Скачать или смотреть [Blog] Installing and Configuring Dataloader in Salesforce

Dataloader Overview
Understand your Data:
Whether you’re moving from another CRM application or simply tracking customer information in spreadsheets, you’ll already have existing data. Data always becomes a bottleneck if it’s not reviewed and cleaned early in a project.
Most customers underestimate the effort it takes to clean up, map, and load data. Data shouldn’t be loaded until your system is set up, including setting up your role hierarchy, sharing model, and sharing rules.
By taking the time to understand your data during the planning stage, you can help define critical questions such as “Are we tracking crucial data?” and “What else should we be tracking?”
Prepare Data for Import / Update:
Because data is loaded at a specific time, the transition will be easier if the data load is as close to deployment as possible. Be sure you schedule enough time to map and test the data. Here’s a summary of the steps involved in importing data:
Plan your data import
Prepare your data
Test the import
Execute the import
Validate your data
Note: If users are still entering data into an existing system after the initial data load but before the go-live or cutover plan, there may be a set up “delta” data set. You’ll need to import or manually load that data and incorporate it into any training exercises

Best Practices / Notes to System Admin:
System Admins should use the Data Loader application. Highly suggested Data Loads are actions only done by System Admins.
If unsure of the process, data load in UAT (Sandbox) before attempting to load in Production. Also, it is recommended you import using a small test file first to make sure you’ve prepared your source data correctly.
As a best practice, Review the data that is being loaded, by pulling reports, and ensure that fields are required to be filled for triggers/flows/rules functionality are filled in.
Review Schema Builder for the data architecture and see how the objects and fields are mapped to other objects. Note: Schema builder will not provide data on triggers/workflows built for your organization.
When performing a large data load (especially if triggers/rules could update data in other objects), ensure backup data has been exported for the live environment before performing the data load action. Learn more: Salesforce integration services
Instructions on Installing Data Loader:
The Data Loader requires the use of the Force.com API. If your Salesforce edition allows the use of the API (Enterprise, Unlimited and Developer Editions), you can download the Data Loader from the Setup menu, under Administer heading - Data Management.
First, Download Data Loader onto your computer
Go to Setup in Salesforce- type in Data Loader in Quick Find /Search box - Download depending on your Operating System.
Once installed. Open Data Loader application on your computer.

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Insert records into the object selected
Update records in the object selected (must have record IDs)
Upsert, insert and update records into the object select. (if updating must-have record IDs)
Delete records from the object selected (must have record IDs)
Export records from the object selected.
Export All records from the object selected (this will include soft-deleted record (means items in the recycle bin) as well as Activities (this is the Activities object, not other activities) related to the record)
Configure Data Loader: (Very important to review this link) https://developer.salesforce.com/docs...
Important Notes / Best Practices before Insert / Update:

If inserting / upserting/updating records will cause triggers/rules/flows to fire, then it is highly recommended to update the batch size to a very low number, depending on the number of flows/triggers possibly even set the batch size to 1 if a lot of actions are triggered off of a record being created/updated.
Again, Open the Data Loader Application

syntax_imageSelect an action from the menu
Step 1: Log Insyntax_image

Choose Environment: Production or Sandbox.
Enter your Salesforce Username or Password for that environment.
Will receive the following popup, once signed in:
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Choose Allow
Then click Next on Data Load Application
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Step 2: Select Data Object and upload your Comma Separated Value (CSV) file (files must be saved in CSV format to data loader)
Select the Salesforce Object for which the action selected will be performed

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