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Data Loader via Command Line OAuth and Username Password issue

Hi,

I intend to use the Salesforce Data Loader version 66.0.0 via the command line, and I think I have set everything up correctly to bypass username and password, since my jobs should run in the background without any human interaction.

What have I configured?

1. Created a new External Client Apps for Salesforce Data Loader

Data Loader via Command Line OAuth and Username Password issue

2. Copied the Consumer Key and pasted it into the Data Loader settings

3. Configured the process-conf file

Comments to the process-conf.xml file

A: Executed for my testing in Partial Sandbox

B: Intended for Production

C: According to the documentation Password and Key is not needed when using the OAuth (

https://developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/command_line_create_config_file.htm

)

4: Created at batch to run start the process-conf

What I would expect based on my settings is that my batch "RunExportDKContactAll" would login to Salesforce automatically based on the OAuth and consumer key, without the need for any human interaction.

What actually happens is that I am asked to enter my Username and Password the first time I am running the batch job

hereafter the job is executed as expected. If I afterwards (without first closing the browser) run the job or another job again it will automatically open the browser and say Authorization Sucessfully, but as soon as I close all browser tabs I have to fill in username and password again.

I have tested also tried the same testing removing A, B, and C from the process-conf file, and the result is still the same.

Any feedback is appriciated - what am I missing ensure the command line execution can run without any issues?

Regards,

Henrik

5 answers

Matthäus Will
Jun 10, 6:48 AM
Hi Henrik,

we use BC 14.1 with a business solution for medical devices. Thanks for the hint but we're only making minor adjustments. We're planning to switch system or update them within the next 1–2 years. So I hope we can continue to use the data loader for the rest of the time...

Best regards,
Matthäus

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Feb 23, 4:45 PM

Data Loader app in sandbox

Hi folks! Has anyone used the data loader app in a sandbox environment? For years, I have use what I thought was the only data loader application available to SF, the installed desktop application. Then last week my client showed me how they installed data loader from the Appexchange directly into production and now it is an app in their production environment. Although the functionality is the same, I will admit the UI is much nicer and they prefer it. The problem is I can see no way to install it into their PC sandbox and they want to be able to test data loads with it. Has any one been able to use this in their sandbox environment and, if so, how? Screenshot of the app in production

for reference.

4 answers

Steve Molis (You Owe Me a Beer, Inc.)
Feb 24, 2:20 PM
No worries @Nathalie Camus
glad you got it sorted out

Cheers,
SteveMo

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Feb 4, 8:54 PM

Need advice for moving records from one org to another

I need to move a lot of records from one org to another. Normally, I export the records from the source org with Data Loader, then insert them into the target org with Data Loader. This involves starting with the Users, then the Acounts, but you have to use Excel/Xlookup to update the User ID's on the Accounts with the new ID's. Then I insert the Contacts, after I use Excel/Xlookup to update the User ID's and Account ID's. This takes a lot of time, and there's a decent chance of making an error. I found a SF video explaining how to use an External ID field to upsert records. I created a new External ID Account field called "Old_AccountID__c" and added that field to the Account file and copied the old Account ID to the column. I created a new External ID Contact field called "Old_AccountID__c" and added that field to the Contact file. Then I copied the old Account ID to that field. I tried upserting the Contact file with Data Loader and using that field as the external ID reference, but it didn't work, I just got errors.

Is there a way to do what I'm trying with Data Loader? Am I missing a step?

Thanks

@Data Loader

DL Errors.png

3 answers

Peter Martensen
Feb 9, 7:08 PM
Hey @Colin Ong-Dean that sounds really interesting. I've used Power Query before, but only to alter data in the spreadsheet. I never thought to use it like this. Thanks.

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Sep 17, 2025, 3:13 PM

How do I identify Reports that include a custom Case field, and show Last Run?

Hi #AwesomeAdmins

I need to identify all Salesforce Reports (API Name) where a custom Case field is in use. I am not referring to the data in the custom field. I am focused on

Reports

that use the field. I also need the Report of Reports to return the Last Run Date. My goal is to present this to the business to justify why they no longer need the field, if they aren't even reporting on it. If I discover all their reports that have the field have not been run in a long time, that tells me they don't rely on this field anymore. Then I can have a conversation with them about it and provide proof that it is not being relied on.

Hopefully I have worded this well. Does anyone know of a way to accomplish this? I've found in the Developer Guide an object called Report but I don't see that it allows to filter by Fields on the reports. Thanks in advance.

