Data Management
Data Management
Data Management Overview
- Id – first 3 chars identify the object – account ,contact, custom obj, …
- can access id through – URL, Report, Web Services API, Formulas
- Format of record ids:
- 15 digit case sensitive
- a column in report is displayed as 15 digit
- 18 digit case insensitive
- web services api always return 18 digit
- the api always returns 18 digit
- the report framework doesn’t expose IDs for all objects
- System fields
- Created Date, Created By, Last Modified Date, Last Modified By – these fields can be set only during the initial setup
- only accessible through API and backward compatible with all SOAP based APIs
- available to all custom objects, but restricted to account, opportunity, contact, lead, case, task and event standard objects
- for updates, api will accept either the 15 digit or 18 digit
Basics of Upsert & External ID
- Upsert – insert + update
- External Id
- user defined cross reference field
- can be created for any custom field of type text, number or email
- helps improve report & API SOQL performance
- each object can have upto 3 external ids
- if the external id is matched multiple times, an error is reported
Data Management Tools
- Tools to migrate data
- application importing wizards
- web service APIs
- Data Loader, Partner Tools, Custom-built Tools, Open Source Tools
- import wizards
- can load upto 50,000 records – accounts, contacts, leads, solutions or custom objects
- prevent duplication of data contact, leads, custom objects
- API based tools
- can load data to any object supported by API
- can load more than 50,000 records
- can schedule regular data loads
- export data for backup
- delete multiple supported objects at the same time
- Data Loader
- can be run from command line
- support custom relationships for upsert
- supports importing from and exporting data to a CSV file
- supports loading from and exporting data to a database through JDBC
- available for downlaod in Unlimided Edition, Enterprise Edition & Developer Edition, also available as open source but no support
- Export – uses SOQL to export records from SF to CSV
- Insert – inserts new records
- Update – updates existing records and matches records based on the Salesforce id
- Upsert – insert + update, matches based on either Salesforce id or external id
- delete – deletes records from, matches based on Salesforce id
Managing Data
- command line
- can set the config directory
- data loader runs whatever operation, file or map that is specified in the config file
- runs the current directory if no config diretory is specified
- default config file location: c:\program files\salesforce.com\data loader\version\samples\conf
- if you use process-conf.xml, setting process.name to the name of a process specifies a process to run. Otherwise, the config.properties file is used for parameter settings
- supports extract, insert, update, upsert, delete
- offers encryption utility: Run\bin\encrypt.bat
- Generate a key: key text is generated onscreen from the text provided
- Encrypt text: (key file can be provided optionally)
- Verify encrypted text
- mass transfer tool to upsert mass data – can be used to transfer multiple accounts, leads from one user to another
- need ‘Transfer record’ and ‘Edit’ permissions
- to transfer a record that a user doesn’t own, the user needs to have the required user permissions and read sharing acces on the record
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