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Tuesday, August 26, 2014

Data Import/Export Tool in Salesforce

Below are the tools used in salesforce to import and export the data:
  1. Import Wizard
  2. Data Loader 
  3. Data loader.io
  4. Workbench
  5. Export Wizard
  6. Jitterbit Data
Import Wizard:
  • An in-browser wizard.
  • You can import up to 50,000 records into Salesforce from an existing data source.
  • The following objects can be imported using import wizard.
  1. Account
  2. Contact
  3. Lead
  4. Solution
  5. Custom Object
  • Have Option to turn of WorkFlow Rule
  • Can prevent duplicate record
  • You can use only for importing data. Do not allow for export data
Data loader
  • Data Loader is a client application for the bulk import or export of data.
  • Can import more than 50,000 records. 
  • You can achieved below action by data loader:
  1. Insert
  2. Export (Include data from recycle bin)
  3. Export (Exclude data from recycle bin)
  4. Update
  5. Upsert
  6. Delete

Data loader.io
  • Web-based suite of tools
  • Support all the standard things – insert, upsert, update, export and delete of data from production and sandbox Salesforce orgs.
  • No signup or security tokens: simply log in with your Salesforce production or sandbox credentials using OAuth unlike data loader
  • Task history: We keep a 30 day history of all your activity, making it easy to go back in time and see what happened, as well as view archived data of your data exports.
  • Can schedule the task
  • Can send the notification after completing the task
  • Can save directly on specific folder (Dropbox,FTP etc.)

Workbench
  • Web-based suite of tools
  • Can be accessed by https://workbench.developerforce.com/login.php
  • Workbench uses OAuth 2.0 login (meaning single sign-on)
  • Can import, export,delete and update the data
  • Can fetch the meta data
  • Provide REST Explorer
Export Wizard
  • An in-browser wizard that exports data in .zip files that are up to 128 MB.
  • We can schedule it
  • Cannot import the data

Jitterbit Data
  • Jitterbit Data Loader for Salesforce is an installable application for Windows and OS X.
  • Data operations are performed as a combination of modules, where sources, targets, file formats, and operations are created as separate components.
  • Jitterbit’s best feature allows users to schedule operations to run and perform features like a barebones ETL tool
  • Best use: repetitive data operations or light integration


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