Sunday, April 19, 2015

Integrate and Use (Export, Import and Delete) Dataloader.io with Salesforce

Dataloader.io is a web based tool for Salesforce. It is 100% cloud application used to import, export and delete data from Salesforce. It is very simple, free and no app download is required for Salesforce. It can be used with all the Salesforce editions. In dataloader.io you can schedule the import and export task on hourly, daily, weekly or monthly basis. As compared to Salesforce Data Loader you don't require security token to login in Dataloader.io. 

Dataloader.io can be searched and downloaded through AppExchange and click “Get It Now”.

Select the check box and click “Install from provider’s site”. It will take you to provider’s website for installation.

Select the Environment: Production or Sandbox

Select “I have a custom Salesforce domain” is you have any.

Select checkbox “I agree to the term and services” and Login.

Click Allow

Dataloadr.io account successfully created using Salesforce.

Exporting Data From Salesforce 

New Task > Export.

1.       Connection and Object Section

Connection: Select the connection from the drop down menu. The login credentials will be the default connection. If you want to add another connection click the “+”.

Object: Select the object for data export. For Example: Select Account object for data export and Next

2.       Fields Section

Select the fields to be included in the export file. For example we have selected Account ID and Account Name.

Filter: Set the criteria as required and only that data will be exported which matches the criteria.

Order: How to order the data.

SOQL Query: You can also write custom queries to export the data.

Next

3.       Run Section

Review the details in the summary section.

Schedule Task: To schedule the export task on None, Hourly, Daily, Weekly or Monthly basis.

Use Bulk API: Choose between Batch API or Bulk API.

Send me the results via e-mail: Select the checkbox to send the results via email.

You can further use advanced settings.

Save and Run


Export complete. Click successes and save CSV file on desktop.

Exported Accounts Data.

Deleting Data in Salesforce

Task > Delete

1.       Connection and Object Section

Select the object for which you want to delete the data in Salesforce.

2.       File

Upload CSV file from My Computer, FTP, Secure FTP, Dropbox, Box or Database and Next. 

 3.       Select ID Field

Select the column from the CSV file that contains IDs of the objects to be deleted. For this task the ID columns matters the most.

4.       Run Section

Review the summary section.

API Mode: Select Use Bulk API or Use Batch API with 200 records per request.

Save and Run

Specific accounts records in the CSV file will be deleted from the Salesforce.

Importing Data into Salesforce

Task > Import

1.       Connection and Object

Connection: Select the connection from the drop down menu. The login credentials will be the default connection. If you want to add another connection click the “+”.

Operation: Select Insert, Upsert or Update.

Object: Select the object you want to insert, upsert and update the data into the Salesforce.

2.       File

Upload CSV file from My Computer, FTP, Secure FTP, Dropbox, Box or Database and Next.

3.       Mapping

Map your CSV columns to your Salesforce fields.

4.       Run Section

Review the summary section.

API Mode: Select Use Bulk API or Use Batch API with 200 records per request.

Save and Run

Specific accounts records in the CSV file will be deleted from the Salesforce.

Click Run to confirm to alter Salesforce Data.

Account Update successful.

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