Data Loader Guide

Data Loader
When to Use Data Loader
Install Data Loader
Configure Data Loader
Enable Bulk API
Enable Bulk API 2.0
Keep Account Teams
Log In with Hardware 2FA
Create a Secure Connection with an External Client App
Using Data Loader
Run in Batch Mode (Windows Only)
Command-Line Quick Start (Windows Only)
Data Loader Third-Party Licenses
PDF

Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Keep Account Teams

Configure Data Loader to keep Account Teams when mass updating Account Owners.

To keep Account Teams intact when mass-updating account owners

  1. Use Data Loader version 56.0.3 or later.
  2. Close Data Loader. It's important to make the following changes only with Data Loader closed.
  3. Open the config.properties file.

    The config.properties file is in the configs default configuration directory, which is installed in these locations.

    • macOS: /Users/{userName}/dataloader/version/configs
    • Windows: C:\Users\{userName}\dataloader\version\configs
  4. In the config.properties file, set the property sfdc.useBulkApi=false
  5. In the config.properties file, set the property process.keepAccountTeam=true
  6. Save and close the config.properties file.
  7. To start Data Loader, double-click the Data Loader icon on your Desktop or in your Applications folder.

To keep Account Teams intact, the uploaded .csv file must have the same value for all Current Account owner records. Likewise, the New Account Owner records must all have the same value. Otherwise, the operation fails and the Account Owners are not updated. For example, if the current Account owner of all records is "John Doe" and the new Account owner of all records is "Jane Smith" in a csv file, the operation succeeds if there are no other issues. However, if all records have "John Doe" as the current Account owner and the new Account owner of all but one record is "Jane Smith", the operation fails.

Note