Choosing a data load tool for Agentforce Financial Services migrations
Key Takeaway
Pick the tool by volume and complexity. Use the Data Import Wizard for small, simple loads under 50,000 records. Use Data Loader for loads up to 150 million records with Bulk API 2.0, including loads that repeat with the same complex field mappings. Above 150 million records, Salesforce recommends a Salesforce partner or an AppExchange data load product. With Data Loader, load individuals, then relationship groups (households), then individuals' relationships to groups, then financial accounts.
Moving client, household, and financial account data from legacy systems into Agentforce Financial Services starts with choosing a load tool. The main choices are the Data Import Wizard, Data Loader, dataloader.io, and partner products. The right choice depends on four things: record volume, which objects you load, how complex the field mappings are, and whether the load repeats. In Agentforce Financial Services, the load order and a few data rules matter as much as the tool, because they keep related records accurate and linked.
The load tools
The Data Import Wizard and Data Loader differ in where they run, how many records they handle, which objects they support, and which editions include them.
| Data Import Wizard | Data Loader | |
|---|---|---|
| Where it runs | In-browser wizard inside Salesforce | Client application outside Salesforce, on Windows or macOS |
| Record volume | Up to 50,000 records at a time | Up to 150 million records with Bulk API 2.0 |
| Objects | Accounts, contacts, leads, solutions, campaign members, and custom objects | All objects, including custom objects |
| Actions | Imports; can't export | Bulk insert, update, delete, and export |
| Editions | All except Personal and Database.com | Enterprise, Performance, Unlimited, and Developer |
The Data Import Wizard can block duplicates by matching on account name and site, contact email, or lead email. Catching duplicates at load time matters in Agentforce Financial Services, because Duplicate Management there supports detection and prevention but not record merge.
dataloader.io is a cloud-based import and export tool powered by MuleSoft. Unlike Data Loader, dataloader.io works in all editions. The number of records dataloader.io handles depends on the dataloader.io plan.
Agentforce Financial Services is available in Professional, Enterprise, and Unlimited Editions. Professional Edition is on that list but not on the Data Loader list in the table, so check the org's edition before you recommend Data Loader.