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Exporting data through Data Loader
For our Movie records, we could simply use the success file of our previous import, but I also want you to learn how to export through Data Loader, so let's use Data Loader for the export:
- Open Data Loader (or maybe it's still open) and choose Export.
- Now, select the object from which you would like to export the records; in our case, the Movie__c object; and browse to a place on your computer where you want to export file to be saved:
- Click Next and Data Loader will ask you to select the fields you want to export, just click Select All. Pay attention to the fact that, by selecting fields, Data Loader is creating a query at the bottom of the screen. This is actually a SOQL query. Such a query is also used in Apex to query data from Salesforce, and we will learn more about those in Chapter 3, Declarative Automation.
- Just click Finish now, and your movie records will get exported. A popup will appear telling you how many records have successfully been exported.
- I actually saved this file in the same folder where my previous exports for person and company resided, so I now have a folder containing three files (person, company, and movie) for which all records also have a Salesforce record ID. So, it's up to you now to import the following files, in this order:
- Cast: The Cast file will need to be completed with the record IDs of the corresponding movie for the field Movie__c and the corresponding Person record ID for the field Person__c through VLOOKUP
- Production companies: Here, you will need to complete the movie record ID in the Movie_Title__c column and a company record ID in the Company_Name__c column
- Reviews: In this one, you'll need to complete the movie record ID in the Movie_Title__c column
- If you encounter any errors, check the error file that Data Loader provides after each insert action. You'll find the error reason in the last column from the error file. I haven't encountered any errors while performing these steps to guide you through them, so hopefully you won't either, but never say never. I'm sure everything went fine, so go check in Salesforce on the movie record for The Godfather and click the Related tab on the detail page to see if our movie now has records for Cast, Production Companies, and Reviews, like so:
Great job! You have learned and practiced the different ways to import and export data to and from Salesforce! I'm so proud of you!
Now, don't waste any time—check whether you have completely grasped everything covered in this chapter by doing the summary quiz!