Wednesday, March 28, 2012

How to Import/Export Notes and Attachment through DataLoader in Salesforce


          We all know that we can do Insert, Upsert, Delete, Extract data from and to the Salesforce environment with the help of Apex Data Loader. When I was thinking is it possible to do all the above operations with Attachments and Notes which can be attached to some objects like Accounts, Opportunities, etc. I got to know that we can do the CRUD operations in Attachments and Notes also.

Let us see how we can achieve this using the Apex Data Loader.

In Data Loader after we select the operation which we need to perform by default we are not able to see the “Notes” and “Attachment” objects “Select Salesforce Objects” dialog box.

In order to view the Notes and Attachment objects Just Check in the “Show All Salesforce objects” check box available just at the top of the Object select field.


That’s it we can now be able to do all the CRUD operations in Notes and Attachment..


Most important 

Find the full details of performing the CRUD operations here

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