Salesforce Data Export


Data can be easily exported from Salesforce either manually or on an automatic schedule. The data is exported as a set of comma-separated values (CSV) files. Salesforce Data Export provides a convenient way to export the data, either for backup or for importing into a different system.

Salesforce offers two main methods for exporting data.


Data Export Wizard:


It is an in-browser wizard, accessible through the Setup menu. It allows us to export data manually once every six days (for weekly export) or 28 days (for monthly export). We can also export data automatically, at weekly or monthly intervals using “Schedule Export”.


Data Loader: 


It is a client application that needs to be installed separately. It can be operated either through the user interface or the command line. The latter option is useful if you want to automate the export process or use APIs to integrate with another system.

Salesforce creates a zip archive of CSV files and emails you when it is ready. To download the zip file follow the link on an email or click on Data Export. Exports will complete as soon as possible, however, Salesforce does not guarantee the date and time the export will get complete. Large exports are broken up into multiple files. Zip files are deleted 48 hours after the email is sent.


Security Token


Accessing Salesforce from outside the trusted IP range of the organization using the desktop client or the API requires a security token to log in. It is a case-sensitive alphanumeric code that needs to be appended to the password or entered as a separate field in the client application or the API. Security token gets reset automatically every time the password is changed.


Let us now look at External ID.

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