# developer Dataloader from MuleSoft (dataloader) - Full Documentation # Advanced Features Extend Dataloader from MuleSoft with advanced capabilities including cloud storage connections, scheduled tasks, Salesforce connection management, and other features. Use these topics after you're comfortable with basic import, export, and delete tasks. Connect external file storage, control how tasks run and notify you, manage Salesforce and cloud sign-in, and apply options such as import lookups, scheduled runs, and supported date formats. # Best Practices for Data Import Dataloader from MuleSoft accepts many CSV layouts, but small formatting mistakes can make processing a file difficult or impossible. Follow best practices to avoid import errors. ## Prepare Your CSV File - Use a spreadsheet app such as Microsoft Excel to build the CSV file, then verify with a text editor if needed. - Validate the structure with a tool such as [csvlint.io](https://csvlint.io/). - Save the file as **UTF-8**. - Use a single header row with no duplicates or empty header cells. - Remove empty rows, including hidden empty rows at the end of the sheet (check in a text editor). - Put column headers in the first row (for example, First Name, Last Name). Use Salesforce field labels as headers when possible. Dataloader from MuleSoft maps them automatically. - Format date fields by using a [supported date format](https://developer.salesforce.com/docs/platform/dataloader/guide/supported-date-formats.md). - Wrap fields in double quotes (`"`) when needed for delimiters. - Keep files under 50 MB. ## Performance Tips - For files larger than about 200 rows, select **Bulk API** on the last step of the import wizard for better throughput on large loads. - If imports fail, review the result files on the task list. They explain row-level errors. - Schedule large imports during off-hours when possible to avoid resource contention. When many users access Salesforce concurrently with a large data load, processing slows and can hit the two-hour task timeout. Tasks that exceed two hours are automatically terminated. ## See Also - [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) - [Use Supported Date Formats](https://developer.salesforce.com/docs/platform/dataloader/guide/supported-date-formats.md) - [_Salesforce Developers_: Introduction to Bulk API 2.0 and Bulk API](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm) # Configure Email Notifications Configure email notifications on Dataloader from MuleSoft tasks to receive results when a task runs. Add one or more recipients in the To field and CC addresses for additional copies. ## Turn on Email Results in the Wizard 1. Create an [import task](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md), [export task](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md), or [delete task](https://developer.salesforce.com/docs/platform/dataloader/guide/delete-data.md) as usual. 2. On the last step of the wizard, turn on email results by selecting **Send me the results via e-mail**. 3. Enter the To and CC recipient addresses. ![Run step with Send me the results via e-mail enabled and To and CC fields.](https://developer.salesforce.com/docs/media/email-notifications-settings.png '{"class": "image-framed image-md"}') **note:** When using the included edition of Dataloader from MuleSoft, only one task can send email notifications. [Dataloader.io Professional and Enterprise editions](https://dataloader.io/pricing) support email notifications on an unlimited number of tasks. ## See Also - [Schedule Tasks](https://developer.salesforce.com/docs/platform/dataloader/guide/schedule-tasks.md) # Connecting to Box Use [Box](https://www.box.com/) as a source or destination for CSV files in Dataloader from MuleSoft for import and export tasks. Link your Box account from the wizard and reuse that connection whenever you need files from Box or want results sent to a Box folder. ## Import Files from Box Use your Box account as a CSV source. Select the **Box** tab on the source file chooser to pull files from Box during the upload step of an import instead of uploading from your computer. During an import, follow [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) until you upload your CSV file. From the source file chooser, connect to Box and select your file: 1. In the source file chooser, click the plus icon to add your Box account. ![Source file chooser with Box tab and add storage account control.](https://developer.salesforce.com/docs/media/connect-box-step-1.png '{"class": "image-framed image-md"}') 2. Enter your Box credentials. 3. Click **Allow**. 4. When connected, select files from Box instead of uploading from local storage. ![Box folder and file list after connection for selecting a CSV file.](https://developer.salesforce.com/docs/media/connect-box-step-4.png '{"class": "image-framed image-md"}') 5. Continue with [map the fields](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md#step-3-map-the-fields) to complete your import task. ## Export Data to Box With Dataloader from MuleSoft, export data as CSV files to Box. You can send result files to a folder in your Box account. In the last step of the export wizard, add that destination folder. When you [export data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md), follow the connection and query steps then, on the **Run** step, add a Box destination: 1. Click **Add Destination folder**. 2. Select the checkbox labeled **Send a copy of the results to this location**. 3. Select the **Box** tab. 4. Select your Box connection and folder. 5. Click **Save and Run** to run your task (or **Save** to run it later). ![Export Run step with Box tab selected for an external results folder.](https://developer.salesforce.com/docs/media/connect-box-step-5.png '{"class": "image-framed image-md"}') ## See Also - [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) - [Export Data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) - [Manage Cloud Storage Connections](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-connections.md) - [Connecting to Dropbox](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-dropbox.md) - [Connecting to FTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-ftp.md) - [Connecting to SFTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-sftp.md) # Connecting to Dropbox Use Dropbox as a source or destination for CSV files in Dataloader from MuleSoft for import and export tasks. Link your [Dropbox](https://www.dropbox.com/) account from the wizard and reuse that connection whenever you need files from Dropbox or want results sent to a Dropbox folder. ## Import Files from Dropbox Use your Dropbox account as a CSV source. Select the **Dropbox** tab on the source file chooser to pull files from Dropbox during the upload step of an import instead of uploading from your computer. During an import, follow [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) until you upload your CSV file. From the source file chooser, connect to Dropbox and select your file: 1. In the source file chooser, click the plus icon to add your Dropbox account. ![Source file chooser with Dropbox tab and add storage account control.](https://developer.salesforce.com/docs/media/connect-dropbox-step-1.png '{"class": "image-framed image-md"}') 2. Enter your Dropbox credentials. 3. Click **Allow**. 4. When connected, select files from Dropbox instead of uploading from local storage. ![Dropbox folder and file list after connection for selecting a CSV file.](https://developer.salesforce.com/docs/media/connect-dropbox-step-4.png '{"class": "image-framed image-md"}') 5. Continue with [map the fields](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md#step-3-map-the-fields) to complete your import task. ## Export Data to Dropbox With Dataloader from MuleSoft, export data as CSV files to Dropbox. You can send result files to a folder in your Dropbox account. In the last step of the export wizard, add that destination folder. When you [export data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md), follow the connection and query steps then, on the **Run** step, add a Dropbox destination: 1. Click **Add Destination folder**. 2. Select the checkbox labeled **Send a copy of the results to this location**. 3. Select the **Dropbox** tab. 4. Select your Dropbox connection and folder. 5. Click **Save and Run** to run your task (or **Save** to run it later). ![Export Run step with the Dropbox tab selected for an external results folder.](https://developer.salesforce.com/docs/media/connect-dropbox-step-5.png '{"class": "image-framed image-md"}') ## See Also - [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) - [Export Data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) - [Manage Cloud Storage Connections](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-connections.md) - [Connecting to Box](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-box.md) - [Connecting to FTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-ftp.md) - [Connecting to SFTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-sftp.md) # Connecting to FTP Use an FTP server as a source or destination for CSV files in Dataloader from MuleSoft for import and export tasks. FTP connections in Dataloader are unencrypted. For encrypted transfer, use [Connect to SFTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-sftp.md) when your plan supports it. ## Before You Connect - FTPS: Dataloader from MuleSoft doesn’t support FTP over TLS (Transport Layer Security) / SSL (Secure Sockets Layer). For a secure file transfer connection, use [Connect to SFTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-sftp.md) instead. - Passive mode: Dataloader supports only passive mode and requires permission for the LIST command. - Firewalls: If your FTP directory is behind a firewall, open your ports to [Dataloader from MuleSoft’s IP addresses](https://dataloader.zendesk.com/hc/en-us/articles/6293223308179). ## Import Files from FTP Use your FTP server as a CSV source and select the **FTP** tab on the source file chooser. During an import, follow [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) until you upload your CSV file. From the source file chooser, connect to FTP and select your file: 1. If this is your first FTP connection, click the plus icon in the source file chooser to add an FTP account. ![Source file chooser with FTP tab and add server connection control.](https://developer.salesforce.com/docs/media/connect-ftp-step-1.png '{"class": "image-framed image-lg"}') 2. Enter your FTP account credentials on the form then click **Save**. 