Import Using DataLoader Pro

DataLoader Pro is an advanced ARM capability that enables seamless transfer of data from a source sandbox to a destination sandbox. It automatically manages parent-child relationships, ensuring data integrity across related Salesforce objects. With support for multi-object hierarchies, DataLoader Pro simplifies the migration of complex Salesforce datasets, making the process faster, more reliable, and less prone to manual errors.

Prerequisites for DataLoader Pro

When running DataLoader Pro on objects for the first time, ensure that DataLoader Configuration is completed between the same orgs for all objects included in the job. This configuration is a one-time requirement.

DataLoader Pro plays a crucial role in migrating data from a source sandbox to a destination sandbox. However, during this migration process, there is always a risk of creating duplicate records. To address this, ARM provides a synchronization feature that leverages the ARM External ID field (AutorabitExtid__c) to match and align records between orgs, helping prevent duplication.

Step-By-Step Guide:

1. Log in to ARM application

2. Click on the PRO option in the left side navigation

3. Open DataLoader ▸ Pro and click Create new job.

   
4. In Create DataLoader Job – Login and select object, choose the Source Org and Destination Org from the dropdowns.

   
5. Click Login and fetch objects to authenticate and load available objects from the source org.

   
6. Use the search box to filter objects, select the required object (radio button), then click Next to proceed.

   
7. Open Schema and click the Filters icon

8. In the Master Object tab, locate your object and select the funnel icon in the Filters column.

   
9. Configure the filter rule:

   In Filter, keep Insert Value (or switch as needed).

   

   Pick the field in Select Field (e.g., nFORCE__Look_Up_Key__c).

   

   Choose the Operator (e.g., Is not empty) and enter a Value if the operator requires one.

10. (Optional) Build complex logic – Use + to add more conditions, the OR button for alternate clauses, and the refresh icon to reset.

    

    – Click Validate to check the rule and see an estimated record count. (Success toast confirms the count.)

    
11. Apply the filter – Click Apply to save the rule to the object.

    

    – A success message will be displayed on the screen, on clicking the "Apply" button.

    
12. Open Filters and choose CSV input

    – In Schema → Master Object, click the Filters icon for the object.

    

    – Pick the Select Field (e.g., Id) and Select Operator (e.g., Equals).

    

    – In the Filter dialog, select Upload CSV File (Input Options).

    1. From Select Field, choose a field (e.g., nFORCE__Look_Up_Key__c). Select an operator.

    

    – Click Upload File.

13. Format for CSV file to filter records:

    • ARM Data Loader Pro accepts CSV (comma-separated values) files. Use a spreadsheet program such as Microsoft Excel to create your CSV file.

    • Ensure you have a column header and rows of data populated for all system-required fields, such as Account Name or Contact Last Name.

    • There can be only one column header.

    For more information, see Preparing the CSV file for Data Loader.

14. Confirm the upload

    1. After the CSV uploads, a success message will be displayed.

    
15. Auto-generate the filter

    1. Click Auto Populate to build the SOQL filter from the uploaded CSV values.

    
16. Validate and apply

    1. Review the generated query in the editor (e.g., … WHERE nFORCE__Look_Up_Key__c IN ('…')).

    
17. Click Validate to preview the fetch count, then click Apply.

    
18. Back on Schema, verify the green Success toast and the active Filters icon.

    
19. Configure field mappings

    1. Click the Mappings icon for the same object.

    

    1. In Create Mapping, use Auto Map to map identical field names or Clear Mapping to reset.

    

    1. Click "Clear" to clear the mappings

    

    1. Click on "Automap" to map the similar fields

    

    1. Review and adjust any mappings as needed, then click Save.

    
20. Click on the "Filters" and "Mappings" icons to open the respective windows on the "Ancestor Objects" section.

    
21. Click on "Skip Records" to make sure the records from these objects were skipped from processing.

    
22. Select child object & open mappings In Schema → Child Objects, search and select the required child object (e.g., ContentVersion), then click the Mappings icon.

    
23. Map fields In Create Mapping, review source ↔ destination pairs.

    • Click Auto Map to map identical field names automatically.

    • Click Clear Mapping to reset if needed. Finish by clicking Save.

    
24. Field Extraction Data Loader Pro retrieves only the fields explicitly mapped by the user, avoiding unnecessary data fetches. When checking for AutorabitExtId__c, the system validates that it is marked as both External ID and Unique; if not, these attributes are set automatically. Newly identified objects are saved to the database to improve processing efficiency.

25. External ID Field Mapping This feature allows using an external ID instead of a Salesforce record ID to establish relationships between records during the Data Loader Pro operation. For example, if Object B has a lookup to Object A, the values in a field marked as an External ID on Object A can be used to relate the two.

    • Source Field: Select the source org containing the values to populate the destination external ID field.

    • Destination Field: Select the destination org where these values remain unique across all records.

26. Open Masking Go to the Masking step and click New to add a masking rule.

    
27. Choose object & field type In Create Masking Rule, pick the Object (e.g., nFORCE__Brand__c) and Field Type (Text/Textarea). Provide a Masking value when required.

