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dataloader's Introduction

Prerequisites

Java Runtime Environment (JRE) is required to install and run Data Loader. Review the installation instructions of the latest release for the required JRE version.

Installing Data Loader

Salesforce officially supports Data Loader for Windows and macOS. All other operating systems are unsupported. The list of supported macOS and Windows versions and CPU architecture for a released version of Data Loader is provided in the Release Notes for that release.

Follow the installation instructions for macOS and Windows.

Installing on Linux: Extract contents of Data Loader zip file, rename install.command as install.sh, and run the following command:

./install.sh

Running Data Loader in GUI mode

For running Data Loader on macOS or Windows, follow the instructions.

For running Data Loader on Linux, type the following command in a command shell:

./dataloader.sh

OR

java -jar dataloader-x.y.z.jar

Consult the documentation for the details of how to configure and use Data Loader.

Running Data Loader in Batch mode

Batch mode is officially supported only on Windows. To run Data Loader in Batch mode on Windows, see Batch mode for Windows.

Execute the following command on Mac (Replace dataloader_console with dataloader.sh on Linux):

./dataloader_console <config dir containing process-conf.xml and config.properties files> <process name> run.mode=batch

Alternately execute one of the following commands:

java -jar dataloader-x.y.z.jar <config dir containing process-conf.xml and config.properties files> <process name> run.mode=batch

OR

java -jar dataloader-x.y.z.jar salesforce.config.dir=<config dir containing process-conf.xml and config.properties files> process.name=<process name> run.mode=batch 

Commands to create an encryption key file, encrypt a password, or decrypt a password

See Batch mode for Windows for the detailed steps to create an encryption key file, encrypt a password, or decrypt a password on Windows.

Batch mode requires specifying an encrypted password in process-conf.xml, config.properties, or as a command line argument. The first step in encrypting a password is to create an encryption key file on Mac or Linux.

Execute the following command to generate an encryption key file on Mac (Replace dataloader_console with dataloader.sh on Linux):

./dataloader_console -k [<encryption key file>]  run.mode=encrypt 

OR

java -jar dataloader-x.y.z.jar -k [<encryption key file>]  run.mode=encrypt 

Execute the following command to encrypt a password on Mac (Replace dataloader_console with dataloader.sh on Linux):

./dataloader_console -e <password in plain text> [<encryption key file>] run.mode=encrypt 

OR

java -jar dataloader-x.y.z.jar -e <password in plain text> [<encryption key file>] run.mode=encrypt

Execute the following command to decrypt a password on Mac (Replace dataloader_console with dataloader.sh on Linux):

./dataloader_console -d <encrypted password> [<encryption key file>] run.mode=encrypt 

OR

java -jar dataloader-x.y.z.jar -d <encrypted password> [<encryption key file>] run.mode=encrypt

NOTE: these commands use the default encryption key file ${HOME}/.dataloader/dataloader.key if an encryption key file is not specified.

Reporting an issue

Collect the following information before reaching out to Salesforce Support or reporting an issue on github:

  • Data Loader version, desktop operating system type and version, operation being performed, and screenshots of the issue.
  • Config files: config.properties, log4j2.properties or log-conf.xml, process-conf.xml.
  • log file:
    • Set the log level to “debug” in Advanced Config dialog (v58 and later). If the log level is not visible in Advanced Settings dialog (v57 or earlier) or if the log level is not changeable in Advanced Settings dialog, set "root" log level to "debug" in log-conf.xml.
    • Rerun data loader to reproduce the issue.
    • Send the log output located in the file shown by “Logging output file” info in the Advanced Settings dialog of their data loader. Logging output file info is shown in the Advanced Settings dialog as of v58.
    • If you are using v58 or earlier, the default location of the debug log is <tempdir>/sdl.log
    • The default tempdir is %USER%\AppData\Local\Temp on Windows
    • The default tempdir is ${TMPDIR} on macOS
  • Provide a sample csv file containing as few as possible columns and rows to reproduce the issue.
  • Provide the following information about your org (it is available in the log file if data loader version > 58.0.0, the log level is set to debug, and the user logs in):
    • Org id: Setup >> Company Information >> value of Salesforce organization id field
    • instance: Setup >> Company Information >> value of Instance field
    • User id: follow the instructions in this article.

NOTE: Remove all personal, business-specific, and all other sensitive information from the files you share (e.g. config files, log files, screenshots, csv files, and others) before reporting an issue, especially on a public forum such as github.

Building Data Loader

See the property setting for "<maven.compiler.release>" property in pom.xml to find out the JDK version to compile with.

git clone [email protected]:forcedotcom/dataloader.git
cd dataloader
git submodule init
git submodule update
mvn clean package -DskipTests 
    or
./dlbuilder.sh

dataloader_v<x.y.z>.zip will be created in the root directory of the local git clone.

Debugging Data Loader

To run data loader for debugging with an IDE

java -jar -Xdebug -Xrunjdwp:transport=dt_socket,server=y,suspend=n,address=5005  dataloader-x.y.z.jar

Testing Data Loader

See the testing wiki

Resources

For more information, see the Salesforce Data Loader Guide.

Questions can be directed to the open source forum.

Dependencies and plugins

Update SWT by running python3 <root of the git clone>/updateSWT.py <root of the git clone>. Requires python 3.9 or later.

All other dependencies and plugins are downloaded by maven from the central maven repo. Run mvn versions:display-dependency-updates to see which dependencies need an update. It will list all dependencies whose specified version in pom.xml needs an update. Run mvn versions:use-latest-releases to update these dependencies. Run mvn versions:display-plugin-updates again to check which plugins still need an update and update their versions manually.

dataloader's People

Contributors

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