Questions tagged [data-loader]

The Salesforce Data Loader is a software application that can be used to insert, update, or delete Salesforce records from a CSV or export Salesforce records to a CSV.

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36 views

Dataloader inserting error [closed]

While inserting a csv file using dataloader with 1000+ records, most of the records got inserted, but I am getting an error for a few which is : "The most recent system cannot be "archived&...
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28 views

Is there a Salesforce data-loading/ETL tool that uses Bulk API V2.0?

Is there a data-loading/ETL tool that uses Salesforce's Bulk API v2.0? I see that both Data Loader and dataloader.io, in Bulk mode, still only use Bulk API v1.0. And please do NOT say "Workbench&...
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26 views

RecordType changes when importing via REST API

I have this strange problem where if I import a Lead via REST API, the recordtype is changed from the one I specified in my JSON payload to a different one (and oddly, not even the default recordtype ...
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33 views

data loader import - no value for mandatory fields

I need a little help with a data loader import. I have a .csv with account records and some of the fields need to have a value, they're required. I need to know how can I import the file because there ...
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8 views

How to import Files from folders and subfolders with only External id?

I need to migrate Files from legacy system to Salesforce. The data is structure in folders with foldername External id. Inside those folder theres different pictures in different folders. The number ...
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28 views

Data Loader Permission Sets

I need to create a permission set for a member of staff to use dataloader. I created the permission set with license set to none so that I can assign to users with different rights. I then assigned ...
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1answer
44 views

What is the dataloader limit in 24 hour.?

How many records I can data-load in a single attempt. ? How many such data-load I can perform in 24 hours.? I have gone through the documentation, but not sure ( 5 Million ) documentation is talking ...
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35 views

Can I change the status files format?

I would like to ask if there is an option to change the format (delimiter) of the success/error log files of each Dataloader operation? I could not find anything in the documentation, neither on the ...
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1answer
30 views

export actual documents from document tab not from files, attachments object

I have three documents(like image, pdf, word etc) in my documents tab(Please note: not on attachments, files object) and I need to export all the three to my local. But when I tried to get that ...
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1answer
38 views

Uploading file with 45MB size using data loader keep failing

I'm trying to upload files to Salesforce using data loader and the file size is around 45MB every time I'm trying to upload the file I got error with maximum retries reached, any idea how to deploy ...
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17 views

Retrieving Record ID for each Opportunity in a list

I need to retrieve the record ID of all opportunities in a single csv list, and I am wondering if there is a way to do this either with python or Salesforce natively. Essentially I would need to loop ...
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27 views

Inserting 13k PDF Attachments each 192kb in Attachments object

I want to insert 13k PDF attachments in Salesforce. Each of the PDF is 192 kb. I have created a csv file with the name of the pdf and it's relative path on the local drive. I tested inserting 15 ...
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25 views

Update created date from Data Loader or DBAmp [duplicate]

I'm migrating data over from another CRM. The person who did it didn't populate the correct Created Dates for our contacts, so another field was created that does have the correct created date. Am I ...
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16 views

can we insert a date value when the Closing date on opportunity is Null using a before trigger?

we are using dataloader to upsert records into Opportunity object but there might a case where there is no Closing date for some records, in that case, can we insert a particular date value using ...
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23 views

Data Importing into SF using built in auto-processes

I am currently going through the process of importing data into Salesforce using XL-Connector (and hence the SF bulk API). This is a lengthly process given the amound of data we have and the number of ...
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1answer
108 views

Ability to set CompletedDateTime on Task object while loading tasks from data loader

We are trying to load tasks using data loader, where curtains tasks need to be loaded in 'Completed' status, we have observed if a tasks get's loaded with 'Completed' date the System is automatically ...
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1answer
30 views

Invalid Field Mapping in DataLoader

DataLoader is not loading the column correctly. I'm trying to update Task...But I get the error "Id not specified in an update call" What i have to do in this case?
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54 views

Which tool to use for updating 10,000 records in salesforce in single transaction

I have a set up where an external integration will bring 10,000 records at a time into my salesforce org (update transaction, not insert). I need to test if my triggers, S2S connection (which updates ...
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23 views

Create multiple custom permissions

I have a requirement to create multiple(around 100) custom permissions. Can this be done using data loader or workbench? In data loader when we select insert option I don't see custom permissions ...
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24 views

Changing NULL to empty

Migrating from a SQL based system and using dataloader.io. The NULL values appear to have come over as "NULL" and when I try to create a duplicate rule it is saying there are too many ...
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27 views

Transaction Security Policy - Stop connectors(Data loader, Excel connectors, workbench, etc.. ) to do DML in salesforce

I got a requirement where I need to stop my users to perform the update, insert, and upset from any connector(Excel connector, workbench, data loader, etc..) even if they have access in the profile. I ...
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2answers
50 views

Migrating Notes Into Salesforce

I am trying to migrate notes from another CRM into Salesforce. Based on the salesforce documentation (link below) it seems to imply I need to have my notes in text file format to import them into the ...
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1answer
49 views

Data Migration - How to set Opportunity Closed Date in Past?