3. Select files from your FTP server in the chooser instead of uploading from local storage. ![FTP directory listing after connection for selecting a CSV file.](https://developer.salesforce.com/docs/media/connect-ftp-step-3.png '{"class": "image-framed image-md"}') 4. Continue with [map the fields](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md#step-3-map-the-fields) to complete your import task. ## Export Data to FTP With Dataloader from MuleSoft, export data as CSV files to an FTP server. In the last step of the export wizard, add a destination folder there. When you [export data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md), follow the connection and query steps then, on the **Run** step, add an FTP destination: 1. Click **Add Destination folder**. 2. Select the checkbox labeled **Send a copy of the results to this location**. 3. Select the **FTP** tab. 4. Select your FTP connection and folder. 5. Click **Save and Run** to run your task (or **Save** to run it later). ![Export Run step with the FTP tab selected for an external results folder.](https://developer.salesforce.com/docs/media/connect-ftp-step-4.png '{"class": "image-framed image-lg"}') ## See Also - [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) - [Export Data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) - [Manage Cloud Storage Connections](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-connections.md) - [Connecting to Box](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-box.md) - [Connecting to Dropbox](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-dropbox.md) - [Connecting to SFTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-sftp.md) # Connecting to SFTP Use SFTP as a source or destination for CSV files in Dataloader from MuleSoft for import and export tasks. SFTP runs over SSH and encrypts file transfers, making it preferable to plain FTP. Dataloader from MuleSoft doesn’t support FTP over TLS (Transport Layer Security)/SSL (Secure Sockets Layer) (FTPS); for secure file transfer, use SFTP (Enterprise) or see [Connect to FTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-ftp.md) for unencrypted FTP with the documented limits. ## Before You Connect - Passive mode: Dataloader supports only passive mode and requires permission for the LIST command. - Firewalls: If your SFTP directory is behind a firewall, open your ports to [Dataloader from MuleSoft's IP addresses](https://dataloader.zendesk.com/hc/en-us/articles/6293223308179). - Ciphers: See the list of ciphers [supported by the Dataloader from MuleSoft SFTP client](https://dataloader.zendesk.com/hc/en-us/articles/34376219682195). - Enterprise: SFTP connections require a Dataloader.io **Enterprise** subscription. ## Import Files from SFTP Use your SFTP server as a CSV source and select the **SFTP** tab on the source file chooser. During an import, follow [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) until you upload your CSV file. From the source file chooser, connect to SFTP and select your file: 1. If this is your first SFTP connection, click the plus icon in the source file chooser to add an SFTP account. ![Source file chooser with SFTP tab and add server connection control.](https://developer.salesforce.com/docs/media/connect-sftp-step-1.png '{"class": "image-framed image-md"}') 2. Enter your SFTP account credentials on the form. ![SFTP host, port, username, key, and path fields on the connection form.](https://developer.salesforce.com/docs/media/connect-sftp-step-2.png '{"class": "image-framed image-md"}') 3. Click **Save**. 4. Select files from your SFTP server in the chooser instead of uploading from local storage. 5. Continue with [map the fields](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md#step-3-map-the-fields) to complete your import task. ## Export Data to SFTP With Dataloader from MuleSoft, export data as CSV files to an SFTP server. In the last step of the export wizard, add a destination folder there. When you [export data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md), follow the connection and query steps then, on the **Run** step, add an SFTP destination: 1. Click **Add Destination folder**. 2. Select the checkbox labeled **Send a copy of the results to this location**. 3. Select the **SFTP** tab. 4. Choose your SFTP connection and folder. 5. Click **Save and Run** to run your task (or **Save** to run it later). ![Export Run step with the SFTP tab selected for an external results folder.](https://developer.salesforce.com/docs/media/connect-sftp-step-3.png '{"class": "image-framed image-md"}') ## See Also - [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) - [Export Data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) - [Manage Cloud Storage Connections](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-connections.md) - [Connecting to Box](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-box.md) - [Connecting to Dropbox](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-dropbox.md) - [Connecting to FTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-ftp.md) # Dataloader from MuleSoft and Salesforce Data Loader Dataloader from MuleSoft and Salesforce Data Loader are separate products with different use cases. Dataloader from MuleSoft runs in your browser and requires no installation, while Salesforce Data Loader is a downloadable desktop app. ## Dataloader from MuleSoft Dataloader from MuleSoft is a cloud-based tool for importing, exporting, and deleting Salesforce data. It runs in your browser. No installation required. Use it when you want a web-based tool, scheduled tasks, or cloud storage integrations. Open it at [dataloader.io](https://dataloader.io). For plans and pricing, see [Dataloader.io Pricing](https://dataloader.io/pricing). Support is available through this help center for Professional and Enterprise subscribers. Users on the included tier can access the knowledge base and community forums. ![Dataloader from MuleSoft task list with New Task and scheduled tasks.](https://developer.salesforce.com/docs/media/dataloader-home-page.png '{"class": "image-framed image-xl"}') ## Salesforce Data Loader Salesforce Data Loader is a downloadable desktop app from Salesforce. Use it when you need a locally installed tool or when your organization requires it for compliance or network reasons. For more information, see [Data Loader](https://help.salesforce.com/articleView?id=data_loader.htm&type=5). For support with Salesforce Data Loader, contact [Salesforce Support](https://help.salesforce.com/articleView?id=000321274&type=1&mode=1). ![Salesforce Data Loader desktop app window with insert and export actions.](https://developer.salesforce.com/docs/media/salesforce-data-loader-app.png '{"class": "image-framed image-lg"}') ## See Also - [Get Started with Dataloader from MuleSoft](https://developer.salesforce.com/docs/platform/dataloader/guide/get-started.md) - [Review Product FAQs](https://developer.salesforce.com/docs/platform/dataloader/guide/product-faqs.md) - [_Salesforce Help_: Data Loader](https://help.salesforce.com/articleView?id=data_loader.htm&type=5) - [_Salesforce Help_: Salesforce Support](https://help.salesforce.com/articleView?id=000321274&type=1&mode=1) # Dataloader from MuleSoft FAQ Find answers to common questions about how Dataloader from MuleSoft works in the browser, what it costs, how data and credentials are handled, and how to use features such as the Bulk API. **On this page:** - [What is Dataloader from MuleSoft?](#what-is-dataloader-from-mulesoft) - [Do I have to install anything on my computer?](#do-i-have-to-install-anything-on-my-computer) - [What browsers are supported, and which are recommended?](#what-browsers-are-supported-and-which-are-recommended) - [Do I need to register to use Dataloader from MuleSoft?](#do-i-need-to-register-to-use-dataloader-from-mulesoft) - [Do you store my credentials?](#do-you-store-my-credentials) - [How much does Dataloader from MuleSoft cost?](#how-much-does-dataloader-from-mulesoft-cost) - [Can I use my Experience Cloud or portal credentials?](#can-i-use-my-experience-cloud-or-portal-credentials) - [What source file formats do you support?](#what-source-file-formats-do-you-support) - [How do I manage multiple connections?](#how-do-i-manage-multiple-connections) - [Are the CSV files I upload stored anywhere?](#are-the-csv-files-i-upload-stored-anywhere) - [What boolean (checkbox fields) values do you support?](#what-boolean-checkbox-fields-values-do-you-support) - [What is an upsert?](#what-is-an-upsert) - [When should I use the Bulk API option?](#when-should-i-use-the-bulk-api-option) ## What is Dataloader from MuleSoft? Dataloader from MuleSoft is a web-based tool to import and export information from Salesforce. ## Do I have to install anything on my computer? No. Dataloader from MuleSoft is 100% web-based. Nothing to download or install. ## What browsers are supported, and which are recommended? For the best experience, use the latest stable versions of Chrome, Firefox, Safari, and Microsoft Edge. Keep your browser updated. ## Do I need to register to use Dataloader from MuleSoft? No. There is no registration process. To log in, use your Salesforce credentials. ## Do you store my credentials? No. Dataloader from MuleSoft uses OAuth authentication, so Salesforce always manages your credentials. ## How much does Dataloader from MuleSoft cost? Salesforce offers a subscription at no additional cost. If you need higher limits, see [pricing for Professional and Enterprise plans](https://dataloader.io/pricing). ## Can I use my Experience Cloud or portal credentials? Yes. You can use **any** set of Salesforce credentials. ## What source file formats do you support? Dataloader from MuleSoft supports only CSV (comma-separated values) files. The app processes any file regardless of the extension as long as the file format