How to Export Salesforce Data
Salesforce offers a couple of ways to export your data, depending on your needs:
- Go to Setup on the top right
- Search for Data Export in Quick Find.
- Choose the Data categories you want to export (e.g., Accounts, Contacts, Opportunities)
- Define the file format (e.g., CSV, XLSX) and other export settings.
- Select Start Export for a one-time export. (Or Schedule Export for recurring needs.)
- You'll receive an email notification when the export is complete (usually within 48 hours).
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