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Data Import Wizard versus Data Loader

Key Takeaway

Use the Data Import Wizard when you have fewer than 50,000 records, it supports the object, and the import does not need to be automated. Otherwise, use Data Loader. Data Loader is also the tool for exports, bulk deletes, and replacing existing field values with blanks.

The Data Import Wizard and Data Loader are the two main tools for bringing data into Salesforce. The Data Import Wizard is a simple in-browser tool for smaller imports into common objects. Data Loader is a separate client application for larger or automated jobs, for more objects, and for exports and deletes as well as imports.

How the two tools differ
Data Import WizardData Loader
Where it runsIn the browserOutside Salesforce, as a client application
How you run itOpen it from Setup (enter Data Import Wizard in Quick Find) and use its screensUse its user interface or the command line
What it can doImport recordsBulk import and export: insert, update, delete, or export records
What it readsCSV (comma-separated values) filesCSV files or a database connection
Edition supportAll editions except Personal and Database.comEnterprise, Unlimited, Performance, Developer, and Database.com

Any program that can save CSV can be a source. Examples include:

  • Excel
  • ACT!
  • Outlook
  • GoldMine
Platform App Builder Study Guide

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Given a scenario, determine the options and considerations when importing and exporting data, including the capabilities of external data sources.

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External ID matching on upsert

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External object capabilities

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Salesforce Connect adapter types

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