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Task Type - Data Load

Data Load is the most used Task type and supports importing and exports records, copying records from one source to another, and running Apex scripts

Some of the common use cases for Process Records task type are:

  • Copying records from one Object to another
  • Import records from various external sources to Sfdc
  • Export records from Sfdc to external sources
  • Use Salesforce Records as input to execute Apex Scripts
  • and many more...

Usage​

To use the Data Load Task, typical steps are as follows:

  1. Create a new Task and select Task Type as "Data Load"
  2. Select the Source of the Dataload
  3. Select the Target of the Dataload
  4. Optionally map the fields from Source to Target
  5. Execute the Job

There are many advanced features that can be leveraged while using the Data Load Task, but the above steps should be good enough to get you started.