How to Export Data from Salesforce

Last updated on Nov 24 2021
VRamamoorthy R

Table of Contents

How to Export Data from Salesforce

In this blog, we’ll discuss the way to export data from Salesforce. you’ll choose the objects from which data must be exported and also schedule a daily export form those objects. there’s also a filtering option on what proportion data to export supported the age of the record.
Let us now see the steps to export data from Salesforce −

Step 1

Navigate to the link Setup Home → Data → Data Export. it’ll present a window to schedule an export by mentioning the frequency alongside the beginning and end date to pick the records to be exported.

How to Export Data from Salesforce
How to Export Data from Salesforce

Step 2

In the next step, we elect the Salesforce objects the info of which require to be exported by selecting the check boxes as shown below.

How to Export Data from Salesforce
How to Export Data from Salesforce

Step 3

Upon clicking Next as within the above step, you’ll be directed to a window which mentions that you simply need to await a while for the exported data to be ready for download. So during this step, we await the download link to seem within the same screen. Also a hyperlink to download the info is shipped to the e-mail id of the one that scheduled the export.

How to Export Data from Salesforce
How to Export Data from Salesforce

Step 4

The Download links appear during this step.

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