
Learning for the Admin Exam: Data Import Wizard vs…
One important part of the Salesforce Administrator Exam is to distinguish between Data Import Wizard and Data Loader to upload, download or update your data. I have created a table with the important differences:
Requirement | Data Import Wizard | Data Loader |
---|---|---|
available for | User / Admin | Admin only |
User Interface | Salesforce Setup | Setup or command line |
Import / Export | Import / Update / find duplicates | Import / Export / download / Update / Delete |
Schedule | no schedule | schedule Data loads |
Limit | 50.000 records | 5 Mio records |
Validation Rules | will fire | will fire |
Workflow Rules | can be switched off | will fire |
data format | .csv | .csv |
Import | Accounts, Contacts, Leads, Solutions, Custom Objects (no Opportunities, no Cases) | supports all objects & attachments |
Duplicates | choose fields to update or create records or both / finds duplicates | needs ID, does not find duplicates |