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In this article we'll cover the step-by-step instructions for downloading and installing the data loader application on your computer.
You may need to gather your machine's specifications: OS Version, Architecture, (32 vs 64 bit) and Java version.
For our demo, we will install the data loader on a Windows OS - Video tutorial
- From the Setup screen in your Salesforce instance, use the Quick Find box to search data loader. Click Data Loader from the search results.
- Click the Downloads link to be redirected to developer.salesforce.com.
- Click the applicable operating system you're using, then the Download button to begin the instillation.
- Follow the instillation instructions on your computer. Now you're ready to install the data loader zip file you downloaded earlier.
- Navigate to the dataloader_win.zip (or dataloader_mac.zip) folder and extract all.
- Run the install windows batch file. This will initiate a security alert. Authorize it. click more info, then choose Run anyway.
- This will open the system screen. Confirm the path you want the data loader installed to. Once the given path is correct, hit the Enter key. Write in the new location if you want it elsewhere.
- Type yes and hit the Enter key to create a start menu icon. Again, type yes and hit Enter to create a desktop icon.
- The data loader is now installed. Double click the data loader icon on your desktop to start using it. This will initiate a security alert. Authorize it and choose more info > Run anyway.
- After a few seconds, the data loader will appear.
For some common actions performed using the data loader, check out this article.
Common Objects updated or inserted using Data loader.
|
Object Description |
Name in Data loader |
Use |
Minimum fields |
|
People Data fields |
User (User) |
Add new users and update people data if not using a Syncing source for people data like and HRIS. |
|
|
Simpplr Content |
(Simpplr__Simpplr_Content__c) |
Export and update content |
Select Id, Simpplr__Text_Intro__c, Simpplr__Text_Main_Continued__c, Simpplr__Text_Main__c, Simpplr__Title__c FROM Simpplr__Simpplr_Content__c. |
|
Profile Expertise |
(Simpplr__Expertise__c) |
Import Expertise tags in bulk |
|
|
File ownership |
Content Document (ContentDocument) |
Update the OwnerID to change native file ownership. |
|
|
Simpplr Site Role |
Simpplr Site Role (Simpplr__Site_Role_C) |
Check who has Site management credentials for your entire intranet. |
|
|
Simpplr File (edited) |
Simpplr File (Simpplr__File_C) |
See the organization and locations of your native files. |
|
|
Simpplr Audience |
Simpplr Audience (Simpplr__Audience_C) |
See the audience counts for your sites. |
|
|
Simpplr People |
Simpplr People (Simpplr__People_C) |
Update people data in Simpplr when using a syncing source like an HRIS. |
|
|
Simpplr Topics |
Simpplr Topics (Simpplr__Topic_Name_C) |
Export and update Simpplr topics |
Comments
Hi Anna. Yes, to use the data loader, you need to have Salesforce admin access.
In order to use the data loader, does a user need to be a Salesforce System Admin?
Thanks so much!
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