How to Export Salesforce Data

Quick summary

Exporting Salesforce data lets admins back up or migrate CRM records by using the built-in Data Export tool inside Salesforce Setup. You can trigger a one-time export immediately or schedule recurring exports to run automatically and receive an email when the file is ready.

Steps

1. Go to Setup from the Salesforce navigation menu.
2. Search for Data Export using the Quick Find search box.
3. Select the data objects you want to include in the export.
4. Click the export button to start a one-time data export immediately.
5. Alternatively, use Schedule Export to set up a recurring export for ongoing needs.
6. Wait for an email notification confirming the export is complete, typically within 48 hours.