Free Salesforce Admin Tutorial >

Chapter 6 - Data Management >

Data Export in Salesforce

Data Export in Salesforce

What You’ll Learn

What is Salesforce Data  Export?What is Salesforce Data Export?

Tools For Exporting Data In SalesforceTools For Exporting Data In Salesforce

What Is Salesforce Data Export?

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

Tools For Exporting Data In Salesforce

Salesforce offers two main methods for exporting data.

1. Data Export

It is an in-built or in-browser tool, 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”.

You can export all records from all objects using data export, or you can choose which objects to export records from. Data export will include all of the field values and all of the data that is currently on that object. The fields or records you wish to export cannot be filtered.

Salesforce creates a zip archive of CSV files and emails you when it is ready. To download the zip file, follow the link in the email or click on Data Export in the Quick Find box. 

Exports will complete as soon as possible, however, Salesforce does not guarantee the date and time the export will get completed it totally depends on the size of the records that the user wishes to Export from the org. Large exports are broken up into multiple files.  

Zip files are deleted 48 hours after the email is sent(not including weekends). For example, if the email is sent on a Sunday, the “.zip” file is deleted on Thursday.

2. 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.

Using a data loader, you may filter the records and select the fields that will be included in the exported file. The data loader provides an option to “Export All” using which you can export archived activity records and soft-deleted records.

In, exporting the data you can create an export task. when creating the task you can save and run it. It helps that the next time you want to export the same kind of data, the task will already be created and it will just take one click to get it.

It also provides a way for scheduling tasks so these tasks run automatically. It also provides a way to use old tasks as a template for creating new tasks with some similarities to old tasks which helps in saving several steps.

Download Study Material

Get access to exclusive study material for Salesforce Certification and ace your exams!

Download Now

Our Salesforce Certification Courses

Hey there! Glad you made it through our Salesforce Admin Training for beginners. But wait! We've got some high-in-demand Salesforce courses for you to take your Salesforce skills to the next level, making you a desired professional in the Salesforce job market.

Post a Comment

Your email address will not be published. Required fields are marked *