How to login Data loader and insert data?

 Insert Operation:

  1. Click on the Insert button presented on the Data loader.


  2. Then it will ask Enter your UserName and Password.


  3. User Name: Enter your Organization log in address.
  4. Password: If your organization restricts IP addresses, logins from untrusted IPs are blocked until they’re activated. Salesforce automatically sends you an activation email that you can use to log in. The email contains a security token that you must add to the end of your password. 
  5. Reset Security Token: Click on Setup-->My personal Information-->Reset my security token

    Reset Security Token
  6. Security token is sent to your mail id.

    Security token email
For example, if your password is mypassword, and your security token is XXXXXXXXXX, you must enter "mypasswordXXXXXXXXXX" to log in.

DL_Login completed

7. Log in completed successfully. then click next button.

.CSV File Creation:
                    First you need to have MS Office application. Then Open Microsoft Excel worksheet (ms excel) then enter the details. Finally click on save as button.
Then Enter file: name as you like and 
         Save as Tyep: CSV(comma delimited).
Finally Select a location then click on save button.

Creating csv file type

8.Then Select, on which object to load data and Data containing in  .csv file

DL_insert step2

9. Click on Next button.

Data selection

10. Then Click ok.


11. Click on Create or Edit Map button. Mapping dialog box will appear.

Mapping selection

12. Then Drag the fields in the accounts object to Matching fields in csv file shown Below.

Mapping done

13. Drag and drop matching is done.then click ok.


14. Click on next.


15.Then finally click Finish button.


16. Conformation popup click on yes. wait some times.


17. Finally operation  is completed. It will generate two csv files One for Successes records and one for Errors results. Your operation is success and Zero error now you can click on view successes button to view the inserted records details.

DL_success csv viewer

18. And you can  see the 21 records in your Account object.




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Sfdc Gurukul- All in one place for salesforce and step by step tutorial for beginners: How to login Data loader and insert data?
How to login Data loader and insert data?
Sfdc Gurukul- All in one place for salesforce and step by step tutorial for beginners
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