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  • January 29, 2024
  • WSM
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  • Admin, Salesforce, Trailhead

Salesforce Data Migration with DataLoader or Data Import Wizard

Data Migration in Salesforce

Salesforce offers two main methods for importing data.

  • Data Import Wizard—this tool, accessible through the Setup menu, lets you import data in common standard objects, such as contacts, leads, accounts, as well as data in custom objects. It can import up to 50,000 records at a time. It provides a simple interface to specify the configuration parameters, data sources, and the field mappings that map the field names in your import file with the field names in Salesforce.
  • Data Loader—this is a client application that can import up to five million records at a time, of any data type, either from files or a database connection. It can be operated either through the user interface or the command line. In the latter case, you need to specify data sources, field mappings, and other parameters via configuration files. This makes it possible to automate the import process, using API calls.

I have attached some sample data for Recruiting App here. you can use this data to import with either Data import Wizard or Data Loader.

 
For more practive, you can visit these trailheads related to Data Migration.
1.  Import and Export with Data Management Tools   data is here : Lead Import.csv
2. Account Site Data 
 
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AdminData Import WizardData LoaderData MigrationSalesforce
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