Pages

Saturday, 2 July 2016

Select data Objects

Select Salesforce object and csv file

Choose an object. For example, select the Account object. If object name does not display in the default
list, check "Show all Salesforce objects" to see a complete list of objects that we can access.
Click "Browse" button, to select the source CSV file from the computer for inserting records into
salesforce.
Click on "Next" Button



Once we clicked on the "Next" button, small popup window will say about how many records the
operation will contains. Click on "OK" button



Salesforce Settings

Salesforce Settings
This step consists of Entering username, password and clicking on "Log in" button to login into data loader and clicking on "Next" button similar to above screenshots mentioned in the Procedure for "Export" operation using Data Loader Section.

Steps for "Insert" operation using Data Loader in Salesforce

Double click on Data Loader icon at your desktop and Click on "Insert" operation for loading the records into salesforce.com



 Step 1: Salesforce Settings

Step 2: Select data Objects

Step 3: Mapping

Step 4:  selecting the directory