#Reports & Dashboards #Dataloader.io

6 answers

Ethan Taylor's
Nov 2, 2025, 8:13 PM
You can use the ReportMetadata and FieldUsage information through the Tooling API or Metadata API to identify which reports reference a specific Case field.
Here’s a simple approach:
Use Workbench or SOQL via Developer Console to query the Report object for all reports.
Retrieve their metadata (JSON/XML) using the Metadata API.
Search for your custom Case field’s API name (e.g., Case.Custom_Field__c) in the report metadata.
To find Last Run Date, query the Report object field LastRunDate.
If you prefer automation, you can use the Salesforce CLI or Python (simple_salesforce) to loop through reports, extract metadata, and flag those that reference your field.
This gives you a “Report of Reports” showing which ones include that Case field and when they were last run — perfect for cleanup and justification.

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Feb 13, 2025, 2:33 PM

Need to find all gifs from Notes and Attachments Related List on Accounts

I tried to run this SOQL in Data Loader and got the error no nested queries.

SELECT Name, ID, (SELECT ID.Name FROM Notes WHERE FileExtension = 'gif') FROM Account

I am looking for the IDs of all GIFs that are attachments on Accounts.

I don't have to do this in Data Loader. I can use any tool to get this done. Any suggestions welcome.

PS Just figured out nested queries aren't allowed in Workbench either.

PSS You also can't use a SF report to create a report of Notes created via "Notes & Attachments" related list.

PSS to reiterate. I am looking for the Attachments on the Account Related List Notes & Attachments where image has gif file type.

@Admin Addicts @* Sales Cloud - Best Practices * @Formulas - Help, Tips and Tricks @* Salesforce Developers * #Salesforce Developer #Sales Cloud #Data Management #Sales Cloud

5 answers

Mufaddal Ferozporwala (PairClouds Consulting)
Feb 18, 2025, 8:38 PM
Hi @David Vowels Can you share the SOQL query you used in Workbench that worked for you?

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Jul 31, 2022, 1:39 AM

How to resolve the error- Owner ID: owner cannot be blank

Trying to insert about 50 records into the opportunity object within a sandbox using data loader and receiving the above error. I've made sure that this field contained active user IDs and then modified all the records to have my user ID listed under this field, but to no avail. Any idea what I should be checking to get past this to successfully insert? ##Dataloader

7 answers

Dipesh Patel
Dec 23, 2024, 6:06 AM
I know this is an old thread but wanted to share how I got through this issue as well in case it helps anyone.

The ultimate root cause was that there were a couple of flows that were updating the Account with the Owner ID - but since the Contact records in question were owned by inactive users >>> that was causing the invalid OwnerId error on dataload.

So I turned those off, did the dataload and turned them back on and it worked.

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Oct 10, 2024, 8:13 PM

Error: Owner ID: owner cannot be blank

Got this error on a dataload to Contact object for part of the file. Added 18-digit owner ID. Account ID also on file. Reloaded only the errors. Got the same error on all records: | Owner ID: owner cannot be blank. I'm using v61, I could download the new version, but I've done 5 dataloads to the contact over the last 48 hours with no problem. I even cut and pasted the data into a new excel workbook then saved as csv.

Any thoughts?

3 answers

Ashwini Garwandha (Salesforce)
Oct 14, 2024, 7:41 AM
Hi @Marian Luisi,
Make sure that your CSV data is formatted correctly. You might find the following resources helpful:
https://help.salesforce.com/s/articleView?id=000387231&type=1
https://www.youtube.com/watch?v=7vx0Tdxem1U

Hope this helps. Thanks!

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Apr 26, 2024, 1:58 PM

Data Loader query to update Profile permissions

Hello awesome admins,

I am trying to use data loader to identify profiles (not permission sets) that have view or edit access to a field. This is my data loader query so far:

SELECT Field, Id, ParentId, PermissionsEdit, PermissionsRead

FROM FieldPermissions

WHERE

SobjectType = 'Opportunity'

AND Field = 'Opportunity.Special__c'

AND (PermissionsEdit = True

OR PermissionsRead = true)

I would like the export to include the Profile Name. Also, my goal is to use the export to then update some of the Profiles so that PermissionsEdit and PermissionsRead = False.

1. How do I include Profile Name in my query?

2. When I do the Update, which object should I be updating... is it the FieldPermissions object again?

Thank you!

#AwesomeAdmins #Dataloader #SOQL Queries