What are the 2 ways to import data into SF?
data import wizard
Use the Data Import Wizard When:
You need to load less than 50,000 records.
The objects you need to import are supported by the wizard.
You don’t need the import process to be automated.
Use Data Loader When:
You need to load 50,000 to five million records. (more than 5 million records, visit the AppExchange)
You need to load into an object that is not supported by the Data Import Wizard.
You want to schedule regular data loads, such as nightly imports.
Both methods (data wizard/loader ) the NUMBER of records imported depends on:
The type of data you’re importing
The overall data storage limits for your
The type of OBJECTS you can import depends on your :
Data Loader uses the _________ to process records.
Prior to import data, use existing software to create an
There must be an exporting data file created in order to
import data into SF.
Import file should be cleaned up by removing:
Data to remove duplicates
Delete unnecessary information
Correct spelling and other errors
Enforce naming conventions.
Compare and verify that your data will be mapped into the appropriate Salesforce fields by __________________.
To configure any changes required in Salesforce to imported data. you might need to create:
new custom fields
add new values to picklists
temporarily deactivate workflow rules
What are the 2 methods to EXPORT data?
Data Export Service
Data export from Salesforce can either ________or on an automatic schedule.
Data is exported as a set of ______________files.
comma-separated values (CSV)
What is Data Export Service?
An in-browser service
Accessible via Setup menu
Allows to export data manually once every 7 days
or 29 days.
Data export can automatically at weekly or monthly intervals.(specific editions)
Only backup files only every 29 days, or automatically at monthly intervals only.
What is Data Loader?
A client application (must install separately)
Can be operated either through the user interface or the command line. (command line option is useful if you want to automate the export process, or use APIs to integrate with another system.)
Schedule Export option allows you to schedule the export process ____________________for intervals.
Export Now option prepares your files for export ____________. This option is only available if enough time has passed since your last export.
Where do you access Data Export Service?
Quick Find >
Then select Data Export and Export Now or Schedule Export
Salesforce creates a ________ of CSV files and emails you when it’s ready.
Zip files are deleted ____ hours after the email is sent.
Large exports are broken up into ___________files.