Quick summary
Backing up Salesforce data via report export lets teams create offline copies of critical CRM records without third-party tools. This step-by-step process uses the native Salesforce App Launcher and Reports module to download data in minutes.
Steps
- Click the App Launcher in the top menu of your Salesforce dashboard.
- Scroll down and click Reports in the App Launcher menu.
- Choose and click the report you want to back up.
- Click the dropdown button beside the Edit button to view more page options.
- Select Export from the dropdown menu.
- Modify the export details and click Export once done to download your data.
