How To Export Salesforce Data

How To Export Salesforce Data

  1. Log in to Salesforce: Access your Salesforce account with your credentials.
  2. Go to Setup: Click on the gear icon in the top right corner.
  3. Search for Data Export: Type "Data Export" in the Quick Find box.
  4. Select Data Export: Click on the "Data Export" option that appears.
  5. Choose Export Options: Select the data you want to export (e.g., objects, reports).
  6. Schedule Export (Optional): Set a frequency for automatic exports if needed.
  7. Start Export: Click the "Export Now" button to begin the process.
  8. Download the File: Once the export is complete, download the .zip file provided.
  9. Extract Data: Unzip the downloaded file to access your data in CSV format.