DataLoader Configuration

DataLoader Configuration: Overview

“Dataloader Configuration” allows users to configure and define an External ID field that is used during data migration to prevent duplicate record creation. By mapping records based on a unique External ID, the system ensures that existing records are updated instead of creating duplicates.

Example: If Account records are migrated from Sandbox to Production, and some records already exist in Production, configuring an External ID ensures that matching records are updated rather than duplicated. This maintains data integrity and consistency across environments.

This option is useful in the following scenarios:

• Preventing duplicate record creation during data migration.

• Synchronizing data between Salesforce orgs using a unique identifier.

• Performing Upsert operations safely.

• Maintaining data consistency across environments.

• Managing repeated data loads without creating redundant records.

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Creating a New DataLoader Configuration

1. Log in to your ARM account.

2. Navigate to the DataLoader module and select DataLoader Configuration.

1. Click on New Configuration to begin creating a data migration setup.

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.

1. Select the required Objects and their corresponding Fields. Use the search filter for quick lookup.

1. Click Save to store the configuration or Save and Run to execute the job immediately.

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:

• Use the Download icon to export success/failure record logs:

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More 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.