I am doing a data migration from another CRM to Salesforce. Some of the opportunities in the legacy system have a closed date in the past. When I try to migrate those into salesforce, I get an error ...
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1answer
66 views

System.SObjectException: ORA-20001 when deploying Changeset for users

I'm deploying an apex class and Test class which is running successfully and covering 84% test coverage in sandbox however when deploying it in Prod, I'm running in to below issue. I have included ...
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54 views

Pattern to integrate million record if BULK option not available

This is in reference to Integration with a System having millions of records. However, due to certain limitation we do not want BULK API needs to be implemented . Although there are other options like ...
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1answer
174 views

Exporting attachments with Apex Data Loader

I am trying to export attachments from Salesforce using Apex Data Loader. I am using the below query in Apex Data Loader. Select Id, Name, ParentId, ContentType, BodyLength, Description from ...
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2answers
104 views

Dataloader Update Error - Account ID: id value of incorrect type: 001XXXXXXXXXXXXXXX

TL;DR: Trying to bulk update one field in Account but being told Id is of incorrect type. Have checked and am positive it is of the correct type. I am trying to perform an Account bulk update with ...
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1answer
22 views

Import new contacts and campaign members together

I have a CSV file that includes contact's first name, last name, and email address. The file also includes campaign names. These contacts do not exist in the Salesforce. Is it possible to add these ...
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1answer
31 views

Is it possible to edit the Audit fields on UPDATE?

I found a question that was asked 7 years ago but they are only mentioning that Audit fields can be change on Create/Insert... What about when fields are already created and needs to update the ...
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1answer
56 views

SOQL Query with three objects fails

I am quite new to SOQL and ran into a problem with my query in SOQL Query on Workbench. My goal: Identifying all contacts which are in campaign "Hello" but NOT in campaign "Ciao". ...
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20 views

Notes migration from Salesforce ORG showing html tags

Migration of Notes: we migrated .notes from DEV org to PROD org but when I open the notes in the PROD I'm getting html tag along with the notes something like this: > <p>&nbsp; &nbsp; ...
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2answers
41 views

Salesforce Dataloader - Accept duplicate values during upsert

I'm trying to perform an upsert using the Dataloader. Basically, I have records with duplicate ID numbers. This is not a mistake (but probably a source of larger data integrity issues). They are two ...
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1answer
28 views

load contacts by first name, last name, email or phone

I have a spread sheet from the business to load contacts and a related child object to contact. The business wants to load the contacts by the below matching criteria. First Name, Last Name, Phone ...
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1answer
48 views

Dataloader import field as current datetime now

Is it possible to run a data loader import and set one of the fields being updated to the current date time of Now()? What is the best way to accomplish this? I was thinking of creating a temp ...
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Process Builder - Scheduled Actions for 'some' records did not execute upon mass update

Issue: Process Builder Scheduled Action for some records was not triggered when Data Update was performed Scenario: Process Builder (time based) Criteria: Case Status = Pending, Result: (6 Days from ...
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1answer
25 views

Getting an Error on a scheduled job, but can't find the error

We have a scheduled job on Contacts that runs once a week. We have a couple processes that are also on Contacts. We are in the process of transitioning Workflow Rules into our Processes. Some there ...
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1answer
19 views

Contact Record Limits

We are working on a new implementation and have 5 million contacts in our existing database. What do I need to consider before migrating those over? I do not plan to use much salesforce reporting. ...
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66 views

Data Loader functionality issue

I'm consistently having issues with Data Loader functionality. When I try to run Data Loader 50.0 with Zulu 11 (for MacOS 10.13 or later)when I attempt to browse for CSV files, it always greys out and ...
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305 views

Installing Data Loader Issue On Windows

I am following the instructions to install Data Loader here: https://help.salesforce.com/articleView?id=loader_install_windows.htm&type=5 I have met all of the requirements. I extract the zip and ...
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279 views

Mass update permission set using data loader

I am trying to update current permission sets with the new on, so how to do bulk updation on permission sets with data loader? so I just want to remove old permission set and assign new permission ...
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1answer
34 views

Custom metadata loader Mapping

I am using custom metadata loader to perform the insertion of custom metadata with 200 records. Although I have mapped the values correctly I am hitting the below mapping error. Note: There is no ...
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1answer
59 views

Custom notification Limit on Data Loading

I have a process builder which fires custom notification to case owners when the case is updated.Its working fine in normal scenario. But I needed to Data Load(Update) 200000+ records which inturn ...
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1answer
28 views

Pull data from sql to salesforce

I am looking to generate reports and dashboards on Salesforce and the data reside in my SQL server. How do pull data from SQL to Salesforce in order to create reports & dashboards in salesforce
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1answer
182 views

Salesforce Dataloader on Mac doesn't work past the select object page

I have attempted to use the Dataloader download for Mac several times to no avail. I am able to get to this screen (First Picture): Once I hit next, I get a message stating: Initialization succeeded. ...
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42 views

Get RecordID based on ExternalID

I always stumble upon this situation - I have csv file with 200 records and each record has an ExternalId. These records may or may not exist in Salesforce. In Salesforce I have an ExternalID field. ...
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1answer
98 views

What are the limitations of using data loader command line interface to back up data on a schedule?

I coulnd't find an easy documentation on what the limitations are. Does Data Loader CLI support All objects custom and standard? Does it support metadata and files? Does it support static resources? ...
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1answer
54 views

Validation rule working when manually entering values but not working when import using dataloader

I have the following validation rule on contact: OR(AND(MailingCountry = "Other Locations", ISPICKVAL(other_locations__c, "")), AND(NOT(MailingCountry = "Other Locations")...
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37 views

Does SSO login works with Data Loader CLI? [duplicate]

For security reasons we are establishing SSO login to the entire org but we are facing an issue coming to Data loader CLI users. In CLI the username and password are provided in the process-conf files,...
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48 views

How to move notes created in one org to another org?

I need to migrate content notes (enhanced notes created in Salesforce) from one production org to another. I have followed this excellent Stack Exchange post but I have a couple questions: Do I ...
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1answer
63 views

Dataloader is extracting records that have been hard deleted

I ran an export all on event records that returned about 7 million records. The export timed out around the 6 million mark. I went ahead and ran a hard delete on the 6 million records which ran ...

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