How can I export data from SalesForce to Excel?

How to export data from SalesForce to Excel?

In many cases, it can be useful to Export SalesForce report to Excel, in order to share the data with colleagues or to prepare presentations. There are built-in ways to do a SalesForce export to Excel in a few easy steps, all accessible right after login on SalesForce account.

exporting data from SalesForce to Excel is pretty simple, once in a report, select the menu arrow > export > Excel format > Export.

This will directly open the report in the Excel application, and the data will be usable within Excel spreadsheet program.

Export report to Excel

Starting with an open report that should be exported to Excel from SalesForce Lightning, find the arrow menu on the top right corner of the report, next to the edit option.

Now, in the popup arrow menu, select the export option, which will open the interface that will allow the export from SalesForce Lightning to Excel.

Export options to Excel format

Now, there will be two different options for data export from SalesForce, which are a formatted report, and details only.

Select the option you'd like better, and select the format of the export file, which in our case should be Excel format.xlsx, as we want to open the exported data from SalesForce Lightning to Excel spreadsheet.

The other options are comma delimited standard, or comma delimited without local format, in case of a different character encoding.

Do not forget to select the encoding if necessary, especially if you have stored in SalesForce some specific local characters, in which case the right file encoding must be selected.

For example, select the right encoding between Western European ISO, Unicode, Japanese, Chinese, Korean, and more.

Once the different options for the data export to Excel have been selected, continue by clicking on the Export button to start to export to Excel file.

What is a formatted data export

The formatted data will export the report just like it was shown on SalesForce Lightning interface, including report header, groupings, and filter details.

The exported data report will hardly be usable for computing, as it contains extra information, and also some data formatting that might be suitable for SalesForce only, but not for extra Excel calculations.

What is a details only data export

The details only data export will export only the data rows, with their header.

This is the file format to use for extra computing done on Excel or another spreadsheet program, or to upload the file in another program.

The exported data file will be directly usable for filters, pivot tables, or comparisons with other files.

How to export SalesForce report to Excel in short? Can you export SalesForce to Excel?

Export SalesForce report to Excel is pretty easy in general, as all you have to do to perform a SalesForce export to Excel is to open a report, find the export arrow, and select an Excel export.

The only real difficult that you will face during the SalesForce export to Excel is to eventually select the right data that is necessary for your export.

Once the SalesForce export to Excel has been fully performed, you will be able to play with all the exported data in your spreadsheet editor, but remember that the changes performed in Excel won’t have any impact on the data stored in your SalesForce account.

About Yoann
Yoann is an international business consultant. He helps businesses implementing their international projects, facilitating exchanges between various cultures, specialties, streams, and technologies. He thrives in designing, improving, adapting, innovating, and making solutions work, to satisfy clients. He created to share his expertise. He worked more than 10 years in international business development, global supply chain perfection, financial optimization, SAP ERP project deployment, and Web based business support for various industries, such as logistics, cosmetics, consumer goods, beauty care, or fashion, in more than 30 countries around the globe.

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