Export Data from Salesforce
Extract data from a Salesforce object using Data Loader.
User Permissions Needed | |
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To export records: | Read on the records |
To export all records: | Read on the records |
- To start Data Loader, double click the Data Loader icon on your Desktop or in your Applications folder.
- 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.
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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 Salesforce Object Reference.
- Select the CSV file to export the data to. You can choose an existing file or create a file.
- Click Next.
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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.
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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.