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Data import and export of salesforce

        do salesforce My friends , It should take a long time to do some big projects , But in order not to affect the use of some functions of other colleagues in the test environment , Generally, we will open up a new environment to do our own research , But the trouble is , There is no data in the new environment , If you create one by one, it's troublesome , So we need to export some data from the previous environment , And then import it into our own environment , Okay , Don't talk much , Start the lecture !

One . How to import data

There are two ways to import data into Salesforce:

  • Data Import Wizard
  • Data Loader Tools Salesforce Support will csv Data import system in file .

Meow generally uses Data Loader Tools To complete the data import and export .

Data Loader Tool is a client tool , Additional installation required . It can be operated by graphical interface or command line .

Two . Data Import Wizard

The Data Import Wizard can be accessed from the settings interface . Open Wizard , There will be steps to guide users to import data into the system .

characteristic :

  • The upper limit for importing data records is 50000 strip
  • The type of imported data needs to be Salesforce Supported in the system , For convenience Salesforce Map the contents of the imported file to the corresponding objects and fields

3、 ... and .DataLoader Tools

Data Loader Tool is a client tool , Additional installation required . It can be operated by graphical interface or command line .

characteristic :

  • The upper limit for importing data records is 500 Ten thousand . If you want to import more records , Need to contact Salesforce Or from AppExchange To find the relevant software package to operate .
  • The type of imported data can be Salesforce Not supported in
  • The import operation can be automated

Import of different data types :

  • When importing “ A list of options ” when , If the option list field has strict rules for the values in it , That is, the value of the field can only be one of the predefined options , Options that do not exist in advance when importing data , The imported field value will be set as the default option value .
  • When importing “ Check box ” when , use 1 For the truth , use 0 For false value
  • When importing date time type data , To confirm that the format of the imported date time value conforms to Salesforce Current locale settings
  • “ The formula ” Type cannot be imported , Because they are read-only
  • Field validation rules are executed when data is imported , If you encounter data that violates the rules , The data will not be imported . So you can disable the validation rules before importing

Four . How to export

  The way of export is the same as that of import

5、 ... and . Export data

Data can be exported from the settings interface through “ Export data ” The menu links to .

Open data export , There will be “ Export now ” and “ Plan export ” Two buttons . When you click on one of the buttons , Enter the data export interface , You can select the object you want to export , You can also set options such as the encoding of the exported file .

After the data is exported , Will be stored in a containing CSV Of documents ZIP In the document , And send it to users by email . The ZIP The document will be sent by email 48 Hours are deleted by the system .

6、 ... and .DataLoader Tools

Data Loader Tool is a client tool , Additional installation required . It can be operated by graphical interface or command line .

Click on Export Then we start the export process , Because the export process is very simple , Follow the window's prompt to complete. Meow is not here The code has been counted .

Today's sharing is here , I hope all my friends have already known Dataloader This tool , Otherwise, it will be too hard ...

Last , I'll give you two links

<< How to install Data Loader>>

<<Salesforce Data import tool (Dataloder)>>

(^_^)~ meow ~!!

 

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