{"id":273,"date":"2014-04-18T16:37:05","date_gmt":"2014-04-18T11:07:05","guid":{"rendered":"https:\/\/www.dhruvsoft.com\/blog\/?p=273"},"modified":"2024-07-26T09:46:51","modified_gmt":"2024-07-26T09:46:51","slug":"twelve-salesforce-com-data-upload-tips","status":"publish","type":"post","link":"https:\/\/www.dhruvsoft.com\/blog\/twelve-salesforce-com-data-upload-tips\/","title":{"rendered":"12 Salesforce.com Data Upload Tips"},"content":{"rendered":"<p>Salesforce.com Data upload is a regular task for some of the Salesforce.com administrators or end users. The quality of data in CRM determines the health of your CRM implementation. Considering this &#8211; the data upload &#8211; not only in Salesforce.com, but in any CRM has to be a well planned task.<\/p>\n<p><!--more--><\/p>\n<p>In this post we have identified some of the key tips that you must consider before doing the data upload in Salesforce.com CRM. Here is what you must consider before uploading any data into salesforce.com CRM using data loader:<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_83 ez-toc-wrap-left-text counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.dhruvsoft.com\/blog\/twelve-salesforce-com-data-upload-tips\/#Twelve_Salesforcecom_Data_Upload_Tips\" >Twelve Salesforce.com Data Upload Tips<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.dhruvsoft.com\/blog\/twelve-salesforce-com-data-upload-tips\/#1_Avoid_duplicates_in_source_sheet\" >1. Avoid duplicates in source sheet:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.dhruvsoft.com\/blog\/twelve-salesforce-com-data-upload-tips\/#2_Ensure_data_in_required_columns\" >2. Ensure data in required columns:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.dhruvsoft.com\/blog\/twelve-salesforce-com-data-upload-tips\/#3_Verify_and_deactivate_workflows_if_required\" >3. Verify and deactivate workflows if required:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.dhruvsoft.com\/blog\/twelve-salesforce-com-data-upload-tips\/#4_Upload_a_sample_first_to_test\" >4. Upload a sample first to test:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.dhruvsoft.com\/blog\/twelve-salesforce-com-data-upload-tips\/#5_Time_zone_in_data_loader\" >5. Time zone in data loader:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.dhruvsoft.com\/blog\/twelve-salesforce-com-data-upload-tips\/#6_What_if_process_is_interrupted\" >6. What if process is interrupted?:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.dhruvsoft.com\/blog\/twelve-salesforce-com-data-upload-tips\/#7_Validate_picklist_fields\" >7. Validate picklist fields:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.dhruvsoft.com\/blog\/twelve-salesforce-com-data-upload-tips\/#8_Validate_date_Fields\" >8. Validate date Fields:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.dhruvsoft.com\/blog\/twelve-salesforce-com-data-upload-tips\/#9_Validate_owner\" >9. Validate owner:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.dhruvsoft.com\/blog\/twelve-salesforce-com-data-upload-tips\/#10_Record_identified_for_upload_batches\" >10. Record identified for upload batches:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.dhruvsoft.com\/blog\/twelve-salesforce-com-data-upload-tips\/#11_Use_Salesforcecom_IDs\" >11. Use Salesforce.com IDs:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.dhruvsoft.com\/blog\/twelve-salesforce-com-data-upload-tips\/#12_Avoid_entering_security_token_by_adding_IP_address\" >12. Avoid entering security token by adding IP address:<\/a><\/li><\/ul><\/nav><\/div>\n<h4><span class=\"ez-toc-section\" id=\"Twelve_Salesforcecom_Data_Upload_Tips\"><\/span>Twelve Salesforce.com Data Upload Tips<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2014\/04\/Data-Upload-Tips.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-277\" title=\"12 Salesforce Data Upload Tips\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2014\/04\/Data-Upload-Tips.png\" alt=\"12 Salesforce Data Upload Tips\" width=\"341\" height=\"520\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2014\/04\/Data-Upload-Tips.png 568w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2014\/04\/Data-Upload-Tips-196x300.png 196w\" sizes=\"auto, (max-width: 341px) 100vw, 341px\" \/><\/a><\/p>\n<h4><span class=\"ez-toc-section\" id=\"1_Avoid_duplicates_in_source_sheet\"><\/span>1. Avoid duplicates in source sheet:<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Make sure that the sheet doesn&#8217;t contain any duplicates records.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"2_Ensure_data_in_required_columns\"><\/span>2. Ensure data in required columns:<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Any required fields that are made required at the field level should be uploaded otherwise it will not allow you upload the record.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"3_Verify_and_deactivate_workflows_if_required\"><\/span>3. Verify and deactivate workflows if required:<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Make sure that all the email alerts in the salesforce are inactive while uploading the data. We have seen reports of unwanted emails getting triggered on data upload from many Salesforce.com administrators.