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How to Export Salesforce Data
Salesforce offers a couple of ways to export your data, depending on your needs:
Go to
Setup
on the top right
Search for
Data Export
in
Quick Find
.
Choose the
Data
categories you want to export (e.g.,
Accounts, Contacts, Opportunities
)
Define the file format (e.g.,
CSV, XLSX
) and other export settings.
Select
Start Export
for a one-time export. (Or
Schedule Export
for recurring needs.)
You'll receive an email notification when the export is complete (usually within 48 hours).
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