Newer Version Available
Export Data
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, Developer, and Database.com Editions |
| User Permissions Needed | |
|---|---|
| To export records: | Read on the records |
| To export all records: | Read on the records |
- Open the Data Loader.
- Click Export. If you want to also export archived activity records and soft-deleted records, click Export All instead.
- Enter your Salesforce username and password, and click Log in.
- When you’re logged in, click Next. (You are not asked to log in
again until you log out or close the program.)
If your organization restricts IP addresses, logins from untrusted IPs are blocked until they’re activated. Salesforce automatically sends you an activation email that you can use to log in. The email contains a security token that you add to the end of your password. For example, if your password is mypassword, and your security token is XXXXXXXXXX, you must enter mypasswordXXXXXXXXXX to log in.
- Choose an object. For example, select the Account object. If your object name isn’t listed, select Show all objects to see all the objects that you can access. The objects are listed by localized label name, with the developer name in parentheses. For object descriptions, see the SOAP API Developer Guide.
- Select the CSV file to export the data to. You can choose an existing file or create a
file.
If you select an existing file, the export replaces its contents. To confirm the action, click Yes, or choose another file by clicking No.
- Click Next.
- Create a SOQL query for the data export. For example, select Id and
Name in the query fields, and click Finish.
As you follow the next steps, the CSV viewer displays all the Account names and their IDs.
SOQL is the Salesforce Object Query Language. Similar to the SELECT command in SQL, with
SOQL, you can specify the source object, a list of fields to retrieve, and conditions for
selecting rows in the source object.
- Choose the fields you want to export.
- Optionally, select conditions to filter your dataset. If you do not select any conditions, all the data to which you have read access is returned.
- Review the generated query and edit if necessary.
For more information on SOQL, see the SOQL and SOSL Reference.
- Click Finish, then click Yes to confirm.
A progress information window reports the status of the operation. After the operation completes, a confirmation window summarizes your results.
- To view the CSV file. click View Extraction, or to close, click OK. For more details, see Review Data Loader Output Files.