• Salesforce® Discussions

  How do I insert data using the data loader in Salesforce?

  Posted by Shweta on September 30, 2020 at 3:08 PM

  How do I insert data using the data loader in Salesforce?

  Anuj replied 5 years, 8 months ago 2 Members · 1 Reply
• 1 Reply

• 

  Anuj

  Member

  September 30, 2020 at 5:14 PM

  1. Open the Data Loader.
  2. Click Insert, Update, Upsert, Delete, or Hard Delete. …
  3. Enter your Salesforce username and password. …
  4. Choose an object. …
  5. To select your CSV file, click Browse. …
  6. Click Next. …
  7. If you are performing an upsert, your CSV file must contain a column of ID values for matching against existing records.