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5 Quick Steps To Install Apex Data Loader.

There are Various ways to Export or Import data in Salesforce.

In a market, you can get many tools which help you to export or import data in Salesforce. 
Each tool has their Pros and Cons. 
One of the Most popular Exports or Import data tool is Data loader which is a free tool. 
Every Salesforce Admin and Developer use this tool frequently wherever it requires.

 Data Loader is a client app for the bulk import and export of data.
With data in a comma-separated value (CSV) file, Data Loader can create, edit, or delete Salesforce records for any standard or custom object.

Data Loader exports Salesforce records into CSV files. 
You can then edit those CSV files or use them as templates for importing data into Salesforce.

 Right now, Salesforce has two user interface i.e. Salesforce classic interface and Lightning experience interface.
Below are the steps explain how to install data loader in Salesforce classic interface and in Lightning Experience interface. 

 Install Data Loader using Salesforce Classic interface:

1. Go to Setup.
2. Under "Administer" click Data Management | Data loader.
3. Choose the appropriate version based on your computer.
     a. Download Data Loader for Windows
     b. Download Data Loader for Mac
4. Save the file on local PC or laptop.
5. Double click on downloaded file and follow the Installation process of data loader.

Install Data Loader using Lightning Experience interface:

1. Click Setup Lightning Experience Setup menu icon | Setup Home.
2. Under "Administration" option Select Data | Data Loader.
3. Choose the appropriate version based on your computer
     a. Download Data Loader for Windows
     b. Download Data Loader for Mac
4. Save the file on local PC or laptop.
5. Double click on downloaded file and follow the Installation process of data loader.

 Done !!!

Other tools which export or import data into Salesforce:


I have grouped those tools into four categories. Each has their Pros and Cons.
  1. Free Tools
  2. Your Own Tools
  3. ETL Tools
  4. Paid Tools
1. Free tools: If you don`t want any budget to buy paid tool then use free tools.
  • Salesforce Data loader:- The tool gives you a nice user interface to pick the object and fields and criteria for the data you want to export, or write your own SOQL query. 
  • Reports:- Simplest option, create report. Run report and then export it using salesforce.
  • Data Export:- Go to setup and under the data management option you can find Data export option.
  • Workbench
2. Your own tools:
3. ETL Tools: ETL stands for Extract-Transform-Load. This tools are mostly for developer because more complicated to setup and use for the uninitiated than the other options already described. Below are not Salesforce specific but they have connectors to Salesforce.
  • JitterBit
  • Informatica
4. Paid Tools:
  • Enabler 4 Excel
  • X-Author by Apptus
  • Force.com Excel Connector
Do you know of other tools or methods of exporting or importing Salesforce data? I’d love to hear about it.

 Enjoy! If you have any questions, comments etc. please feel free to let me know. As always, please feel free to get in touch me as I would be more than happy to assist you with any of your Salesforce development needs.

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