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"4_Upload_a_sample_first_to_test\"><\/span>4. Upload a sample first to test:<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Don\u00e2\u20ac&#x2122;t upload complete data at a time first upload a sample 5 records and verify, if it is ok upload the remaining data.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"5_Time_zone_in_data_loader\"><\/span>5. Time zone in data loader:<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Make sure that the time Zone is set in the data loader &#8211; if not the data fields may load incorrectly.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"6_What_if_process_is_interrupted\"><\/span>6. What if process is interrupted?:<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>When the upload process is interrupted in the middle due to server problem or something else you need not separate the sheet and upload the remaining records, simply use the same sheet and set the \u00e2\u20ac\u0153start at row \u00e2\u20ac\u009d value in dataloader.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"7_Validate_picklist_fields\"><\/span>7. Validate picklist fields:<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>While uploading any picklist values make sure that the values in the sheet exactly match with the values in the salesforce<br \/>\nEx: Salesforce picklist value: Prospect<br \/>\nSheet value: Prospects<\/p>\n<p>If upload is through Dataloader it will not show any error it simply saves the value in the record but that value is not available in the picklist values of the field.<\/p>\n<p>If upload is through \u00e2\u20ac\u0153Import Wizard\u00e2\u20ac\u009d it will not allow you save the value.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"8_Validate_date_Fields\"><\/span>8. Validate date Fields:<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Make sure that date format in the sheet match with date format of salesforce<br \/>\nEx: Salesforce date format : mm\/dd\/yyyy<br \/>\nSheet format : dd\/mm\/yyyy<br \/>\nThis will upload the records with wrong dates. To avoid this check the \u00e2\u20ac\u0153Use European date format\u00e2\u20ac\u009d checkbox in dataloader settings<\/p>\n<h4><span class=\"ez-toc-section\" id=\"9_Validate_owner\"><\/span>9. Validate owner:<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Data Sheet should contain the Owner &#8211; if not it will take the current user uploading as owner of the records.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"10_Record_identified_for_upload_batches\"><\/span>10. Record identified for upload batches:<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>We recommend to maintain a \u00e2\u20ac\u0153batch reference number\u00e2\u20ac\u009d for every upload so that if anything goes wrong in the upload then you can delete them by using the batch reference number. Batch reference number can be a custom field on the object you are uploading.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"11_Use_Salesforcecom_IDs\"><\/span>11. Use Salesforce.com IDs:<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Always use the id instead of name for any lookup values in \u00e2\u20ac\u0153Import Wizard\u00e2\u20ac\u009d so that the mismatch of the records can be avoided.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"12_Avoid_entering_security_token_by_adding_IP_address\"><\/span>12. Avoid entering security token by adding IP address:<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>No need to give the security token to login in to dataloader just add the IP in the IP Ranges under network access.<\/p>\n<p>These tips will help Salesforce.com administrators when uploading data in Salesforce.com CRM.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Salesforce.com Data upload is a regular task for some of the Salesforce.com administrators or end users. The quality of data in CRM determines the health of your CRM implementation. Considering this &#8211; the data upload &#8211; not only in Salesforce.com, but in any CRM has to be a well planned task.<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[68],"tags":[113,115,114],"class_list":["post-273","post","type-post","status-publish","format-standard","hentry","category-salesforce-tip-of-the-day","tag-data-upload-tips","tag-data-upload-tips-in-slaesforce","tag-salesforce-crm-tips","entry"],"_links":{"self":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/273","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/comments?post=273"}],"version-history":[{"count":0,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/273\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/media?parent=273"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/categories?post=273"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/tags?post=273"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}