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.

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