Loading Data into Salesforce: A Review of Salesforce Data Loading Options

There are several options available to those looking to upload data into their Salesforce setups. Here’s a look at some of the best choices.

Salesforce Import Wizard
The Import Wizard is accessed through Salesforce and can be a good tool for those trying to import new Accounts and Contacts. It lets you list the appropriate information in a .csv file, and can create and link both the Account and Contact records. This can be very helpful when setting up an organization with dummy data, and honestly, that’s the only time I use it.

Why, you may ask? Too many clicks. I’m sure the wizard is very helpful to new users looking to mass import data (especially with the step by step directions), but I prefer a cleaner tool with fewer clicks. The Salesforce Import Wizard does help eliminate duplicates when importing, but the filtering criteria isn’t great.

Data Loader
The Data Loader can be downloaded through Salesforce and never leaves my desktop. The instructions say to use the Data Loader with data sets over 50,000 records, and it does a nice job with larger data, but it’s so simple that I use it for everything. It supports Insert, Update, Upsert (import new, update existing), Delete, and Export. After signing into the Data Loader, you can select the appropriate object (standard or custom) and create the appropriate mapping. It will try to align the fields as best as it can, but each mapping you create can be saved, which is very handy when testing and completing data updates.

JitterBit Data Loader
JitterBit’s Data Loader is new to the game, but it’s a real treat to use. It is a free download from JitterBit.com and allows you to connect to a local file, shared file, or a file on an FTP. It has a friendly interface that walks you through connecting to Salesforce, your file, and even scheduling auto loads. The real time saver is that is allows you to quickly complete regular data loads by letting you save multiple connections to Salesforce orgs and files.

When it comes to loading data, remember that you have options. All the tools have their pros and cons so use the one that is the most helpful for you and your particular data loading needs.

If you’re interested in learning more about loading data into Salesforce, or have other questions about how to best utilize your existing Salesforce setup, contact us directly.

Phone: 312-602-4000
Email: marketing@westmonroepartners.com
222 W. Adams
Chicago, IL 60606
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