is correct. ## How do I manage multiple connections? Connections are separate per user, org, and environment. If you use production and sandbox, you typically need a connection for each. That can mean separate Free or Professional accounts, or one [Enterprise setup with multiple Salesforce connections](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-salesforce-connections.md). ## Are the CSV files I upload stored anywhere? Dataloader from MuleSoft stores CSV files you use for import/export tasks in its database, so you can re-run tasks without uploading or downloading files again. Only you have access to your CSV files. No other user, inside or outside your company, can access your data. Dataloader encrypts and secures all data. For more information, see the [privacy policy on dataloader.io](https://dataloader.io/terms). ## What boolean (checkbox fields) values do you support? The supported boolean values are: true/false, True/False, TRUE/FALSE, T/F, Y/N, Yes/No, YES/NO, 1/0. ## What is an upsert? Update-Insert. An upsert updates a record if it exists, or inserts it if it doesn’t, based on the ID you provide as a key. You can also use external IDs with upsert operations. For more information, see [upsert()](https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_calls_upsert.htm). ## When should I use the Bulk API option? In most cases, the Bulk API is significantly faster than the SOAP-based API for loading large numbers of records. With the Bulk API, you can load and export bigger batches and use parallel processing to improve performance. The Bulk API also uses far fewer API calls than the Batch API for batches larger than 1,000 records. Note that the Bulk API doesn’t support related queries. For small imports of a few hundred records or fewer, keep the Bulk API option disabled. ## See Also - [Get Started with Dataloader from MuleSoft](https://developer.salesforce.com/docs/platform/dataloader/guide/get-started.md) - [Dataloader from MuleSoft and Salesforce Data Loader](https://developer.salesforce.com/docs/platform/dataloader/guide/dataloader-vs-salesforce-data-loader.md) - [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) - [Export Data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) - [Best Practices for Data Import](https://developer.salesforce.com/docs/platform/dataloader/guide/data-import-best-practices.md) - [_Salesforce Developers_: upsert()](https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_calls_upsert.htm) # Delete Data in Salesforce Delete Salesforce records in Dataloader from MuleSoft by creating a Delete task with a CSV file containing the record IDs. Save and run the task immediately, schedule it, or reuse it as a template. You need a CSV file with the IDs of the records to delete in one column. Each task stores your connection, object, ID mapping, and options so you don’t repeat setup every time. ## Step 1. Create and Configure a Delete Task Start a new delete task and select the Salesforce org and object whose records you plan to delete. 1. Click **New Task** then click **Delete**. ![New Task menu with Delete selected.](https://developer.salesforce.com/docs/media/delete-data-new-task-delete-menu.png '{"class": "image-framed image-sm"}') 2. In the **Connection** dropdown, select the Salesforce connection you want to use. Your login credentials apply to your default connection. To use a different Salesforce connection, click the **+** icon and create a connection. 3. For **Object**, select the object you want to delete data from, such as Account, Contact, or Lead. Click **Next**. ![Connection and object list with Contact selected for a delete task.](https://developer.salesforce.com/docs/media/delete-data-connection-object-selection.png '{"class": "image-framed image-md"}') **tip:** _Object list_: Use **Quick find** to search for an object by name. Use **Menu** to filter Standard or Custom objects or to show or hide object names. ## Step 2. Upload the File Upload the CSV file that lists the record IDs to delete. 1. Use a file from your computer or from a cloud repository. 2. To upload the CSV file, click **Upload CSV**, or drag the file into the upload area. For more information, see [Connecting to Box](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-box.md), [Connecting to Dropbox](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-dropbox.md), [Connecting to FTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-ftp.md), and [Connecting to SFTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-sftp.md). ![Upload CSV step for a delete task with local file and cloud storage tabs.](https://developer.salesforce.com/docs/media/delete-data-upload-csv-step.png '{"class": "image-framed image-md"}') ## Step 3. Select the ID Field Select the column from your CSV file that contains the Salesforce IDs of the records to delete. Dataloader ignores other columns. If a column header is **Id**, Dataloader maps it automatically. Otherwise, click the field that contains the ID, then click **Next**. ![Field-mapping step with the Id column selected for delete IDs.](https://developer.salesforce.com/docs/media/delete-data-select-id-field-mapping.png '{"class": "image-framed image-lg"}') ## Step 4. Save and Run Your Task Review the summary page, adjust the task name and API options, then save the task or run it immediately. 1. On the summary page, review the overview of your task. 2. If necessary, change the _task name_. 3. Specify the Bulk API or the Batch API and set the batch size if needed. 4. If necessary, open [Advanced Settings](#advanced-settings) in the task configuration. 5. Click **Save** to save and run later, or **Save and Run** to run immediately. ![Delete task run step showing summary, Bulk API, and Save and Run.](https://developer.salesforce.com/docs/media/delete-data-summary-run-step.png '{"class": "image-framed image-lg"}') ### Schedule the Task 1. Set how often the task runs: Hourly, Daily, Weekly, or Monthly. 2. Set the time zone if needed. 3. After you create the task, open scheduling from this summary page (edit the task and return here) or from the **Schedule** button on the task list. 4. Use the **Scheduled tab** to find scheduled tasks. ### Bulk API Salesforce Bulk API uses REST principles and is optimized for loading or deleting large data sets. Salesforce processes records asynchronously by running submitted batches in the background. Bulk API has some restrictions. For example, related object exports are not supported. Bulk API processes data in larger batches than Batch API, which lowers API usage per operation when you load large volumes. For more information, see [Introduction to Bulk API 2.0 and Bulk API](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm). ### Batch API When the Bulk API checkbox is cleared, Batch API is in use. Salesforce Batch API uses SOAP principles and is optimized for real-time client applications that update small numbers of records at a time. Although the SOAP API can process large numbers of records, data sets with hundreds of thousands of records are less practical that way. For large volumes, Bulk API is the best option. Batch API processes data in smaller batches than Bulk API, which increases API calls per operation when you process large volumes. ### Bulk API vs Batch API | Feature | Bulk API | Batch API | | ---------------------- | --------------------------------- | -------------------------------------- | | Protocol | REST | SOAP | | Best for | Large data sets (10,000+ records) | Smaller data sets (under 10,000 records) | | Processing | Asynchronous batches | Real-time | | API calls | Lower (larger batches) | Higher (smaller batches) | | Related object exports | Not supported | Supported | ### Email Notifications You can configure your task to email you whenever it runs. You can add multiple recipients as well as multiple CCs to the sent email. When using the free edition of Dataloader from MuleSoft, you are only allowed to have one task set up to send email notifications. [Dataloader.io Professional and Enterprise editions](https://dataloader.io/pricing) allow you to use email notifications on unlimited tasks. ## Advanced Settings These options appear on the **Advanced settings** page. - **Hard Delete Records**: When you enable this option, Dataloader deletes records immediately instead of placing them in the Salesforce Recycling Bin. Available only with Bulk API. - **Serial Mode**: Bulk API only. Processes batches one at a time in Salesforce (which helps avoid database contention). This option can significantly increase processing time for a load. - **Timeout**: The maximum time a task can keep running. When the task reaches the threshold, Dataloader cancels it automatically. The default timeout is 2 hours. ![Advanced settings for hard delete, serial mode, and timeout on a delete task.](https://developer.salesforce.com/docs/media/delete-data-advanced-settings.png '{"class": "image-framed image-md"}') ## See Also - [Export Data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) - [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) - [Managing Tasks](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-tasks.md) - [_Salesforce Developers_: Introduction to Bulk API 2.0 and Bulk API](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm) # Export Data from Salesforce Export Salesforce data in Dataloader from MuleSoft by creating an Export task. Each task stores your connection, query, and options so you can save and run it immediately, schedule it, or reuse it as a template. ## Step 1. Create and Configure an Export Task Start a new export task and select the Salesforce org and object to export from. 1. Click **New Task** then click **Export**. ![New Task menu with Export selected.](https://developer.salesforce.com/docs/media/export-data-new-task-export-menu.png '{"class": "image-framed image-sm"}') 2. In the **Connection** dropdown, select the Salesforce connection you want to use. Your login credentials apply to your default connection. To use a different Salesforce connection, click the **+** icon and create a new connection. 