Data Loader articles
9 articles · Loading, upserting and exporting records in bulk.
AdminData Loader Upsert vs. Workbench Duplicates: Debugging Strategy
Data Loader upserts cleanly and Workbench creates duplicates on what looks like the same job. Here is the order to...
AdminHow to Export a Salesforce Report to Excel: 4 Methods Compared
Formatted Report and Details Only exports produce different files with different row limits, and choosing the wrong one...
FlowScheduled Flows for Bulk Record Updates
Scheduled Flows give you a native, configuration-light substitute for Data Loader when you need a mass update to run...
AdminAssigning Records to Salesforce Inactive Users - Guide
Assigning a record to someone who left the company hits a wall in the UI, and reactivating their license is not the...
DevOpsHow to Refresh a Salesforce Sandbox (and Recover It If It Breaks)
How to refresh a Salesforce sandbox the safe way, and what to do when a bad deployment or data import wipes out a week...
IntegrationSalesforce flat file integration for batch data exchange
Sometimes a simple CSV beats a complex API. Here is why Salesforce flat file integration is often the most reliable way...
AdminData Loader vs Data Import Wizard: Which to Use & When
Data Loader vs Data Import Wizard: the Wizard handles up to 50,000 records on common objects from the browser. Data...
AdminIs it possible to hard delete records using a data loader? | Data Loader hard delete
AdminHow to Improve Salesforce Data Quality - Best Practices
Bad data drags down your CRM and your bottom line. This guide shows you how to audit your records and set up validation...