1. Data Loader Free Download
  2. Salesforce Apex Data Loader
  3. Salesforce Data Loader Install
  4. Data Loader For Salesforce
  5. Salesforce
  6. Salesforce Data Loader Download Mac Os
  1. The Salesforce Mac dataloader now works, there was an issue with the version online which has been fixed now. If you download the current version it will run ok. Share improve this answer follow.
  2. Leave the Data Loader open while viewing the file. Sort the account name column A-Z and save the file (Windows & Mac instructions below). Windows users: In Excel, click B to select the NAME column. Click the Data tab. Click the Sort button. Ensure Expand the selection option is selected on the Sort Warning pop-up.
Jim Simon

Welcome back! This is the second blog in an evolving series around Salesforce.com data loader tools. In case you missed it, please checkout my first blog “5 Best Practices for Salesforce.com Apex Data Loader”.

Make sure you are logged in with the same account the download utility is using - check the PC Profile name in the download. Once I logged into that account the data loader installed just fine. UsersrubinAppDataRoaming' -jar 'C:Program Files (x86)salesforce.comData Loaderdataloader-34.0-uber.jar' Flag; Johan Yu - 5 years. Mac Data Loader v35 doesn't install with either Java 1.6 nor Java 1.8 On laptop running Java 1.6: 1) Login into Salesforce 2) Go to Setup - Data Management - Data Loader 3) Click on “Download the Data Loader for Mac” to download file 4) Try to launch Mac Data Loader v35 and you’ll see error.

Salesforce data-loading tools have been around for a while and there’s a lot to chose from these days. How do you make sense of them? Which ones do you use? There’s a whole slew of them now on the AppExchange, but today we are going to look at 5.

This idea is not new; I’m just circling back around to this topic to give my perspective. In fact, there are other great blogs such as “Comparing Data Loaders for Salesforce” (2013) by Roger Mitchell and “Best Data loader for Salesforce” (2014) by Ben McCarthy.

There are so many tools out there today, but what do you use? It all depends on what you want to accomplish and who is going to do the work. In order to determine what tool you want to use depends on a few key factors:
• Your audience– tech savvy or non tech savvy
• How often you need to load– one-off load, routine, integration/automated, etc
• How many records you need to load
• What Salesforce objects you need to load to.

Note: I am making an assumption that the correct permissions are set up for the users to import data where they need, if not, you will need to understand your Salesforce security model in advance.

Let’s get started!

1. Salesforce Apex Data Loader

The standard Salesforce Data Loader is the tool of choice for most, business users and consultants alike. It’s powerful, convenient and well documented. This tool is best used for repetitive data loads by business users or data migration projects.

Pros: Pretty fast compared to other tools; a lot of flexibility to throttle batch sizes; Can load up to 5 million records; Powerful CLI tools; Ability to schedule recurring data loads and since it’s installed locally you can install on a server and use as an integration tool for on premise systems; Ability to match on external IDs.

Cons: Can be annoying to install on a Mac; Auto mappings can be a bit quirky, sometimes leading to wrong mappings or missing fields in the UI altogether; Can only import CSV files.

2. Dataloader.io

Dataloader.io is one of the most popular tools on the market today, and I generally recommend this tool to most of my clients. It’s very intuitive and wizard driven. I like the fact you can save your data loading jobs.

Pros: 100% cloud-based, no installation required; doesn’t require security token; Support for DropBox, Box, SFTP and FTP; Scheduling jobs.

Cons: Can be a little slower than the Salesforce Apex Data Loader; If you just want to do a quick one off data load this might take a little longer to setup than standard Salesforce Apex Data Loader.

3. Salesforce Data Import wizard

The Import Wizard is native to Salesforce and is accessed from within. It is used to import records into many standard objects such as Leads, Accounts, Contacts, Solutions and custom objects. As the name implies, it is wizard-driven.

Pros: Easy for repetitive tasks for business users to import Leads–which is the most popular use of this tool especially if you have a formatted external data set you routinely load; See this Trailhead module to learn more.

Cons: Can only import up to 50,000 records; CSV files only.

4. Jitterbit Data Loader

Jitterbit is the free data loader offering by Jitterbit as entry to their full integration suite. I generally only recommend this tool if someone needs to have local database connectivity or integration and is a tech savvy user. I will admit I don’t use this tool much, and I’m sure it has a lot of great use cases.

Pros: Loading any flat file, any ODBC or JDBC database; repetitive loads; basic scripted ETLs and basic integration.

Avast cleanup download mac os. Cons: I don’t find the user interface as intuitive as Dataloader.io; cumbersome for one-off loads; not 100% cloud based as the name would suggest but requires local client to be installed.

Ablebits add-ins – the latest versions Tried and trusted solutions for Microsoft Excel and Outlook. Here you can find all the up-to-date versions of our products. The downloads are fully-functional. If you do not have a license key, you can use the product 14 days for free. Run on PC, Mac, Windows tablet. Add characters, remove strings, split cells, extract text, trim spaces, convert symbols, change case, count chars and swap text — the tool lets you do all this quickly and accurately. Feel free to use in Excel for Mac as well as in Excel for Windows and Excel on the web. Ablebits free download for mac.

