Learning how to export data from Salesforce can be quite important for you to fully comprehend Salesforce, and its main features. Even though extracting wholesome data from Salesforce system may seem easy, it actually isn’t. I can be especially hard for beginners and people who haven’t had too much experience with Salesforce prior to this.
The easiest way to extract data is by using Data Loader export tool, which will make your job easier, and you will quickly learn to extract basically any data from Salesforce objects.
The First Step
You will need to prepare your Data Loader, which you can start through Salesfroce.com under ‘Data Loader’ section.
The second step is to click either ‘export all’ or ‘export’, which mainly depends on which files you actually want to export, or if you want to export all of them. The majority of these commands can be easily found through File menu, so you certainly won’t have any problems with that.
After you have finally done these simple steps, you should finally enter username and password on Salesforce and click Log in. After you have successfully entered your database, you should click Next.
The Second Step
After you’ve done first basic steps of this process, you should finally be able to choose an object. If, by any chance, your object name doesn’t display itself in default list, you should check ‘Show all objects’ option to see full comprehensive list of all objects.
After you have chosen the correct object, you need to click ‘Browse’ option and select appropriate CSV file, so your data can export itself. Once you’ve done that, you have an option to choose existing file or to create completely new file. If you choose an already existing file, then the contents of your file should be replaced with the new ones. You will need to click Yes in order to confirm that action, and afterwards click ‘Next’ button.
The Final Step in Data Export
Finally, after you have done all the above steps, you will need to create SOQL query for data export process. For example, you can check Name and ID in query fields and then click ‘Finish’. Once you follow those steps you will realize that CSV viewer is displaying all account names, as well as their IDs. SOQL is a very remarkable, yet relatively simple query language of Salesforce which fully allows you to construct high quality query strings in a very simple manner.
In order to export your data, you will need to carefully choose the field that you wish to export, and afterwards select all conditions to filter out the data. But, this is an optional feature, and if you don’t select conditions, your data will simply be returned to default.
After you’ve finally done all those steps correctly, you can finally click ‘Finish’, and then ‘Yes’ to confirm it. Then, the whole information window will report status of your operation, and you will finally be able to view extraction from your CSV file. This is pretty much it, so hopefully you have learned how to export data from Salesforce.