Import and Export with Data Management Tools

Question 1

5 Things to do before Importing Data into Import Data Wizard

Answer 1

1. Make sure data meets system and custom data validation requirements
2. Remove any duplicate records, blanks, and empty spaces
3. Rename column heads to match the field names in Salesforce (if needed)
4. Apply consistent standards for data formats (ex: USA vs. US vs. United States)
5. Run a spell check

Question 2

Dataloader.io

Answer 2

• Powered by Mulesoft; this tool will allow me to bulk import or export data in a few simple steps
• Featuring a more robust engine than import wizards, I can use it to insert, update, delete, export, or upsert Salesforce records for both standard and custom objects
• The free edition of this tool allows for up to 10,000 records per month and file size limits of 10MB