Data Loader - Bulk - Add, Modify, or Delete Records


When we mentioned bulk upload, we mean the use of the Salesforce functionality Data Loader. 


We use the Data Loader to add, modify, or delete a large amount of records. The upsert wizard combines inserting and updating a record. If a record in your file matches an existing record, the existing record is updated with the values in your file. If no match is found, a new record is created. 
(source: Salesforce)


Install the Data Loader

a. Go to the Salesforce Setup
b. Navigate for Data management > Data loader or look for "Data loader" in Quick Action 
c. Download the relevant Data Loader


More Salesforce information and instructions about the Data Loader can be found in the DocumentationTrailheads and Videos.

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