Settings in Data Loader

Start Data Loader by double click on the Data Loader icon and Choose Settings > Settings





Batch Size: In a single insert, update, upsert, or delete operation, records moving to or from Salesforce
are processed in increments of this size. The maximum value is 200. We recommend a value between 50
and 100. The maximum value is 10,000 if the Use Bulk API option is selected.

Insert null values: Check this checkbox to insert blank mapped values as null values during data
operations. Note that when we are updating records, this option instructs Data Loader to overwrite any
existing data in mapped fields.

Server host: Enter the URL of the Salesforce server with which we want to communicate. For example, if
you are loading data into a sandbox, change the URL to https://test.salesforce.com.
Once you enter the Organization, we need to give following settings (Mandatory)
1. Proxy Host
2. Proxy Port
3. Proxy Username
4. Proxy Password
Click on "OK" button

Steps to be followed for Installing Data Loader:

Steps to Install Data Loader:

1. Go to the following path to install the Data Loader. Your Name> Setup > Data Management > Data
Loader.
2. Click "Download the Data Loader" and save the installer to your PC.
3. Double-click the downloaded file and click on Run to launch the InstallShield wizard.
4. Click on "Next" button.
5. Accept the license agreement and click "Next" button.
7. Click on "Install" button.
8. Click on "Finish" button.
9. To start Data Loader, double-click the Data Loader icon on your desktop.

Data Loader Overview:

Data Loader is an application for the bulk import or export of data. Data Loader is used to insert, update,
upsert(insert+update), delete, or export Salesforce records.
When importing data, Data Loader reads, extracts and loads data from comma separated values (CSV)
files When exporting data, it outputs CSV files

Important Points:
1. It Supports all the Standard Objects and Custom Objects
2. Supports upto 1 million records
3. Duplicates will be allowed in the Data Loader
4. Data Loader have batch size