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Monitoring import jobs and reviewing import errors

Key Takeaway

Data Loader's error file is the place to start when you fix a failed load. It holds each rejected record plus a column that describes why each load failed.

After you start a data import, you need to know whether it finished and which records failed. The two import tools report this in different ways. The Data Import Wizard reports progress inside Salesforce and in a status email. Data Loader writes its results to two CSV files: one for the records that loaded and one for the records that were rejected.

Checking Data Import Wizard status

You can check the status of a Data Import Wizard import in three places:

  • The Recent Import Jobs chart on the Data Import Wizard home page. The chart lists the status and metrics of the import.
  • The Bulk Data Load Jobs page in Setup. You open it by entering "Bulk Data Load Jobs" in the Quick Find box and then selecting Bulk Data Load Jobs.
  • The status email. The user who starts the import receives this email when the import is complete. How long an import takes depends on how much data you import, and it can be up to several minutes. So instead of watching the page, you can wait for the email to tell you the result.

The Bulk Data Load Jobs page isn't available in Professional Edition. In other editions, only admins can access it in Setup. Users who aren't admins find the status of their import in the status email, or they monitor it manually by checking the relevant tabs in Salesforce.

When the import finishes, review the results and resolve any errors that occurred.

Platform Administrator II Study Guide

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Given a scenario, identify the appropriate tools and methods for importing data into Salesforce (data import wizard, data loader, and external ID)

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