Import Wizard and Data Loader

Can We Bypass The Required Fields In Data Loader?

Ans: Inserting the records through Data loader Required fields cannot be skipped. If you have Required fields in your object make sure you have values in the CSV for those fields as well. There is no setting to by bass the required field check. although you can turn off the validation rules simply uncheck the Active check box.

What Are The Required Fields When Inserting Users Through Data Loader?

Ans:

• Alias
• Username
• Email
• First Name
• Last Name
• Locale (LOCALESIDKEY)
• Language (LANGUAGELOCALEKEY)
• Email Encoding (EMAILENCODINGKEY)
• Time Zone (TIMEZONESIDKEY)
• Currency (CURRENCYISOCODE)
• ProfileId (not profile name but rather the 15-character ID from the URL of the profile in the UI) 

How to differentiate commas within field 

while uploading using Data Loader ?

Ans: Data Loader cannot differentiate this implicitly because there is no logical path to follow. In this case Data Loader CSV file for import will contain commas for any of the field content, you will have to enclose the contents within double quotation marks ” “. Data Loader will be able to find this.

For example :

If you are creating the import CSV in Excel, the quotation marks will be inserted automatically by Excel whenever a comma is detected in any cell – Saving the CSV in Excel and opening the same in Notepad reveals the enclosing quotation marks for cells containing commas.

What Is A Data Import Wizard Pilot In Salesforce?

The Data Import Wizard provides a unified interface that lets you import a number of standard Salesforce objects, including accounts, contacts, leads, and solutions and custom objects. It Is designed for less-technical users and smaller, simple imports of up to 50,000 records.

 

         The Data Import Wizard is currently available through a pilot program. It is automatically enabled for all Developer Edition organizations. To enable the wizard for Enterprise and Unlimited Edition organizations

, contact salesforce.com.

Hard Delete Not Working In Apex Data Loader?

Ans: Check your Profile permissions  “Bulk API Hard Delete” check box should be enable  for permanently deleting the records using Apex Data Loader. Using Hard Delete operation, we can delete existing records from our Salesforce organization permanently. Deleted records will not be available in Recycle Bin.

How To Import MultiSelect Picklist Values Through Data Loader?

Ans:  By using apex data loader inserting or updating multi select pick list fields through the Apex Data Loader, multiple values for the mulit picklist field are separated by a semi-colon “;”.

How To Import Different Languages?

For example: for a multi select field “Products”, containing the values Product1,Product2 and Product5, the .csv spreadsheet column for inserting or updating the data would be entered as “Product1;Product2;Product5“.

How To Import Different Languages Data Into Salesforce?

Import Different Languages Data Into Salesforce

Ans: Follow the below simple steps to import different languages data using Apex Data loader.

1. Open the .xls file that displays the other language characters correctly and which was prepared for import.
2. Click File –> Save As. In “Save as type”, kindly select Unicode Text (*.txt).
3. Click “Save” button.
4. Open the .txt file in Notepad.
5. In Notepad, click File –> Save As, In“File name”, change the file’s extension from .txt to .csv. “Save as type”, select “All Files”, In “Encoding”, select “UTF-8”, Click “Save” button.
6. Import the .csv file.

How To Change Lead Owner For Bulk Of 

Records?

Ans: Using the data loader to update lead owner on bulk of records with in 1 min. follow the below simple steps.

1. First Export the Leads to which owner has to be changed.
2. While exporting select Lead ID(Id) and Owner ID(ownerId) without fail.
3. Modify the exported file ownerId with the user Id of the user to which Lead has to be assigned.
4. Now update the Leads. that’s it.
   Data loader Login Error "Parser Was Expecting Element" ?
   
   
   
   Ans: While login to the data loader it says  "Parser was expecting element". Go to data loader settings then Follow the below simple steps to fix it.
   
   Also Read: How To Start Loading Data From 101 Row Of The CSV File In Data Loader?
   
   1. Make sure "API Enabled" permission is checked on the Profile.
   2. Check whether you have given the proxy correctly.
   3. Check whether you have given the port number correctly.
   4. Check whether you have given the correct url(for Production - https://login.salesforce.com and for Sandbox - https://test.salesforce.com).

What Are The Salesforce Editions Supports Apex Data Loader?

Ans:  The Data Loader requires the use of the Force.com API. If your Salesforce edition allows the use of the API ,you can use apex dataloader.  Now, Professional, Enterprise and Unlimited edition supportsdata loader

How To Start Loading Data From 101 Row Of The CSV File In Data Loader?

Ans: Open your data loader then Menu section Go to Settings–>scroll down  and Set “Start at Row” field to start the process from the 101 row number from the CSV file.

You can see the below screen.

 

How Can We Bypass Workflow Rules When Using The Data Loader?

