Salesforce.com certified Force.com Developer Certification Tutorial # 3: Data Management

This blog post is the third tutorial of the Salesforce.com Certified Force.com Developer Certification tutorial series titled ‘Data Management’. The following is the list of tutorial series.

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III. Data Management

1. Data Management Overview

  • Id – first 3 chars identify the object – account ,contact, custom obj, …
  • can access id through – URL, Report, Web Services API, Formulas
  • Format of record ids:
    • 15 digit case sensitive
    • a column in report is displayed as 15 digit
  • 18 digit case insensitive
    • web services api always return 18 digit
    • the api always returns 18 digit
    • the report framework doesn’t expose IDs for all objects
  • System fields
    • Created Date, Created By, Last Modified Date, Last Modified By – these fields can be set only during the initial setup
    • only accessible through API and backward compatible with all SOAP based APIs
    • available to all custom objects, but restricted to account, opportunity, contact, lead, case, task and event standard objects
    • for updates, api will accept either the 15 digit or 18 digit

2. Basics of Upsert & External ID

  • Upsert – insert + update
  • External Id
    • user defined cross reference field
    • can be created for any custom field of type text, number or email
    • helps improve report & API SOQL performance
    • each object can have upto 3 external ids
  • if the external id is matched multiple times, an error is reported

3. Data Management Tools

  • Tools to migrate data
    • application importing wizards
    • web service APIs
      • Data Loader, Partner Tools, Custom-built Tools, Open Source Tools
  • import wizards
    • can load upto 50,000 records – accounts, contacts, leads, solutions or custom objects
    • prevent duplication of data contact, leads, custom objects
  • API based tools
    • can load data to any object supported by API
    • can load more than 50,000 records
    • can schedule regular data loads
    • export data for backup
    • delete multiple supported objects at the same time
  • Data Loader
    • can be run from command line
    • support custom relationships for upsert
    • supports importing from and exporting data to a CSV file
    • supports loading from and exporting data to a database through JDBC
    • available for downlaod in Unlimided Edition, Enterprise Edition & Developer Edition, also available as open source but no support
  • Export – uses SOQL to export records from SF to CSV
  • Insert – inserts new records
  • Update – updates existing records and matches records based on the Salesforce id
  • Upsert – insert + update, matches based on either Salesforce id or external id
  • delete – deletes records from, matches based on Salesforce id

4. Managing Data

  • command line
    • can set the config directory
    • data loader runs whatever operation, file or map that is specified in the config file
    • runs the current directory if no config diretory is specified
    • default config file location: c:\program files\salesforce.com\data loader\version\samples\conf
    • if you use process-conf.xml, setting process.name to the name of a process specifies a process to run. Otherwise, the config.properties file is used for parameter settings
    • supports extract, insert, update, upsert, delete
    • offers encryption utility: Run\bin\encrypt.bat
      • Generate a key: key text is generated onscreen from the text provided
      • Encrypt text: (key file can be provided optionally)
      • Verify encrypted text
    • mass transfer tool to upsert mass data – can be used to transfer multiple accounts, leads from one user to another
    • need ‘Transfer record’ and ‘Edit’ permissions
    • to transfer a record that a user doesn’t own, the user needs to have the required user permissions and read sharing acces on the record
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6 thoughts on “Salesforce.com certified Force.com Developer Certification Tutorial # 3: Data Management

  1. Sara February 22, 2013 at 3:59 pm Reply

    I am going to take the exam tomorrow morning and I have gone through the entire Premier training over the last 3 weeks. I have also been working with Salesforce for well over a year now. I think I am ready, but having your digital notes and the questions was GREAT. I plan on reviewing it all tonight. Thanks for posting all that.

    • Hari Krishnan February 23, 2013 at 6:24 pm Reply

      Wish you all the best.

  2. Swayam Prava September 20, 2013 at 6:33 am Reply

    Very organised post. Thanks a lot.

  3. Saikumar December 8, 2013 at 11:10 pm Reply

    Hi Hari,

    Are you giving any online Training for Visualforce and Apex T

    sai_kumar_526@yahoo.in

    Thanks,
    sai

    • Hari Krishnan December 8, 2013 at 11:19 pm Reply

      Nope – I don’t give any training on anything.

  4. Dev November 14, 2014 at 12:44 pm Reply

    Thanks this is very helpful..

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