Data Loader

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Data loader is a tool to process bulk record. We can process maximum of 5 million
record with the data loader. The default batch size of the data loader is 200.

Data loader will use CSV file formats to perform the import and export operation.

i.e to insert the bulk records, we have to place all the records in the in the
".csv" fields and supply the .csv file as the input to the data loader.

Upon performing the operation into the records, if any operation fails, then data
loader allow partial processing.
(i.e Instead of rolling back the transaction, it will continue with the rest of the
records in the files)

Data loader genereste 2 ouput files.

1. Success File:
2. Error File:

Salesforce implements the batch processing internally, where all the records will
be divided into the various smaller chunks / batches.

Each batch contain set of ercords.

1. Using Apex API:

Minimum Batch Size: 1
Maximum Batch Size: 2,000
Default Batch Size: 200

2. Using Bulk API

Minimum Batch Size: 1
Maximum Batch Size: 10,000
Default Batch Size: 2000

Using data loader we can perform 6 types of operation

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1. Insert � insertion of new records

2. Update � Updating existed records. (You can use record id for this case)

3. Upsert � (Insert + Update) Update and Insertion of records (You can use external
id in this case)

4. Delete � Deletion of records.

5. Export � Export of all records from your salesforce.

6. Export All � It extracts all records from salesforce including Recycle Bin
records.

7. Hard Delete - Parmanently delete with the salesforce.

(1.) Data loader and import wizard support which type of file format?

.CSV file
(2.) Can we avoid duplicates using apex data loader which we can do through import
wizard?

No

(3.) How to insert null values into dataloader?

In dataloader settings we should enable �insert null values� checkbox otherwise we

can�t insert null values.

GO to the Data loader --> Setting --> Check IsNullValue check box.

(4.) Maximum batch size of data loader?

200

(5.) What is default batch size if we enable bulk API?

2,000 records.

(6.) When �Hard Delete� button will be enabled in apex data loader?

When you enable "Bulk API" setting in apex data loader. Then Hard delete button
will available.

(7.) How can we insert a record using Data Loader?

Before inserting records we are required to prepare CSV File. CSV file will be
created in Ms-Excel application.

(8.) I want to export data into salesforce from apex data loader which option
should be enable in profile.?

Enable API

(9.) What is the difference between data loader and import wizard?

Data Loader:
1. It support to load 5 million records.
2. It support almost all custom and standard object.
3. Delete operation is avaliable.
4. It required installation.
5. While importing duplicate can not be ignorned.

Import Wizard:
1. It support up to 50,000 records.
2. It support all custom object and few standard object.
3. Delete operation is not avaliable.
4. It does not required installation.
5. While importing duplicate can be ignorned.
It supports for Accounts & Contacts, Leads, Solutions and Campaign Members Standard
Object and Custom Object.
(10.) Difference between �Export� and �Export All� in apex data loader?

Export: It's export all the data from Salesforce.com excluding the recycle bin�s
data.
Export All: It's export all the data from Salesforce including the recycle bin�s
data.

(11.) What is the difference between Delete and Hard delete?

Delete operation is used to delete the record and It will store in recyle bin.
Hard delete operation is used to parmanantely delete the record from the system.

(12.) We are not providing some of fields in .CSV file which are required in page
layout level. What happens if we try to insert records into Salesforce through data
loader?

All records are inserted in salesforce sucessfully.

(13.) We are not providing some of fields in .CSV file which are required in field
level. What happens if we try to insert records into Salesforce through data
loader?

Except those records rest of the records will be inserted in to Salesforce.

(14.) Is there is any option to specify time zone for uploading records in apex
data loader?

Yes, present in setting page of apex data loader

(15.) How import wizard will not allow the duplicates?

Using External Id

(16.) What is Import wizard?

Import wizard is a web based tool to process bulk records.

With import wizard we can process maximum of 50,000 records.
By using import wizard we can load data of Account, Contact, Lead, Solution and
Custom Object.
Salesforce import wizard support only CSV file.

(17.) Import Wizard will support for which Object?

Account, Contact, Lead, Solution and Custom Object.

If you want to import other object data then we have to use Apex data loader.

(18.) Can We Bypass The Required Fields In Data Loader?

Inserting the records through Data loader Required fields cannot be skipped.
(19.) How Can We Bypass Workflow Rules When Using The Data Loader?

We don�t have any option to skip workflow rules, Validation rules and Triggers from
data loader.But we can deactivate the workflow rules while loading data through
data loader.

(20.) Can you import the user data through import wizard?

No, this can not be done

(21.) Can you import custom object data through import wizard?

Yes, custom object data can be imported by import wizard.

(22.) What are the object supported by the data loader?

Data loader support all the object including custom object.

(23.) How to handle comma fields while uploading using Data loader?

Data Loader cannot handle commas implicitly because there is no logical path to
follow.
We have to close the content with double quotation marks �content �. Then data
Loader will be able to handle this operation.

(24.) What is bulk API

The Bulk API is used to upload high volume of data (millions of records).
When you check Bulk API checkbox, increases the batch (upto 10000 records) which is
usually 200 in normal upload.
Hard delete bypasses the Recycle Bin, so deleted records do not consume storage
space and there is no way to retrieve them.

(25.) If there are 10 records in a csv file. And we are trying to insert the data
using Data Loader. First 6 records were inserted and suddenly I have stopped the
operation. Now again I need to insert from Seventh record as first 6 are already
inserted.
Can I acheive in Data Loader using only "Insert"? (Without Upsert, Update and any
other format)

Yes. You can acheive this with Data Loader using only Insert operation. Once you
have stopped the operation in the middle, you will get a success file for
successfully inserted records. Then you have to compare the success file (a file
with 6 successfully inserted records) with the source file (the file having 10
records). By using V-lookup in .csv files, you can get the remaining records to be
inserted in a seperate file (you will get the remaining 4 records). Then again
start inserting them. This won't use Upsert or Update.