Data Management

Data Management

Data Management is used for to

  1. Export the data from SF Objects to CSV Files by DM Wizards.

  2. Import data from CSV files to SF Objects by DM Wizards.

    1. For What are the objects we can import data from CSV Files.

      1. Custom objects

      2. Solutions, Leads, Accounts/ Contacts

      3. we can store analytical snap shots (by mapping the custom object to the reports storing the reports is called analyticalsnapshot.)

  3. Mass Transfer records, deletion, update address and Approval Request.

  4. Updating State and Country pick list.

  5. We can examine Storage Limits or usage.

  6. Data Loader (Through Command line interpreter we can connect to SF and we can export and import with sale forces) from Desk Top.

Data Export

  1. Export now

  2. we can schedule Export

  3. with in 48hrs the link will be generated though which we can download the csv files.

Data Loder

How to login the Dataloder : Download Data loder form your SF Account >DataManagment > Data Loder 

User Id : your user id

Password : YourPasswordSecurityTocken

  1. Bulk export and import

  2. Insert, Update, Upsert, delete, Hard delete

  3. we can use data loader in tow way 1st User Interface , 2ed. Command line

  4. Support for large files with up to 5 million records where as DM Wizard 50000/- (because it is through browser)

  5. You need to load into an object that is not yet supported by the import wizards

  6. You want to schedule regular data loads, such as nightly imports.

  7. You need to load 50,000 to 5,000,000 records. Data Loader is supported for loads of up to 5 million records. If you need to load more than 5 million records, we recommend you work with a partner or visit the App Exchange for a suitable partner product.


Use the import wizards when:

You are loading less than 50,000 records.

The object you need to import is supported by import wizards. To see what import wizards are available and thus what objects they support, from Setup, click Data Management.

You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.

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