# Configuring DataLoader
### DataLoader Configuration: Overview
The DataLoader 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.
### Step-By-Step Guide
1. **Create New Configuration**
* From the **DataLoader Configuration** page, click **New Configuration** to initiate a new setup.
* This action opens the **New Configuration** page, where Salesforce Org details must be defined.
* Configuration creation allows establishing connections between source and destination orgs for data migration.
2. **Enter Salesforce Org Details**
* On the **New Configuration** page, enter a **Name** for the configuration.
* Select the **Source Org** from the dropdown menu.
* Select the **Destination Org** from the dropdown menu.
* Click **Login and fetch objects** to proceed with retrieving available objects.
3. **Provide Configuration Information**
* Input a meaningful configuration name in the **Name** field for easy identification.
* Confirm that the correct **Source Org** and **Destination Org** are selected.
* This ensures the data transfer is mapped between the right Salesforce environments.
4. **Verify Configuration Details**
* Review the **Name**, **Source Org**, and **Destination Org** entries.
* Once verified, click **Login and fetch objects** to load available objects for configuration.
* This step is essential before proceeding to object and field selection.
5. **Select Objects and Fields**
* A list of available Salesforce objects is displayed with their **Label Name** and **API Name**.
* Select the required objects by marking the checkbox next to each entry.
* Use the search bar if needed to quickly locate a specific object.
6. **Choose Object Fields**
* Expand the selected object to display its available fields.
* Select the fields required for the configuration (e.g., **Annual Revenue**, **Billing Address**, **Billing City**).
* Fields marked with “Is Unique” provide uniqueness constraints that can be applied if necessary.
* Click **Save** to store the configuration or **Save and Run** to execute it immediately.
7. **Run Configuration**
* From the Dataloader Configuration page, locate the desired configuration.
* Select the **Run** icon under the Actions column.
* This triggers execution of the chosen configuration.
8. **Execution in Progress**
* Once initiated, the configuration run shows a progress indicator.
* The status updates dynamically to reflect the ongoing execution.
9. **In Progress Status**
* During execution, the **Status** column displays **In Progress**.
* This indicates that the configuration is actively processing.
10. **Abort Execution**
* While a configuration is running, select the **Abort** option.
* Aborting stops the execution immediately.
* This action is useful if the run was triggered in error or needs to be halted.
11. **Completed Execution**
* After successful execution, the **Status** column updates with a green check.
* The configuration run is marked as completed.
* Results can then be reviewed or re-run as required.
12. **View Job Results**
* From the **Dataloader Configuration** page, select the ellipsis (three dots) for the desired job.
* Choose **Job Results** from the dropdown menu.
* This opens the configuration details page, displaying the objects, unique fields, and execution results.
13. **Copy Unique Field Set**
* Within the **Dataloader Configuration Details** page, locate the **Unique Fields Set** column.
* Select the **Copy** icon next to the listed unique field.
* The field is copied to the clipboard for reuse in other configurations or references.
14. **Copy Confirmation**
* After copying, a **Success** message appears at the top right of the screen.
* The notification confirms that the **Unique Fields Set** has been successfully copied.
15. #### View Success Results
* From the **Dataloader Configuration Details** page, locate the **Results of Last Run** section.
* Select the **Success count** link (e.g., “Success: 623”) to review detailed results of successfully processed records.
* This opens a detailed view of the success log.
16. #### Review Success Log
* A **CSV Result** view is displayed, listing each **Destination Record Id** along with its **Status** (e.g., “Item Updated”).
* Navigate through the pages to review all processed records.
* This provides a complete audit trail of records updated or inserted successfully.
17. **Edit Configuration**
* From the Dataloader Configuration page, select the ellipsis (three dots) for a specific configuration.
* Choose **Edit** from the dropdown menu.
* This opens the Dataloader Configuration Edit page, allowing updates to Salesforce Org details and object/field selections.
18. **Modify Configuration**
* The Dataloader Configuration Edit page displays the previously saved configuration details.
* Objects and fields can be adjusted as required to reflect the updated configuration.
* Once changes are made, they can be saved to update the existing configuration.
19. **Delete Configuration**
* From the Dataloader Configuration page, open the ellipsis (three dots) menu for the selected configuration.
* Choose **Delete** to initiate removal of the configuration.
* A confirmation dialog appears, displaying the configuration name for verification.
* Select **Delete** to permanently remove the configuration, or **Cancel** to abort the action.
* This operation cannot be undone and should only be performed when the configuration is no longer needed.
20. #### Clone Configuration
* From the **Dataloader Configuration** page, select the ellipsis (three dots) corresponding to the job that needs to be cloned.
* Choose **Clone** from the dropdown menu to duplicate the existing configuration.
* A **Clone Configuration** dialog will appear, prefilled with the original job name appended with “-Copy.”
* Verify or update the **Name**, **Source Sandbox**, and **Destination Sandbox** values as needed.
* Select **Clone** to finalize the process.
* The cloned configuration will be created and displayed in the Dataloader Configuration list, ready for execution or modification.
21. **View Logs**
* From the Dataloader Configuration page, select the ellipsis (three dots) for a specific job.
* Choose **Log** to open the detailed execution log for that configuration.
* The log provides complete step-by-step information about the process, including record fetch details, field mappings, execution progress, and success or failure counts.
* This feature is useful for troubleshooting and auditing the data operation.
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