How to Export Data from Salesforce

In Salesforce data export is the process of extracting system records, primarily for data backup, system integration, and generating reports in spreadsheet format.

We generally export data from Salesforce to Excel, requiring built-in functionalities or specialized external tools that facilitate the export of data into Excel format.

In this Salesforce tutorial, we will discuss the method to Export Backup Data from Salesforce using the Data Export wizard. The feature of exporting data is available in Salesforce Lightning and Classic editions.

Export Data from Salesforce in Lightning

To export or schedule an export in Salesforce Lightning, log in to your developer account and follow the below steps.

1. Navigate to the setup page of Salesforce Lightning and for that click on the gear icon and then select the option Setup.

2. On the setup page of Salesforce Lightning, go to the quick find box and search then select data export under the heading Data.

Data export in Salesforce Lightning

3. In the Data export wizard there are two options to export data from the org. The first option is to directly export at the current time or schedule the export.

To export at the current time click on the button Export Now.

Export org data in Salesforce Lightning

4. In this window, we will set the export settings and for that first activate the checkboxes in the top section to include images, documents, and attachments in the export.

5. In the Exported data section, select the objects that you would like to include in the export else click on the checkbox Include all data.

After selecting the data records, click on the button Start Export.

See also  Formula Field in Salesforce
Export org data to csv file in Salesforce

6. Now the export of the selected records will be started and after completion, we can see the zipped folder and there you can see the exported files in csv format.

Download the backup data in Salesforce

7. If you have to schedule a data export, click the Schedule Export button in the data export wizard.

Data export to excel in Salesforce Lightning

8. In this window, select the ISO code of the region from the dropdown field Export File Encoding.

After this activate the checkboxes in the top section to include images, documents, and attachments in the export.

Salesforce Lightning Export data

9. In the frequency field, there will be two options to schedule either from the day of the month or the specific weekday of the month.

For example, we can select “On day 5 of every month” or “On the 1st Sunday of every month”.

Schedule export in Salesforce Lightning

10. Select the time duration for the scheduled export from the fields Start date and End date fields then select the scheduled time for export from the field Preferred Start time.

Select Date time for export in Salesforce

11. At last select the time for scheduled data export then click on the Save button.

As we click on the Save button, the report will scheduled according to the selected date and time.

In this way, we can export data and schedule a data export in Salesforce Lightning by following the above steps.

Export Data from Salesforce in Classic

To export the data from the org in Salesforce Classic, switch to the classic edition then follow the below steps.

1. On the home page of Salesforce Classic, click on the Setup tab.

2. In the setup window of Classic, go to the Quick Find tab in the left sidebar and search then select Data Export.

Export org data to csv file in Salesforce Classic

3. In the setup window of the data export wizard, click Export Now to export the data.

See also  Salesforce Use Lookup Field with Filter
Export org data in Salesforce Classic

4. In this step, select the ISO code of your region from the field Export File Encoding, and after that activate the checkboxes below this field to include files, documents, images, and attachments.

Include attachments to the data export in Salesforce

5. Now go to the section Exported Data and select the type of information that want to include in the export and for that activate the checkboxes of data types API names.

If you want to include all data types then activate Include all data to include all records and data types then click on the button Start Export.

Select Data for export in Salesforce Classic

6. As we click on the Star Export button the data export will start and after completion we can download the exported data in a zipped file from the setup of data export and for that click on the download button in the Action column.

7. To schedule data export click on the button Schedule Export.

Salesforce Classic schedule data export

8. In this step, select the ISO code of the region from the field Export File Encoding then activate the checkboxes to include files, documents, images, and attachments in the exported data.

Schedule export in Salesforce Classic

9. In the section Schedule Data Export, select the Frequency of the scheduled data. Here we have to option to set the frequency, we can select the date of the month or the specific weekday of the month.

For example, we can select the 15th day of the month or a weekday like the 2nd Monday, or the 1st Saturday.

After this select the Start Date, End Date and Start time for the scheduled data export.

Set frequency for the scheduled data export in Salesforce

10. After scheduling the data export go to the section Exported Data and select the objects that you would like to include in the export else click on the checkbox Include all data to include all records.

See also  How to Make Phone Number Field Required in Salesforce

At last click on the Save button to schedule the data export.

Schedule data export in Salesforce Classic

As we click on the Save button, the report will scheduled according to the selected date and time.

In this way, we can export and schedule the data export in Salesforce Classic by following the above steps.

Conclusion

In Salesforce, Data Export Wizard is a robust tool for exporting the org data whether it’s exporting data for analysis, creating backups, or migrating information between Salesforce instances. By following the above example, you might have good insights into the method of exporting data and scheduling a data export in Salesforce Lightning and Salesforce Classic.

You may like to read: