Dataloader.io Introduction

$150.00

The free tool Dataloader.io (from Salesforce) is another tool that we rely on every day to move data in and out of Salesforce. The built-in Salesforce data importer is handy but limited, while Dataloader.io gives you a real power tool. We show you the basics and touch on some of the expanded use cases for Dataloader.io in this course.

Taught twice per year.

Registration is per PERSON. We limit the number of attendees to ensure we can support every attendee and answer as many questions as possible.

The free tool Dataloader.io (from Salesforce) is another tool that we rely on every day to move data in and out of Salesforce. The built-in Salesforce data importer is handy but limited, while Dataloader.io gives you a real power tool. We show you the basics and touch on some of the expanded use cases for Dataloader.io in this course.

Taught twice per year.

Registration is per PERSON. We limit the number of attendees to ensure we can support every attendee and answer as many questions as possible.

Who should take this course

  • You are a systems administrator of your Salesforce organization, responsible for customizing and managing the technical aspects of Salesforce

What you’ll learn

  • Navigating dataloader.io

  • Understanding the free version’s limits, and what you get with upgraded versions

  • Preparing your data to work well with dataloader.io

  • Understanding and using the power of “lookup via” for lookup fields

  • Perform inserts, updates, and upserts

  • Perform data extracts

  • Perform bulk deletes

What to expect from this course

  • Each course is 90 minutes, online, taught by an experienced Salesforce consultant who has hands-on experience managing Salesforce for nonprofits across many organizations

  • You will receive a Zoom link prior to the course you’re registered for

  • You must be a Salesforce Systems Administrator, with the ability to bulk manage data and experience building reports in Salesforce to be comfortable in this class

  • This is a very hands-on course. You will be working in a sandbox version of your real Salesforce. You will receive instructions prior to the course in how to set up a sandbox.

  • Ideally you will come into this course with real bulk data you need to manage and can work with during the course while getting support. We will provide an example of a common use cases for everything we cover.