, you can skip this step - Click on the Log In button and log in using your credential

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  • Click on Next when it shows
    • Once you specify the Object you want to update and upload the file to be used for updates, click Next

  • Click Next and OK (if the number of records match)
    • Click on Create or Edit a Map button

  • In the popup window, choose Auto-Match Fields to Columns and review mapped fields - Note that you may need to manually match certain fields that have not been mapped yet using this functionality

  • Click OK, Next, and Finish
  1. After the operation, review your success and error log files
  2. If you made a mistake, use the backup file to update the records to their previous values

For more details, please refer to salesforce_data_loader.pdf below

 

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