3. For **Object**, select the object you want to export data from, such as Account, Contact, or Lead. Click **Next**. ![Export task Connection and Object step with connection, object list, and Next.](https://developer.salesforce.com/docs/media/export-data-connection-object.png '{"class": "image-framed image-md"}') **tip:** _Object list_: Use **Quick find** to search for an object by name. Use **Menu** to filter Standard or Custom objects or to show or hide object names. ## Step 2. Build Your Query Use the four areas on the page to define what to export: fields (including related objects), filters, sort order, and the SOQL that Dataloader builds from those choices. You can review or edit that SOQL directly when you need a custom query. - Left: [Select the fields](#select-your-fields) for the selected object and related objects. - Filters section: Add filters so you export only rows that match your criteria. - Below filters: Choose how to order the data. - SOQL section: Review the SOQL built from your selections, or write and edit your own query in the SOQL query editor. ![Export query builder with fields, filters, order by, and generated SOQL for Contact.](https://developer.salesforce.com/docs/media/export-data-fields-step-overview.png '{"class": "image-framed image-lg"}') You can build your query with the [query builder](#select-your-fields) (fields, filters, and order) or by writing your own query in the [SOQL query editor](#soql-query-editor). ### Select Your Fields To select fields, click them in the list. To select all fields, use the **Select All** checkbox for the object. ![Fields panel for Contact with Contact ID, Account ID, Assistant's name, and Assistant Phone fields checked.](https://developer.salesforce.com/docs/media/export-data-fields-partial-selection.png '{"class": "image-framed image-md"}') **tip:** **Field list:** Use **Quick find** to search fields. Use **Menu** to show selected or all fields and to show or hide field names. ![Fields panel with Quick find on Contact, Contact ID checked, and MasterRecord fields listed.](https://developer.salesforce.com/docs/media/export-data-fields-contact-id-filtered.png '{"class": "image-framed image-md"}') ### Add Filters to Your Query To add filters to your query: 1. Select an object. By default you use the one you selected earlier; you can also choose a related object. 2. Select a field and select the operator. 3. Enter the filter value. 4. Click the **+** icon to add the filter. To delete a filter, click the delete icon for that filter. ### Order Your Data Choose a field to sort your data from the selected object or a related object. 1. Select the **Object** that contains the sort field. 2. Select the **field** to sort by. 3. Select the sort **order**: Asc (ascending) or Desc (descending). ### SOQL Query Editor As you select fields, filters, and ordering options, Dataloader from MuleSoft turns your choices into SOQL. Open the SOQL Query section to see the code that Dataloader sends to Salesforce. ![SOQL Query box with Verify and Reset and a Contact query using WHERE and ORDER BY.](https://developer.salesforce.com/docs/media/export-data-soql-where-orderby.png '{"class": "image-framed image-md"}') The SOQL Query section also enables you to write your own queries without the query builder. Click **Verify** to confirm the query before you run the task. Set the order of columns in a CSV file by editing the order of selected fields in a SOQL query. The query below produces a table with the columns **FirstName**, **LastName**, **Email**, and **Phone** in that order. ![SOQL Query with Verified status.](https://developer.salesforce.com/docs/media/export-data-soql-verified-contact-fields.png '{"class": "image-framed image-md"}') After you make changes in the SOQL Query editor you can no longer use the Query Builder. To return to selecting fields and filters from the dropdown menus, click **Reset**. Resetting the SOQL query discards custom edits to the SOQL statement and restores the options you selected earlier. Find more about the SOQL query language in the [SOQL and SOSL reference](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_intro.htm). ## Step 3. Save and Run Your Task Review the summary page, adjust the task name, API, and other options, then save the task or run it immediately. 1. On the summary page, review the overview of your task (task name, main object, operation, export row count). 2. Optional: Change the **task name**. 3. Specify the Bulk API or the Batch API and set the batch size if needed. 4. Optional: Open [advanced settings](#advanced-settings) in the task configuration. 5. Click **Save** to save and run later, or **Save and Run** to run immediately. ![Contact export Run step with summary, Bulk API, email results, Advanced, and Save and Run.](https://developer.salesforce.com/docs/media/export-data-run-summary.png '{"class": "image-framed image-lg"}') ### Schedule the Task 1. Set how often the task runs: Hourly, Daily, Weekly, or Monthly. 2. Set the time zone if needed. 3. After you create the task, open scheduling from this summary page (edit the task and return here) or from the **Schedule** button on the task list. 4. Use the **Scheduled tab** to find scheduled tasks. ### Bulk API Salesforce Bulk API uses REST principles and is optimized for loading or deleting large data sets. Salesforce processes records asynchronously by running submitted batches in the background. Bulk API has some restrictions. For example, related object exports are not supported. Bulk API processes data in larger batches than Batch API, which lowers API usage per operation when you load large volumes. For more information, see [Introduction to Bulk API 2.0 and Bulk API](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm). ### Batch API When the Bulk API checkbox is cleared, Batch API is in use. Salesforce Batch API uses SOAP principles and is optimized for real-time client applications that update small numbers of records at a time. Although the SOAP API can process large numbers of records, data sets with hundreds of thousands of records are less practical that way. For large volumes, Bulk API is the best option. Batch API processes data in smaller batches than Bulk API, which increases API calls per operation when you process large volumes. ### Bulk API vs Batch API | Feature | Bulk API | Batch API | | ---------------------- | --------------------------------- | -------------------------------------- | | Protocol | REST | SOAP | | Best for | Large data sets (10,000+ records) | Smaller data sets (under 10,000 records) | | Processing | Asynchronous batches | Real-time | | API calls | Lower (larger batches) | Higher (smaller batches) | | Related object exports | Not supported | Supported | ### Email Notifications You can configure your task to email you whenever it runs. You can add multiple recipients as well as multiple CCs to the sent email. When using the free edition of Dataloader from MuleSoft, you are only allowed to have one task set up to send email notifications. [Dataloader.io Professional and Enterprise editions](https://dataloader.io/pricing) allow you to use email notifications on unlimited tasks. ## Advanced Settings These options appear on the **Advanced settings** page. - **Export Deleted Rows**: Available only with the Batch API. Includes rows from the Salesforce Recycling Bin in your export results. - **Row Limit**: Limits how many rows the export returns. With the Batch API and large exports, you can set the limit below 10,000 records when needed. - **Date Format**: Available when you select Batch API. Sets the date format for export results: American (MM/DD/YYYY) or European (DD/MM/YYYY). - **Serial Mode**: Available only when you select Bulk API. Processes batches one at a time in Salesforce (which helps avoid database contention). This option can significantly increase processing time for a load. - **Timeout**: Maximum time a task can keep running. When the task reaches the threshold, Dataloader cancels it automatically. The default timeout is 2 hours. - **Stronger Security**: Dataloader from MuleSoft uses strong server-side encryption and provides access to resulting files only to their owners. You can remove data from Dataloader servers by deleting the task in the **task menu**. You also control where CSV data is stored. Click **Save Result Files Externally** under **Advanced settings** so Dataloader doesn’t store CSV files on its servers. This feature is available only when you use external storage such as Dropbox, Box, or (S)FTP to save result files. With this option selected, you cannot download resulting files from the main page. ![Advanced export settings for deleted rows, row limit, date format, serial mode, and timeout.](https://developer.salesforce.com/docs/media/export-data-advanced-settings.png '{"class": "image-framed image-md"}') ## Use Filter Operators When creating a filter you have several options available based on the type of field you are using: ### Text Operators - equals - non equals - starts with - ends with - contains - does not contain. - is empty - is not empty. - like - not like **note:** `like` and `not like` are useful if you want to use wildcards such as `%` or `_`. ### Date, Datetime, and Number Operators - `=` equals to. - `!=` non equals to. - `>` greater than. - `>=` equals or greater than. - `<` smaller than. - `<=` equals or smaller than. - is empty - is not empty. ### Checkbox (Boolean) Operators - `=` equals to. - `!=` non equals to. ### ID Operators - `=` equals to. - `!