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How to export Salesforce data in csv. files?
You can export Salesforce data into CSV files in two ways:
1. Use Trujay service.
It allows you to export different modules or all the modules with saved relations between records. That means if you decide to transfer your data from CSV to another platform, it will have the same connections as it had in your Salesforce account.
2. Use the option Salesforce offers.
- Sign in the Salesforce account and click on Setup from ‘Settings’ on the right side of your dashboard.
- On the left side of the page layout, press on ‘Data’ first, and ‘Export Data’ after that.
3. Next, select a module you want to create a report of. In order to proceed with the migration, please download the modules data separately. Here’s a list of instructions on how to export:
If you’ve already exported all the files, please go back to the migration wizard and go on with your data transfer.