Apex Data Loader |How to insert records through Apex Data Loader

Apex Data Loader

Apex Data Loader : In this training tutorial we are going to learn clearly how to Insert records from CSV file to salesforce through Data Loader. Before inserting records we are required to prepare CSV File. CSV file will be created in Ms-Excel application .

Step1 :- Click insert button.

 Apex Data Loader insert

Enter your username and Password and click on Login Button.  Now select object to which you want to insert record. Browse for CSV file to be inserted. Procedure for Creation of CSV file is shown below.

Data Loader

Prepare CSV file in Ms-Excel to insert as shown below. We are taking an example Studentinfo__c object. In this object we are planning to add Course name, Fee Paid, Subject 1 Marks, Subject 2 Marks, Subject 3 Marks.

 Apex Data Loader

Click Next.

 Apex Data Loader

Click OK. Initialization is Succeeded.

Mapping

Mapping is the process of mapping CSV fields to the fields in Studentinfo__c object. We can check fields manually and also Fields can be mapped automatically by selecting “Auto Match fields”. We can save the Mapping which will b used in future.

Data Loader

Now create or Edit a Map. In CSV file we have given different field  names to match those column Header we choose mapping and click next.

 Data Loader

Drag the salesforce object fields down to the column mapping then select OK button.

 Apex Data Loader

Select Next.

 Apex Data Loader

Select Finish button

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Select Yes.

 Apex Data Loader

Insertion of record is in progress and we inserted 5 records with out errors.

 Apex Data Loader

Now go to object which we selected the records to insert.

 Apex Data Loader

Now select any of the Record which we inserted through Data Loader and observe the fields given below.

 Apex Data Loader

 

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