Quick summary
Salesforce's Data Export feature lets admins export Opportunity records directly from Setup without needing a third-party tool. The entire process takes just a few clicks inside Advanced Setup and delivers a downloadable file of your CRM data.
Steps
- Click the gear icon at the top right of the Salesforce dashboard to open setup options.
- Select Open Advanced Setup from the dropdown menu.
- In the Quick Find search box, search for and select Data Export.
- Click Export Now to initiate the export process.
- Choose Opportunity as the data type for the export.
- Click Start Export to confirm and begin the export.
- Wait for confirmation that your data is being exported and will be available for download.
