Quick summary
Salesforce Data Loader is a client application used to import, export, insert, update, and delete Salesforce records in bulk. This demo walks you through the exact steps to access Data Loader from the Salesforce dashboard using the Advanced Setup menu.
Steps
- Click the gear icon at the top-right menu of the Salesforce dashboard.
- Select Open Advanced Setup from the dropdown menu.
- In the Quick Find search box, search for and select Data Loader.
- Log in using your Salesforce account credentials.
- You now have access to Salesforce Data Loader — explore its features to manage your data efficiently.
