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Data

Data Loader

Data Loader Explained

Data Loader handles operations on up to 5 million records per job, making it the go-to tool for data migrations, mass updates, and scheduled extracts. It supports CSV input/output and connects via either the Bulk API (optimized for large datasets processed in batches) or the SOAP API (better for smaller, real-time operations). Data Loader can be run interactively through its GUI or automated via command-line mode with process-conf.xml configuration files on Windows.

Key features include field mapping (matching CSV columns to Salesforce fields), upsert via external IDs to avoid duplicates, and hard-delete for permanent removal bypassing the Recycle Bin. Because Data Loader does not enforce validation rules by default in certain API contexts, admins must test in a sandbox before running against production. For teams that want a browser-based alternative without desktop installation, Salesforce also offers the Data Import Wizard for simpler jobs under 50,000 records.

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