Deloitte Consulting LLP28 January 2015

Data Management

Deloitte Consulting LLP- # -Force.com April'14 Training Material Template (4).pptxContentsData Loader Introduction and FeaturesData Loader InstallationUsing Data Loader for:SOQL Salesforce Object Query LanguageSOSL Salesforce Object Search LanguageData Loader - Command Line Interface

Import Wizard Introduction and FeaturesImport Wizard v/s Data LoaderAccessing Import Wizard

Workbench ToolSOQL Using Workbench

Dos and Don'ts in MigrationBest Practices Data Loader- # -Force.com April'14 Training Material Template (4).pptxData Loader Introduction and FeaturesThe Data Loader is a Java based client application for the bulk import or export of data. Use it to insert, update, upsert, delete or extract records.

The Data Loader can move data into or out of any type of record. When importing data, it reads, extracts, and loads data from comma separated values (CSV) files. When exporting data, it outputs CSV files.

The Data Loader offers the following key features:

An easy-to-use wizard interface.An alternate command line interfaceA batch mode interface with database connectivitySupport for larger files with up to millions of rows.Drag-and-drop field mappingSupport for all objects, including custom objects.Detailed success and error log files in CSV format.A built-in CSV file viewer.

- # -Force.com April'14 Training Material Template (4).pptxData Loader InstallationTo Download, click Setup | Data Management | Data Loader.

Use the Data Loader when:You need to load 50,000 or more records. You need to load into an object that is not yet supported by web-based importing. You want to schedule regular data loads, such as nightly imports. You want to be able to save multiple mapping files for later use. You want to export your data for backup purposes.

- # -Force.com April'14 Training Material Template (4).pptxUsing Data Loader LoginUseUser NamePasswordSecurity TokenTo Login to Data Loader.

Click Setup | My Personal Information | Reset Security Token, and click the Reset Security Token button. The new security token is sent via email to the email address on your user record.

Append the Security Token to your password while logging into Data Loader.

- # -Force.com April'14 Training Material Template (4).pptxUsing Data Loader Configuration Configure the following properties in Data Loader through the settings tab.

Batch SizeInsert Null ValuesAssignment RuleServer Hosttest.salesforce.com Sandboxlogin.salesforce.com ProductionReset URL on LoginTimeoutQuery Request SizeGenerate success files for exportsRead & Write all CSVs with UTF-8 encodingUse European Date FormatUse Bulk APIProxy settingsStart at row

- # -Force.com April'14 Training Material Template (4).pptxUsing Data Loader Mapping On receiving the Meta Data Documents for the Legacy System map them with the Force.com Meta Data/ Objects-Fields.Verify the same before performing any Migration Task, to ensure correctness.Prepare the Load data using these Mapping Documents.While migrating prepare the mapping document using Data Loader and store them for future references.Data Loader provides two types of mappingAuto-Mapping Manual Mapping

- # -Force.com April'14 Training Material Template (4).pptxUsing Data Loader Tracking Success and ErrorsAlways record the Success- Error Files for any Migration task performed to evaluate the performance of the migration task .These success-error files can be used as references in future for any migration task performed for the same client.When encountering errors check the error message on the error files. Rework on the same and perform the Migration task again.

Click on the Browse Button to select the folder where you would like to save you Error & Success Files. These files show you the List of Errors and Successes in Upload.

Click OK & Click Finish

- # -Force.com April'14 Training Material Template (4).pptxUsing Data Loader Queries for Export Writing SOQL queries on objects:Select statements Conditions in Select statements IN Equals Contains Not Equals Like Starts With, Ends With >, < , >=,