Data Loader Configuration

Data Loader Configuration: Overview

The Data Loader module in ARM is key to migrating data between Salesforce orgs. To prevent duplicate record creation during migration, ARM supports data synchronization using an external ID. This ensures consistent, reliable data movement between source and destination environments.


Creating a New Data Loader Configuration

  1. Log in to your ARM account.

  2. Navigate to the Dataloader module and select Data Loader Configuration.

Navigation menu showing Data Loader Configuration option
  1. Click on New Configuration to begin creating a data migration setup.

New Configuration button in Data Loader Configuration screen
  1. On the configuration screen:

    • Enter a Name for the process.

    • Choose the Source Org and Destination Org.

    • Click Login and Fetch Objects to retrieve all source org objects.

Screen showing source and destination org selection
  1. Select the required Objects and their corresponding Fields. Use the search filter for quick lookup.

Object and field selection interface with search filter
  1. Click Save to store the configuration or Save and Run to execute the job immediately.

Save and Save and Run options for Data Loader jobs
  1. In the Job Details section:

    • View the configured objects and field mappings.

    • See success/failure status for each record.

    • Use the Search icon to locate record IDs:

Search icon to view destination record IDs
  • Use the Download icon to export success/failure record logs:

Download icon for record ID reports
Job details section with object mappings and record status
Detailed job execution report view

More Options

Action menu with edit, delete, clone, and log options
  1. Edit: Modify the configuration settings.

  2. Delete: Remove the configuration.

  3. Clone: Duplicate the configuration for reuse.

  4. Log: Access detailed execution logs.

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