What is Data Loader and How to use it to import or export data to or from Salesforce?

In this video, we will explore what Data Loader is and see a quick demo of how to use it to import or export data to and from Salesforce. This video is divided into the following points:
- How to install Data Loader?
- How to Insert records into Salesforce through Data Loader?
- How to Export records from Salesforce through Data Loader?
- How to Upsert records in Salesforce with Data Loader?
- How to Update records in Salesforce with Data Loader?
- How to Delete records in Salesforce with Data Loader?
Completely understand Data Loader in Salesforce with Shrey Sharma (Salesforce Hulk).
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Shrey is the Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.

Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey is an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.

Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his YouTube channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvelous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.

Shrey is a leader with out of the box thinking who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.

#salesforce
#learnsalesforce
#salesforcehulk

[manvendrasinghrathore]

the best explanation on Data Loader ever... You are doing a great job.. :)

[saurabh]

Great work Salesforce Hulk. My two cents - plz create a series of short videos (2-3 mins) for bite size learnings.

[salesforcenow]

Thanks for the walkthrough. A fun additional tip is that you can retrigger Lead Assignment Rules if you add the Assignment ID into the settings of Data Loader when going to update records. This has been one of my favorite benefits of Data Loader! I use it exclusively over the other native Salesforce tools.

woohoo i cleared my Salesforce Admin exams, thanks a lot for videos watching these videos concepts got solidified

[vivekasc]

Your demo is really nice, Please put a demo regarding cases import with history, and how we will map these with contacts.

[ghodakepranita]

Seriously such a great explanation..!! Thank you so much shrey."-"

[sushant]

Mr saleforce hulk you are awesome..thank you so much for this video..

[vipinbhatt]

Could you please make a video for what is guest user and what kind of access we can give them.

[meenakshipochincharla]

This video has been very helpful, please do a detailed tutorial on SOQL Query Optimization, thanks

[hazlittvasudevan]

Hey thanks for the video. Can you make a video on how to load data in salesforce by command line.

[abhidobhal]

Hello, you are doing very good job..but may you create videos for development part...??? I think everyone wants to learn that..

[DesiUplift]

could you please answer this question and give explanation??

Universal Containers (UC) maintains information for over 2 million assets in an external system. UC needs to access these assets in real-time data in Salesforce and is nearing the data storage limits.
What feature could an app builder recommend UC use?
Options:
A Data Loader
B Salesforce Connect
C Salesforce to Salesforce
D Data Export Wizard

[smart]

Hi Shrey,

We have a custom object for the employees in our company. Currently there are 71 records in this object. There is a field called Employee ID with data type as Auto Number.

I have once added new records to this object using Data Import Wizard from CSV file and it all well went. Even Auto Employee ID was generated for the new records too. We have two new employees and about three of the exisiting records require updates of address change. I have all the 73 records on the CSV file (71 old records and 02 new ones). I select Add new and update option in the wizard. Though the wizard finishes, the import request results in fail and neither the new records get created nor the updates are done.

Please advise. I would perfer to do the import of Data with Data Import Wizard versus Data Loader.

[Niket]

Hello sir please make a video on How to connect MySQL to Salesforce

[anasuabakshi]

Can we schedule exports from Salesforce to a particular directory ? In your demo I primarily saw manual triggers - but say we want a scheduled run for an export on daily basis?

[simplyswallow]

Hi there,

Thanks for your video. Please, how do upload Event into Salesforce using Data Loader?

[vinodkumar]

Hi Bro..I am new to salesforce dataloader can i have video for, using dataloader how can we upload images..

[ansarhussain]

Thank you.i was waiting for this concept.u made it for us..

[Sriwijaya]

It is possible to insert data from excel to the existing leads object in salesforce?

[srigowrivatti]

Thank you for the detailed explanation.