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Salesforce - Exporting Data

This document discusses how to export data from Salesforce. There are four steps to export data: 1) Navigate to the export setup page and schedule an export by selecting a frequency and date range. 2) Choose the Salesforce objects to export by selecting checkboxes. 3) Wait for the exported data file to be generated. 4) Download the exported file from the provided link. The process allows filtering data by record age and scheduling regular exports.

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rakesh ranjan
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53 views

Salesforce - Exporting Data

This document discusses how to export data from Salesforce. There are four steps to export data: 1) Navigate to the export setup page and schedule an export by selecting a frequency and date range. 2) Choose the Salesforce objects to export by selecting checkboxes. 3) Wait for the exported data file to be generated. 4) Download the exported file from the provided link. The process allows filtering data by record age and scheduling regular exports.

Uploaded by

rakesh ranjan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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7/28/2019 Salesforce Exporting Data

Salesforce - Exporting Data


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In this chapter, we will discuss how to export data from Salesforce. You can choose the
objects from which data needs to be exported and also schedule a regular export form
those objects. There is also a filtering option on how much data to export based on 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 will present a window to
schedule an export by mentioning the frequency along with the start and end date to
select the records to be exported.

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Step 2
In the next step, we choose the Salesforce objects the data of which need to be
exported by selecting the check boxes as shown below.

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Step 3
Upon clicking Next as in the above step, you will be directed to a window which
mentions that you have to wait for some time for the exported data to be ready for
download. So in this step, we wait for the download link to appear in the same screen.
Also a hyperlink to download the data is sent to the email id of the person who
scheduled the export.

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Step 4
The Download links appear in this step.

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 Previous Page Next Page 

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