This document discusses various Salesforce data management tools including web-side tools like the Import Wizard, Data Export, and Mass Transfer for importing, exporting, and transferring up to 50,000 records at once. It also discusses the Data Loader API tool for importing and exporting CSV files from any Salesforce object while supporting time zone settings for datetime fields. Finally, it mentions the Pentaho Kettle and Data Loader tools being used together for ETL processes.

1. Salesforce.com
Data management, migration and integration
Alexandr Lukashevich
Minsk 2012

2. Data management tools
• Web-side tools
– Import Wizard
– Data Export
– Mass Delete
– Mass Transfer Records
• Web services API tools
– Data Loader
– Excel connector
– SF partner's packages
– Open source tools
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3. Web-side tools
• Import wizard
– Import up to 50,000 records at one time
– Deduplicating
– Load accounts, contacts, leads, solutions and custom objects
• Data export
– Export all objects’ data
– Export attachments
– Schedule export one per week
• Mass delete
– Delete accounts, contacts, activities, Cases,
Solutions, Products
– Delete up to 250 items at one time.
– When you delete a record, any associated records that display on
that record's related lists are also deleted
• Mass Transfer records
– Changing ownership
– Transfer up to 500 records at one time
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4. Data Loader
• Is a Salesforce.com product
• Can be run from the command line
• Working with any objects supported by the API
• Export data for backup
• Support importing from and exporting data to a comma-
separated value (CSV) file
• Can start importing the data from a specific record in the file
• Can import/export datetime fields in specific time zone
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5. Data Model
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6. Pentaho Kettle
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7. Kettle + DL in use
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8. Kettle
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9. DL in use
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10. Thank you
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