Ans: We don’t have any option to skip workflow rules,Validation rules and Triggers from data loader.But we can deactivate the workflow rules while loading data through data loader. But it’s not a good practice,why because that the workflow can be deactivated in the app before using the Data Loader, but users can be creating/editing records during this process which should not be interrupted

How To Skip Triggers And Validation Rules From Apex Data Loader?

Ans: We can skip the trigger and Validations rules while loading the data through data loader Manually deactivating and activating trigger and Validations. But We are having large number of triggers andvalidation rules in our salesforce production org. We also do manual dataloader operation frequently.It is time consuming and on top of that it also affects live production users. It’s not a good practice

 It would be really good if dataloader can provide facility to skip triggers and validation rules ( e.g. to provide checkbox to skip ) while running dataloader operation.

What is an External Id in data loader in salesforce?
Suppose we have account table in Salesforce and account table outside of the Salesforce (ex: .csv file, sql database). In Salesforce all the records can be identified with record id and outside of the Salesforce we can't recognize records with Salesforce id that is the reason to compare outside table and salesforce table in Salesforce for one of the field we have to enable external ID (we can enable external id for text, number, auto number and email). If we enable external id we can compare that particular column with the column which is available in external table. While comparing if the both column values are same then it will update otherwise it will insert.
                                                                OR

          An external ID field is simply a field which is a unique identifier for your record, other than the Salesforce Id, usually coming from an external system. For example, if you are importing accounts, you may have a field called 'ERP Account Number' which is the identifier for your Accounts inside your ERP system.

Difference between Dataloader and Import Wizard in Salesforce

Dataloader	Import Wizard
It supports more than 50000 records.	It supports only up to 50000.
It supports almost all standard and custom objects.	It supports Custom objects but only few Standard objects like Accounts, Solutions, Leads and Contacts.
It doesn’t support schedule export.	It supports schedule export.
Delete operation is available.	Delete operation is not available.
It requires installation.	It doesn’t require installation.
While importing, duplicates cannot be ignored.	While importing, duplicates can be ignored.

How To Assign Permission Set For 

Multiple Users Through Data Loader?

Ans:   To assign Permission Set for multiple Users using apex data loader, follow the below steps,

1.  Create a .CSV file with User id and Permission set id to be assigned.
2. Login into Apex Data loader.
3.  Click “Insert” button.
4.  Select “Permission Set Assignment” as object and browse the .csv file created in step1

How To Use Upsert Operation With Apex Data Loader?

Ans: Upsert opeation makes use of the sObject record's primary key(Salesforce.com Record Id) or the external ID, if specified to determine whether new records should be created or else we have to update the existing records.

 What is the difference between update and upsert?

Key points to remember while upsert operation. 

• If the key is not matched, then a new record is created.
• If the key is matched once, then the existing record is updated.
• If the key is matched multiple times, then an error is generated and the object record is neither inserted nor updated.

What are the difference between DATA IMPORT WIZARD PILOT and IMPORT WIZARD?

(or) WHAT IS A DIFFERENCE BETWEEN DATA LOADER AND IMPORT WIZARD IN SALESFORCE?

Answer:  

The Data Import Wizard provides a unified interface that lets you import a number of standard Salesforce objects, including accounts, contacts, leads, and solutions and custom objects. It Is designed for less-technical users and smaller, simple imports of up to 50,000 records.

         The Data Import Wizard is currently available through a pilot program. It is automatically enabled for all Developer Edition organizations. To enable the wizard for Enterprise and Unlimited Edition organizations, contact salesforce.com.

 What is the filed mapping file format of the data loader?

.SDL

 How to insert null values into dataloader?

In dataloader settings we should enable 'insert null values' checkbox otherwise we can't insert null values.

 Maximum batch size of data loader?

10,000 records and minimum 1 record.

 What is default batch size if we enable bulk API?

2,000 records.

 Data loader or Import wizard supports which file format?

.CSV (Comma Separated Values)

Which operations we can perform on dataloader?

1. Insert (Inserting brand new records, no need of ID)
2. Update (Updating the existing records based on the record ID)
3. Upsert (To Upsert we should have one external ID field on the object, based on the external id field if the value already exists it will update, if doesn't exist then it will insert)
4. Delete (Delete the records based on the id provided, to delete we need only id, deleted records can be found in recycle bin)
5. Hard delete (Delete the records based on the id provided, to delete we need only id, deleted records can't be found in recycle bin, Note: If we enable bulk API in data loader settings then only we can perform Hard delete.)
6. Export (From any object we can export records based on the SOQL query, Note: We can't export deleted records which are there in the recycle bin)
7. Export all (From any object we can export records based on the SOQL query, Note: Using Export all we can export deleted records which are there in the recycle bin also)