Users with the Export (Module) permission in their profile can access this feature.

To export data

1. Navigate to Setup → Data Administration → Export.
2. In the Export Data page, click Start an Export.
   
   You can also navigate to the relevant module menu, go to Actions, and select Export to get the export dialog box to appear.
   
   
3. Under Configure, do the following:
   
1. Select a module, subform, or Notes from the Module drop-down list.
   
2. Choose if you want to filter the records by custom view or criteria.
   
1. If you have chosen Custom View, choose a custom view from the dropdown list.
   
2. If have chosen Criteria, add the criteria
   
3. If you've chosen a subform in the Module drop-down list, you can set criteria for the subform as well.
   
3. You can choose to export all fields or specific fields
1.  If you've chosen to export All Fields, all data will be exported. However, if you want to export all fields except a few fields, click Exclude Fields and select which fields need to be excluded. You can also exclude the Record ID
   
   field from being one of the columns in the export file.
   

   

   Note: You can select up to 20 fields to exclude from your export action. If you've selected Choose fields, you can select a maximum of 200 fields from the respective module and its lookup modules altogether.
2. If you choose to export the specific fields, click Choose Fields. You can select fields from the respective module and its lookup modules.
   
4. Under Preferences, do the following:
   
1. Select the download file format—CSV or XLSX—before exporting the data.
   
1. If you opt to export as CSV, you can choose the character set for your CSV file as your encoding system, which retains international characters.
   
2. You can opt to set password to the file that will be exported.
   
   

   Note: When you set a password export, each time the viewer tries to unzip the exported file, the system's file archiver will prompt them to enter the password. The password secures the entire ZIP file, not the individual files inside it.
3. Opt your preference of exporting the rich text data as plain text in order to preserve the rich text format of your data while you import your exported file to another platform.
   
5. Click Export.
   Your export will be added to the Export History table, with the status In progress.
   
6. When the status changes to Completed, hover over the entry and click the Download link to download the data to your local device.
   

To export a custom view

1. Select a custom view in a module page.
   
2. Click the ellipses (···) button and select Export [Module].
   
3. In the Export Data pop-up that appears, select the options for export, then click Export.

To export selected records from a module

Where can I track my exports?

Users with the requisite permission in their profile can access the Export Data page at Setup () > Data Administration > Export.

1. Start an export: Use this button to create an export of the data in individual modules or their subforms.
2. Export History: Use this table to track your exports over the past 60 days and view details, including the following:
1. The module from which the data was exported
   
2. The user who initiated the export
   
3. The date and time when the export was initiated
   
4. The number of records that were exported
   
5. The status of the export (In Progress, Completed, Error while Processing)
   
3. Filter: Use this to filter the entries in your export history. The list of exports can become lengthy, especially in large organizations where data is exported multiple times per week by multiple users. In such a situation, you can use this option to find a specific export or a set of exports quickly. You can filter by:
1. User
   
2. Module
   
3. Date
   
   
   
4. Individual export: Click on a specific export to access the Export Details page. This page contains the details found in the Export History table, as well as:
1. The custom view or criteria that was used
2. The file type and charset that were selected
3. The fields that were selected
   
5. Download link: When you hover over an individual export, you'll see a download link(). Click it to download the data to your local device. It will be available for a period of seven days from the time of export.
   
6. Request Data Backup: Use this link if you want to export all the data in your CRM.
   

Note: Admins can view the exports performed by all the users. Non-admin users can only view exports they've initiated.

Notes