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Salesforce.com
Data management, migration and integration




             Alexandr Lukashevich
                  Minsk 2012
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




Cloud Dev Meetup 2.0
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


Cloud Dev Meetup 2.0
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




Cloud Dev Meetup 2.0
Data Model




Cloud Dev Meetup 2.0
Pentaho Kettle




Cloud Dev Meetup 2.0
Kettle + DL in use




Cloud Dev Meetup 2.0
Kettle




Cloud Dev Meetup 2.0
DL in use




Cloud Dev Meetup 2.0
Thank you




Cloud Dev Meetup 2.0

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2.Cloud dev meetup2 datamodel_kettle

  • 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 Cloud Dev Meetup 2.0
  • 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 Cloud Dev Meetup 2.0
  • 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 Cloud Dev Meetup 2.0
  • 5. Data Model Cloud Dev Meetup 2.0
  • 7. Kettle + DL in use Cloud Dev Meetup 2.0
  • 9. DL in use Cloud Dev Meetup 2.0
  • 10. Thank you Cloud Dev Meetup 2.0