certified Developer Certification Tutorial # 3: Data Management

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


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\\data loader\version\samples\conf
    • if you use process-conf.xml, setting to the name of a process specifies a process to run. Otherwise, the 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 “ certified 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


    • 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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