    
28. Select masking style Choose a Masking style: Prefix, Suffix, Replace, Shuffle, or Generate Random.

    
29. Choose the Masking Style

    • Prefix – Adds a specified value before the original field value. Example: Source value ABC with prefix 123 → Deployed value 123.ABC.

    • Suffix – Adds a specified value after the original field value. Example: Source value ABC with suffix 123 → Deployed value ABC.123.

    • Replace – Replaces the original field value entirely with the specified masking value. Example: Source value ABC replaced with 123 → Deployed value 123.

    • Shuffle – Randomly rearranges characters in the field value while leaving other columns unaffected. Example: Source value ABCDE → Deployed value DCBEA.

    • Generate Random – Replaces the original value with a randomly generated value of a defined length. Example: Source value ABC with random length 7 → Deployed value 15d3aRG.

    Note: Masking is not applied if the field value is empty.

30. Select target fields & save Select the fields the rule should apply to (e.g., Name, lookup keys) and click Save.

    
31. Review rule in list The rule appears in the Masking grid with its value and style. Click the actions menu to View Rule or Edit Rule.

    
32. View rule details Use View Rule to see the full configuration: rule name, object, type, masking value/style, timestamps, and the fields impacted.

    
33. Edit if needed Choose Edit Rule from the actions menu to adjust the object, style, value, or field selection, then Save.

    
34. Observe the rule created for masking.

    
35. Click "Delete" to delete the rule created

    
36. Observe the rule deleted

    
37. Open the Schedule step

    • The page defaults to No Schedule. This runs the job only when triggered manually. Click Next to continue without a schedule.

    
38. Set a Daily schedule

    • Click Daily.

    • Choose Scheduling Starts From (start date).

    • Under Repeats, pick one:

      • On specific time and set the time, or

      • At fixed interval of every N hours and select the starting hour.

    • Under Scheduling Ends, choose Never, X Occurrences from creation, or a specific end date.

    
39. Set a Weekly schedule

    • Click Weekly.

    • Choose Scheduling Starts From (start date).

    • Select one or more days (Sun–Sat).

    • Set On Specific Time.

    • Choose when the schedule ends: Never, X Occurrences from creation, or a specific end date.

    

40. Click Next to move to Job Configuration.

    The table below lists the configurations to choose from, along with their descriptions:

    1

    Disable workflows

    When this option is selected, all workflow rules associated with the relevant Salesforce objects are programmatically deactivated prior to initiating the migration process. This ensures that automation triggers do not interfere with the data transfer from the source to the destination sandbox. Upon successful migration completion, all workflow rules are reinstated to their original active state, preserving existing business logic.

    2

    Disable validation rules

    Validation rules enforce predefined data integrity constraints before a record can be saved. Selecting this option temporarily disables all validation rules on the associated Salesforce objects for the duration of the migration process. This ensures uninterrupted data transfer from the source to the destination sandbox. Upon successful migration completion, all validation rules are programmatically restored to their original active state.

    3

    Use Bulk API

    The Bulk API leverages REST architecture to efficiently handle large-scale data operations, including insert, update, and delete requests. Jobs may execute in serial mode, where batches are processed sequentially, or in parallel mode, where multiple batches are processed concurrently. Parallel processing increases the degree of parallelism, improving data throughput for high-volume workloads.

    4

    Insert/update with null values

    Insert/update with null values

    5

    Minimize multiple references between the same objects

    Eliminates redundant API calls in scenarios with multiple references between identical objects.

    6

    Automatically apply master object filter on other dependency objects

    All objects in the hierarchy are derived from the Master Object filters, preventing redundant record additions caused by self-references or multiple references.

    7

    Data encryption for data files

    Data encryption for data files

    8

    Incremental data migration

    After the data load completes, only the newly created records are migrated to the destination sandbox, ensuring no duplicate or pre-existing data is transferred.

41. Save the job (Process Details)

    1. Fill in process details

       • Name: Enter a clear job name (e.g., Brands Migration Masking).

       • Job group: Pick an existing group or click + to create one.

       • User Name Suffix (Source Org) and (Destination Org): Enter the suffixes to avoid username conflicts.

       • (Optional) Ignore Community Users: Check if you don’t want to migrate community users.

       • Review the Master Object shown on the right.

    
42. Save

    • Click Save (bottom-right).

43. Confirmation

    • You’ll return to the Dataloader Pro list and see a green Success toast: “Job saved successfully.”

    • Your new job now appears in the list.

    
44. Click on the "Summary" to view the job summary

    

    
45. Open Job Results

    • Go to Dataloader Pro.

    • For your job (e.g., Brands Migration * Masking), click the ⋮ menu under Actions and choose Job Results.

    
46. Review the Job Summary

    • You’ll land on Summary → Master Object.

    • The row shows quick actions: VR/WFR (validation/workflow), Filters, Mappings, plus last run results.

    
47. Open Validation/Workflow controls

    • Click the VR/WFR icon (stacked lines) beside the object.

    
48. Check Validation Rules:

    • In the Validation Rules tab, review the listed rules (Previous State, Current State).

    • Use Enable where applicable; click Ok when done (or continue to the next tab).

