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alesforce is a convenient CRM system developed by the American company with the same name. This software differs from its analogs by the fact that all operations are performed directly on the system's servers in the cloud storage. Besides, it has many useful and user-friendly features. Our guide will describe how to export contacts from Salesforce to Excel in a couple of minutes.

This option will be beneficial for those who want to improve work with existing customers or set up work with potential clients. You can move any data you need to analyze leads or create a mailing list with a business proposal. If somebody needs Salesforce to export contacts with specific parameters or information, he or her can easily do this. Here's more about what you'll need to know to do this.

Tips on how to do exporting contacts from Salesforce

The special feature of this CRM is that it provides templates for many reports, and you only require to choose the right one. However, to export contacts from Salesforce, the user has to create his or her report. It's not difficult to accomplish, but beginners may have some issues. To that purpose, we've created a step-by-step how-to guide on how people can better do exporting accounts from Salesforce to Excel.

Step 1.

After you log in to your account, find the «More» tab in the horizontal menu and click on it. There, the «Reports» line will pop up in the drop-down list. You will need to press it to get to the new page.

Home Page
Home Page
Creating Report
Creating Report
Notice: If your laptop or computer has a widescreen, the «Reports» button will show up immediately in the horizontal menu, and no further action is needed.

Step 2.

After you complete this action, you will find yourself on a new page called «Recent». Here you should look for the button «New Report» in the horizontal menu on the right side of the screen and click on it.

New Page Salesforce
New Page Salesforce
New Report
New Report

Step 3.

Afterwards, you will be prompted to select the type of your report. In our case, you should first choose the option «Accounts & Contacts» on the left, and then in the right column, click on the same link. So, you set the CRM path for further actions and will be able to get the most relevant info. Once you have carried out the steps described above, and then tap on the highlighted blue button «Continue».

Accounts and Contacts
Accounts and Contacts
Accounts
Accounts and Contacts
Choosing Report Type
Choosing Report Type

Step 4.

It won't be long until you can export contacts from Salesforce to Excel. Once you continue to create your custom report, a table will appear on a new page. It displays some information about accounts that you may find useful.

New Page with Information
New Page with Information
Notice: You can add or remove some columns at your convenience. For this, you can just click on the drop-down list icon to the right of the column name. At the very bottom, you will see options that will allow you to change columns – the «Remove Column» function. If you press this link, you will take away all unnecessary information about the account.
Remove Column
Remove Column

Step 5.

Once your table has the desired format and contains data that will be useful in the future, you can continue to create a custom report. On the right side, you will notice the «Run» button. Click on it to go to a new page and form the information more precisely.

Report
Report

Step 6.

All you need to do is finding the «Edit» button in the horizontal menu on the right and clicking on the drop-down list next to it. Among the options will be «Save» or «Export». If you pick the last link, you will be able to move the database to a .xls table. 

As soon as you do this, you will get a pop-up window to decide on the document's format and confirm your actions. The moment you click on the blue «Export» button, the Excel document will start downloading.

Export Button
Export Button
Export View
Export View

Congratulations, the final stage of our instruction is complete! Now you can view the accounts info from this CRM at any time, supplement it, modify it, or share it with other people.

FAQ

Can I use this CRM for free?

Since this system is intended for commercial use, it is a paid solution. However, the American company provides a 30-day trial to every customer who registers. During this time, you will have time to test the basic features of CRM. The free version is named Lightning and has a list of basic functions that will be useful to you in the future.

Can I export contacts from Salesforce only to an Excel sheet?

No, besides the .xls and .xlsx formats, there is another solution available to you. You can create a Comma Delimited table with a .csv extension.

What information will be available?

After creating a report, you can modify the data columns by adding or removing certain info. For this reason, except for the name, company position, and emails, it is also possible to add to the table country, state, mailing address, fax, work, mobile phone number, etc.

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Posted 
November 10, 2021
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