Update Salesforce Data
The following article describes using Single Dataloader to update data in Salesforce. The data is updated via a CSV file.
Log in to your ARM account.
Hover your mouse over the
Dataloader
module and selectDataloader
.Click
Update
on the right side of the screen.
Choose your
Salesforce Org
and your org environment (Production or Development Edition
,Sandbox
, orPre-Release
).The corresponding
URL
and yourUsername
are automatically generated based on the above selection.Click
Login and Fetch Objects
to fetch all the objects from your Salesforce Org.
Select the object for which you wish to update the data. For example,
Account
,Contact
,Lead
, etc. You can use theSearch
function to search through your objects and thefilter
button to filter your standard/custom objects quickly.Click
Next
.
Import your file from your local directory on the next screen. Upload the
CSV
file you wish to import by clicking theUpload
button.
A notification pop-up will display the number of records that will be impacted. Click
OK
.
The next step is to prepare your field mappings. Field mappings match columns in your CSV to fields in your Salesforce Org.
You can automatically map the members and the fields using
Automap
. It compares the destination fields with the fields available in uploaded CSV files, and if both match, the value is selected automatically.
The number of fields mapped out of the total number of fields is displayed below the
Automap
checkbox.Use the
search
option to look up a field by name from the long list to map it.Use the
Filter
dropdown to choose which fields to display:All:
Displays all fields, whether they have been mapped or not.Mapped:
Displays only the fields which have been mapped yet.Unmapped:
Displays only the fields which haven't been mapped yet. After selecting the filter, the list updates automatically as you map or unmap each field.
Make sure you have mapped all the required fields. Otherwise, you can't move forward. Click
Next
.On the
Process Summary
screen, you can:Give the process/job a
Name
.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 either select an existing category or create a new category by clicking the+
icon.View the main
Object
.View the operation
Type
(Update
).View the number of impacted
Records
.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.
You can schedule your tasks so they start running regularly. You can choose between
Daily
,Weekly
, orOn-demand
schedules.Finally, click
Save
to save your task and run it later.Your task is listed on top of the lists in the
Dataloader Summary
screen.Click
Run
to run the Dataloader immediately before the scheduled time.
Select the criteria you can set for the dataloader process to continue:
Configurations | Descriptions |
---|---|
| The 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, giving your overall run better data throughput. When you run a Bulk API job, processing more batches in parallel means giving that job a higher degree of parallelism, giving your overall run better data throughput.
Note: When performing multiple update operations into the same destination org while the ongoing jobs are still running, choosing the |
| Whenever 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 large numbers of records, it becomes less practical when the data sets contain hundreds of thousands of records. In those 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. Note: When you run a Bulk API job, processing more batches in parallel means giving that job a higher degree of parallelism, giving your overall run better data throughput. |
| All the workflows of the Salesforce objects are deactivated, and the data is transferred from the source to the destination sandbox. Once the migration is complete, workflows are reactivated. |
| Validation rules verify that the data a user enters in a record meets the specified criteria before the user can save the record. On selection, all the validation rules of the Salesforce objects are deactivated, and the data is transferred from the source to the destination sandbox. Once the migration is complete, validation rules are reactivated. |
| This will either insert or update record field values with null (if the value is null in source org) in destination org. |
| Use UTF-8 as the internal representation of strings. Text is transcoded from the local encoding to UTF-8 when data is written to or read from a file. UTF-8 must be enabled in your data exclusively containing English alphabets. UTF-8 must be disabled if your data contains non-English alphabets. UTF-8 should be enabled by default as per Salesforce. |
Click
Run
.
The number of successful or failed records updated can be seen in the
Results of Last Run
section. The values in this field are updated dynamically while the job is still running. You can view the records or download them to your local system. The records are generated in CSV format.
The number of impacted records can be seen in the
Records
section. The value in this field is updated dynamically while the job is still running.
More Options
Edit:
Modifies or updates the process details.Abort:
Aborts the process while it is still running.Schedule:
Sets the schedule at which the process must run.Delete:
Deletes the update process.Log:
Provides information about the execution of the updated task.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:
Clone:
Creates a copy (clone) of the insert process. Operation type and object name are displayed. Enter theProcess Name
in the field. The defaultSalesforce Org
is automatically selected. To choose a different org, use the dropdown list. Select theChoose Different Data CSV File
check box to upload a different CSV file. Finally, clickClone
.
Last updated