Microsoft Dynamics CRM How To Series

How To: Exporting Salesforce.com Data

By Frank Lee, Workopia, Inc.

www.workopia.com

 

The following step by step instructions with screen shots show how to export Salesforce.com data:

 

  1. Login to Salesforce.com with a user that has administrator access
  2. Click Setup from the login user dropdown:

 

  1. Navigate to the Administrator Setup on the left side, then to Data Management, and then click on Data Export

 

  1. Select Export Now

 

  1. Check the Include all data option and click Start Export

 

It usually takes a few minutes depending on the size of the data.

 

Note:  This export option may be available for an additional cost on some versions of Salesforce.com.  There is no maximum size limit of the Data Export - however, the files are broken down into 128 MB chunks if the export size is greater than 128 MB.

 

 

Frank Lee
Microsoft Dynamics CRM MVP since 2006
Workopia, Inc.

 

www.workopia.com

 

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