Salesforce has so much terminology it can be a bit overwhelming in the beginning. I am starting a series of short posts to help me learn the definitions.
Data Import Wizard
- Import up to 50,000 records
Data Loader
- Import 50,000 to 5 million records
- Objects not supported by the Data Import Wizard
- scheduled loading like nightly imports
If you need to load over 5 million records check the AppExchange for a suitable partner product.
- Create an export file
- Sanitize the data
- remove duplicates
- delete unnecessary information
- correct spelling and other errors
- enforce naming conventions
- Confirm that your data will be mapped into the correct Salesforce fields
- Make any required Salesforce configuration changes
- create new custom fields
- add new values to picklists
- temporarily deactivate workflow rules
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