    
49. Check Workflow Rules

    • Switch to the Workflow Rules tab and review similarly (enable/disable as needed).

    • Click Ok to close.

    
50. Open and Review Filters

    • Back on Summary, click the Filter icon.

    
51. Configure Filter criteria

    • Choose Input Options: Upload CSV File.

    • Set Select Field and Operator (e.g., Id + Equals).

    • Paste or Auto Populate your SOQL/values (example shows a SELECT … IN (…) list).

    • Optional: click Record Count, Validate, then Apply.

    
52. Review Field Mappings

    • From Summary, click Mappings to open the mapping dialog and verify/adjust source→destination field mappings.

    

    
53. View Success Results – Master Object

    1. From Summary → Master Object, locate Results of last run.

    2. Click the Success: 🔍 icon (Click to View) for the master object.

    
54. See Success Details (CSV)

    1. Review the Destination Id and Status for each processed record.

    2. Use Search and pagination as needed, then close the dialog.

    
55. Review Ancestor Object Results

    1. Open Summary → Ancestor Objects.

    2. For each ancestor object, click the Success 🔍 or Failure 🔍 icons to view details.

    3. Use the download icon to export results if required.

    4. The toggle Skip Records is in "inactive" state as the records are not choosen to be skipped while creating the job.

    
56. Review Child Object Results

    1. Open Summary → Child Objects.

    2. Click the Success 🔍 or Failure 🔍 icons to view child-object run results.

    3. Use the download icon to export results if needed.

    
57. Open Masking Rule Actions

    1. Go to Summary → Masking Rules.

    2. Click the ⋮ menu for a rule and choose View Rule (or Edit Rule).

    
58. View Masking Rule Details

    1. In Masking Object Info, verify Rule, Object, Type, Masking style/value, and the Fields impacted.

    2. Use Search if the field list is long; click Close when done.

    
59. Start Editing a Masking Rule

    1. From Masking Rules, open the ⋮ menu and select Edit Rule.

    
60. Edit Masking Rule

    1. In Edit Masking Rule, confirm Select Object, Field Type, Masking Style, and Masking value.

    2. Check the Fields to apply the masking to.

    3. Click Save to apply changes.

    
61. Confirm Rule List

    1. You return to Masking Rules.

    2. Verify the rule appears as expected (use Modified date to confirm updates).

    
62. Create a New Masking Rule

    1. From Masking Rules, click New to open Create Masking Rule.

    2. Set Select Object, Field Type, Masking Style, Masking value, and select the Fields.

    3. Click Save to add the rule.

    
63. Open Edit

    • From Dataloader Pro, find your job.

    • In Actions, click the ⋮ menu and choose Edit.

    
64. Edit Job – Login & Select Object

    • On Edit Dataloader Job, choose Source Org and Destination Org.

    • Click Login and fetch objects to load metadata.

    • Click Next to continue through the setup steps as needed.

    
65. Open Schedule

    • From Dataloader Pro, open the ⋮ menu for the job.

    • Select Schedule.

    
66. Set Scheduling Type

    • In the Schedule panel, choose No Schedule, Daily, or Weekly.

    • Follow the scheduling process to set up a schedule.

    • Configure any timing options shown, then click Schedule.

    
67. Delete a Job

    • From Dataloader Pro, open the job’s ⋮ menu.

    • Click Delete.

    
68. Confirm Deletion

    • Review the job name in the confirmation dialog.

    • Click Delete to remove, or Cancel to keep the job.

    
69. Clone a Job

    • From Dataloader Pro, open the job’s ⋮ menu.

    • Click Clone.

    
70. Configure Clone

    • In the Clone panel, update Name, Job Group, Source Sandbox, Destination Sandbox, and any User Suffixes.

    • Click Clone.

    
71. Verify Cloned Job

    • Back on Dataloader Pro, confirm the new job (e.g., Brands Migration Masking-Copy) appears in the list.

    
72. Run Job

    • From Dataloader Pro, locate your job.

    • In Actions, click the ▶ Run icon.

    
73. Run Configuration

    • In Run Configuration, review/adjust options (e.g., Disable workflow rules, Use Bulk API, Parallel/Serial mode, Batch size, UTF-8, Encrypt data files).

    • Click Run.

    
74. Monitor Run Status

    • A toast confirms Run Process Initiated Successfully.

    • The Status shows In Progress until the job completes.

    
75. Abort a Running Job

    • While the job is running, click the ⏹ Abort icon in Actions to stop execution.

    
76. Confirm Completion

    • When finished, verify the Status shows Success (or review failures if shown).

    
77. Open Job Log

    • From Dataloader Pro, open the job’s ⋮ menu.

    • Select Log.

    
78. Review Log Details

    • In Log Details, review each step, object counts, and success/error messages.

    • Use search as needed; close when done.

    
79. Delete Data Encrypt Files

    • From the job’s ⋮ menu, choose Delete Data Encrypt Files to remove protected artifacts created during runs.

    
80. Confirm Deletion

    • In the confirmation dialog, click Delete to permanently remove the encrypted files, or Cancel to keep them.