Data Management:

================
Data Represents "Records" inside the Object. Data Management feature allows
us to perform the operations on the Records.
i.e. We can Perform all the DML Operations on the object records.

We have the below ways to perform the DML Management.

1. Page Layout:
Page Layout allows us to perform the Operations on "Only One
Record" at a time.
i.e. We can Insert/ Update / Delete only one Record at a time.

2. Apex Programming:
By using Apex Programming, we can perform all the DML Operations
on the object records.
We can process max. of 10,000 Records at a time, through Apex
Programming.

3. Data Import Wizard (Import Wizard):

Data Import Wizard is a built-in feature in Salesforce, to be
used to perform only "Import Operations" on Salesforce object records.

Note: It will support only "Insert and Update" operations.

Note: Data Import Wizard will perform the operations on "All

Custom Objects, and 5 Standard Objects like Account,
Contact, Lead, Solution and CampaignMember.
i.e. It won't support all Salesforce Standard
Objects.

We have to supply the records to the Import Wizard in the form of

".csv" file format. (.CSV ---> Comma Separated Value File)

Import Wizard can process max. of 50,000 Records at a time.

Click on "Setup" menu.

1. Search for the option "Data Import Wizard" in QuickFind
box
2. Click on "Launch Wizard" Button.

(OR)

Click on the "Required Object's Tab" (Ex: Positions)

1. Click on "Import" button.
2. Click on "Launch Wizard" button.

4. Data Export:
By using this feature, we can export either One / More Salesforce
object records into the local device in the form of ".CSV" file.

It supports to export the data from All Standard and All Custom
Objects.

We can Export the records either manually / we can make it

scheduled based on the periodical intervals.

Click on "Setup" menu.

1. Search for the option "Data Export" from QuickFind
box
2. Goto the Data Export Wizard.
3. Select the Required Object's checkboxes.
4. Click on "Export" button.

5. Data Loader Tool:

Data Loader is an On-Premise Tool provided by Salesforce, Which
is used to perform both "Import and Export" operations on all Salesforce Objects.

By using Data Loader Tool, we can perform the Operations on All

Standard and All Custom Objects of Salesforce.

Data Loader is a Client App, Which requires Installation inside

the Local Device.

Pre-Requisite: To Install the Data Loader, we should have

"JDK11.0" inside the Local Device.

Data Loader supports to process max. of 5 Million Records

(50,00,000) at a time.

We have to supply the input records to the tool, in the form of

".CSV File". Once the operation has been done, Data Loader will generate 2 Output
Files as below.

1. Success File: (.csv)

Contains all the Records information, which has been
Processed Successfully.

2. Error File: (.csv)

Contains all the Failed Records information along
with the Failure Reason.

Note: While processing the records inside the Object, Data

Loader supports "Partial Processing Mechanism".
i.e. If any of the record failed during the processing, it will
ignore the failed record, and will continue with the rest of the records as it is.

Note:
Data Loader supports "Batch Processing" internally. i.e. It
will divide the records into the various batches based on the API as below.

Apex API:
Min. Batch Size: 1
Max. Batch Size: 2,000
Default Batch Size : 200

Bulk API:
Min. Batch Size: 1
Max. Batch Size: 10,000
Default Batch Size : 2,000

Note: Data Loader tool is available in 2 flavors.

1. Data Loader for Windows: Supports the Windows Platform.

2. Data Loader for Mac : Which supports Mac O.S.

Navigation:
Click on "Setup" menu.
 1. Search for the option "Data Loader" in QuickFind box.
2. Goto the User Interface.
3. Download the Required flavor of Data Loader into the
Device.

Note: While using the Data Loader to perform the "Import and Export"
operations, we have to Login into the Data Loader Tool.

It Provides the below 2 types of Authentications.

1. OAuth Authentication (Open Authentication):

Which requires "Access Token", to be get generated
from "Salesforce Authorization Server".

2. Password Authentication:
We can Salesforce Account Credentials, to Login into
the Data Loader Tool.
Note: In this approach, the We have to provide the
Salesforce Account Password, along with
the "Security Token".

Generating Security Token:

--------------------------
Click on the "Profile Icon", on top right corner.
1. Click on "My Settings" link.
2. Goto the "Personal Options" section.
3. Click on "Reset My Security Token" link.
4. Click on "Reset Security Token" button.

Observation:
It will generate a Security Token, and will send the token to the
"User's" Email ID automatically by default.

(gNJFqs5KVJ3GV7qEIsFRnKqn)

Universal IP Address
Starting IP Address: 0.0.0.0
Ending IP Address : 255.255.255.255

Note: Data Loader supports the below 7 Operations to be get performed.

1. Export:
By using this feature, we can export All the records exist inside the
object, and can place the records inside the Local Device in the form of ".csv"
file.

While exporting the records, we can add one or more user defined
conditions, to be used to filter the records.

Note: While exporting the records from the object, we can select the
required fields, to be get exported.

2. Export All:
By using this feature, we can export the records from the Object
including Deleted Records, which are waiting inside the RecycleBin.

It will differentiate the records based in "IsDeleted" field, which is

a CheckBox field.
 Note: Salesforce maintains "IsDeleted" field in all Standard and All
Custom Objects for the internal system reference, to
differentiate the deleted records.

If IsDeleted == TRUE ---> Deleted Record (RecycleBin)

If IsDeleted == FALSE---> Not a Deleted Record (Object)

3. Insert:
By using this feature, we can Insert either One / More records to the
objects at a time.

We have to supply the records to the Data Loader in the form of a

".csv" file. While Inserting the records, we have to supply the values for all the
Mandatory fields. Else records insertion will get failed.

While Inserting the records, we have to do the "Field Mapping" with the
"Excel Sheet Columns" either manually / automatically.

Once the Insert option has been done, then DataLoader will generates 2
Output Files.

1. Success File (.csv) (success042322124117378)

2. Error File (.csv)(error042322124117378)

4. Update:
By using this operation, we can Update multiple records inside the
Objects by passing the New Values for the required fields.

Note: While updating the records, we have to supply the "Record ID".

5. Upsert:
Upsert is the Combination of both "Update + Insert".

i.e. By using this operation, we can perform both "Insert and Update"
the records inside the Object.

Note: We have to pass all the records inside a CSV file to the
DataLoader.

DataLoader differentiate the records based on the "Record Id". If the

record contains Id, then it will Update the record to Database. If the record
doesn't have the ID, it will Insert the record to Object.

6. Delete:
By using this operation, we can remove either One / More records from
the Salesforce Object based on the "Record ID".

Note: To remove the Record from the object, only "Record ID" is enough.

Deleted Records will get awaited inside the "RecycleBin" for next
15 days.

Note: While removing Large Number of Records, then all the Records
can't
hold inside the RecycleBin.

It will store the Deleted Records inside the RecycleBin based on

the RecycleBin Size. The Additional Records will get removed Permanently from the
Object.
 7. Hard Delete:
By using this feature, we can remove the records from the Object
permanently, without moving to the recyclebin.

Note: To perform the "Hard Delete" operation, we require "Bulk API Hard
Delete Permission" inside the "Profile".