Import/Export Data in Salesforce

Import/Export Data in Salesforce

1. Import Data

   • Data Loader
     • 5 millon records
   • Data Import Wizard
     • 50k records
     • From Setup
   • Data Loader CLI
     • Command line
     • Complex Operations
   • Import Knowledge Articles
   • Thrid party tools
     • Jitterbit

2. Export Data

   • Data Export Service
     • From Setup
     • Every 7 or 29 days
   • Data Loader
     • Includes Recycle Bin
   • Report Export
   • Data Loader CLI
     • Command Line
   • Third Party Tools
     • Jitterbit

3. Considerations

   • For Import
     • Always CSV Format
     • Data Clean & Formatted
     • Follows
       • Required Fields
       • Validation Rules
   • Import and Export
     • Hard Delete
       • No recycle bin
     • No Control + Z