Insert Operation:
- Click on the Insert button presented on the Data loader.
- Then it will ask Enter your UserName and Password.
- User Name: Enter your Organization log in address.
- 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.
- Reset Security Token: Click on Setup-->My personal Information-->Reset my security token
- Security token is sent to your mail id.
For example, if your password is mypassword, and your security token is XXXXXXXXXX, you must enter "mypasswordXXXXXXXXXX" to log in.
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.
8.Then Select, on which object to load data and Data containing in .csv file
9. Click on Next button.
10. Then Click ok.
11. Click on Create or Edit Map button. Mapping dialog box will appear.
12. Then Drag the fields in the accounts object to Matching fields in csv file shown Below.
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.
18. And you can see the 21 records in your Account object.