Quick summary
To export an account list from Salesforce to Excel, you create a new Accounts report using the Reports tab, save it, then use the Export option to download it in Excel format. This step-by-step process works in standard Salesforce CRM and requires no third-party tools.
Steps
- Click the Reports tab at the top of the dashboard, or open it from the App Launcher.
- Select New Report to begin creating a fresh report.
- In report types, select Accounts & Contacts or Accounts as the report type.
- Click Continue to proceed to the report builder.
- Within the Accounts report, click Save at the top of the table.
- Return to the reports homepage, select your account list report, then open the dropdown on the right side of the report.
- Select Export from the dropdown menu.
- Select Details Only as the Export View and choose Excel as the format.
- Click Export to download your account list as an Excel file.
