Celigo.com | CESF 3 ways to bring data from Salesforce to Excel

There are three main ways to bring data from Salesforce to Excel:

1. Salesforce Data Loaders: This is a free, standalone application that you can download from the Salesforce website. It allows you to export and import data between Salesforce and Excel, as well as other external data sources.

To use Salesforce Data Loaders:

1. Download and install Salesforce Data Loaders on your computer.
2. Open Salesforce Data Loaders and log in to your Salesforce account.
3. Select the type of data you want to export (e.g., Accounts, Leads, Opportunities, etc.).
4. Select the specific fields of data that you want to export.
5. Choose to export the data to a CSV or Excel file.
6. Click the “Run” button to start the export process.

Once the export process is complete, you can open the CSV or Excel file in Excel.

2. Excel Original Interface: This method allows you to export data from Salesforce directly to Excel. However, it is only available to users of Microsoft Office Professional Edition.

To export data from Salesforce to Excel using the Excel Original Interface:

1. Open Excel and go to the Data tab.
2. In the Get External Data section, click From Other Sources and select From Salesforce.
3. Log in to your Salesforce account.
4. Select the type of data you want to export and click Next.
5. Select the specific fields of data that you want to export and click Finish.

Excel will then import the data from Salesforce and create a new worksheet in your Excel file.

3. Excel Add-Ins: There are a number of third-party Excel add-ins that you can use to export data from Salesforce to Excel. These add-ins typically offer more features and flexibility than the Excel Original Interface, such as the ability to export data from multiple Salesforce objects at once and to schedule recurring exports.

To use an Excel add-in to export data from Salesforce:

1. Download and install the Excel add-in on your computer.
2. Open Excel and go to the Add-Ins tab.
3. In the Manage Add-Ins dialog box, select the Excel add-in that you want to use and click Enable.
4. Click the button for the Excel add-in in the Add-Ins tab.
5. Log in to your Salesforce account.
6. Select the type of data you want to export and click Next.
7. Select the specific fields of data that you want to export and click Finish.

The Excel add-in will then export the data from Salesforce and create a new worksheet in your Excel file.

Which method you choose to use will depend on your specific needs and preferences. If you need to export a small amount of data on a one-time basis, then the Salesforce Data Loaders or Excel Original Interface may be sufficient. However, if you need to export a large amount of data on a recurring basis, then you may want to consider using an Excel add-in.