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Data Loader articles

8 articles · Loading, upserting and exporting records in bulk.

Debugging data integrity: resolving Data Loader upsert vs. Workbench duplicate record creation issues in Salesforce.Admin

Data 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...

· 8 min read A 3D rendering illustrating a Salesforce Scheduled Flow icon processing a large batch of records efficiently.Flow

Scheduled 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...

· 3 min read Screenshot guide showing steps to reassign records from Salesforce inactive users via Data LoaderAdmin

Assigning 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...

· 5 min read Diagram illustrating the process of Salesforce sandbox recovery using Git and Metadata API tools.DevOps

How 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...

· 8 min read Diagram illustrating Salesforce flat file integration for secure batch data exchange between systemsIntegration

Salesforce 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...

· 4 min read Comparison graphic showing the features and use cases for Salesforce Data Loader vs Wizard tool.Admin

Data 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...

· 5 min read A screenshot showing the Data Loader interface used for a hard delete operation in Salesforce.Admin

Is it possible to hard delete records using a data loader? | Data Loader hard delete

· 4 min read A visual representation of improving Salesforce data quality using checklists and validation tools.Admin

How 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...

· 4 min read