Overview

A #Data Loader is configured to upsert Leads from a CSV file using the Email field as the match key. Records with an existing Email are updated; otherwise, new Leads are inserted.

General Use Case

Use #Data Loader to ingest CSV data, apply scoping, matching, and field transformations, then action target records—reusable, native in Salesforce, and generating online execution logs for troubleshooting and compliance.

Video Demo

Walkthrough

1

Pipeline - DataLoaders

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2

New Executable - Lead.Upsert

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3

Mapping

Screenshot 2026-04-20 at 7.50.34 PM