Data import options- Salesforce Dreamforce presentation
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The document compares three methods for importing data into Salesforce: the Salesforce Data Import Wizard, DataLoader, and DataLoader.io. The Salesforce Import Wizard is built into Salesforce and is best for small, simple imports. DataLoader needs to be downloaded but can import data for one object at a time and access more objects. DataLoader.io is a cloud-based option that offers a free basic version and supports importing and exporting data.
Data import options- Salesforce Dreamforce presentation
- 1. Data Import Magic Compare Three Methods of Importing Data rich@spitzconsulting.com Rich Spitz, Salesforce CRM Manager Salesforce Certified Administrator Westchester Salesforce User Group Leader Dreamforce 2018
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- 4. Salesforce Data Import Wizard Its built into Salesforce! Same in Classic and Lightning Good for handling small, simple imports Catches Duplicates Great for both Account and Contact import (1 pass) There if you need it
- 5. Lets see it in Action
- 8. DataLoader Works on PC or Mac Needs to be downloaded One object at a time Can access almost every object Better for Larger jobs (formerly Apex Dataloader)
- 11. Why didn’t we see an error in the Import Wizard
- 12. It was here
- 13. DataLoader.io On-line (Cloud-based) data import and export tool Can access almost every object Free basic version. More if you need automation Offers FTP option Dropbox and Box support By Mulesoft (now a part of Salesforce)
- 15. Data Import Wizard APEX Dataloader Dataloader.IO # of records Up to 50,000 50,000+ 10,000 per month Catches duplicates Yes No No Option to turn off workflow Yes No No Export Data No Yes Yes Import Opportunities No Yes Yes Dynamic Lookups No No Yes Comparison of products
- 16. Other import options Jitterbit DataLoader Informatica Dataloader DemandTools
- 17. Conclusion “Different strokes for different folks” All tools have pros and cons
Editor's Notes
- #3: Key Message Salesforce is a publicly traded company. Customers should make buying decisions only on the products commercially available. Talk Track Before I begin, just a quick note that you should base your purchasing decisions on products and services that are currently available.
- #4: Talk Track We've built intelligence directly into the platform. Our inspiration for this came from Einstein. Einstein simplified the complexity of the universe with a simple formula: e=mc2. We did the equivalent here — We built the worlds smartest CRM by bringing together customer data, the brilliance of artificial intelligence and the Salesforce platform. Salesforce Einstein has democratized artificial intelligence. It's the first comprehensive AI for CRM. Transition Let's take a look at Einstein and AI in more detail... Key Message: Salesforce Einstein is AI for CRM.