How to config Excel for SQL queries

Sorry for the lack of audio, this was intended as a personal reference for myself and my team who were present for the demonstration. I'll create another, better one in the future.

For migration of data from PSFT to SFDC, we need to extract data from SQL Server in a CSV format. Then use Dataloader to import/upsert data to Salesforce.

CSV files are not the best solution, but here is an easy way to get data into Excel so that you can Save As.. a csv file that is ready to go into Dataloader.

If you write SQL in a way that you alias the result set with the same names as the fields in Salesforce, then Auto-Mapping is your friend.

Video Length: 05:51
Uploaded By: Jon Lal
View Count: 51,189

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