how to export data using data loader in salesforce
Release time：2023-06-29 21:09:52
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author：Yuxuan
Salesforce is a customer relationship management (CRM) platform that allows businesses to manage their sales, marketing, and customer service operations. Data Loader is a tool that enables Salesforce administrators to export and import data. In this article, we will discuss how to export data from Salesforce using Data Loader.
Step 1: Download and Install Data Loader
The first step in exporting data from Salesforce using Data Loader is to download and install the tool. To do this, go to the Salesforce AppExchange and search for Data Loader. Click on the download button and follow the instructions to install the tool on your computer.Step 2: Prepare the Data to Export
Before you export the data from Salesforce, you need to prepare the data. You can select the data you want to export by using a SOQL query. SOQL stands for Salesforce Object Query Language – a syntax that you use to search your organization’s Salesforce data for specific information. Once you have identified the data you want to export, you need to create a CSV file with the data.Step 3: Configure Data Loader
Once you have prepared the data and created a CSV file, you need to configure Data Loader. To do this, open Data Loader and select the Export option. You will then be prompted to enter your Salesforce username and password. Once you have entered your credentials, click on the Login button to connect to your Salesforce organization.Step 4: Map Fields
After you have connected to your Salesforce organization, you need to map fields. Mapping fields allows you to match the fields in your CSV file with the corresponding Salesforce fields. To do this, select the CSV file that you created in Step 2, and select the Salesforce object you want to export. Data Loader will then display a mapping screen where you can match the fields.Step 5: Start the Export
Once you have mapped the fields, you can start the export. Click on the Finish button to start the export process. Data Loader will then export the data from Salesforce and create a CSV file.Conclusion
In conclusion, Data Loader is a powerful tool that allows Salesforce administrators to export and import data. By following the steps outlined in this article, you can easily export data from Salesforce using Data Loader. Remember to prepare the data, configure Data Loader, map fields, and start the export.
