Tag: Learn Data Loader
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Turn Off Salesforce Automation with an Easy Switch
Nothing is more annoying than having to manually turn off the active validation rules, process builders and/or flows that can stop your data load in its tracks. Not to mention turning them back on again. Create an easy on/off switch so you can bypass the rules without having to turn them off for the rest…
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How to use the Assignment Rule setting in Salesforce Data Loader
How to use the Assignment Rule setting in Salesforce Data Loader
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When to use Salesforce Data Loader’s Update vs. Upsert Action
What’s the difference between data loader’s update and upsert actions? When should you use upsert? Upsert is not a real word. (The English major in me would be remiss to not get this out of the way first.) Although it’s not recognized in the dictionary, it is a well known portmanteau in the Salesforce lexicon. A portmanteau…
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Get the Most from Data Loader’s “Batch Size” Setting
What is the batch size setting in data loader? How can you use it to most effectively and efficiently load data?