Project Based Salesforce Data Loader Training – Basic Level
3.3 (5 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
20 students enrolled

Project Based Salesforce Data Loader Training – Basic Level

GUI operations. BOOST your confidence in salesforce by learning Apex Data Loader - a FREE tool
3.3 (5 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
20 students enrolled
Created by Syed Chand Shah
Last updated 1/2017
English
English [Auto]
Price: $24.99
30-Day Money-Back Guarantee
This course includes
  • 2.5 hours on-demand video
  • 1 article
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • FIRST OF ALL, CONFIDENCE, CONFIDENCE, CONFIDENCE, because you will see how I am doing the things STEP-BY-STEP and the changes taking place in the salesforce in REAL TIME right in front of your eyes.
  • you will be able to start salesforce BULK data migration CONFIDENTLY without depending on anybody.
  • What is Salesforce Data Loader ie Apex Data Loader.
  • Why do we need need it, in spite, we have browser-based “import wizard”
  • Downloading and installation, understand and configuring the settings
  • Security Token - What, Where, When, Why and HOW
  • Understanding the operations available in Data Loader like export, export all, insert, update, delete, delete all, UPSERT.
  • Export vs Export All.
  • Using Data Loader for Parent and Child Records.
  • Significance of UPSERT operation.
Course content
Expand all 22 lectures 02:35:07
+ THE LOGIN
4 lectures 21:27

In this Lecture, We will understand the LOGIN aspect of the Salesforce Data Loader, and, when and why the LOGIN fails.

Preview 07:06
DATALOADER OPERATIONS
02:03
+ OPERATIONS - CONCEPT
6 lectures 31:42
INSERT
02:29
UPDATE OPERATION
06:45
DELETE OPERATION
04:52
HARD DELETE
04:48
UPSERT
07:01
+ DATA LOADER SETTINGS
1 lecture 08:20

In this Lecture, we will understand important settings of the salesforce data loader such as Europian Time Settings, Use Bulk API, Proxy Settings etc.

DATA LOADER SETTINGS
08:20
+ Folder Structure
1 lecture 09:02
Folders - data, conf, status
09:02
+ DATA LOADER OPERATIONS - CASE STUDY
5 lectures 43:55
Prepare Data for Insert
06:56
INSERT
11:24
EXPORT and EXPORT ALL
08:07
UPDATE
11:18
DELETE
06:10
+ UPSERT
4 lectures 40:41
UPSERT - INTRO
04:31
UPSERT using Salesforce Id
10:12

In this Lecture, I have explained what, why, when  of EXTERNAL ID, and demonstrated how to create the External Id.

As of Now, only 4 data types support this option. they are : Number, Auto Number, Email, Text.  I have taken "TEXT" type for the case study of SIEBEL example.

UPSERT using External Id - Part 1
13:19
UPSERT using External Id - Part 2
12:39
Requirements
  • knowledge of creating a record in salesforce
Description

Hi Friend!  How are you doing??

Just for your Information:

I am getting very good feed back for my previous courses, and, I have got the students from all over the world from around 91 countries, WITHIN a very short span of time.

And coming to this tutorial..... 

I have designed the Salesforce Data Loader Training into 2 courses with Basic Level and Advance Level. They are 

  1. Project Based Salesforce Data Loader Training – Basic Level (Graphic User Interface --> point & click)
  2. Project Based Salesforce Data Loader Training – Advance Level (Command Line Interface - learn to configure an xml file for Scheduled operations)

This is Basic Level Course and suitable for you :

If you have a small amount of knowledge in salesforce data insert, update, delete AND move a step further by learning salesforce data loader for bulk records.

By the end of this Course:

  1. you will be able to start salesforce BULK data migration CONFIDENTLY without depending on anybody.
  2. What is Salesforce Data Loader ie Apex Data Loader.
  3. Why do we need need it, in spite, we have browser-based “import wizard”
  4. Downloading and installation, understand and configuring the settings
  5. Understanding the operations available in Data Loader like export, export all, insert, update, delete, delete all, UPSERT.
  6. Export vs Export All.
  7. Using Data Loader for relational data, that is, Parent and Child Records.
  8. Significance of UPSERT operation.

The Apex Data Loader tool I am using in the Course is compatible for Windows. If you are using Mac, you have to download "Data Loader for Mac" and the remaining process is same. Please note I am not demonstrating the operations on Mac.

This is not complete/formal salesforce course. Please treat this as add-on to your salesforce knowledge, with which, your job opportunities and confidence levels are high, as you may be asked in the interviews more about salesforce data loader.

Once you finish this Basic Level course successfully, you can enroll for the Advance Level course where you learn how to configure an xml file and run via command line, which is useful for scheduling asynchronous NIGHTLY data migrations. By the end of the Advance Level course, You will be the ONE of very FEW salesforce consultants who knows salesforce data loader command line interface (CLI) operations.

I wish you all the best in the journey of the SFDC.



Who this course is for:
  • This is the RIGHT TUTORIAL for YOU if you want to step ahead in sfdc with bulk data migration with Data Loader