Dataloader.io

Dataloader is an incredible asset for a large organization or an organization that has a robust Salesforce environment. Specifically, Dataloader has allowed our sales team to focus on driving sales while our operations team can load the data they need in a manner that allows for robust reporting and tracking on our sales process. Organizations with less robust Salesforce environments or Salesforce environments in which many people are expected to maintain their own information likely do not need Dataloader.

It is a great tool for parsing data. Nothing terribly diffiuclt about its function other than the basic knowledge of field nomenclature within SF and its related objects. If you have a basic Admin understanding of how SF operates, the dataloader tool will be pretty simple to use, understand and teach.

It helps in large amounts of data to be uploaded to the Salesforce database. It also adds information where one can see that the data was uploaded through the Dataloader platform. This makes it easier to change or correct data. One can also pull a large amount of data in one query.

Dataloader.io is best for organizations dealing with a large amount of data. We can update, delete, and insert contacts in bulk which is really helpful. With the mapping of fields, one can easily perform these operations. The UI is simple, it doesn't require much training.

When you have less data, you can simply use the Salesforce interface for these operations.

For the scenarios of having large amount of records that need to be added or updated, such as CPQ products, configurations, options, and price books, Dataloader.io is well suited. With the changes in the last few years from the Salesforce Dataloader, this software is quicker to upload new leads and is a little better than Salesforce data loader in automatically recognizing field titles.

Dataloader.io is ideal when you need to update your data and don't have Salesforce IDs. One example we have is the need to update our object for zip code data. I can quickly update fields in the object by finding ID via the Zip Code. I can't think of any scenarios where Dataloader.io wouldn't be well suited.

Dataloader.io is very well suited for use by individuals that may not have the detailed technical ability to otherwise do a data upload ... once of course, the basic process is created by someone with a more technical ability. By and large, we've found that for our specific marketing application of getting reasonably small batches (500 or less) of prospects into Salesforce, we couldn't find a better application than Dataloader.io! We've been very happy with the way it operates and how well it works.

Dataloader.io is a powerful tool for managing data, to insert, upsert, and export data into CSV file. The question to ask is what are the appropriate fields, or data you need to insert or upsert.