=` non equals to. - is empty - is not empty. ## Export to a Folder By default, after an export task runs in Dataloader from MuleSoft, you get the file from the latest run in the task manager or from the task history, then download it through your browser. Alternatively, send results straight to a folder when the task runs, for example on an FTP server or in cloud storage. For setup details, see [Connecting to Box](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-box.md), [Connecting to Dropbox](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-dropbox.md), [Connecting to FTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-ftp.md), and [Connecting to SFTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-sftp.md). ### Customize the Exported File Name You can use a fixed file name so each run overwrites the previous file, or add a timestamp to keep every export as a separate file. ![Run step showing Dropbox destination folder New Contacts for exported CSV results.](https://developer.salesforce.com/docs/media/export-data-destination-folder-dropbox.png '{"class": "image-framed image-md"}') ## See Also - [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) - [Delete Data in Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/delete-data.md) - [Managing Tasks](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-tasks.md) - [Schedule Tasks](https://developer.salesforce.com/docs/platform/dataloader/guide/schedule-tasks.md) - [Use Supported Date Formats](https://developer.salesforce.com/docs/platform/dataloader/guide/supported-date-formats.md) - [_Salesforce Developers_: SOQL and SOSL reference](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_intro.htm) # Get Started with Dataloader from MuleSoft Dataloader from MuleSoft is a cloud-based app that runs in your browser with no installation required. Use it to import, export, and delete Salesforce data through step-by-step task workflows that store your settings for reuse. Dataloader from MuleSoft builds everything you do around a **task**. A task stores your connection, object selection, field mappings, and options so you can run the same operation repeatedly without repeating the setup. You can run a task immediately, schedule it to run automatically, or copy it as a template for similar operations. ## Before You Begin You need a Salesforce account. Dataloader from MuleSoft uses your Salesforce credentials to connect. No separate registration is required. Open the app at [dataloader.io](https://dataloader.io). ## Start Your First Task Choose the operation you want to perform: - **Import**: Load records from a CSV file into Salesforce. See [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md). - **Export**: Pull records from Salesforce into a CSV file. See [Export Data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md). - **Delete**: Remove records from Salesforce using a CSV file of IDs. See [Delete Data in Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/delete-data.md). For common questions about the app, see [Review Product FAQs](https://developer.salesforce.com/docs/platform/dataloader/guide/product-faqs.md). ## Watch a Walkthrough Watch a quick overview of the main Dataloader from MuleSoft workflows. ::video{src="https://youtube.com/embed/C94f2XqIWjw" title="Get started with Dataloader from MuleSoft" type="youtube" } ## Get Help If these guides don’t cover what you need, or you run into a problem, post in the [Dataloader.io community](https://dataloader.zendesk.com/hc/en-us/community/topics). Other users and the team can help you work through your next data load. ## Pricing For detailed plans and pricing information, see [Dataloader.io Pricing](https://dataloader.io/pricing). ## See Also - [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) - [Export Data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) - [Delete Data in Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/delete-data.md) - [Review Product FAQs](https://developer.salesforce.com/docs/platform/dataloader/guide/product-faqs.md) - [Managing Tasks](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-tasks.md) # Import Notes into Salesforce In Salesforce Lightning Experience, notes are stored as **ContentNote** objects rather than classic **Note** objects. This difference affects how you structure CSV files and how many import tasks you run in Dataloader from MuleSoft. Salesforce provides two note-related objects: - The classic **Note** object. - **ContentNote** (Enhanced Notes), which supports rich text. See the [ContentNote object reference](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contentnote.htm). In Lightning Experience, new notes you create in Salesforce typically use **ContentNote**. Older notes can appear differently in the UI. **ContentNote** links to other records differently than classic Notes. Instead of a single **Parent ID** field, the relationship uses **ContentDocumentLink**. This means importing notes requires two separate tasks: one to create the ContentNote records, and one to link them to parent records. See the [ContentDocumentLink object reference](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contentdocumentlink.htm). ## Step 1. Insert ContentNote Records 1. Create an import task for the **ContentNote** object. 2. Map the required fields (**Content** is the note body; there is no **Parent ID** on ContentNote itself) and run the task. ## Step 2. Link Notes to a Parent Object After **ContentNote** rows exist, link them with a second import on **ContentDocumentLink**: 1. Create an import task for **ContentDocumentLink**. 2. Include at least these columns in your CSV file: - **Linked Entity ID**: Parent record ID (for example, Account ID). - **ContentDocument ID**: ID of the note from the first task. - **ShareType**: Permission value `V`, `C`, or `I` (see the [ContentDocumentLink object reference](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contentdocumentlink.htm)). When the second task finishes, Dataloader links the notes to the parent records. **tip:** To save steps, build your first CSV file with all **ContentNote** fields plus parent ID and **ShareType** as extra columns. Don't map the parent ID and ShareType columns in the **ContentNote** task. After the first task completes, download the success file and use it as input for **ContentDocumentLink**. The success file includes **ContentDocumentId**, which you need for the link task. ## See Also - [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) - [Use Import Lookups](https://developer.salesforce.com/docs/platform/dataloader/guide/import-lookups.md) - [Export Data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) - [_Salesforce Developers_: ContentNote object reference](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contentnote.htm) - [_Salesforce Developers_: ContentDocumentLink object reference](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contentdocumentlink.htm) # Importing Data into Salesforce Import Salesforce data in Dataloader from MuleSoft by creating an Import task with a CSV file. Each task stores your connection, object, field mappings, and options so you can save and run it immediately, schedule it, or reuse it as a template. ## Step 1. Create and Configure an Import Task Start a new import task and define the required steps so Dataloader knows which Salesforce org, operation, and object to use. 1. Click **New Task** then click **Import**. ![New Task menu with Import selected.](https://developer.salesforce.com/docs/media/import-data-new-task-menu.png '{"class": "image-framed image-md"}') 2. In the **Connection** dropdown, select the Salesforce connection you want to use. Your login credentials apply to your default connection. To use a different Salesforce connection, click the **+** icon and create a connection. 3. For the **Operation** type, click [Insert](#insert-data), [Upsert](#upsert-data), or [Update](#update-data). 4. For **Object**, select the object to import data into. For example, Account, Contact, or Lead. ![Connection field and object list for a new import task.](https://developer.salesforce.com/docs/media/import-data-object-selection.png '{"class": "image-framed image-md"}') **tip:** Use **Quick find** to search through your objects and **Menu** to filter Standard or Custom objects and show or hide object names. ## Step 2. Upload the File Upload the CSV file from your computer or cloud storage. In the next step, Dataloader maps columns to Salesforce fields. 1. Use a file from your computer or from a cloud repository. 2. To upload the CSV file, click **Upload CSV**, or drag the file into the upload area. For more information, see [Connecting to Box](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-box.md), [Connecting to Dropbox](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-dropbox.md), [Connecting to FTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-ftp.md), and [Connecting to SFTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-sftp.md). ![Upload CSV step with local and cloud storage tabs.](https://developer.salesforce.com/docs/media/import-data-upload-csv.png '{"class": "image-framed image-md"}') ## Step 3. Map the Fields Match each column in your file to a Salesforce field. Dataloader maps matching headers automatically. Operation-specific rules (Insert, Update, or Upsert) apply depending on what you selected in Step 1. 1. Map each CSV column to a Salesforce field. Dataloader maps matching headers from the input file automatically. 2. To remove a mapping, click the delete icon for the mapped Salesforce field. **Navigate through your mapping** - Use **Quick find** to search your source fields and locate a column in your file. - Use the quick filters to show all, mapped, or unmapped Salesforce fields and spot missing attributes. **Navigate through your fields** When you work with Salesforce fields, use **Quick find** to search and the _quick filter_ tabs for Required, Unmapped, IDs, and Custom fields. ![Field-mapping table matching CSV columns to Salesforce fields.](https://developer.salesforce.com/docs/media/import-field-mapping.png '{"class": "image-framed image-lg"}') ### Map a Source Field to Multiple Destinations 1. Click the **Copy** icon for the source field to reuse. 2. Map each copy to a destination field. For example, one copy for a lookup and one for **First Name**. 