Professional/Enterprise Editions Only: How to Use Data Loader for Salesforce

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Note: This import process will work for Sales Cloud Professional Edition or Sales Cloud Enterprise Edition only.

Before you begin your migration with this tool please note the following:

  • Data Loader is a client application for the bulk import or export of data. Use it to insert, update, or export Salesforce records
  • When importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection
  • Preparing your data for import and creating an import file is key to your success. Doing this step first prevents errors, duplication of data, and extra work
  • Need to download Data Loader? Go here to find out more

IMPORTANT: Please complete ‘Step 1: Planning your Migration’ before continuing with this data import.

Exporting Your SalesforceIQ CRM Data

  1. How to properly export your SalesforceIQ CRM data

Importing and Managing your Data

  1. Cleaning up your Import File video breakdown - This will help you understand the importance of and the steps needed to be sure you are bringing over ‘clean’ data from SalesforceIQ
  2. How to Import your Data into Sales Cloud Series is a full video series of best practices for setting up your import file and Sales Cloud system to aid in the import process
    • Video 1: Choosing the Importing Tool
    • Video 2: Cleaning Up Your Import File
    • Video 3: Cleaning and Preparing Your Data Using Excel
    • Video 4: Importing Owner IDs and Parent IDs
    • Video 5: Best Practices for Importing Data
  3. Additionally, here's a step by step Data Loader document, which can be bookmarked or printed to help you walk through the detailed process

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