Thursday 18 April 2024

Salesforce Import and export Files/Attachments

 Salesforce Import and export Files/Attachments


Step 1:  Export files using the below path:  Setup ==> Data ==> Data Export

Select options: 

        Export File Encoding: UTF-8

        Include images, documents, and attachments: Checked

        Include Salesforce Files and Salesforce CRM Content document versions: Checked

        Replace carriage returns with spaces: Checked

 Select Specific objects to get their attachments: Here, I opted Account






Step 2: Download the zip file from Salesforce

Salesforce sends an email once the files are ready to download

 



Step 3: Unzip the downloaded file and navigate to the ContentVersion folder 
             and ContentVersion.csv. add the extension (.pdf, .xlsx, .jpeg, etc.) to any file.

 

Step 4: Create a CSV file with below Header values: 




Step 5: Go to Data loader settings and check both (Read/Write) UTF-8 settings as below:




Step 6: Select the Insert option, search for the content version object, and load the CSV file to upload the attachment.: 



Step 6: Once Upload is completed, Data Loader creates success and error files respectively: