Preparing for a Salesforce Interview! Check out our Salesforce Interview Questions. Check out this Introduction to Salesforce video on Intellipaat’s Youtube channel:Īfter installing the Data Loader, you will be required to log in with your password and security token.Īfter logging in, the Data Loader opens and you can see the various operations like Insert, Delete, Update, Upsert, Hard Delete, Export, and Export All. The company wants to analyze these transactions and wants to send them to a particular client, for which the raw data is imported from the user’s end to the Salesforce CRM platform.
In the stock market, terabytes of data and thousands of transactions are done every day. Let’s suppose a stock broking company wants to keep a record of its customers, accounts, etc. While importing the large chunks of data, it reads, extracts it, and simplifies it into comma-separated files (CSVs). It performs all the operations from inserting, updating, deleting, upserting, or even exporting Salesforce records.
The data is in bulk and to perform import/export operations a Data Loader is used. Marketing and sales professionals can’t do their job properly without lots of actionable data, and a data loader gets that data into the CRM at scale A data loader is software that enables automated, high-volume import, export, and storage of Salesforce data.
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