Salesforce: Installing the data loader

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

  1. From the Setup screen in your Salesforce instance, use the Quick Find box to search data loader. Click Data Loader from the search results.Screen_Shot_2021-09-01_at_10.56.36_AM.png
  2. Click whichever Download link is applicable to your system. A download will start. Screen_Shot_2021-09-01_at_11.49.28_AM.png
  3. Click the applicable installation instructions link. Confirm the version of Zulu OpenJDK or Java required (usually version 11 or later).
  4. Click the link in the instructions (this will say for Windows or for MacOS).
  5. From the azul.com page, click Download now.Screen_Shot_2021-09-01_at_12.01.14_PM.png
  6. Click the applicable .msi link from the list (.dmg file for MacOS). Open the file from your downloads folder. Screen_Shot_2021-09-01_at_12.17.31_PM.png
  7. Follow the instillation instructions. Now you're ready to install the data loader zip file you downloaded earlier.
  8. Navigate to the dataloader_win.zip (or dataloader_mac.zip) folder and extract all.
  9. Run the install windows batch file. This will initiate a security alert. Authorize it. click more info, then choose Run anyway.
  10. 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. 
  11. Type yes and hit the Enter key to create a start menu icon. Again, type yes and hit Enter to create a desktop icon.
  12. 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.
  13. After a few seconds, the data loader will appear.Screen_Shot_2021-09-01_at_12.14.31_PM.png

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

 
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Comments

2 comments
  • In order to use the data loader, does a user need to be a Salesforce System Admin?

    Thanks so much!

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  • Hi Anna. Yes, to use the data loader, you need to have Salesforce admin access.

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