how to use salesforce cli data loader

by Alia Hoeger Published 2 years ago Updated 1 year ago

Okay, let’s start step by step on how to use Salesforce CLI Data Loader now:

Step 1: Prepare your key for encrypting the password of your org: Open the command prompt window, and navigate to the...
Step 2: Encrypt your Salesforce environment password by using the encrypted key prepared above. On the same Command...
Step 3: Create the mapping file and save it in .sdl...

Data Loader Command Line Introduction

Step 1: Create the encryption key.
Step 2: Create the encrypted password for your login username.
Step 3: Create the Field Mapping File.
Step 4: Create a process-conf.xml file that contains the import configuration settings.
Step 5: Run the process and import the data.

Full Answer

How do I use the data loader in Salesforce?

Open the Data Loader. 2. Click Insert, Update, Upsert, Delete, or Hard Delete. These commands are also listed in the File menu. 3. Enter your Salesforce username and password. To log in, click Log in. When you are logged in, click Next. (Until you log out or close the program, you are not asked to log in again.)

Does data loader support Salesforce OAuth authentication?

•Data Loader version 36.0 and later supports Web Server OAuth Authentication. See OAuth Authentication for more information. •Data Loader version 36.0 and later supports Salesforce Communities. Communities users always log in with the OAuth option in Data Loader.

How to automate the data loading process using the CLI?

Well, the answer is: You can automate the data loading process using the CLI data loader. Suppose you want some data from your org to be extracted every night. You may want a CSV file which is kept at a particular location on a machine, to be uploaded into an org at a fixed time.

What is data loader and how to use it?

Using Data Loader, you can perform various operations which include exporting data, defining field mappings, inserting, updating, and deleting data, performing mass updates and mass deletes, uploading attachments and content, and reviewing output files.

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Can data Loader be run through command line?

The Data Loader command-line interface is supported for Windows only. In addition to using Data Loader interactively to import and export data, you can run it from the command line.

How do I connect to a data loader in Salesforce?

Installing Data LoaderLog in to your salesforce application.Go to setup-> Data management ->data loader. ... Install that downloaded file in your machine.To start data loader double click on short cut on your desktop or go to Start > all programs >saledforce.com>Apex data loader>Apex Data loader.

How do I use dataloader IO in Salesforce?

Follow these steps to create your first Import Task:Step 1: Select your Connection, Operation and Object. Select your connection from the dropdown menu. ... Step 2: Upload your file. You can import your file from your local directory or select it from a cloud repository. ... Step 3: Map your fields. ... Step 4: Save and Run Your Task.

How do I upload files using data loader in Salesforce?

Refer to the field's 'Description' details in the guide linked above.Open Data Loader and click Insert.Select the Show all Salesforce objects box.Select ContentDocumentLink.Browse to your CSV file.Click Create or Edit a Map then select Auto-Match fields to columns.Click OK | Next | Finish.

How do I access data loader?

The Salesforce Data Loader can be installed by navigating to the setup menu in Salesforce, and heading to the Data Loader tab, here you will find download links both for Windows & Mac.

How do I setup a data loader?

Install Data Loader on WindowsInstall Java Runtime Environment (JRE) version 11 or later, for example, Zulu OpenJDK version 11 or later for Windows using the . ... From your org's Setup page, download the Data Loader installation file.Right-click the . ... In the Data Loader folder, double-click the install.More items...

What is the difference between dataloader and dataloader io?

Data Loader is an application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records. Read more. Dataloader.io is a cloud-based data import tool powered by Mulesoft.

How do I update data using dataloader io?

Now your Updated Account Site Import file is ready to be updated using Dataloader.io.With Dataloader.io open, click NEW TASK and select IMPORT.Select Update.From the Object list, select Account.Click Next.Click Upload CSV.Choose the Updated Account Site Import file from your desktop, and click Open.More items...

How do I import and export data from Salesforce?

3 Common ways to export and import Salesforce dataStep 1: Prepare your file for import. ... Step 2: Launch the Salesforce Data Import Wizard. ... Step 3: Map your import file data fields to Salesforce data fields. ... Step 1: Navigate to the Data Export option on Salesforce. ... Step 2: Choose the types of information to export.More items...

How do I mass upload data in Salesforce?

Group, Professional, Performance, Unlimited, Enterprise, and Developer editions allow you to mass upload data using the Data Import Wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard.

How do I import a CSV file into Salesforce?

To upload a CSV file, click on the Upload CSV button to select the file from your computer or drag and drop your file inside the import wizard. You can import files from your PC, Dropbox account, FTP, or SFTP connection.

How do I transfer files to Salesforce?

Import Documents with Data LoaderCreate a CSV file with the following fields: FOLDERID. NAME. CONTENTTYPE. TYPE. ISPUBLIC. BODY. ... Start Data Loader.Select Insert.Click Show all Objects.Click Document in 'Select Object. 'Browse to the CSV file you created in step 1.Click Next, then OK.Click Create or Edit Map.More items...

Where is the API name in Salesforce?

Note: Make sure that API Name of fields should be exactly as in Salesforce. The API names are on the right-hand side of the = character in the mapping file. Capital and Small letters also make a difference and you may face issues.

Where are the success and error CSV files?

Once the process is run, the success and error CSV files will be available at the location you mentioned in process-conf.XML file.

Can you use Salesforce CLI?

Yes? Okay, let’s start step by step on how to use Salesforce CLI Data Loader now: Open the command prompt window, and navigate to the bin folder of data loader directory (steps shown in screenshot below). We need to navigate to bin location, because encrypt.bat and process.bat both files exists here at this location.

Is CLI only available for Windows?

NOTE: The CLI data loader functionality is only available for Windows Operating System.

Install Data Loader In Your Local System

You can download and install Data Loader from the Salesforce Data Management section.

Create a Secret key file Using encrypt.bat file

Navigate to the Data Loader \bin directory by entering this command. cd C:\Program Files (x86)\salesforce.com\Apex Data Loader 36.0\bin. Replace it with your bin directory address.

Create Password using Secret key created

In the same command window type following command.encrypt.bat —e "Yor Org password" "path of the key.text"\key.txt"

Create field mapping (SDL) file If you are doing import operation

Copy the following file content in file name accountInsertMap.sdl. This mapping is for data import so the data source on the left side of the equal sign is for the Salesforce field and right side for your CSV column. For complex mapping, you can use help from Data loader user Interface Mapping .

Execute Data loader from Command-line Interface

This is an optional step If you want to test this process before scheduling. Enter the following command to execute this process. process.bat “file path to process-conf.xml” "process name"

Schedule process using Windows Task Scheduler

Open Process.bat file from \bin directory replaces with following shell script command.

Help for force:data:bulk:status

Run this command using the job ID or batch ID returned from the force:data:bulk:delete or force:data:bulk:upsert commands.

Examples for force:data:bulk:upsert

sfdx force:data:bulk:upsert -s MyObject__c -f ./path/to/file.csv -i MyField__c

Help for force:data:record:delete

Specify an sObject type and either an ID or a list of <fieldName>=<value> pairs.

Help for force:data:record:get