3. To remove a copy, click the delete icon for that mapping. For example use **First Name** twice: for a lookup and for the contact **First Name** field. ![Field mapping with Copy button for a source field ready to duplicate.](https://developer.salesforce.com/docs/media/import-data-field-mapping-copy.png '{"class": "image-framed image-lg"}') **tip:** **Keyboard shortcuts on the mapping page:** Press up/down to highlight a field mapping to edit. Press Enter to open the mapping editor. **While editing a field:** - Tab: Cycles through Field search, All, Mapped, Unmapped, field list, Cancel, Previous, and Next. - Up/Down: Moves up or down in the field list. - Right/Left: Switches between all IDs and unmapped. - Enter: Selects the field to map. - Esc: Closes the field search dialog without selecting a field. ### Insert Data When you perform an insert, map every required Salesforce field for the object. Continue when the page allows you to proceed. ![Required fields list showing unmapped mandatory Salesforce fields for insert.](https://developer.salesforce.com/docs/media/import-required-fields.png '{"class": "image-framed image-sm"}') ### Update Data When you run an update, map a column to the **Object ID** for each row you update. For example, when you import Contacts, map the **Contact ID** field. Run an export operation to retrieve the IDs from Salesforce. Add the exported IDs to your source file, and upload the file again. Alternatively, use [Import Lookups](https://developer.salesforce.com/docs/platform/dataloader/guide/import-lookups.md) to retrieve IDs from another field, for example **Last Name** or an external ID. ### Upsert Data An upsert updates the record if it exists; otherwise Dataloader inserts it. 1. Map a column to an ID field to use as the upsert key. 2. Use either a Salesforce ID or an external ID as that key. An external ID is a unique identifier from another system (for example, ERP Account Number on accounts). ### Look Up Referenced Objects Use the **lookup** function when you need a related object ID that you don’t have in the file. For example, when you import Contacts with an account name but no account ID, configure the lookup to resolve the ID. For full steps, see [Import Lookups](https://developer.salesforce.com/docs/platform/dataloader/guide/import-lookups.md). ![Lookup dialog mapping a CSV column to Account ID with Lookup via enabled.](https://developer.salesforce.com/docs/media/import-lookup-function.png '{"class": "image-framed image-sm"}') ## Step 4. Save and Run Your Task Review the summary page, adjust the task name, API, and other options, then save the task or run it immediately. 1. On the summary page, review the overview of your task. 2. Optional: Change the **task name**. 3. Specify the Bulk API or the Batch API and set the batch size if needed. 4. Optional: Open [Advanced Settings](#advanced-settings) in the task configuration. 5. Click **Save** to save and run later, or **Save and Run** to run immediately. ### Schedule the Task 1. Set how often the task runs: Hourly, Daily, Weekly, or Monthly. 2. Set the time zone if needed. 3. After you create the task, open scheduling from this summary page (edit the task and return here) or from the **Schedule** button on the task list. 4. Use the **Scheduled tab** to find scheduled tasks. ### Bulk API Salesforce Bulk API uses REST principles and is optimized for loading or deleting large data sets. Salesforce processes records asynchronously by running submitted batches in the background. Bulk API has some restrictions. For example, related object exports are not supported. Bulk API processes data in larger batches than Batch API, which lowers API usage per operation when you load large volumes. For more information, see [Introduction to Bulk API 2.0 and Bulk API](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm). ### Batch API When the Bulk API checkbox is cleared, Batch API is in use. Salesforce Batch API uses SOAP principles and is optimized for real-time client applications that update small numbers of records at a time. Although the SOAP API can process large numbers of records, data sets with hundreds of thousands of records are less practical that way. For large volumes, Bulk API is the best option. Batch API processes data in smaller batches than Bulk API, which increases API calls per operation when you process large volumes. ### Bulk API vs Batch API | Feature | Bulk API | Batch API | | ---------------------- | --------------------------------- | -------------------------------------- | | Protocol | REST | SOAP | | Best for | Large data sets (10,000+ records) | Smaller data sets (under 10,000 records) | | Processing | Asynchronous batches | Real-time | | API calls | Lower (larger batches) | Higher (smaller batches) | | Related object exports | Not supported | Supported | ### Email Notifications You can configure your task to email you whenever it runs. You can add multiple recipients as well as multiple CCs to the sent email. When using the free edition of Dataloader from MuleSoft, you are only allowed to have one task set up to send email notifications. [Dataloader.io Professional and Enterprise editions](https://dataloader.io/pricing) allow you to use email notifications on unlimited tasks. This figure shows the scheduling options for an import task. ![Run step with schedule frequency, time zone, and email notification options.](https://developer.salesforce.com/docs/media/import-data-scheduling.png '{"class": "image-framed image-md"}') ## Advanced Settings These options appear on the **Advanced settings** page. - **Date Format**: Available for both Bulk and Batch APIs. Sets the import date format: American (MM/DD/YYYY) or European (DD/MM/YYYY). - **Serial Mode**: Bulk API only. Processes batches one at a time in Salesforce (which helps avoid database contention). This option can significantly increase processing time for a load. - **Timeout**: The maximum time a task can keep running. When the task reaches the threshold, Dataloader cancels it automatically. The default timeout is 2 hours. - **Insert Null Values**: If you check this box and update an existing record, empty values in the new data overwrite previous values. If you clear this option, Dataloader ignores empty values in the update and keeps the existing field values. - **Stronger Security**: Dataloader from MuleSoft uses strong server-side encryption and provides access to resulting files only to their owners. You can remove data from Dataloader servers by deleting the task in the **task menu**. You also control where CSV data is stored. Click **Save Result Files Externally** under **Advanced settings** so Dataloader doesn’t store CSV files on its servers. This feature works only when you use external storage such as Dropbox, Box, or (S)FTP to save result files. With this option selected, you can’t download the resulting files from the main page. ![Advanced settings for date format, serial mode, timeout, and stronger security.](https://developer.salesforce.com/docs/media/import-data-advanced-settings.png '{"class": "image-framed image-md"}') ## See Also - [Use Import Lookups](https://developer.salesforce.com/docs/platform/dataloader/guide/import-lookups.md) - [Best Practices for Data Import](https://developer.salesforce.com/docs/platform/dataloader/guide/data-import-best-practices.md) - [Use Supported Date Formats](https://developer.salesforce.com/docs/platform/dataloader/guide/supported-date-formats.md) - [Managing Tasks](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-tasks.md) - [_Salesforce Developers_: Introduction to Bulk API 2.0 and Bulk API](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm) # Install Canvas App for Dataloader from MuleSoft Dataloader from MuleSoft can open inside a Salesforce tab when you install the Canvas app. This option is available only for **Professional** and **Enterprise** customers. ## Install the Canvas App 1. Log in to Dataloader from MuleSoft with your Salesforce admin user. 2. In the header, open the user menu, then click **Settings**. ![Task list with the user menu open and Settings highlighted.](https://developer.salesforce.com/docs/media/canvas-app-user-profile.png '{"class": "image-framed image-lg"}') 3. On the **User Profile** tab, under **Install Salesforce Canvas App**, click **Production** or **Sandbox** for your environment. ![User Profile tab showing Install Salesforce Canvas App with Production and Sandbox buttons.](https://developer.salesforce.com/docs/media/canvas-app-install-button.png '{"class": "image-framed image-lg"}') 4. Choose whether the app is available to admins only, specific users, or all users. 5. Complete the installation and wait until it finishes (this can take a few minutes). After installation, open Dataloader from MuleSoft in Salesforce. Salesforce embeds it in the UI. ## See Also - [User Menu and Settings](https://developer.salesforce.com/docs/platform/dataloader/guide/user-menu-settings.md) - [Managing Salesforce Connections](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-salesforce-connections.md) - [Get Started with Dataloader from MuleSoft](https://developer.salesforce.com/docs/platform/dataloader/guide/get-started.md) # Manage User Access to Dataloader from MuleSoft Dataloader from MuleSoft authenticates each user individually through Salesforce OAuth. Salesforce's Connected App settings control access to the app. To restrict which users can open the app, configure the Connected App's permitted user settings in Salesforce. **note:** As of Spring '26, Salesforce restricts Connected App creation. Salesforce recommends using [External Client apps](https://help.salesforce.com/s/articleView?id=xcloud.external_client_apps.htm) instead. You can continue to use the existing Dataloader.io v2 Connected App during and after Spring '26. For detailed information about Salesforce permissions, contact Salesforce Support. To configure access, use these steps. 1. Log in to Dataloader from MuleSoft from [dataloader.io](https://dataloader.io). 2. In Salesforce, open **Setup**. Under **Connected Apps OAuth Usage**, find **Dataloader.io v2** and install the Connected App. 3. In the Connected App's managed policies, set **Permitted Users** to **Admin approved users are pre-authorized** then save. 4. Add the approved profiles or permission sets in the section that appears. Users without the approved profiles or permission sets can’t access Dataloader from MuleSoft. For more information, see [Install a Connected App](https://help.salesforce.com/s/articleView?id=xcloud.connected_app_how_to_install.htm&type=5) (Salesforce Help). ## See Also - [Managing Salesforce Connections](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-salesforce-connections.md) # Managing Cloud Storage Connections Cloud storage connections in Dataloader from MuleSoft let you import CSV files directly from cloud storage or send export results to a shared folder without uploading or downloading files manually. Connect to Box, Dropbox, FTP, and SFTP from the Connections tab in Settings. **note:** To manage Salesforce org connections, see [Managing Salesforce Connections](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-salesforce-connections.md). ## Add a Cloud Storage Connection 1. In the header, open the user menu, then click **Settings**. 