Skip to main content
AutoRABIT, Inc.

DataLoader (Single Dataloader )

It is used to perform operations such as extract, insert, update, upsert, and delete records from Salesforce.com. Features :

  • Web-based tool.
  • Job scheduling: Scheduled or on-demand jobs.
  • Error reporting: Detailed reporting of any failure at the time of data loader operation.
  • History of data loading operations: The results are available as a history so that the user can view the results in case of any issues in the future.

Initially we can see the single dataloader process summary page. On top right corner of the data loader panel. We can see four dataloader buttons which are used to create new data loading processes based on operation type. [Extract/ Insert / Update / Upsert / Delete]

Configuring New Single Data loader Processes :

AutoRABIT encapsulates the operation of data loading [extract, insert, update, upsert, delete], the filters set for the operation, sandboxes used and any schedules that are required for the operation into an entity called “process “.
To perform any of the operations described above, a process should be defined.To perform any of the operations described above, a process should be defined.

Extracting Data:

The extract option is used to extract the records to a.csv file.
To define an extraction process:

  1. In the data loader page, click the Extract button on the toolbar
  2. In the displayed dialog box provide the following details: 
    • i. Salesforce source organization
    • ii. The type of Salesforce org. (the corresponding URL is automatically loaded in the next field.)
    • iii. In the field User Name, enter the username.
    • iv. In the field Password, enter the password.
    • v. In the field Security token, enter the security token.
  3. Click Login and fetch objects. You can filter the object using the search functionality at the   top-right corner of the screen:
  4. Select the Label Name.
  5. Click Next.
  6. In the following page, select the required filters and order using the appropriate             sections.
  7. Click Validate query to validate your selection. The following screen shows the number of records that match your filters and order:
  8. Click Next

  

  1. Enter the process name in Process Name.
  2. Enter the maximum number of rows that should be retrieved in Limit.
  3. Specify a schedule by selecting the appropriate options.
  4. Click:

i. Previous to go back to the previous screen.
ii. Save and run to save the process and run immediately.
iii. Save to save the process. The process will be run by the Dataloader at the   scheduled time if you have specified a schedule. However, if you have selected No Schedule, the process is not run but is updated in the process history.
iv. Cancel to abort the process.

Inserting / Updating / Upserting Data:

 

The Insert option is used to insert the required records from the .csv files in the target org.

 

  1. Click Dataloader.
  2. In the succeeding page click Insert / Update / Upsert as per your requirement. A dialog box is displayed.
  3. Provide the following details:
    • Source organization
    • The type of Salesforce org. (the corresponding URL is automatically loaded     in the next field.)
    • If you select the Salesforce org in the Source organization, then you have to provide the username, password, and security token to continue the process.
  4. Click Login and fetch objects.
  5. You can also find the required Label by typing it in the Quick find option provided. A list of Labels and API names are displayed.
  6. Select the Object.
  7. Click Next.
  8. In the subsequent page, upload the required CSV file.
    The following screen is displayed:
  9. You also have an option of Automap. After Automap:
  10. Click Next.
  11. Fill in the details of the process summary.
  12. Schedule the process by filling in the required details like day, time, and the interval in which the process has to be run by the dataloader. The following screen is displayed:
  13. Click:
    • Save and run to save the process and run it at the scheduled time.
    • Save to only save the process. The process will not be run by the Dataloader   but will be updated in the process history.
    • Cancel to abort the process.

Deleting Process:

The Delete option is used to delete the required records from the .csv files in the target org.

 

  1. Click Dataloader.
  2. In the succeeding page click Insert / Update / Upsert as per your requirement. A dialog box is displayed.
  3. Provide the following details:
    • Source organization
    • The type of Salesforce org. (the corresponding URL is automatically loaded     in the next field.)
    • If you select the Salesforce org in the Source organization, then you have to provide the username, password, and security token to continue the process.
  4. Click Login and fetch objects.
  5. You can also find the required Label by typing it in the Quick find option provided. A list of Labels and API names are displayed.
  6. Select the Object.
  7. Click Next.
  8. In the subsequent page, upload the required CSV file. The following screen is displayed: You also have an option of Automap. After Automap:                       
  9. Click Next.
  10. Fill in the details of the process summary.
  11. Schedule the process by filling in the required details like day, time, and the interval in which the process has to be run by the dataloader. The following screen is displayed:
  12. Click:
    • Save and run to save the process and run it at the scheduled time.
    • Save to only save the process. The process will not be run by the Dataloader   but will be updated in the process history.
    • Cancel to abort the process.

Updating The Process Summary Page Of Dataloader :

After every process is created, it is displayed in the process summary page. From the Process Summary page, you can view the history of all the processes are defined and run till date.
The following image shows the main functions offered in the process summary page:


  1. Process Name: Shows the list of the names of the processes that have been created.
  2. Date/Time: Shows the date and time on which that a particular process was created and run.
  3. Edit: Allows the user to edit the details of a process. To edit a process, click edit and follow the  steps done during the creation of the process.
  4. Run: Click Run to run a process immediately.
  5. Schedule: Allows the user to schedule the process at which it has to be run.
  6. Delete: Deletes a process. To delete, select the required process. Click Delete. A confirmation message is displayed asking whether you want to delete the process. On confirmation, the process is deleted. A deleted process will no longer be displayed in the summary page.
  7. Clone: Creates a copy (clone) of the selected process. While cloning, the clone should be named. The cloned copy of the process is updated in the summary page:

Log :


Iconic Presentations in Single Dataloader:

Icon Description

We can filter the processes by their category from top right edge of dataloader panel

Success & Error count of a process

Filter icon

Every Process has following icons represents specific meaning as per below content.

Icon Description

Single dataloader process successfully completed.

Single dataloader process completed with failed status.

Run the saved process

Schedule the process on schedule in daily / weekly / fixed time basis.

Edit the existing process configuration

Delete the process

Clone the process with different name

Log to see the dataloader process running process on live

Download Successful / failed records in CSV format

Search a component or row from success / failed records.

  • Was this article helpful?