![]() This step will differ depending on the chosen destination app. Data filtering – you can sort and filter data based on the selected criteria and specified values.Calculable columns – you can add new columns using supported calculation formulas.Column management – you can hide, rename, and reorder columns, and edit/change their data type.Transform data from SalesforceĪt this step, you can preview and transform the data you’re going to extract from Salesforce. Based on the chosen value, you’ll need to either select a desired data entity or enter an SOQL query. Then select how you want to export your data – using pre-defined data categories or with a custom SOQL request. You will need to log in to Salesforce if you have not already. Extract data from SalesforceĬonnect your Salesforce account. To export Salesforce data, sign up for Coupler.io, then click Add new importer, and select Salesforce as a source app, and the desired destination, for example, Looker Studio. You can automate data refresh on a schedule as frequently as every 15 minutes! There are around 70 data sources supported including Salesforce, of course □ ![]() Spreadsheets: Google Sheets, Microsoft Excel.With Coupler.io, you can load data from Salesforce and many other sources into: It’s designed to turn complex data into simple reports. Salesforce data export on a schedule with Coupler.ioĬoupler.io is a data automation and analytics platform. The fastest, most user-friendly, and most reliable method goes first. We’ll check out one by one, so you can select the best option for your needs. However, to be able to export data via the Salesforce API, you’ll need to create a Connected App in Salesforce, obtain an access token, and actually write code to fetch data. This is a code-based option that opens wide exporting capabilities. With it, you can pull Salesforce objects, as well as Salesforce reports, directly into your worksheet. Microsoft Office Professional Edition provides its users with a built-in Salesforce-to-Excel integration. Manually export data from Salesforce to Excel Optionally, you can automate data export to an FTP server, Dropbox, or Box account. After the export, you need to manually download the exported CSV file to your device. Data Loader allows you to automate data export/import on an hourly, daily, weekly, or monthly basis. dataloader.io - This is an app to both export from and import to Salesforce.We won’t cover this option here, since it deserves a separate guide on how to install, configure, and use the Data Loader. Data Loader – This is a client application for the bulk import/export of data.Weekly data export is available in Enterprise, Performance, and Unlimited Editions. You can run export manually or automatically, at weekly or monthly intervals. Data Export - This is the native Salesforce functionality to download data as a CSV file.This is a perfect solution to optimize your reporting and eliminate the challenges associated with it. The Salesforce integration supports hundreds of entities available for export including Campaigns, Products, etc. You can automate exports on a custom schedule without any coding. Automate Salesforce data export to Google Sheets, Excel, BigQuery, or Looker StudioĬoupler.io offers a dedicated Salesforce integration that allows you to export data from Salesforce to Looker Studio, Power BI, Google Sheets, Excel, or BigQuery. ![]() You can export data from Salesforce in multiple formats and to different destinations. Export data from Salesforce: What options you have Read on to discover how you can export Salesforce data manually or automatically natively or using a third-party app as a CSV file or to a spreadsheet, and so on. ![]() We don’t want you to have this experience, so we decided to compile all of the useful instructions into one guide. In some cases, Stackoverflow is an even better source of information. You have to jump between multiple pages to understand the options you have for exporting data from Salesforce, and how they work. Frankly speaking, Salesforce documentation is rather complicated.
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