2. Select the **Connections** tab. 3. Click **NEW CONNECTION**. 4. Select your storage provider and enter your account credentials. Dataloader from MuleSoft saves the connection for use in import and export tasks. ## See Also - [Connecting to Box](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-box.md) - [Connecting to Dropbox](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-dropbox.md) - [Connecting to FTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-ftp.md) - [Connecting to SFTP](https://developer.salesforce.com/docs/platform/dataloader/guide/connect-sftp.md) - [Managing Salesforce Connections](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-salesforce-connections.md) # Managing Salesforce Connections Your Salesforce connection tells Dataloader from MuleSoft which org and credentials to use for a task. With the included or **Professional** editions, you can configure one Salesforce connection per account. With **[Dataloader.io Enterprise](https://dataloader.io/pricing)**, you can manage up to **10** Salesforce connections in one account. ## Salesforce Connection Types There are two connection types: - Primary: The default connection tied to your Salesforce login. - Secondary: Additional connections that **Enterprise** users can add and edit. Connections are unique to each user, organization, and environment. **note:** Adding a secondary connection with another user's Salesforce credentials doesn’t upgrade that user's Dataloader.io plan. For example, if Enterprise User A adds a connection for User B, User B's account doesn’t automatically become Enterprise. ## Add a Salesforce Connection 1. In the header, open the user menu, then click **Settings**. 2. Select the **Connections** tab. 3. To add a new connection, click **NEW CONNECTION**, then choose **Salesforce**. 4. Choose the environment and click **Login with Salesforce**. ## Use a Secondary Connection 1. Create or edit a task. 2. Select the Salesforce connection for the task. ## Next Step Continue with [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md), [Export Data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md), or [Delete Data in Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/delete-data.md). ## See Also - [Manage Connections](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-connections.md) - [User Menu and Settings](https://developer.salesforce.com/docs/platform/dataloader/guide/user-menu-settings.md) - [Get Started with Dataloader from MuleSoft](https://developer.salesforce.com/docs/platform/dataloader/guide/get-started.md) # Managing Tasks The task list in Dataloader from MuleSoft is your central place to create, view, run, edit, clone, delete, and schedule import, export, and delete tasks. Tasks save your connection, object, field mappings, and settings so you can rerun the same operation without repeating the setup. Use the home page to manage all your tasks in one view and access run history and result files. ## View Tasks On the home page, you see your tasks and their runs. From there you can edit or delete tasks and open run history. ![Task list with imports, exports, deletes, and the History panel for the selected task](https://developer.salesforce.com/docs/media/manage-tasks-step-1.png '{"class": "image-framed image-md"}') ## Delete a Task To delete a task, click the delete icon under the task name. This removes the task history and associated files from Dataloader from MuleSoft servers. ## Clone a Task To create similar tasks without walking through the full wizard each time, clone an existing task and adjust what you need. ![Clone Task dialog for a Lead export with a new task name field.](https://developer.salesforce.com/docs/media/manage-tasks-step-2.png '{"class": "image-framed image-sm"}') ## Find Tasks Use the filter tabs to filter by Imports, Exports, or Deletes. Use **Quick Find** to search by task name. ## Manage Task History In the task details panel, open the history for the selected task. Download success or error files from there. ![History panel with status filters and rows for each task run.](https://developer.salesforce.com/docs/media/manage-tasks-step-3.png '{"class": "image-framed image-sm"}') ## Change the Task Name You set or change the task name on the last step of the wizard when you create or edit a task. To rename an existing task, click **Edit**, go to the last page, and update the name. ![Import task Run step with task name field, summary, Bulk API selection, and Save controls.](https://developer.salesforce.com/docs/media/manage-tasks-run-step-task-name.png '{"class": "image-framed image-xl"}') ## Task Retention On the included edition, Dataloader removes tasks automatically after 30 days. With [Dataloader.io Professional or Enterprise edition](https://dataloader.io/pricing), tasks stay available until you delete them. ## See Also - [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) - [Export Data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) - [Delete Data in Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/delete-data.md) - [Schedule Tasks](https://developer.salesforce.com/docs/platform/dataloader/guide/schedule-tasks.md) # Schedule Tasks Schedule import and export tasks in Dataloader from MuleSoft to run at a set time or on a repeating cadence, for example, an [export task](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) every Friday at 9:00 AM in your time zone. You configure scheduling on the last step of the task wizard. The options you see depend on your [Dataloader.io plan](https://dataloader.io/pricing). ## Create or Open a Scheduled Task Create an [import task](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) or [export task](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) as usual. ![Task wizard Run step with Schedule section expanded](https://developer.salesforce.com/docs/media/schedule-tasks-step-1.png '{"class": "image-framed image-sm"}') ## Open Schedule Options On the last step of the wizard, use **Schedule** to choose Daily, Weekly, Monthly, or Hourly (when your plan allows). ![Schedule section showing Daily, Weekly, Monthly, and Hourly frequency options.](https://developer.salesforce.com/docs/media/schedule-tasks-step-2.png '{"class": "image-framed image-md"}') ### Daily Set the task to run every day at a specific time. ### Weekly If you have [Dataloader.io Professional or Enterprise edition](https://dataloader.io/pricing), set the task to run every week on selected days at a specific time. ### Monthly If you have [Dataloader.io Professional or Enterprise edition](https://dataloader.io/pricing), schedule the task to run monthly, on a calendar day or on a weekday within the month. ### Hourly If you have [Dataloader.io Professional or Enterprise edition](https://dataloader.io/pricing), run the task once every hour. Choose the minute within each hour when it runs. ### Start and Finish Dates For every schedule type, set a start date and an end date if you need one. If you don’t set an end date, the task keeps running. To clear an end date, click the delete icon for that field. **tip:** **Time zone:** Set your default time zone on the **Settings** page. See [User Menu and Settings](https://developer.salesforce.com/docs/platform/dataloader/guide/user-menu-settings.md). When using the included edition of Dataloader from MuleSoft, you can have only one scheduled task at a time. [Dataloader.io Professional and Enterprise editions](https://dataloader.io/pricing) allow up to 30 scheduled tasks and support hourly, monthly, and weekly schedules. Scheduled tasks stay active until you change or remove them. For import scheduling, the source file requires the same name and folder path each time. Dataloader overwrites the file in place for processing and doesn't support wildcards. For exports to an external location, you can add a timestamp to the file name. Use the path or file name checkbox on the last step of the task wizard. ## See Also - [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) - [Export Data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) - [Managing Tasks](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-tasks.md) - [User Menu and Settings](https://developer.salesforce.com/docs/platform/dataloader/guide/user-menu-settings.md) - [_Salesforce Developers_: Introduction to Bulk API 2.0 and Bulk API](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm) # Use Import Lookups Import lookups resolve related record IDs from values in your file (for example, an account name instead of an **Account ID**) while you run an import in Dataloader from MuleSoft. A lookup is a relationship between two objects. Salesforce objects often include lookup fields that associate two records. For example, a Contact record includes an Account lookup field (`AccountId`) that links the contact to an account. The object that contains the lookup field is the source object; the object the lookup points to is the target object. ## When to Use Import Lookups Use lookups when you import data that depends on another object in one operation, for example, loading contacts and linking each to a parent account by name instead of by **Account ID**. **tip:** If your source file has an account name but not the Account ID that Salesforce requires, configure a lookup on the **Account ID** field mapping. Select **Lookup via**, then choose **Account Name** as the lookup field. Dataloader from MuleSoft resolves the Account ID from that value before sending the data to Salesforce. ## Lookup Options Lookups infer a unique ID from a field that can be non-unique (for example, a contact name). A lookup can return multiple matches for your reference value, for example, more than one account with the same name. You can choose how to handle multiple or missing matches: - **Use first match in multiple results**: Dataloader from MuleSoft uses the first matching record when more than one row matches your field. For example, if several accounts are named `Great Consulting`, the app uses the first