Salesforce Features
Import Tools
Getting Started
Salesforce Features
Best Practice Resources
- Importing Your Data from the Salesforce Rollout Guide
Recommended Third Party Tools
Data Loader Enhancements
More Muscle for Moving Data in Bulk
- Simplify and speed up large data import and export tasks
- Connect to a wider variety of data stores
The Winter ’07 release takes ’s popular data loader and makes it more versatile. The new UPSERT operation significantly reduces the time and effort needed to load data from external systems into Salesforce. You can also connect to all the major database products, both as a source and target.
This feature is available in Enterprise and Unlimited Editions.
Excel Connector
Are you looking for bi-directional synching between Excel and
Salesforce.com? Ron Hess has built an Excel Connector leveraging the
sforce platform. The connector allows you to import records from Excel
directly into Salesforce.com. It also allows you to perform mass
updates which can be very handy for data cleansing projects.
Open Source tool which works with professional, enterprise, and unlimited edition.
Enhanced Import Wizard
The ability to easily import data into Salesforce is one of the
application's key benefits. With Winter ’06, the import wizard is
extended to custom objects and solutions. Additional new capabilities
include new matching options and enhanced field- and
relationship-mapping options.
This feature is available in team, professional and enterprise editions.
Import Wizard with De-Duplication
Import is receiving major enhancements in the Summer ’05 release in
response to customer feedback. De-duplication functionality for leads
and contacts helps you keep your Salesforce data clean. In addition, we
have made significant improvements in import performance.
This feature is available across all editions.
Apex Data Loader
Prior to Summer ’05, loading data in Salesforce was accomplished
through import wizards or by using Apex API directly. The Apex data
loader is an easy-to-use, highly scalable data management tool that can
perform large uploads of data, mass updates, mass deletes, and exports
for any object (Salesforce, Supportforce, and custom objects).
This feature is available in Enterprise and Unlimited Editions.
