How To Export A List From Salesforce

How To Export A List From Salesforce

  1. Log In: Access your Salesforce account.
  2. Navigate to Reports: Click on the "Reports" tab in the main menu.
  3. Create New Report: Click on "New Report" to start a new report.
  4. Select Report Type: Choose the type of report you want to create.
  5. Customize Report: Add fields and filters to tailor your report.
  6. Run Report: Click "Run" to view the report with your selected data.
  7. Export Report: Click on the "Export" button to download your report.
  8. Choose Format: Select the format (Excel or CSV) for your export.
  9. Download File: Click "Export" to download the file to your computer.