match Salesforce returns. - **Mark record with an error if more than one match is found**: Dataloader from MuleSoft marks the row with an error when it finds more than one match. Fix the data in Salesforce or add the correct ID to your file and run again. - **Insert null value(s) if no match is found**: If no row matches, Dataloader from MuleSoft inserts empty values or skips creating the lookup relationship, depending on your mapping. ## Other Uses for Lookups Besides insert, you can use lookups for **Update**, **Upsert**, or **Delete** when you don’t have Salesforce IDs but do have another identifying field. ## See Also - [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) - [Export Data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) - [Delete Data in Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/delete-data.md) - [_Salesforce Developers_: upsert()](https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_calls_upsert.htm) # Use Supported Date Formats In Dataloader from MuleSoft, imports accept American (**MM/DD/YYYY**) and European (**DD/MM/YYYY**) date patterns, depending on your settings. Use a supported format in your CSV files to make sure date fields process correctly. ## Date Formats - MM/DD/YYYY (example: 04/23/2012) - DD/MM/YYYY (example: 23/04/2012) - YYYY-MM-DD (example: 2012-03-25) ## Date-Time Formats - Military time zones: MM/DD/YYYYThh:mm:ss.mmmZ (example: 02/20/1987T12:04:12.000Z) - Three-letter time zones with offset: MM/DD/YYYYThh:mm:ss.mmmXXX+hh:mm (example: 02/20/1987T12:04:12.000GMT+03:00) - Three-letter time zones: MM/DD/YYYYThh:mm:ss.mmmXXX (example: 02/20/1987T12:04:12.000GMT) - Three-letter time zones: YYYY-MM-DDThh:mm:ss.mmmXXX (example: 2012-03-25T12:04:12.000GMT) ## Change Date and Time Settings To set the default date format and time zone: 1. Open **Settings**, then open **Date/Time**. 2. Choose the date format and time zone you want. ![Settings Date and Time tab with default date format and time zone controls.](https://developer.salesforce.com/docs/media/supported-date-formats-settings.png '{"class": "image-framed image-lg"}') ## See Also - [User Menu and Settings](https://developer.salesforce.com/docs/platform/dataloader/guide/user-menu-settings.md) - [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) - [Export Data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) # User Menu and Settings The user menu in Dataloader from MuleSoft gives you quick access to settings, notifications, help, and account actions. The menu lists **Settings**, release notifications, **Community & Support**, **Documentation**, **About MuleSoft**, and **Logout**. It also shows your default Salesforce connection and how many notifications are waiting. From **Settings**, you can update your user profile, set your default date format and time zone, manage cloud storage connections, and review or change your subscription plan and billing details. ![Header user menu expanded with Settings, Community and Support, Documentation, About MuleSoft, and Logout.](https://developer.salesforce.com/docs/media/user-menu-settings-step-1.png '{"class": "image-framed image-sm"}') ## Notifications Release notifications appear in the user menu when a product update is available. ## Settings On the **Settings** page, view your profile, set your default date format and time zone, manage connections, and change subscription terms. To return to the task list, click **Back to Tasks**. ![Settings User Profile tab showing account details and Back to Tasks.](https://developer.salesforce.com/docs/media/user-menu-settings-step-2.png '{"class": "image-framed image-md"}') On the **Subscription** tab, review your plan, usage limits, and billing. Change or cancel your subscription from this tab as needed. ![Settings Subscription tab showing plan usage limits and subscription tier.](https://developer.salesforce.com/docs/media/user-menu-settings-step-3.png '{"class": "image-framed image-md"}') If you have a paid subscription, update payment information by clicking the pencil (edit) icon for the credit card details. ![Update Payment Information dialog open from the Subscription tab.](https://developer.salesforce.com/docs/media/user-menu-settings-step-4.png '{"class": "image-framed image-lg"}') ## Community and Support Use the [Dataloader from MuleSoft community and support page](https://dataloader-demo.zendesk.com/hc/en-us) to report problems, discuss ideas, and collaborate with other users. ## Documentation Select **Documentation** from the user menu to open this help center. ## About MuleSoft Learn more about [MuleSoft](https://www.mulesoft.com/). ## Logout Choose **Logout** to sign out of Dataloader from MuleSoft. ## See Also - [Use Supported Date Formats](https://developer.salesforce.com/docs/platform/dataloader/guide/supported-date-formats.md) - [Manage Cloud Storage Connections](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-connections.md) - [Managing Salesforce Connections](https://developer.salesforce.com/docs/platform/dataloader/guide/manage-salesforce-connections.md) - [Install Canvas App for Dataloader from MuleSoft](https://developer.salesforce.com/docs/platform/dataloader/guide/install-canvas-app.md) # Working with Attachments In Salesforce, you link attachment files to specific records, such as contacts, events, or accounts. Import, export, and delete attachments in Dataloader from MuleSoft the same way you work with any other Salesforce object, with a few extra steps to handle the file content. When you import attachments, map three required fields: **File Name**, **Parent ID**, and **Body**. The **Parent ID** connects each attachment to an existing Salesforce record, and **Body** points to the file inside a ZIP archive. **important:** Each attachment supports up to 25 MB. The Salesforce Knowledge and Documents tab limits files to 5 MB. The maximum email attachment size is 10 MB. Because of platform limits, you can process up to 2,000 attachments per run. Larger batches can hit the two-hour task timeout and expire. ## Import an Attachment To import attachments with Dataloader from MuleSoft, follow these steps. 1. Compress all attachments into a ZIP file that contains all files to upload. 2. Get the IDs of related Salesforce records. Each attachment must be linked to a Salesforce record (for example, a contact or an event) that already exists before you can import it. To get the record IDs, run an [Export Data Task](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) and include the **ID** field. 3. Build a CSV file with the required fields. Your CSV file requires three fields: - **File Name**: The file name as you want it to appear in Salesforce. - **Parent ID**: The ID of the Salesforce record you link each attachment to. - **Body**: The file path of the file as it exists inside the ZIP file from step 1. When opened as a spreadsheet, your CSV file should resemble this table: | File Name | Parent ID | Body | | ---------------------- | --------- | --------------- | | Attachment1newName.png | 00000001 | Attachment1.png | | Attachment2newName.png | 00000002 | Attachment2.png | **note:** Use the same column headers in your CSV file as in this example so the required fields map correctly in the import task. 4. Click **New Task** then click **Import**. ![New Task menu with Import selected.](https://developer.salesforce.com/docs/media/attachments-download-button.png '{"class": "image-framed image-sm"}') 5. Configure connection, operation, and object: 1. In the **Connection** dropdown, select the Salesforce connection you want to use. 2. For the **Operation** type, click [**Insert**](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md#insert-data), [**Upsert**](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md#upsert-data), or [**Update**](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md#update-data). 3. For **Object**, select **Attachment**. ![Import task with Attachment object selected in the object list.](https://developer.salesforce.com/docs/media/attachments-step-2.png '{"class": "image-framed image-md"}') 6. Select the CSV and ZIP files you created. Upload two files: a ZIP file with the attachments and a CSV file that references each attachment. You can select these files from your disk or from cloud storage, such as Dropbox, Box, or FTP/SFTP servers. 7. [Map the fields](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md#step-3-map-the-fields), then click **Save** or **Save and Run** ([Save and Run Your Task](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md#step-4-save-and-run-your-task)). ## Export an Attachment Export attachments from Salesforce the same way you export any other object, with the addition of the **Body** field to retrieve the attachment files. ### Select the Attachment Object Follow the standard export steps in [Export Data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) and select the **Attachment** object in the first step. ### Include the Body Field and Download Files Select the **Body** field in the second step. All other fields are metadata about the attachment. The **Body** field contains the attachment file itself. ![Export field list with Body and other attachment fields selected.](https://developer.salesforce.com/docs/media/attachments-step-4.png '{"class": "image-framed image-md"}') After the task runs, open Task Manager and click the link for the export task to download all attachments as a compressed ZIP file. ## Delete an Attachment Delete attachments from Salesforce by running a delete task with a CSV file that contains the attachment IDs. ### Prepare a CSV File with Attachment IDs Delete attachments using the same flow as [any other object](https://developer.salesforce.com/docs/platform/dataloader/guide/delete-data.md). Upload a CSV file with the IDs of the attachments to delete. ### Run a Delete Task for Attachment Records In the delete task flow, select **Attachment** as the object, upload your CSV file, and run the task. ## See Also - [Importing Data into Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/import-data.md) - [Export Data from Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/export-data.md) - [Delete Data in Salesforce](https://developer.salesforce.com/docs/platform/dataloader/guide/delete-data.md)