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Salesforce Essentials for Administrators

You're reading from   Salesforce Essentials for Administrators Discover the administration fundamentals and challenges of Salesforce CRM

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Product type Paperback
Published in Oct 2014
Publisher
ISBN-13 9781784398071
Length 158 pages
Edition 1st Edition
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Author (1):
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Mohit Shrivatsava Mohit Shrivatsava
Author Profile Icon Mohit Shrivatsava
Mohit Shrivatsava
LinkedIn
Mohit is a Python programmer with a keen interest in the field of information security. He has completed his Bachelor's degree in technology in computer science from Kurukshetra University, Kurukshetra, and a Master’s in engineering (2012) in computer science from Thapar University, Patiala. He is a CEH, ECSA from EC-Council USA. He has worked in IBM, Teramatrix (Startup), and Sapient. He currently doing a Ph.D. from Thapar Institute of Engineering & Technology under Dr. Maninder Singh. He has published several articles in national and international magazines. He is the author of Python Penetration Testing Essentials, Python: Penetration Testing for Developers and Learn Python in 7 days, also by Packt. For more details on the author, you can check the following user name mohitraj.cs
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Table of Contents (9) Chapters Close

Preface 1. User Management and User Profiling FREE CHAPTER 2. Configuring Salesforce 3. Reports and Dashboards 4. Record-level Access, Security, and Audit Features 5. Session Management, Data Loader, and Data Loading Best Practices 6. Troubleshooting Common Problems 7. An Overview of Sales and Service Cloud Index

Data loader

IT applications are meant to make our life simple. In order to load data from a CSV file on a computer to Salesforce, we have a native built-in tool provided by Salesforce; this is known as the data loader. To download data loader from your organization, navigate to Setup | Data Management | Data Loader; on this page, you will see the Download the Data Loader link to download the tool to your local device. Once the tool is downloaded, we can install it. The tool can work on both Windows and Mac machine systems.

The following screenshot shows the link to download the data loader once you navigate to the Data Loader Setup page; it also shows the data loader UI. One can export data from Salesforce, insert data into a Salesforce table, update data on Salesforce, or delete the data.

An important step in data migration is to first connect this data loader to your organization. Salesforce data insertion can be in your production organization or in a sandbox. Sandbox is a testing environment...

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Authors (1)

Profile icon Mohit Shrivatsava
Mohit Shrivatsava
LinkedIn icon
Mohit is a Python programmer with a keen interest in the field of information security. He has completed his Bachelor's degree in technology in computer science from Kurukshetra University, Kurukshetra, and a Master's in engineering (2012) in computer science from Thapar University, Patiala. He is a CEH, ECSA from EC-Council USA. He has worked in IBM, Teramatrix (Startup), and Sapient. He currently doing a Ph.D. from Thapar Institute of Engineering & Technology under Dr. Maninder Singh. He has published several articles in national and international magazines. He is the author of Python Penetration Testing Essentials, Python: Penetration Testing for Developers and Learn Python in 7 days, also by Packt. For more details on the author, you can check the following user name mohitraj.cs
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See other products by Mohit Shrivatsava
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