Describe the options and considerations when importing and exporting data.
Salesforce provides several tools to import and export data. Some tools are integrated Salesforce functionalities and others are standalone applications. Depending on the use case and required data operation, different tools can be used.
Salesforces provides two standard tools to import data: Data Import Wizard and Data Loader.
The Data Import Wizard is a Salesforce functionality to import, update and upsert records for many objects from within the browser. The tool supports all custom objects, and the standard objects Lead, Account, Contact, Solutions, and Campaign Member.
The Data Import Wizard can load data from ACT!, Outlook, Gmail or any other application that can save data in comma-separated values (CSV) files.
The Data Import Wizard can load up to 50,000 records per job, and only one job can run at the same time. Taking into consideration the maximal job size, you import as many records as you want, as long as you don’t exceed the overall data storage limits for your org.
Data Loader is a desktop application for Windows and Mac to bulk insert, update, upsert, export and delete records for all standard and custom objects.
Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection. When exporting data, Data Loader saves records in CSV files.
Data Loader can load up to 5,000,000 records at a time, and the tool can either be operated via a user interface or the command-line (Windows only). Using the command line, you can set up Data Loader for automated batch processing.
Salesforces provides two standard tools to export data: Data Loader and Data Export.
Data Loader can be used to export some or all Salesforce objects. Exports are saved as comma-separated values (CSV) files and only include object records.
In addition to the graphical Data Loader tool, a command line (CLI) version exists. Functionalities of the CLI Data Loader tool can be called from scripts, to automate data operations such as daily exports.
The Data Export feature can be used to back up some or all data from non-sandbox orgs. Data backup jobs can be requested either on demand or based on a weekly or monthly schedule. In contrast to Data Loader exports, the Data Export feature can also include files such as images, documents, and attachments. Furthermore Data Export can include Salesforce Files and Salesforce CRM Content documents extracts.
The Export Data functionality exports all data into a set of comma-separated values (CSV) files, and stores them on the Salesforce platform. Data export jobs are queued, and heavy traffic on the org may delay the backup process. Once an export is completed, an email is sent to the backup requester, a link to download the backup CSV files. The export files are available for 48 hours before being deleted.
Listed below are typical use cases when to use the Data Import Wizard and Data Loader to import data in Salesforce.
|Criteria||Data Import Wizard||Data Loader||Data Export|
|Operations||Insert, Update, Upsert||Insert, Update, Upsert, Export, Delete||Export|
|Size||Less than 50'000 records||More than 50'000 and less than 5'000'000 records||Org storage limit applies|
|Objects||All custom and certain standard objects||All custom and standard objects||All custom and standard objects|
|Deduplication||Possible based on id, name, site, and email address||Possible based on id||Not possible|
|Automation||Not possible||Possible with CLI tool||Possible on weekly or monthly schedule|