Quick summary
Exporting accounts from Salesforce requires navigating to Advanced Setup and using the built-in Data Export tool. This step-by-step walkthrough shows you how to initiate and save an account data export in just a few clicks.
Steps
- Click the gear icon at the top right of the dashboard to open settings.
- Select Open Advanced Setup from the dropdown menu.
- In the Quick Find search box, type and select Data Export.
- Click Export Now to initiate the export process.
- Select Account as the data type to export.
- Scroll to the top of the page, then click Save to confirm and complete the export.
