Quick summary
Exporting leads from Salesforce requires navigating to Advanced Setup and using the built-in Data Export tool. This step-by-step process lets you download your CRM lead data quickly without third-party tools.
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, search for and select Data Export.
- Click Export Now to begin the export process.
- Choose Lead as the data type for export.
- Click Start Export to confirm and initiate the export.
- Your data is now being exported — the file will be ready to download shortly.
