How to Install Salesforce Data Loader for Windows

In Salesforce, Data Loader is a powerful tool that enables users to import, export, and delete large volumes of data in Salesforce quickly and efficiently.

If you are working as a Salesforce administrator, developer, or business user, installing Data Loader on your Windows system is going to enhance your data management experience.

In this Salesforce tutorial, we will discuss the process of installing of Salesforce data loader in the windows. The data loader is available for Salesforce Lightning and Salesforce Classic.

Data Loader in Salesforce

Salesforce Data Loader is a client application that is provided by Salesforce to facilitate the bulk import or export of data into and out of the Salesforce environment.

When importing data, the Data Loader reads, extracts, and loads data from CSV files or a configured database connection. When exporting, Data Loader outputs CSV files.

The Data loader offers the following key features that facilitate the import and export of data.

  • It is an easy-to-use wizard where the data loader simplifies complex tasks by breaking them down into manageable steps, making it easy for users to interactively load or extract data.
  • It provides an alternative command-line interface (CLI) for users who prefer to automate data-loading processes. This is particularly useful for batch operations and integration with other systems or scripts.
  • The data loader can handle large datasets where it accommodates up to 5 million records in a single operation.
  • It provides drag-and-drop field mapping, allowing users to visually map fields from source to destination.
  • It supports standard Salesforce objects as well as custom objects created by users.
  • It can process data in both Salesforce and Database.com.
  • The data loader generates log files detailing the success and any encountered errors in CSV format which makes them easy to read.
  • A built-in CSV file viewer in the data loader allows users to view CSV files directly within the data loader tool.
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There are two ways to use the data loader in Salesforce.

  • User interface— From the user interface, we can configure parameters and CSV files used for import and export, and define field mappings that map field names in our import file to field names in Salesforce.
  • Command line — From the command line interface, we can configure data sources, mappings, and actions in files to set up a Data Loader for automated processing. This is available in Windows only.

Install Salesforce Data Loader for Windows

To install the Salesforce data loader for Windows, log in to your developer account and follow the below steps, the following steps are valid for both lightning and classic editions.

1. On the setup page of Salesforce, go to the Quick Find box and search then select Data Loader.

Install Data loader in Salesforce

2. In the setup window of the data loader, click on the Downloads.

Salesforce Download data loader

3. As we click on the downloads a pop-up window will appear for the confirmation of redirecting to the external URL, here click on the Confirm button.

4. In this window, click on Download Spring release for macOS and Windows, which is under the heading Salesforce Data Loader.

As we click on it the data loader will be downloaded in a zipped folder.

Download Data loader spring release for windows

5. Go back to the setup of the data loader and click on the Developer Guide.

Developer Guide to install Data loader in Salesforce

6. In this window, go to the left sidebar and select Install Data Loader -> Download and Install Data Loader.

Here we need to install a Java Runtime Environment (JRE), and in this window, we have a JRE Zulu OpenJDK version 17. To install this JRE click on for Windows link.

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7. In this window, scroll down and click on the download dropdown of the latest version of Azul Zulu for Windows, and in the dropdown select the .msi option.

JRE installation for data loader in Salesforce

8. Open the downloaded folder of Azul Zulu and run the setup, In the first window of the setup click on the Next button.

Install Java runtime environment for Data loader in Salesforce

9. In this window again click on the Next button and then click on the Install button in the next window.

Install Zulu jdk for Salesforce Data loader

10. Now we have completed the Azul Zulu jdk (Java Runtime Environment ) installation and in this window, click on the Finish button to exit the setup wizard.

Java Runtime environment for Data loader in Salesforce

11. Now open the downloaded folder of the data loader and extract all files from the zipped folder using a zipping tool.

Install Data loader in Salesforce Lightning

12. After extracting the files click on the install.bat file to run the installation.

Run the installation setup for Salesforce data loader

13. As we run the installation a command prompt will open asking for the confirmation of the installation path.

To confirm the installation path type Yes.

Salesforce data loader installation path

14. In the next step, you will be asked if you need a desktop shortcut and a start menu shortcut. Here type Yes in both questions if you want a desktop and start menu shortcut for Data Loader.

Now we have completed the installation of the Data Loader in Salesforce and the Data Loader can be accessed now from the desktop and also the start menu.

Salesforce data loader installation

In this way, we can download and install the Data Loader in Salesforce for Windows by following the above steps.

Conclusion

In the Salesforce environment, installing a Data Loader is an essential step for Salesforce users looking to streamline their data management processes. By following the above steps, now you might have accurate insights about the method of installing the Data loader in Salesforce for Windows.

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We also learned about the installation of Java Runtime Environment (JRE) which was the requirement to install the data loader. Along with this we also learned about the uses of data loader and also the key features that facilitate the import and export of data.

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