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Load Data into Salesforce using DIALRun™ - SF Data Loader

Posted on June 30, 2016

Loading Data into Salesforce DIALRun™ SF Data Loader

Importing Data into Salesforce is made easy in just 10 steps using DIALRunTM

 

Prerequisites

     a.  Use DIALRunTM Demo version (http://app.dialrun.com/demo)

(OR)

     b.  Get  DIALRunTM Free Edition (http://dialrun.com/free-25mb.html?___store=default)

 

The Process

Step 1

   Sign-In into DIALRunTM app (http://app.dialrun.com) and Upload the EXCEL  / CSV file that contains data.  (use Sample Excel from here)

Note - Make sure that the first row represents the COLUMN HEADER / NAME.

Tips : You can have multiple "Excel Workbooks" that contains data corresponding to various Salesforce Objects, which helps in upserting data into various objects simultaneously. For example. , you can have an Excel Workbook named "Accounts" that contains data to be upserted into Salesforce Accounts , and another workbook named "Contacts" for inserting data into Salesforce Contacts.

 

 

 

Step 2

   Under Manage Connection , Click Create Connection ,  Select "Excel" and open the "Method 1 : Connection to Excel using stored files".

Fill the Name (for example ."CSV_XL_SOURCE") and select the stored CSV or EXCEL file that you want as the data source.

 

Step 3

   Under Manage Connection , Click Create Connection ,  Select "Salesforce" and choose & open Connection Methods of your choice

Fill the Name (for example . "MY_SALESFORCE")  and connection details for creating a Salesforce connection.

 

   Tips :  Using the Method "Connect to Salesforce by, Signing Into Salesforce.com (OAuth)" provides a faster way to integrate your salesforce environment.

 

Step 4

   Create a Source Modal (using Excel / CSV) , Click "Manage Modals" , Create New Modal and select "Create Modal based on a Single Connection" , in the drop down for "choose connection",

choose the new Connection ("CSV_XL_SOURCE") created for the EXCEL/ CSV during "Step 2" and in the next drop-down select "Choose a Data Object".

you will be able to see the "Workbooks - in the case of an excel" listed there, () Double click to see the list of column header names called "Modal Tags" , Select the tags that  you think are required to be extracted.

Once the required Tags are moved to the "Selected Tag(s)" , provide a name ("CSV_XL_MODAL") and label for this Source Modal and "Create Modal" to create a new Modal.

 

Tips :

      a. You can choose "Use the whole entity" under "Choose Modal Type"  , to extract "ALL" worksheets from the excel, this will be useful if you have multiple workbooks, each representing a salesforce object and each containing worksheets of data to be transported to salesforce. You can still

choose what datasets (worksheets in this case) to be used in the casting process.

      b.  You can select all Tags to be a part of the modal by clicking .

 

 

   

Step 5

   Create a Modal for Destination  (Salesforce)  , Click "Manage Modals" , Create New Modal and select "Create Modal based on a Single Connection" , in the drop down for "choose connection",

choose the Connection created for salesforce  during "Step 3" and in the next drop-down select "Choose a Data Object".

you will be able to see the list of all Salesforce objects available for your force.com environment , () Double click to see the list of fields for that salesforce object, Select the fields that  you think are required .

Once the required Tags are moved to the "Selected Tag(s)" , provide a name ("SFO_ACCOUNTS_MODAL") and label for this Source Modal and "Create Modal" to create a new Modal.

 

 

 

Tips :

      a. Create New Modal for every Salesforce Object you want the data to be imported, for example, a Modal "SFO_ACCOUNTS_MODAL" that represents Accounts,

"SFO_CONTACTS_MODAL" for Contacts.

 

 

 

Step 6

       a. Click "Manage Casts" , and "Create New Casts"

 

       b. Click "Choose" , and  "Create New Choose Set"    , add a name for the "choose set" and submit.

       c. Click ()  to Edit the Choose Set, and Under "Choose Modal(s) to Cast" , select the Excel / CSV Modal you created ("CSV_XL_MODAL").

       d. Once the Modal moved to the adjacent table , click ()  stating that you don't want to apply any Conditions for the extraction of data from Excel.

       e. Click "Confirm Choose" to Save the "Choose Set"

 

 

Step 7

       Click "Mark" on the left, and you will see list of Choose Sets, Click Mark again and you will get the "DATASETS" generated from the source,

Provide a valid name and Apply.

 

 

Tips : you will find that if you have selected "Use the whole entity" under "Choose Modal Type"  during  Step 4 , multiple DATASETS will be generated corresponding to the number of Workbooks defined inside your source Excel.

Step 8

       Click "Populate" on the left, and you will see the list of Mark Set(s) / Named Data Set(s) , click "Configure". This is the Source Data Set.

For example, if you have multiple Data Sets corresponding to multiple "Workbooks" in the Excel , and if you have named them during the "Marking" process , you will see multiple MarkSet(s) in the list

and you can configure each MarkSet / DataSet to a Destination.

Now under "Choose a Destination Modal" ,  () Double click the "Salesforce Modal" which you want to be the destination.

for example , if your MarkSet / DataSet is named "source_ds_accounts" , click configure and  under "Choose a Destination Modal" ,  () Double click "SFO_ACCOUNT_MODAL"  or which ever name you have given for the Salesforce Account Modal during Step 5

 

Step 9

       You will be able to See 2 Tables , Source (DataSet) on the  left and Destination Object on the right, with their corresponding Tags (fields / columns) listed.

Single Click a Field on the Source (it will show Colored selection) and click one more fields on the Destination (right), once a Fields is Mapped , Single Click the Source Field again to remove selection, now you can move to the next Source field.

for example ,

    1. Click on the Source ID on the left and "Account Number" (salesforce field)  on the right

    2. Click the Source ID on the left to deselect it .

    3. Click "Address" on the Left and then Click "Shipping Street" (salesforce field) and again Click "Billing Street"  (salesforce field) on the right , this does one:many (one to many) mapping.

    4. Click the "Address" on the left to deselect it .

Likewise, move on to the Next Source Field mapping.

 

Once you complete the Mapping , click ()  stating that you don't want to apply any Conditions (Based on Conditions) to do a validation on the Destination.

After that Select "Use All - Update or Create every data that comes from the marked data sets" under "Choose a Populate Mode & Apply" .

Click Apply to Save the Populate configuration.

Finally, provide a name for the "Cast" under "Name of the Cast" and click "SAVE CAST" .

 

 

Step 10

       Under "Active Casts" you should be able to find the name of the Cast you just created / saved . Click Deploy.

Click "Manage DIAL" , and Schedule to Run the DIAL.

 

 

 

DIALRunTM Salesforce Data Loader will run and you can validate the output in your salesforce environment.

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