Chapter 15: Importing and Exporting Data Declaratively
In the previous chapters, we focused mainly on Salesforce platform customization in order to make our platform behave so that our business requirements fit. It began from user interface customization, went on to process automation development, and finally to security enhancement with strong data sharing and visibility rules. But what about the data itself? How can we manage data within the platform?
We can identify two principal methods for this – data import/export and data reporting.
With reporting, we can make real-time queries on data to monitor data creation/modification day by day, while with data import/export, we can actually load records into Salesforce object definitions and extract them for later use (for example, for backup purposes or archiving).
In this chapter, we'll blaze a trail through the following:
The Data Import Wizard
The Data Export Service
Data Loader