5. Informatica Cloud Data Loader

Informatica is know as a powerful integration suite and the Cloud Data Loader is an entry into the full offering that has some neat capabilities. I recommend this tool for those who want to do above basic data transformations as they load.

Pros: What they call “built-in intelligence” where it will format your data fields to the Salesforce support format–when using the standard Salesforce Data Loader, you must transform your date fields; prebuilt integration templates for systems such as NetSuite or SAP; Allow for on the fly data transformations; Connects to Box.

Cons: CSV files only; a bit cumbersome to learn and understand; not for non tech savvy users.

In the end, these tools accomplish the same thing; they get data in and out of Salesforce. You need to decide what’s the best tool for you to accomplish this. I hope that with all the information listed above it helps make your decision easier.

Stay tuned for my next blog where I talk about leveraging Salesforce Data Loader and other related tools to backup Salesforce such as: DBAmp, SQL server, Ownbackup, and Salesforce weekly exports.

July 26, 2016

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  1. Installing Salesforce Data Loader in macOS and Windows.
  2. How to Install Salesforce Data Loader.

Installing Salesforce Data Loader in macOS and Windows.

In this Salesforce Tutorial we are going to learn about What is Salesforce Data Loader, How to Install Apex Data Loader and How Apex loader is used to upload, delete, export and Import records.

What is Data Loader?

Salesforce Data Loader is a desktop client application used in Salesforce to import, export, delete, insert and update bulk records. Using Data Loader we can load upto 5,00,000 records.

Data Loader Features and operations.

  1. Using Data Loader we can load upto 5,00,000 records.
  2. Using Data Loader we can schedule the loads.
  3. We can import data from .csv (Comma Separated Values) files.
  4. Success and Error log files created in CSV format.
  5. Data Loader supports all objects(Custom objects and Standard objects).
  6. Drag and Drop field Mapping.

Data Loader Operations.

Using Data Loader we can perform the following operations.

  1. Insert – Insertion of new records.
  2. Update – Updating existing records.
  3. Upsert – Update and Insertion of records.
  4. Delete – Deleting existing records.
  5. Export – Extraction of all records.
  6. Export All – Export all extracts all records including recycle bin records from salesforce.

How to Install Salesforce Data Loader.

Installing Data Loader and setting up Data loader require small knowledge on generating security tokens. Before installing Data loader in Windows Operating system and MacOS we have to check system requirements.

System requirements for Windows.

Data Loader Free Download

  • Data loader is compatible with windows*7, windows*8 and windows*10.
  • Minimum 120 MB of disk space.
  • Minimum 256 MB RAM.
  • Must have Java JRE 1.8 installed.

System requirements for macOS.

  • macOS EI Capitan or later.
  • Minimum 120 MB of disk space.
  • Minimum 256 MB RAM.
  • Must have Java JRE 1.8 installed.
  • Must have administrator privileges on the system.

Installing Salesforce Data Loader in Local system.

After checking all system requirement we have to install salesforce data loader in our local system. Follow the steps given below to install salesforce data loader.

  1. Download Data loader from Salesforce.
  2. Generate security Token.
  3. Installing Data Loader in macOS or Windows Operating system.
  4. Enter username and password.

Downloading Data Loader from Salesforce.

Data loader can be downloaded from data management. Go to Data Management Data Loader.

  • Click on Data Loader and select the Operating system to which you want to download.
  • Now Apex Data Loader will download in to our local system.
  • Install latest Java version in to your local system.
  • Now install Salesforce Data Loader.
  • Choose any operation as shown above.

When we try login into Salesforce.com using data loader we have to options.

  1. OAuth.
  2. Password Authentication.

Option 1 :- Salesforce login through OAuth.

  • When we select OAuth option.
  • Now select the Environment. (Production or Sandbox).
  • Click on Login.
  • Now a new pop window will be opened where we have to login into Salesforce.com account using username and password.
  • Now a verification code will be sent to your account email.
  • Enter verification code and click on Login.
  • Click on Allow button to access as shown above.

Option 2 :- Login through Password Authentication.

  • Select password Authentication as shown above.
  • Enter username and Password.
  • Click on Login.

Where password is the combination of Salesforce account password and Security Token.

  • Now add Security Token after password.

Password = Password + Security Token.

Generating Security Token.

Salesforce Apex Data Loader

What is Security Token in Salesforce?

Security Token in Salesforce is a case sensitive alphanumeric key that is used with salesforce account password to access Salesforce via API.

Salesforce Data Loader Install

How to generate Security Token?

To generate security token in salesforce go to My Settings Personal Rest my security Token.

Data Loader For Salesforce

When we click on Reset my security token an Email will be sent to the email address of our account. To log in to Salesforce via API we have to enter username and password.



Salesforce Data Loader Download Mac Os

In this Salesforce Tutorial we have learned about What is Salesforce Data Loader, how to install data loader, what is Security token and how to generate new security token. In our next Salesforce admin tutorial we are going to learn about Salesforce Data loader operations.