Salesforce Data Management Decision Chart

Below is an easy way to see when to use the Salesforce Import Wizard or Data loader for different scenarios.

Considerations for Import Tool

Import Wizard

Data Loader

De-duping or deduplicate data

X

Schedule data loads

X

Load two related objects at once

X

Load less than 50,000 records

X

Export data that needs to be used as a backup

X

Load data into a object not supported by the import wizard

X

Use the upsert or upsert with relationship functionality.

X

Note X marks the best tools for each consideration.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s