Data Loader https://help.salesforce.com/articleView?id=data_loader.htm
Exporter Setup Instructions
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Install Git for Windows -> http://gitforwindows.org NOTE: Don't need to have an account just need the application installed
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501 Admin will provider zip file for custom settings ([Client].zip). Extract zip into C:\repo. After unzip there should be a c:\repo\Salesforce-Exporter-Private directory
Example: C:\repo\Salesforce-Exporter-Private\Clients\XYZ where XYZ are the ClientInitials should contain an Exporter.bat file and a DataLoader directory.
- Edit c:\repo\Exporter-Private\Exporter.bat
Check & Verify the following values - update accordingly
- EMAIL_LIST - include client emails
- IMPORT_DIRECTORY - Location of incoming data files (e.g., DropBox, OneDrive)
Running Export
Run c:\repo\Salesforce-Exporter-Private\Exporter.bat to start the Exporter. You can run - Exporter.bat manually - schedule with Task Scheduler (be sure to set working directory to the Exporter.bat directory)
Troubleshooting
- [Short summary] Issue: Resolution: