ev401-018:Data Management: Data management Tools
Module Objectives
1.List objects exposed in the import wizards.
2.List some objects not exposed in the import wizards.
3.List some capabilities of API-based tools that the import wizards do not have.
4.State hoe to obtain the Data loader.
5.List the capabilities of the Data loader.
Tools for Executing a Data Migration
1.Via Application Import wizards:Account/Contact/leads/Solutions/custom Objects
2.Via Web Service API:Data Loader/Partner Tools/Custom-built Tools/Open Source Tools
Import Wizards
1.Import Wizards
- Easy to use tool to load Accounts,Contacts,Leads,Solutions, or Custom Objects.
- Load 50,000 records or less.
- Prevent duplicates:
.Account Name and Site;Account IDs
.Contact Email Address;Contact name;Contact ID
.Lead Email Address;lead IDs.
Overview of API-Based Tools
1.Load any object support by the API.
2.Load more that 50,000 records.
3.Schedule regular data loads such as nightly feeds.
4.Export data for backup.
5.Mass delete supported objects
Apex Data Loader
1.The Apex Data Loader :
- Is a fully supported salesforce.com product.
- Supports import from CSV or export to CSV.
- Supports loading from or exporting to a database via JDBC.
- Supports custom relationships for upsert.
- Can be run from command line.
Obtaining the Data Loader
1.Available in:UE,EE and DE Orgs
2.System Administrators download through the application
-.Setup|Data Management|data Loader
- Download the Data Loader link and save
- Launch the Install Shield wizard
3.Open Source Project
- SourceFreoge.net
- Not supported by salesforce.com
Which Tool Do You Use?
1.Wizard vs API is the essential question
2.Depends on operations you want to perform
3.Depends on the objects involved
4.Depends on your scheduling needs
5.Depends on your de-dupling needs
6.Depends on the number of records involved
7.Depends on the data sources/destinations involved
Review
1.Can you import data into custom objects using the Salesforce Import Wizard?
Yes
2.How do you decide which import tool to use?
3.True or False:An External ID field is always unique.
False
Dev401-019:Data Management: Practical Application
Module Objectives
1.Configure the Data loader to run via the command line interface.
2.Encrypt a password using the encrypt.bat utility
3.Create maping files via the Data Loader GUI to support upsert with relationship use case.
4.Run the Data loader via the command line to upsert data
