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Francis Pindar
Objectives
Quick overview on ways in import
List objects exposed to the import wizards
List some of the capabilities of API-tools that the
 import wizards don’t have
How to obtain the Data Loader
List the capabilities of the Data Loader
Show Data Loader example
Tools for Executing Data Migration
Via Application import /   Via Web Services API
 export Wizards
Accounts                  Data Loader
Contacts                  Partner Tools
Leads                     Custom-built Tools
Solutions                 Open Source Tools
Custom Objects
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
Load any object supported by the API
Load more than 50,000 records
Schedule regular data loads such as nightly feeds.
Export data for backup
Mass delete supported objects
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 the command line.
Obtaining Data Loader
Available in: UE, EE, DE
System Administrators download through the
 application
  1. Setup | Data Management | Data Loader
  2. Download the Data Loader link and save
  3. Launch the installShield Wizard
Open Source Project
  SourceForge.net
  Not supported by salesforce.com
Which tool do you use?
Wizard vs API is the essential question
Depends on the operations you want to perform
Depends on the objects involved
Depends on your scheduling needs
Depends on your de-duping needs
Depends on the number of records involved
Depends on the data sources/destinations involved
Review
1. Can you import data into custom objects using the
   Salesforce import wizard?
2. How do you decide which tool to use?
3. True or False: An External ID is always unique
Upsert
Upsert is an API function that combines insert and
 update into a single call.
Upsert uses an indexed custom field or external ID to
 determine whether to create a new object or update an
 existing object.
   If the external ID is not matched, then a new object is
    created
   If an external ID is matched once, then the existing object is
    updated.
   If an external ID is matched multiple times, then an error is
    reported.
Use Upsert when importing data to prevent the creation
 of duplicates.
External IDs
External ID is flag that can be added to a custom field to
 indicate it should be indexed and treated as an ID.
Custom index on any custom field of type: Text, Number
 or Email
Available on all objects that support custom fields
User-defined cross-reference field
Why is this important?
    Increases report and API SOQL performance
    Used with upsert to easily integrate apps with other systems.
An object can have three External ID fields.
Data Management

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Importing data to salesforce

  • 2. Objectives Quick overview on ways in import List objects exposed to the import wizards List some of the capabilities of API-tools that the import wizards don’t have How to obtain the Data Loader List the capabilities of the Data Loader Show Data Loader example
  • 3. Tools for Executing Data Migration Via Application import / Via Web Services API export Wizards Accounts Data Loader Contacts Partner Tools Leads Custom-built Tools Solutions Open Source Tools Custom Objects
  • 4. 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
  • 5. Overview of API-Based Tools Load any object supported by the API Load more than 50,000 records Schedule regular data loads such as nightly feeds. Export data for backup Mass delete supported objects
  • 6. 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 the command line.
  • 7. Obtaining Data Loader Available in: UE, EE, DE System Administrators download through the application 1. Setup | Data Management | Data Loader 2. Download the Data Loader link and save 3. Launch the installShield Wizard Open Source Project SourceForge.net Not supported by salesforce.com
  • 8. Which tool do you use? Wizard vs API is the essential question Depends on the operations you want to perform Depends on the objects involved Depends on your scheduling needs Depends on your de-duping needs Depends on the number of records involved Depends on the data sources/destinations involved
  • 9. Review 1. Can you import data into custom objects using the Salesforce import wizard? 2. How do you decide which tool to use? 3. True or False: An External ID is always unique
  • 10. Upsert Upsert is an API function that combines insert and update into a single call. Upsert uses an indexed custom field or external ID to determine whether to create a new object or update an existing object.  If the external ID is not matched, then a new object is created  If an external ID is matched once, then the existing object is updated.  If an external ID is matched multiple times, then an error is reported. Use Upsert when importing data to prevent the creation of duplicates.
  • 11. External IDs External ID is flag that can be added to a custom field to indicate it should be indexed and treated as an ID. Custom index on any custom field of type: Text, Number or Email Available on all objects that support custom fields User-defined cross-reference field Why is this important?  Increases report and API SOQL performance  Used with upsert to easily integrate apps with other systems. An object can have three External ID fields.

Editor's Notes

  1. Go to Setup > Data Management > Import X,Y,Z or Export Data Using a CSV to upload. Limited number of objects supported
  2. Default de-duplication logic Eg doesn’t allow you to upload users but you can in API
  3. Web API Developers guide has definitive list of all objects which are supported
  4. JDBC external DB. For example accessing MS Access. “ custom relationships” = external IDs
  5. Yes “ It depends”  False; External ID and “requires uniqueness” are two separate options on fields
  6. External ID is a key that we can update on.