Extract Salesforce Data

The following articles describe using Single Dataloader to extract data from Salesforce. The information is stored in CSV format.

1. Log in to your ARM account.

2. Hover your mouse over the Dataloader module and select Dataloader.The Dataloader screen is best viewed when the zoom setting is 75% on your Chrome/Firefox browser.

3. Click Extract on the right side of the screen.

4. Choose your Salesforce org and your org Environment (Production or Development edition, Sandbox, or Pre-Release).

5. The corresponding URL and your Username are automatically generated based on the above selection.

6. Click Login and Fetch objects to fetch all the objects from your Salesforce org.

7. Select the object from which you wish to extract the data. For example, Account, Contact, Lead, etc. You can use the Search function to search through your objects and filter to filter your standard/custom objects quickly.

8. Click Next.

9. On the left, you will be provided with an option to select related objects and their fields. Each object will be displayed as a collapsible unit, under which you can select either all of the fields or required fields. Use the Quick Find search function to search through your fields quickly.

   
10. Select the checkbox before each field to include for the extraction process.

    
11. On the right, you can add Filters to your query. Specifying the filter criteria will extract records within a specified limit. To add filters to your query:

    1. For your object (example- Account) selected, choose a field (example- CreatedDate).

    2. Select the operator.

    3. Enter the filter value (example- Date Literals, Last_week).

    4. Click on the + icon to add the filter.

    5. To delete a filter, click on the x icon.

    
12. In the Order By section, you can assign the order in which the record is generated, i.e., ascending or descending order.

    1. Select a field to be your sorting criteria.

    2. Select your sorting order: Ascending or Descending.

       
13. You can verify your query using the Validate Query button to ensure it will work properly before running your task. The number of records being extracted is shown as a notification pop-up.

9. On the Process Summary screen, you can:

   1. Give the process/job a Name.

   2. Select the Category. Categories are used to classify and group similar processes having similar functionality. In simple terms, you are assigning similar processes to a category. You can select an existing category or create a new one by clicking the + icon.

   3. View the main Object.

   4. View the operation Type (Extract).

   5. View the number of extracted Records.

   6. Limit the export row count. Use this option to retrieve some rows from your export results.

   7. Use Bulk API.About Bulk APIThe Bulk API is based on REST principles and is optimized for inserting, updating, and deleting large data sets. You can use the Bulk API to process jobs in serial or parallel mode. Processing batches serially means running them one after another, while processing batches in parallel means running multiple batches simultaneously. When you run a bulk API job, processing more batches in parallel means giving that job a higher degree of parallelism, providing better overall data throughput.

10. You can schedule your tasks so they start running regularly. You can choose between Daily, Weekly, or On-demand schedules.

11. Finally, click Save to save your task and run it later.

    
12. Your task is shown on top of the lists on the Dataloader Summary screen.

13. Click Run to start the dataloader immediately before the scheduled time.

    
14. Select the configurations here:

    • Use Batch Size.About Batch SizeWhenever the Bulk API checkbox is left unchecked, the Batch API is used. Salesforce Batch API is based on SOAP principles and is optimized for real-time client applications that update small numbers of records at a time. Although SOAP API can also process larger numbers of records, it becomes less practical when the data sets contain hundreds of thousands of records. In such cases, Bulk API is the best option. Batch API processes data in smaller batches than bulk API, resulting in a higher API call usage per operation on large volumes of data.

    • Limit the export row count.

    • Use UTF-8 file encoding for file read and write operations.

15. Click Run.

    
16. The Results of Last Run section shows the number of successful or failed records extracted. You can view the records or download them to your local system. The records are generated in ZIP format.

    

More Options

1. Edit: Modifies or updates the process details.

2. Abort: Aborts the process while it is still running.

3. Schedule: Sets the schedule at which the process must run.

4. Delete: Deletes the extract process.

5. Log: Provides information about the execution of the extracted task.

6. VR/WFR: ARM lists all the validations/workflow rules that were set. The UI lists all the validation rules, and users must enable them for the disabled validation rules (if required). For more info, refer to the article: Validation/ Workflow Rules. Sample VR/WFR attached:

   

   
7. Clone: Creates a copy (clone) of the extract process. Operation type and object name are displayed. Enter the Process Name in the field. The default Salesforce Org is automatically selected. To choose a different org, use the dropdown list. Use the Edit button to change the query filter, then click Validate. Finally, click Clone.