Choosing a data load tool for health data volume and complexity
Key Takeaway
Above the Data Import Wizard's 50,000-record limit, use Data Loader, and configure it to use the Bulk API for large volumes, up to 150 million records.
Moving legacy data into an Agentforce Health org starts with picking a load tool. The tool must fit three things: the record count, the target objects, and how complex the mappings and relationships are. The Data Import Wizard suits small, simple loads. Data Loader handles large, repeatable, or automated loads. Data spread across many linked records, such as provider data, can be loaded with API requests that create and link records together.
Before choosing a tool
Not all legacy data has to be copied in. More data means larger data volumes, which can hurt performance and add technical debt. So if data does not need to live in Salesforce, consider data virtualization with Salesforce Connect.
Then ask four questions before choosing a tool:
- Does the data have regulatory or compliance requirements?
- Does the data need complex transformation?
- Does the data come from several source systems?
- Has a bulk initial load for the new instance been planned for?