Salesforce Data Loader Pro – What & Why?

Salesforce Data Loader is an essential tool used to import, export and delete data in Salesforce. Salesforce Data Loader enables users to maintain data quality, and stability. Salesforce CRM plays a vital role in Sales and Marketing where data is treated as an invaluable asset. Keeping good quality data in the CRM is essential to fuel an organization’s strategic business needs. Inaccurate data in the Salesforce CRM can be misleading and unreliable.

The need for Salesforce Data Loader

Maintaining meaningful and reliable customer data is essential for the success of an organization’s CRM strategy. The customer data stored in the CRM is leveraged by organizations to make informed decisions and maintain successful customer interactions.

Types of Data in the Salesforce CRM

Salesforce CRM is used by enterprises to have a single, integrated view of the customer. Even the small enterprises usually have the following kinds of data:

  • Descriptive data: Descriptive data defines the customer. This is the data related to customers’ demographics. Most of this data comes from an organization’s marketing/sales operations.
  • Behavioral Data: Behavioral data comprises the data that is originated based on the transactions and interactions between the organization and the customer.

Without an efficient data management solution in place, Sales representatives wouldn’t be able to convert Prospects or Leads into Customers. This results in loss of revenue and opportunities for the organization.

Salesforce Data Loader – How does it help?

Salesforce Data Loader empowers the user to perform the following actions:

  • Import - Customer records can be uploaded into the Salesforce CRM.
  • Export - Customer records from the Salesforce CRM can be downloaded into the system.
  • Update - Customer record that is already in the Salesforce CRM can be updated.
  • Delete - Customer record that is no longer necessary can be deleted from the Salesforce CRM.
  • Upsert - Customer record can be updated and then inserted into the Salesforce CRM.

 

Salesforce Data Loader facilitates the user to upload customer records into the Salesforce CRM in a CSV (comma-separated values) file format. However, it enables them to download the records in either CSV or Excel file formats. It allows the users to upload up to 5 million records into the Salesforce CRM.

AutoRABIT's Salesforce Data Loader Pro

AutoRABIT is a comprehensive DevOps solution for Salesforce application delivery. AutoRABIT's Salesforce Data Loader Pro helps users to handle bulk data migration challenges efficiently, not limiting itself to5 million records.

Click here to learn more about Salesforce Data Loader Pro.