The Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records. When importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection. When exporting data, it outputs CSV files.
Installation
The first step in the Data Loader installation is installing Java Runtime Environment (JRE) version 11 -Zulu OpenJDK version 11.
To begin the install:
From this link click Download under Builds of OPENJDK or scroll down to Download Azul Zulu Builds of OpenJDK.
For Java Version, select Java 19 (STS) or whatever the most recent Java is available.
For Operating System, select Windows.
For Architecture, select x86 64-bit
For Java Package, select JDK.
Installing Azul JDK:
Click to download the .msi file. Double click the downloaded .msi file.
Click Run on the Open File – Security warning pop up screen.
The Azul Zulu JDK 64-bit Setup window will pop up, click Next.
Do not make any changes, click Next.
4. Click Install to begin the installation. Click finish when completed.
Now that Azul Zulu JDK has been installed, you can install the Data Loader.
Installing the Data Loader:
1. Log into Salesforce and click Setup at the top of page.
2. Type “Data Loader” into the Search bar and click on the Data Loader search result.
Click Downloads from the resulting page
Click Confirm to confirm the redirect to download the Data Loader.
Click on the Download release 57.0.1 Spring ’23 for Windows.
Open the downloads folder, right-click on the zip file and click Extract all... (may appear differently depending on Windows version).
7. Extract the files to the folder you want to have Data Loader remain (ex. C:\Users\Greg Sotiros\Documents\)
8. Double-click the "Install" file in the newly extracted folder – Security Warning Menu may appear, press Run to begin the installation.
8. The cmd.exe window will open. Press enter on your keyboard.
9. Next it will ask you if you would like to create a start menu shortcut. Type in Yes and click enter.
10. Next it will ask you if you would like to create a desktop icon. Type in Yes and click enter.
11. Now the Data Loader is installed.
Now that you have the Data Loader installed on your machine, you are ready to begin performing data operations on your FundPanel system. To learn more about how to use Data Loader for specific use-cases, refer to the relevant sections in this article Understanding the Data Loader.